VIZIO HLDG.CL.A DL-,0001

At the Piper Sandler conference, Walmart outlined its strategy to evolve from a retailer into a full‑service retail‑media provider, using first‑party data for personalized full‑funnel advertising. The acquisition of VIZIO is central to building connected‑TV capabilities and aims to link brand awareness directly with purchase signals. Walmart Connect recently reported growth of 31%; combined with VIZIO that rises to 47%. The addressable market is estimated to grow to about $100 billion in the coming years. Challenges include the technical integration of the VIZIO platform and ensuring data security, while AI and automation are expected to improve targeting. » More on de.investing.com

Sam’s Club is expanding its Member Access Platform by orchestrating experiential retail media activations—ranging from local 'Race to the Club' car‑lot events to a primary sponsorship of Andretti Autosport at the INDYCAR season finale—to drive immediate sales, membership acquisition and closed‑loop measurement for supplier brands. Harvey Ma says the model centralizes sponsorship rights while enabling multiple brand partners (Member’s Mark, Vizio, Tyson, Fanttik, ePro Select, Clearly Canadian) to engage members in purchasable moments, and plans to scale large‑scale events fivefold in 2026. » More on forbes.com