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ChatGPT Ads Are Here. I'm Not Panicking.

ChatGPT Ads Are Here. I'm Not Panicking.

The conventional wisdom says consumers will hate ads in their AI assistants. I'm more optimistic than most.

Feb 3, 2026

•

9 min read

AI

Jassy Is "Bullish" on AI Commerce—Just Not Yours

Jassy Is "Bullish" on AI Commerce—Just Not Yours

Amazon CEO Andy Jassy is "very bullish on agentic commerce." He's just not in any rush to let other AI platforms access Amazon's customers.

Jan 27, 2026

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7 min read

AI

At NRF, Retailers Say "Bring On All The Bots"

At NRF, Retailers Say "Bring On All The Bots"

For a decade, retailers fought to keep bots off their websites. Now, they are racing to welcome AI shopping agents.

Jan 23, 2026

•

10 min read

AI

ChatGPT Ads Are Here. I'm Not Panicking.

AI

ChatGPT Ads Are Here. I'm Not Panicking.

The conventional wisdom says consumers will hate ads in their AI assistants. I'm more optimistic than most.

Feb 3, 2026

•

9 min read

Costco Is The First US RMN To Reveal Its Entire Tech Stack

Ad Tech

+2

Costco Is The First US RMN To Reveal Its Entire Tech Stack

While competitors guard technology choices like state secrets, Costco's Mark Williamson pulled back the curtain on the retailer's complete ad-tech infrastructure—and revealed a philosophy that other retailers might want to copy.

Feb 2, 2026

•

8 min read

Costco Is The First US RMN To Reveal Its Entire Tech Stack

Costco Is The First US RMN To Reveal Its Entire Tech Stack

While competitors guard technology choices like state secrets, Costco's Mark Williamson pulled back the curtain on the retailer's complete ad-tech infrastructure—and revealed a philosophy that other retailers might want to copy.

Feb 2, 2026

•

8 min read

Retailer Profiles

Instacart Ads’ Third Act: Ali Miller on Building the Infrastructure Powering Retail Media’s Future

Instacart Ads’ Third Act: Ali Miller on Building the Infrastructure Powering Retail Media’s Future

The general manager of Instacart advertising explains why retail media's next chapter requires precision over hype, and transparency over black boxes.

Jan 29, 2026

•

9 min read

Retailer Profiles

Ace Hardware's RedVest Media: Notes From My Interview With Molly Hjelm

Ace Hardware's RedVest Media: Notes From My Interview With Molly Hjelm

Nov 10, 2025

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3 min read

Retailer Profiles


Praise for Retail Media Breakfast Club

If you want to start your morning right with a short but impactful podcast, look no further than my friend Kiri Masters Retail Media Breakfast Club podcast & video series. Finding time to keep up with all the trends in this space is tough, but what Kiri does with this show will help.

Kyra Singh

Dean McElwee

Director, Digital Transformation, Stanley Black & Decker

Kiri Masters has done an exceptional job of elevating the conversation around retail media. She brings both strategic clarity and operational depth, and she has a real gift for making complex industry shifts feel approachable and actionable. Her Retail Media Breakfast Club podcast has become a daily must-listen for me. It’s insightful, timely, and consistently sharp.

Kyra Singh

Sarah marzano

Principal Analyst, EMARKETER

Kiri Masters has been my go-to thought leader in retail media & marketplaces space for years now. A daily, condensed hit of industry insights is something totally new in the space.

Kyra Singh

Paulo Bacarin

Commercial Director, Tom's Of Maine


Read Daily by Thousands of Retail Media Leaders from…


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Latest Posts

ChatGPT Ads Are Here. I'm Not Panicking.

The conventional wisdom says consumers will hate ads in their AI assistants. I'm more optimistic than most.

Feb 3, 2026

•

9 min read

Kiri Masters
Kiri Masters
ChatGPT Ads Are Here. I'm Not Panicking.

Costco Is The First US RMN To Reveal Its Entire Tech Stack

While competitors guard technology choices like state secrets, Costco's Mark Williamson pulled back the curtain on the retailer's complete ad-tech infrastructure—and revealed a philosophy that other retailers might want to copy.

Feb 2, 2026

•

8 min read

Kiri Masters
Kiri Masters
Costco Is The First US RMN To Reveal Its Entire Tech Stack

Instacart Ads’ Third Act: Ali Miller on Building the Infrastructure Powering Retail Media’s Future

The general manager of Instacart advertising explains why retail media's next chapter requires precision over hype, and transparency over black boxes.

Jan 29, 2026

•

9 min read

Kiri Masters
Kiri Masters
Instacart Ads’ Third Act: Ali Miller on Building the Infrastructure Powering Retail Media’s Future

Challenger Brands: Being Heavy On Sponsored Products Is a Feature, Not a Bug

Big brands envy the speed-to-market of challengers; challenger brands envy big budgets and vast teams. Here's how each can lean into their strengths

Jan 28, 2026

•

7 min read

Kiri Masters
Kiri Masters
Challenger Brands: Being Heavy On  Sponsored Products Is a Feature, Not a Bug

Jassy Is "Bullish" on AI Commerce—Just Not Yours

Amazon CEO Andy Jassy is "very bullish on agentic commerce." He's just not in any rush to let other AI platforms access Amazon's customers.

Jan 27, 2026

•

7 min read

Kiri Masters
Kiri Masters
Jassy Is "Bullish" on AI Commerce—Just Not Yours

Retail Media Breakfast Club

A quick hit of retail media industry analysis and trends, served up hot every day Monday to Thursday at 6AM ET.


Who’s behind Retail Media Breakfast Club?


Hi, I’m Kiri Masters. I’m an independent retail media industry commentator.
I write, speak and podcast about this space and increasingly, how it will be affected by AI-enabled commerce.

This is my daily newsletter and podcast where I share analysis, trends, and new research for those in the industry.


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Retail Media Breakfast Club

A quick hit of retail media industry analysis and trends, served up hot every day Monday to Thursday at 6AM ET.

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