FTC Lawsuit Against Amazon's Ad Auctions Spotlights Retail Media Stocks

The recent FTC lawsuit against Amazon's ad auctions has put the spotlight on how money flows through retail media and commerce advertising. This attention can unsettle the whole sector, but it also shines a light on other stocks exposed to the same trends.

Perion Network (PERI) is an Israeli-based ad tech company that runs digital advertising platforms for brands, agencies, and retailers, with a growing focus on retail media, in-store screens, and commerce-focused campaigns outside Amazon's ad ecosystem. Its products help advertisers plan, automate, and optimize campaigns across various formats.

Coupang (CPNG) is a South Korea-based e-commerce company that runs a large online retail and marketplace platform where shoppers buy everything from daily essentials to luxury goods through its app and website. It also offers grocery delivery, food delivery, streaming, fintech services, and advertising products that let merchants and brands reach customers at the point of purchase.

D-Market Elektronik Hizmetler ve Ticaret (HEPS) operates Hepsiburada, a leading Turkish e-commerce platform where shoppers search, compare, and buy a wide range of products. Brands can pay for visibility and performance-oriented commerce advertising similar to other marketplace models.