{"page":"/blog/retail-media-network-revenue-benchmarks","modified":"2026-11-10","license":"https://creativecommons.org/licenses/by/4.0/","columns":["Company and period","Advertising figure","Sales measure, same period","Ad revenue as share of sales (our calculation)","Source"],"rows":[["Amazon, Q3 2026","$19,637 million advertising services","$201.94 billion net sales","19.637 ÷ 201.94 = 9.7%","PPC Land, 29 Oct 2026"],["Amazon, Q2 2026","$19.8 billion","$200.6 billion net sales","19.8 ÷ 200.6 = 9.9%","PPC Land, 31 Jul 2026"],["Amazon, Q1 2026","$17.24 billion","$181.52 billion net sales","17.24 ÷ 181.52 = 9.5%","Marketplace Pulse, ads; net sales, accessed 9 Nov 2026"],["Amazon, FY2025","$68.63 billion","$716.93 billion net sales; $588.20 billion for North America plus International, which excludes AWS","68.63 ÷ 716.93 = 9.6%; 68.63 ÷ 588.20 = 11.7%","Marketplace Pulse, ads; North America; International, accessed 9 Nov 2026"],["Walmart, FY2026 (to 31 Jan 2026)","Nearly $6.4 billion global advertising, including VIZIO","$713.16 billion total revenues","6.4 ÷ 713.16 = 0.9%, an upper bound because the ad figure is \"nearly\"","Walmart, 19 Feb 2026"],["Walmart, Q2 FY2027","Growth only: +38% global, +43% Walmart Connect US excluding VIZIO","$187.9 billion total revenues","Not computable","Walmart, 20 Aug 2026; PPC Land, 20 Aug 2026"],["Instacart, Q3 2026","$331 million advertising and other revenue","$10.53 billion GTV","331 ÷ 10,530 = 3.1%","PPC Land, 29 Oct 2026"],["Instacart, Q1 2026","$286 million","$10,288 million GTV","286 ÷ 10,288 = 2.8%","Instacart, 6 May 2026"],["Target, Q1 FY2025","$163 million ad revenue","$23.8 billion net sales","163 ÷ 23,800 = 0.7%","Digiday, 2 Jun 2025"],["Target, FY2024","$649 million, up 25% from $522 million in 2023","n/d in the source we used","Not computed","Digiday, 2 Jun 2025"],["Uber, Q4 2025","\"$2B+\" annualized run rate","Gross bookings for the quarter not retrieved","Not computed","Uber via Business Wire, 4 Feb 2026"],["DoorDash, Q3 2026","No advertising figure in the release","$33.9 billion Marketplace GOV","Not computable","PPC Land, 29 Oct 2026"],["Kroger, Q2 2026","No dollar figure; profit of Kroger Precision Marketing up 24%","n/d","Not computable","Osmos citing Digiday, 12 Oct 2026"],["Albertsons","Media Collective revenue not broken out","n/d","Not computable","Digiday, 5 Oct 2026"]],"sourceUrls":[["https://ppc.land/amazon-ad-revenue-growth-drops-to-11-after-prime-day-moves-to-june/"],["https://ppc.land/amazon-advertising-gains-26-to-19-8-billion-as-sports-inventory-sells-out/"],["https://www.marketplacepulse.com/stats/amazon-advertising-services-sales","https://www.marketplacepulse.com/stats/amazon-net-sales"],["https://www.marketplacepulse.com/stats/amazon-advertising-services-sales","https://www.marketplacepulse.com/stats/amazon-north-america-sales","https://www.marketplacepulse.com/stats/amazon-international-sales"],["https://stock.walmart.com/sec-filings/all-sec-filings/content/0000104169-26-000032/earningsreleasefy26q4.htm"],["https://corporate.walmart.com/news/2026/08/20/walmart-releases-q2-fy27-earnings","https://ppc.land/walmart-ad-business-gains-38-as-walmart-connect-hits-43-in-q2/"],["https://ppc.land/instacart-ad-revenue-gains-23-to-331m-in-quarter-before-doordash-deal/"],["https://seekingalpha.com/pr/20502657"],["https://digiday.com/marketing/ad-revenue-grows-at-target-as-roundel-stays-insulated-from-broader-retailer-struggles/"],["https://digiday.com/marketing/ad-revenue-grows-at-target-as-roundel-stays-insulated-from-broader-retailer-struggles/"],["https://www.businesswire.com/news/home/20260204947622/en/"],["https://ppc.land/doordash-net-income-gains-91-to-466m-in-a-record-quarter/"],["https://www.osmos.ai/blog/retail-media-business-case-margin-not-revenue-2026"],["https://digiday.com/marketing/brian-monahan-exits-albertsons-media-collective-amid-leadership-shake-up/"]]}