May. 15 at 2:49 PM
$CREX Did a lot of research on Retail Media Networks.
$AMZN invented in 2012 and dominated until
$WMT and
$COST entered in 2016. Performance (per-click) consultants have been implementing RM networks with 20%+ growth rates from 2018, and continuing.
Per Click media growth has peaked, and
$TTD has been hammered. Rick Mills' rotation to the growth niche in digital media appears to be prescient if expensive.
I was more concerned about the hardware systems sales, and they came thru with new contracts. The potential customer RM network revenue is firming up hardware, and installed base will aid Media.
Even after a slow start, the annual targets can be achieved. We'll see the analysts' opinions.
