Advertising is rapidly becoming a significant revenue stream for retailers and delivery companies, with major players like Walmart, Uber, and Instacart seeing substantial growth in their ad businesses. The effectiveness of targeted advertising, fueled by big data and AI, is attracting consumer packaged goods brands eager to engage customers directly in retail environments or through delivery platforms. As these advertising revenues continue to rise, they are reshaping business models across various industries and boosting profit margins for companies involved.

JD.com is enhancing its advertising capabilities by developing AI agents aimed at simplifying ad management for its vast network of merchants while also reducing operational costs. The company reported a 16% year-on-year increase in marketplace and marketing revenues, driven by higher user engagement and improved traffic efficiency. CEO Sandy Xu highlighted the potential of AI in boosting ad conversion rates and generating advertising content.