Retail Media Therapy – EP42
Hiring Boom, Industry Beef & The Rise of Airline Media
This week, Viv Craske and Colin Lewis unpack three major shifts in retail media:
- A growing power struggle between holding companies and The Trade Desk
- A surge in retail media hiring (and what it takes to stand out)
- Why airlines are becoming retail media giants
Topic 1: The Trade Desk vs Holding Companies
A major industry conflict is brewing:
- Omnicom joins Publicis, WPP, and Dentsu in investigating The Trade Desk
- Official concern: transparency and platform fees
- Unofficial theory: control and margin pressure
Key Insight:
Holding companies may want to:
- Own media buying infrastructure (“the pipes”)
- Monetize their own AI-driven targeting
- Reduce reliance on third-party platforms
Is The Trade Desk still a partner… or now a competitor?
Topic 2: Retail Media Hiring Boom
Retail media is officially mainstream.
What’s happening:
- 26 new roles spotted in one week alone
- Hiring across retailers, agencies, and platforms globally:
- UK: Tesco, Ocado, Deliveroo, WPP
- US: Macy’s, CVS, Dentsu
- Europe: Douglas, ICA
- Even banks launching media networks
Skills You Need to Win:
- Commercial mindset + revenue focus
- Retail and media expertise
- Stakeholder management
- Storytelling & negotiation
- Strategic + analytical thinking
- Adaptability
Colin’s 5 Winning Mindsets:
- Build expertise across disciplines (especially brand growth)
- Develop personal agency (be a “doer”)
- Master modern collaboration
- Think like a showrunner (vision + detail)
- Adopt a test & learn mentality
Topic 3: Airline Commerce Media
Airlines are quietly becoming powerful retail media platforms.
Why it matters:
- Airlines historically make ~$5–$7 profit per seat
- Through retailing (upsells, hotels, cars), that can jump to $100+ per customer
The Game Changer: Connectivity (e.g. Starlink)
- Real-time passenger data + loyalty profiles
- Enables personalized, high-value advertising
- Creates a captive, high-intent audience
Opportunity:
- Turn onboard experiences into media channels
- Replace generic ads with personalized content
- Unlock high-margin revenue streams
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Grace & Co | Retail Media Experts
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