Why $100 Billion is moving to Commerce Media

The digital advertising landscape is hitting a massive inflection point. According to the latest McKinsey & Company analysis, the US commerce media market is projected to exceed $100 billion by 2027.

This isn't just "new spend"—it’s a fundamental reallocation of budgets. Advertisers are pulling back from legacy channels to find performance where the transactions actually happen.

Reallocation Reality: 55% of advertisers plan to increase their commerce media spend this year.

The Funding Source: 96% of this new funding is being reallocated from Social, Digital Display, and Search.

The Growth Gap: At a 21% CAGR, commerce media is growing twice as fast as search and triple the rate of traditional display .

At LuckyDiem, we are building the infrastructure to help national brands capture this shift within the banking ecosystem. The future of advertising isn't just about "eyes on glass"—it’s about verified transactions.