One of the most game-changing aspects of this bull market is the ongoing return to normal consumer spending behavior. People largely reined in their discretionary spending when inflation surged a few years ago. The list of industries that faced lower sales in that tight economy has a lot of overlap with the sectors that do a lot of brand-oriented marketing.
Criteo is a fine example of this rebound opportunity. The Paris-based marketing campaign manager's stock is down 22% from recent highs, but the business is poised to perform in a healthier economy.
Retail media facilitates the targeting of high-intent shoppers by brands primarily on retailer sites and extending reach across the open web. Performance media focuses on targeting high-intent shoppers for direct-to-consumer brands, primarily on the open web.
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