Amazon Ads Nears $20B, DoorDash Buys Instacart

Amazon is closing in on $20 billion in ad revenue — in a single quarter — and handing budget decisions to AI. Meanwhile, a DoorDash-Instacart deal could redraw the entire retail media map. In this episode: DoorDash is in talks to acquire Instacart, a deal that would combine their retail media networks and first-party purchase data into a platform that directly threatens Uber's $2 billion advertising business. German luxury retailer Breuninger has launched into 11 new European markets simultaneously, taking on Zalando and FARFETCH as EU customs reforms squeeze low-cost Asian rivals out of the cross-border space. Amazon Ads is approaching $20 billion in Q3 revenue and is rolling out an AI Ads Agent to automate campaign buying, raising transparency and accountability concerns for brands running sponsored products and DSP campaigns. The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day. Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us. Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily