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Morgan Stanley sees $130bn opportunity in retail media advertising, Amazon 'the early leader'

April 4, 2023 9:11 AM EDT

There is a $130 billion opportunity in retail media advertising, according to Morgan Stanley analyst Matthew Cost. The analyst told investors in a note Tuesday that the firm sees the opportunity by 2025 as "retailers leverage their customer data to power online ads" and that The Trade Desk Inc. (NASDAQ: TTD) and Criteo S.A. (NASDAQ:... More