PODCAST

Retail Media Breakfast Club

Kiri Masters

10 minutes of expert insights every weekday. Your morning ritual for staying ahead in retail media.

business marketing

All Episodes

10:22

How an RMN's tech stack impacts your advertising results

Retail Media Breakfast Club ·

2025/06/09

In this episode, I dive deep into why the technology stack behind these networks isn’t just a backend concern—it’s the backbone of your campaign outcomes. From ad server speeds to reporting capabilities and everything in between, we’ll look at why brands and advertisers need to get curious (and even demanding) about the RMNs they partner with.I’ll share how platforms like Amazon and Walmart dominate with vertically integrated stacks and what that means for the rest of the market. I also

9:29

Why AI Search Advertising Could Reach $25 Billion By...

Retail Media Breakfast Club ·

2025/06/05

EMARKETER's bold projection—AI-powered search ads surging from $1B to over $25B by 2029—isn’t just hype. From structured product feeds in LLMs to Shopify’s latest catalog API, the foundations of conversational commerce are already reshaping the retail media landscape.I unpack the key infrastructure shifts, consumer behavior trends, and strategic moves by giants like Walmart, Amazon, and Shopify. Plus, I dive into why attribution is about to get messier—and what that means for brands

6:22

How These 4 Retail Media Leaders Make Conference...

Retail Media Breakfast Club ·

2025/06/04

Conference season is here, and with it comes the ever-present question from leadership: “Why should we approve this expense?” In today’s episode of the Retail Media Breakfast Club, I tackle that head-on with advice and stories straight from the front lines of retail media. Whether you’re booking your first trip to Cannes or opening your first conference app, you’ll find actionable tips to make every handshake, session, and badge count.You’ll hear from seasoned pros like Brian Dudzunski (ex

10:36

Mary Meeker Is So Back: My Notes From Her 340-Page AI...

Retail Media Breakfast Club ·

2025/06/03

This episode, I dive into Mary Meeker’s long-awaited return to the tech trend spotlight with her massive 340-page AI report. If you’ve followed her legendary internet trend decks over the years, you know she doesn’t pull punches. Her newest insights confirm what many of us have sensed: AI is not just another tech wave—it’s the defining shift of our era. But what does that mean for those of us in retail, brand marketing, or the agency world?In this episode, I share the key highlights from

9:53

Meta Says ‘Just Trust Us’ With AI Ads, Will Amazon...

Retail Media Breakfast Club ·

2025/06/02

In this episode, I dive deep into the future of advertising and tackle a burning question in the world of retail media: Will Amazon follow Meta’s path into fully autonomous, AI-driven “black box” advertising? With Meta and Google making bold moves toward automation that minimizes advertiser control, I unpack how Amazon is responding—and whether it’s headed down the same road.We explore what Mark Zuckerberg’s “no creative, no targeting, no measurement” vision really means, how Google’s

5:04

Where Does The Ecomm Team Really Belong? 3 Brand-Side...

Retail Media Breakfast Club ·

2025/05/30

n today’s episode of the Retail Media Breakfast Club, I’m digging into a question that gets a lot of e-commerce pros fired up: where should your eComm team sit within the org chart? Sales? Marketing? Somewhere in between? I’ve brought in three powerhouse brand-side leaders to share how their companies are structured—and why.From owning the P&L to forming tightly aligned omni teams, we explore different org setups that can either fuel success or slow you down. You’ll hear how Premier

10:42

Is Retail Media Actually Kinda 'Mid'? PART 2

Retail Media Breakfast Club ·

2025/05/29

In this follow-up episode, I dive back into the great retail media debate stirred up by Jason Goldberg’s recent commentary on the Jason & Scott Show. His take? That retail media, outside of Amazon, isn’t exactly thrilling. But after three weeks of reflecting, engaging with community feedback, and digging into new data, I’ve come back ready to challenge that notion and show why retail media is evolving far beyond its Amazonian roots.I break down three key lenses—efficiency over wallet

10:06

Walmart's Sparky AI Shopping Assistant: My Hot Take

Retail Media Breakfast Club ·

2025/05/28

This morning, I dove into Walmart’s new AI shopping assistant, Sparky. As a late entrant into the AI assistant race, Walmart may actually be playing a smarter long game than it seems. In this episode, I share my hands-on experience with Sparky, highlight what’s working (and what’s not), and explore the broader implications for brands and retailers navigating an AI-driven future.We’ll explore Sparky’s unique conversational style, the role of transparency in building trust with shoppers, and

8:21

AI in real life: how retailers and brands are...

Retail Media Breakfast Club ·

2025/05/27

Today, I’m kicking off something a little different—our first-ever AI case study spotlight! We often get caught up in the hype of what AI could do, but this episode is all about what AI has done. I’m sharing four real-world AI use cases from retailers and brands, breaking down how each initiative led to measurable impact. From spiking conversion rates to slashing production cycles and legal costs, these stories offer more than just inspiration—they show what’s possible.Tune in to hear how

10:24

Career Sliding Doors: The Pivotal Moments That...

Retail Media Breakfast Club ·

2025/05/22

In today’s episode, I dive into one of my favorite topics—those unexpected career-defining moments that shape everything. I’m talking about the “sliding doors” decisions that, in hindsight, changed the trajectory of some of the most impressive retail media leaders I know. You’ll hear real, raw stories from brand-side professionals who took chances, followed curiosities, or simply annoyed the right person at the right time—and it paid off.From mentorship programs that reshaped mindsets to

9:01

Retailers Hit 99% Ad Coverage Without Killing User...

Retail Media Breakfast Club ·

2025/05/21

Today I’m digging into the latest insights from Pentaleap’s biannual Sponsored Products Benchmark Report—and it’s challenging some long-held assumptions about online advertising. Shoppers say they don’t love ads, but the data tells a different story. I’m sharing what Amazon, Walmart, and Home Depot are doing right when it comes to high-volume sponsored product listings—and what mid-tier retailers can learn as they scale their retail media networks.We explore the delicate balance between ad

6:51

55% of consumers say they don't trust AI shopping...

Retail Media Breakfast Club ·

2025/05/20

In today’s episode, I unpack why so many shoppers are brushing off AI chatbots and recommendation engines—even as they quietly benefit from other AI-powered features during their online shopping journeys. Drawing insights from a fresh Akeneo survey of U.S. consumers, I highlight the trust gap that exists when it comes to visible AI tech like chatbots versus the more invisible enhancements like AI-generated review summaries.We’ll explore how consumer behavior contradicts what they say in

10:49

Walmart is Betting on AI Agents, While Amazon Goes...

Retail Media Breakfast Club ·

2025/05/19

Last week the Wall Street Journal reported that Walmart is building its own shopping agents for tasks like reordering groceries and handling requests like "plan a unicorn-themed party for my daughter." I walk through the key details: how Walmart is developing agent-to-agent protocols, preparing for interoperability with third-party agents, and recognizing that agent shopping is fundamentally different from human shopping.How This Connects to Other AI DevelopmentsI compare Walmart's open

9:46

How retailers 'Do' Sponsored Product ads: 4 takeaways...

Retail Media Breakfast Club ·

2025/05/15

The latest Sponsored Product Ads benchmark report from Pentaleap dropped today! This benchmark compares the performance of major retail media networks across search terms, categories, and bidding models. In this episode I share four major takeaways for brands and advertisers: the importance of testing on mature platforms like Amazon and Walmart, the resilience of long tail queries, the differences between product-first and keyword-first bidding models, and category-specific opportunities

12:22

Brands demand retail media standards. Retailers say...

Retail Media Breakfast Club ·

2025/05/14

In this episode, I draw a parallel between the diverse approaches to making bolognese sauce and the varied nature of retail media networks. Just as every cook has their unique bolognese recipe, every retail media network has its own way of managing advertising, measurement, and reporting. This variety stems from differences in business models, technology, and market positions. I discuss the challenges brands face due to this fragmented landscape, including demands for standardization in

10:13

Instacart’s Turnaround CEO Heads To The AI Frontier

Retail Media Breakfast Club ·

2025/05/13

In this episode, I share Fidji Simo's remarkable journey as the CEO of Instacart and her upcoming transition to lead OpenAI's consumer products division. Simo’s tenure at Instacart turned it into a profitable retail technology giant from a pandemic-boosted delivery service. Her key achievements include launching Carrot Ads and Carrot Insights, enhancing Instacart’s advertising business to generate nearly $1 billion in annual revenue.I explore how Simo's expertise in retail media and AI

10:08

Prime Day 2025: Are Brands Scaling Back? (3 Reasons...

Retail Media Breakfast Club ·

2025/05/12

Retail Media Breakfast Club: Prime Day 2025 Participation TrendsIn today's episode, I dive into the results of my recent LinkedIn poll about how brands plan to participate in Prime Day 2025. The numbers tell an interesting story: over half (51.79%) of respondents are either scaling back or skipping Prime Day entirely this year - a significant shift from previous years.Poll Results:Going Bigger: 12.50%About the same: 35.7%Scaling back: 37.5%Skipping it: 14.29%Why Brands Are Pulling Back:New

11:17

Is Retail Media Actually Kinda 'Mid'?

Retail Media Breakfast Club ·

2025/05/08

This week I dive into an interesting perspective from Jason Goldberg on the Jason + Scot show, who mentioned this podcast (a proud moment for me as I've been listening to their show for over 7 years!).Jason questioned the excitement around retail media outside of Amazon, so I decided to investigate his claims, including:Most retail media spend goes to Amazon. Retail media is mostly Sponsored Product Ads. Smaller sellers drive most sponsored product spending. Limited opportunity for

11:25

"We're Not Dabbling Here": Amazon's Official Company...

Retail Media Breakfast Club ·

2025/05/07

I dive into Amazon's earnings call AI announcements and what they mean for retail and ecommerce. Andy Jassy says they're building "a thousand plus AI applications," and I break down the key developments that matter for shopping and retail media.Quick Takes:Amazon's AI Infrastructure Edge I cover Amazon's Nova model reaching "frontier tier" intelligence - now competing with GPT-4 and Claude 3. Plus their 30-40% cost reduction through Trainium 2 chips. This means personalized product

10:37

DSPs Wanted: The Retail Media Revolution 96% of...

Retail Media Breakfast Club ·

2025/05/06

Could DSPs Be Retail Media's Panama Canal?In today's episode, I talk about Koddi's new "State of Programmatic Retail Media" report and why programmatic access might be the key to unlocking retail media's next growth phase.The Current LandscapeToday's retail media dollars are heavily concentrated: 77% on Amazon, 7% on Walmart, and only 16% spread across dozens of other retail networksDespite recognizing retail media's effectiveness (81% agree it's effective), many advertisers find the buying

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Retail Media Breakfast Club

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