Kiri Masters, founder of Bobsled Marketing and Retail Media Breakfast Club, joins the Retail Gentech Podcast to unpack the future of retail media. We cover the economic drivers of onsite and offsite ads, why loyalty programs could be a hidden moat in the age of AI, and how agentic shopping may challenge even the biggest players.

Timestamps:
00:00 – Intro & Welcome
01:30 – Kiri’s path from banking to launching Bobsled Marketing
06:40 – Selling the agency and life after acquisition
11:05 – The launch of Retail Media Breakfast Club
14:20 – Economic foundations of retail media (onsite, offsite, trade)
20:55 – The threat of agentic shopping to retail media networks
28:15 – Walmart vs. Amazon: Two strategies for AI agents
34:00 – Loyalty programs as a competitive advantage
38:45 – The future of retail media in an AI-driven world
43:20 – Where to find Kiri Masters & Retail Media Breakfast Club

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