Retail Media Stocks
Retailers and marketplaces running a material ads business on their own shopping and delivery platforms: Amazon Ads, Walmart Connect, Instacart, Uber, DoorDash, eBay, Target Roundel.
As of Nov 3, 2026, Retail Media has 29 US-listed companies worth $5.3T combined. The median member moved +2.3% over the past week; GRAB led among the 25 largest at +14.7% and BBY trailed at -4.7%.
Companies in Retail Media
- AMZN – Amazon.com Inc, $2.7T
- WMT – Walmart Inc., $1T
- COST – Costco Wholesale Corp, $461B
- BABA – Alibaba Group Holding Ltd, $253B
- UBER – Uber Technologies Inc, $136B
- PDD – PDD Holdings Inc., $116B
- MELI – MercadoLibre Inc., $85B
- DASH – DoorDash, Inc. Class A Common Stock, $82.9B
- TGT – Target Corporation, $72B
- EBAY – eBay Inc, $53.4B
- SE – Sea Ltd, $46.2B
- KR – Kroger Company, $40.4B
- EXPE – Expedia Group Inc., $35.9B
- JD – JD.com Inc Adr, $35.5B
- DG – Dollar General Corporation, $30B
- ULTA – Ulta Beauty Inc, $27.3B
- CPNG – Coupang LLC, $26.4B
- BBY – Best Buy Co. Inc, $20.2B
- W – Wayfair Inc, $14.9B
- DKS – Dick’s Sporting Goods Inc, $14B
- CART – Maplebear Inc., $13.6B
- GRAB – Grab Holdings Ltd, $11.7B
- CHWY – Chewy Inc, $9B
- ETSY – Etsy, Inc., $8B
- ACI – Albertsons Companies, $6.7B
- M – Macy’s Inc, $6.4B
- KSS – Kohl's Corporation, $2.7B
- IBTA – Ibotta, Inc., $1.2B
- CRTO – Criteo Sa, $730M