CommercePendingComplete

Off-site Retail Media Budget Dominance

Evidence updated longitudinally · Confidence evolves over time

Prediction

Off-site programmatic spend fueled by first-party retail data will exceed 30% of total Retail Media Network (RMN) revenue by the end of Q3 2026.

Confidence Score

85%

Score evolves as evidence accumulates. Continuously tracked.

Timeframe

111d

Start

Jun 11, 2026

End

Sep 30, 2026

Status

Complete

Signal Rationale

Inventory saturation of on-site retail search placements
Increased availability of secure data clean room technology for safe data sharing
Retailers seeking higher-margin growth opportunities beyond their own web properties

Intelligence Network

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