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Index/Marketing/Retail Media Breakfast Club
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Cannes Lions 2026 Dispatch: Agentic Media Buying, Retail Media Shakeups, and the Future of Creator Commerce

Retail Media Breakfast Club · 2026-06-24 · 10 min

0:00--:--

Key moments - from our scoring

Substance score

57 / 100

Five dimensions, 20 points each

Insight Density13 / 20
Originality11 / 20
Guest Caliber9 / 20
Specificity & Evidence14 / 20
Conversational Craft10 / 20

From the PayPal Ads Cafe on the Croisette, Masters unpacks three critical shifts reshaping retail media. First, agentic media buying adoption among CPGs reveals that foundational challenges - like real-time inventory visibility - still outweigh sophisticated automation. Brands are building data lakes not primarily for ads, but for in-store stock tracking to ensure products are available when advertised. Additionally, agentic systems promise to automate DAM (digital asset management) asset extraction and deployment across channels, a currently manual bottleneck for large brands.

Second, a talent management agency confirms that major retailers - Target, Walmart, Home Depot, Amazon, Lowe's, Nordstrom, Albertsons, Kroger, and DoorDash - are aggressively scaling creator networks, using fixed-fee campaigns and conversion tracking. Technology approaches vary: Target partners with LTK to tap existing influencer networks, while others build proprietary affiliate programs or managed-service models.

Third, Nestlé and Dollar General demonstrate next-generation retail media through Big Happy's Dynamic Creative Optimization for 3D digital out-of-home. The system ingests Dollar General's 21,000-store network to deliver SKU-level, location-specific creative with timing triggers and QR code integrations - enabling value messaging at month-end, distance-to-store routing, and sampling opportunities. These innovations preview capabilities not yet mainstream among most media buyers.

Key takeaways

  • →CPGs building data lakes for agentic media buying are prioritizing in-store inventory visibility over advanced automation, treating out-of-stocks as a foundational blocker to effective advertising.
  • →Retailers including Target, Walmart, and Home Depot are rapidly scaling creator networks through fixed-fee campaigns and conversion tracking, with adoption varying from LTK platform integrations to proprietary affiliate programs.
  • →Big Happy's Dynamic Creative Optimization enables hyper-localized 3D digital out-of-home at scale, serving SKU-level creative by location with timing triggers and QR-code-driven fulfillment - moving DOOH beyond static, expensive production.
  • →DAM (digital asset management) automation through agentic media buying addresses a major CPG pain point: manual asset extraction and cross-channel deployment remains a significant bottleneck even for sophisticated brands.
  • →Dollar General's 21,000-store footprint combined with Nestlé's localized value messaging demonstrates how retail scale can unlock hyper-precise demographic and geographic creative targeting that one-size-fits-all campaigns cannot achieve.

Topics in this episode

Retail mediaData lakesDigital Asset Management (DAM)Creator networksSam's Club ConnectAgentic media buyingIn-store inventory visibilityLTK platformDollar General MediaNestlé

Questions this episode answers

What are CPG brands using data lakes for in agentic media buying?

CPGs are initially using data lakes for in-store stock tracking rather than ads directly - ensuring products are actually in stock at locations where they're being advertised, addressing out-of-stock challenges across retail locations.

Which retailers are investing most heavily in creator networks?

Target, Walmart, Home Depot, Amazon, Lowe's, Nordstrom, Albertsons, Kroger, and DoorDash are among the top retailers scaling creator networks through fixed-fee campaigns and conversion data tracking.

How does Big Happy's Dynamic Creative Optimization work for digital out-of-home?

The technology ingests retailer data to render creative dynamically at SKU and location level, with triggers like end-of-month value messaging, distance-to-store routing, and QR codes linking to Google Maps or product pages - without manual production overhead per location.

What technology approaches are retailers using to activate creators?

Approaches range from platform partnerships like Target's alignment with LTK, to proprietary retailer-built affiliate programs, to managed-service paid media models that brands can activate against.

Why is Nestlé using location-specific creative for Dollar General?

Dollar General's value-oriented consumer base requires geographically and demographically precise creative rather than evergreen campaigns; local inventory ads highlight specific Nestlé products available at the nearest store location.

What our scoring noted

Our reviewer’s read on each dimension, with quotes from the episode.

Insight Density

13 / 20

The episode provides several concrete operational insights (data lakes for stock tracking, DAM asset deployment, local inventory ads, dynamic creative optimization for DOOH) that a retail media operator would find useful. However, these insights are often surface-level observations rather than deep dives - the host observes trends and announces upcoming interviews rather than extracting substantive lessons from conversations. The pacing is fast with many topics covered briefly, reducing the density of insight per minute.

they are setting up a data lake...initially at least, this data lake is going to be used for in-store stock tracking...if they're running ads, they're actually being seen when a product is in stock in the store
agentic media buying sort of promises to resolve that issue

Originality

11 / 20

The episode covers emerging trends (agentic media buying, creator commerce, dynamic DOOH) that are relatively novel in retail media discourse, but the framing is largely descriptive reporting rather than original analysis. The insights presented - inventory alignment with ads, creator networks at retail, hyper-local targeting - are sensible extensions of existing retail media logic rather than first-principles rethinking or contrarian takes. No genuinely provocative or unexpected arguments are made.

really getting the basics right around which products are in stock in a particular store so that we can make sure we're only advertising when someone's able to buy that widget. That is table stakes that a lot of brands are still working through
Retailers know that a marketplace model can dramatically boost product assortment, shopper engagement, and total revenue

Guest Caliber

9 / 20

The episode is primarily a solo dispatch with no in-depth interviews; guests mentioned (Harvey Ma at Sam's Club Connect, Nicole Lozinski from Nestlé, Tony Rogers CMO of Dollar General Media) are highly relevant practitioners, but they appear only as brief mentions or panelists the host observed rather than substantive interview subjects. The host promises to share more detailed conversations in future episodes, but this episode itself lacks deep guest interaction with decision-makers.

I sat down with Harvey Ma, who is the head of Sam's Club Connect
Nicole Lozinski from Nestlé, Tony Rogers, the CMO of Dollar General Media

Specificity & Evidence

14 / 20

The episode includes concrete details: 21,000 Dollar General stores, named retailers (Target, Home Depot, Walmart, Amazon, Lowe's, Nordstrom, Albertsons, Kroger, DoorDash), specific technology vendors (LTK, Big Happy, Influential), and described use cases (local inventory ads, SKU-level DOOH, dynamic creative optimization). However, the evidence is largely observational anecdotes rather than quantified impact - no conversion rates, revenue lifts, or performance metrics are provided. Examples are illustrative but lack the granular data a B2B operator would need to assess feasibility.

they mentioned Target, Home Depot, Walmart, Amazon, Lowe's, Nordstrom, Albertsons, Kroger, and DoorDash as being some of the top retailers
Dollar General...twenty-one thousand stores

Conversational Craft

10 / 20

This is a solo dispatch format rather than a hosted interview, so traditional conversational dynamics (follow-ups, pushback, debate) are absent. The host conducts efficient scene-setting and reporting but does not challenge claims, dig deeper into tensions, or push speakers on implementation details. The few panelists mentioned are reported on rather than engaged with directly. The format prioritizes breadth of coverage over depth of inquiry.

I was able to speak with someone from a talent management agency
I caught the tail end of a really great panel

Conversation analysis

Computed from the transcript - who did the talking, and the words that came up most.

Most-used words

media13brands7creators7retailers7digital6dollar6general6creative6cannes5happy5data5store5club4network4agentic4buying4

Episode notes

I’m coming to you once again from Cannes, this time from the PayPal Ads Café on the Croisette. It’s been a whirlwind few days here, not just in terms of meetings and panels, but also the unexpected number of conversations I’m having about my upcoming move from the U.S. back to Australia. Let’s just say the global retail media community has opinions. In today’s dispatch, I’m sharing early signals from Cannes around agentic media buying, retail data infrastructure, and the evolving intersection of creators and retail media. From Walmart’s latest moves with Sam’s Club Connect, to how CPGs are thinking about data lakes and in-store stock accuracy, to the rise of hyper-local creative and 3D digital out-of-home, there’s a lot shaping what comes next for retail media. This episode is sponsored by Mirakl Ads Timeline [00:00] Kicking off from Cannes: reflections from the PayPal Ads Café and the unexpected reactions to my move back to Australia. [00:45] A preview of tomorrow’s conversation with Harvey Ma from Sam’s Club Connect and Walmart’s broader retail media rebrand and strategy shift.

Full transcript

10 min

Transcribed and scored by The B2B Podcast Index.

Cannes June 24 podcast === Kiri Masters: Hello, happy Wednesday. I'm coming to you again from Cannes. I'm actually in the PayPal Ads Cafe on the Croisette. And yes, as always, it's a little bit of a whirlwind here.

Something that's been a weird experience for me here is a lot of people that I see and meet have heard that I am moving from the US back to Australia, and I am getting a lot of questions about that. Um, to be honest, it seems like some people are secretly relieved that I'll be leaving the market. Um, and I keep saying, "I'm not dying. I'm just moving halfway across the world, and don't worry, I'm gonna keep- everyone on their toes in the industry Kiri Masters: Before I jump in to my dispatch today, I wanna give a little preview of something I'm gonna be talking about tomorrow.

I sat down with Harvey Ma, who is the head of Sam's Club Connect. Yes, there was a recent rebrand for Sam's Club member access platform, a whole raft of announcements from Walmart in the last few days, an acquisition, a rebrand, a change of strategy and purview for the Sam's Club Media Network And I'll be sharing more on that tomorrow So first up, I wanna share a couple of observations and tidbits that I've heard from brands at Cannes this year First from a CPG who I was speaking with about how they're thinking about agentic media buying And where their priorities are around that.

And they mentioned that they are setting up a data lake. They are early days with that, and they want to use that eventually for ads. But initially at least, this data lake is going to be used for in-store stock tracking. They have people stocking the shelves in the store.

Out of stocks is a big challenge for them. They want to make sure that if they're running ads, they're actually being seen when a product is in stock in the store. So this is sort of this brilliant basics concept where there's all these really interesting use cases for data collaboration and agentic media buying, but really getting the basics right around which products are in stock in a particular store so that we can make sure we're only advertising when someone's able to buy that widget.

That is table stakes that a lot of brands are still working through, including the larger, more sophisticated brands that are showing up in Cannes in 2026. Another major use case of agentic media buying that this brand mentioned is actually bringing to life use of their digital assets in their digital asset management system. Brands, especially large CPGs, have many visual assets that they want to use, that they would like to use, but actually pulling those assets out of their DAM and deploying it across different networks and different campaigns is still quite a manual process, and agentic media buying sort of promises to resolve that issue Next up, I had a really interesting discussion for, um, some content that I'm doing with The Drum at the Albertson's Media Collective Studio and a new partner called Influential and a social media creator.

And as a little sidebar to that conversation, I was speaking with some of the supporting acts for that, um, content about creator content and how it intersects with retail media. This is something that I wrote about a couple of weeks ago 'cause I really wanted to bone up on it And this week, I was able to speak with someone from a talent management agency who works with creators as an intermediary between the retailers who are pulling in creators for campaigns and the creators for themselves.

And this talent management agency was telling me that they're hearing from so many more retailers who want to do big deals with creators. They mentioned Target, Home Depot, Walmart, Amazon, Lowe's, Nordstrom, Albertsons, Kroger, and DoorDash as being some of the top retailers who are investing in a creator network Building something that brands can more easily activate against They're doing fixed fee campaigns. They are also checking out conversion data on creators to actually see who is really performant in the space.

Now, from a technology standpoint, it really runs the gamut. You see retailers like Target aligning with technology and aligning with platforms like LTK to actually capture more influencers and creators that are already part of the LTK network. LTK itself is becoming more of a social platform in and of itself, while other retailers actually have been building their own affiliate programs that are attracting creators And others still are running it more like a managed service type of paid media that brands can tap into.

So this is a really interesting evolving area. I know that there's a lot more questions, um, that I've received on this that I wanna dig into later when I get back from my summer break I will be revisiting it Retailers know that a marketplace model can dramatically boost product assortment, shopper engagement, and total revenue. But to get the most out of your marketplace, you need an ad tech solution that can really engage sellers. Miracle Ads is powering the future of retail media for leading retailers to activate both three P Sellers and one P brands.

Learn more@miracle.com. That's M-I-R-A-K l.com.

Kiri Masters: And finally I caught the tail end of a really great panel at the CPG Guy's house ~with~ ~Nicole Lozinski from Nestlé, Tony Rogers, the CMO of Dollar General Media Now, uh, ~with Nicole Lozinski from Nestlé, Tony Rogers, the CMO of Dollar General, and Gabby Stola from Big Happy. And the central theme here was the power of creative, rethinking the integrated marketing model. And I'll share a couple of highlights with you One is how Nestlé is focused on delivering the right value proposition to the Dollar General consumer, who skews toward a value-oriented consumer.

And this means that the creative that Nestlé is deploying needs to be geographically and demographically precise. It can't be evergreen or one size fits all. What type of ad creative is deployed in the stores, online, and what Dollar General is able to do with their huge network of stores, twenty-one thousand stores In communities around America that can be quite small. And that creates both a challenge and an opportunity.

The opportunity is hyper-local targeting and hyper-specific messaging And one way that Nestle is able to tap into this opportunity is with local inventory ads, specific Nestle products that are available at the nearest Dollar General And what Big Happy does as a technology partner is ingests Dollar General data to serve localized ads at a personal level that improves relevance and purchase intent Big Happy launched DCO or Dynamic Creative Optimization for 3D digital out of home shortly before Cannes, and they describe this situation where 3D digital out of home has been expensive and time-consuming for the longest time.

But Big Happy's tech streamlines the process of rendering creative to each media owner's specs without compromising on quality. And so what this means is enabling dynamic creative to a SKU level relevance per location, having timing triggers, like showing value messaging at the end of the month, distance to the nearest store, things like QR codes that can be integrated into digital formats that link out to places like Google Maps and giving directions, or product detail pages or sampling opportunities via third-party fulfillment.

So this is innovation coming from a kind of surprising place, a value retailer and a multinational brand working together with this vendor to deliver digital out of home at scale, but also in a hyper-targeted way. That's a lot of surprising things all thrown together, and I think this is what makes this kind of event so interesting is these new ideas that are not yet mainstream, not yet really in the capability of a lot of media buyers But really a preview of what might be to come.

So speaking of previews, I've gotta get to my next session. I'm gonna be sharing more interviews and behind the scenes before the end of the week, including a discussion with Harvey Marr at Sam's Club and a recap of the breakfast that I'm doing with Miracle Ads on Thursday morning.

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