Walmart’s second P&L: How side revenues are reshaping global retail

ANALYSIS What the results of the “Big 3” of retail media reveal about the future - InternetRetailing

Insights from Criteo, Amazon Advertising, and Walmart Connect point to a continuing growth story. Quarterly earnings are just that – a snapshot into a quarter. But can they indicate a clear view of the sector’s trajectory? Looking across the results of Criteo, Walmart, and Amazon, one point stands out: Retail Media continues to defy gravity. Let’s look at the evidence by starting with a quote from media analyst Brian Wieser, of Madison and Wall …

Walmart’s second P&L: How side revenues are reshaping global retail

From membership income to AI-driven advertising, Walmart’s second P&L shows how side revenues are redefining retail profitability.