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The bull and bear case for commerce media consolidation

Digiday’s Kimeko McCoy reports that DoorDash’s roughly seventeen billion dollar bid for Instacart has buyers and analysts debating whether commerce media is consolidating like search, social and streaming did before it.

Why it matters. Advertisers risk losing negotiating power as commerce media platforms scale up, echoing the leverage fights independent agencies already have with dominant DSPs.

Signal from digiday.com · Kimeko McCoy · read the original.

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