Dissecting the Retail Media Flywheel with Media, Ads + Commerce's Andrew Lipsman

Beyond The Shelf

David closes out February with an illuminating conversation with Andrew Lipsman, Independent Analyst and Consultant, and the author of the popular "Media, Ads + Commerce" newsletter on Substack. Andrew struck out on his own in late 2023 after a fruitful career at industry analytics stalwarts NPD Group, comScore and Insider Intelligence (formerly eMarketer).

They discuss how Andrew's obsession with Michael Jordan as a Chicago Bulls fan in the 90s sparked his interest in analytics (3:22), his insights on Walmart's acquisition of Vizio (7:30), a brief overview of ROAS and how it's measured (16:42), and the tension between the shopper experience and the surface area of in-store ads (22:14), and his big 3 predictions for the next 12 months (26:11).

Subscribe to "Media, Ads + Commerce": https://mediaadsandcommerce.substack.com/

Follow Andrew on LinkedIn: https://www.linkedin.com/in/andrew-lipsman-10b2162/

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Theme music: "Happy" by Mixaud - https://mixaund.bandcamp.com

Producer: Jake Musiker