Amazon Targets Rival Shoppers, Agencies Buy TikTok Shop Talent

Amazon just turned its logged-in audience into a cross-retailer targeting weapon — bad news for Walmart and Kroger's ad businesses. Plus, why agencies are buying TikTok Shop expertise before Q4 hits. In this episode: Amazon DSP now lets advertisers target display and video ads at shoppers identified as also buying from Walmart, Dollar General, Kroger, Walgreens, and Sephora — repositioning Amazon as a full-funnel off-Amazon ad platform that competes directly with rival retail media networks. Ecommerce agencies and holding companies are acquiring TikTok Shop specialist firms ahead of Q4, betting the platform will be a meaningful holiday revenue channel and seeking to own the full content-to-cart journey that also drives Amazon sales. Commerce tech startup Chord has acquired rival Zenlytic to build an agentic customer data platform designed for a future where AI agents — not humans — make purchase decisions, signalling that the traditional CDP category is being rebuilt from scratch. 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