Follow The Money: Why Retail Media Is Part Of A Greater CapEx Revolution | AdExchanger
Briefly

Although the word 'advertising' has crept onto some balance sheets and earnings reports - Amazon now discloses ad revenue every quarter, while Walmart and Target do so once per year - retail media looks a little different to executives at that level.
Prioritizing CapEx can help a physical retail business survive on rock-bottom profit margins or even at a loss.
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