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AI shopping agents could threaten Amazon and Walmart's ad business

Monday, November 9, 2026 - 20:38
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Retail powerhouses Walmart and Amazon are also the world's two largest retail media businesses, dominating the estimated $74.4 billion in US retail media spending with a combined 88% share of that market, according to projections from data firm Emarketer. But digital assistants could soon disrupt that business.

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