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Index/Finance/Future Commerce
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LIVE at Shoptalk Spring: Retail Media Confessions, Hype Cycles, and the Creator Reckoning

Future Commerce · 2026-04-02 · 27 min

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Topics in this episode

predictionscommerce podcasttariffecommerce podcasttrump

Episode notes

Recorded live on the Shoptalk Spring show floor, Phillip and Alicia sit down with Leah Logan, VP of Retail Media Transformation for Inmar Intelligence, and Andrew Lipsman, Founder & Chief Analyst at Media, Ads + Commerce, fresh off a spirited on-stage debate about agentic commerce. We debunk AI Traffic Apocalypse predictions and make the case for creators as a critical yet overlooked retail media channel. The AIpocalypse, Explained Key takeaways: AI referral traffic currently accounts for just 0.1 - 2% of retailer traffic; it has also led to eCommerce site traffic growth, not decline. Consumer intent data, not bottom-funnel ads, is where LLM advertising will find its footing. Creators are a media channel that predates the hype, and the measurement has been there for years. Retail media's growth depends on graduating from ROAS to incrementality - the sooner, the better. [00:11:08] "The next big trend already exists.

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