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. People just haven't really wrapped their heads around it yet." — Andrew Lipsman
[00:26:09] "We have to stop looking at CPMs and start looking at investments." — Leah Logan

In-Show Mentions:

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LIVE at Shoptalk Spring: Retail Media Confessions, Hype Cycles, and the Creator Reckoning

Future Commerce