US Commerce Media Forecast 2025

Retailers Cede Share as Emerging Verticals Find Their Footing

US commerce media spending will hit $83 billion in 2026, representing 21.6% of total digital ad spending, according to EMARKETER's forecast.

While retail media networks (RMNs) will continue to dominate, nonretail verticals like financial services and travel are shaking up the space. Our new analyst report—presented in an easy-to-digest slide format—breaks down the potential of commerce media for advertisers to connect with hard-to-reach audiences.