‘The easy dollars are gone’: Retail media faces new tests as it nears maturity (Modern Retail)

By Anna Hensel. Last year, Walmart CFO John David Rainey said that almost a third of Walmart’s profit comes from selling ads. And McMillion has said that having an advertising business has been helpful as Walmart — like every retailer — is trying to figure out how much of the costs it can absorb from tariffs before passing on price increases to consumers. […]