The JBP Rebellion: What If Brands' Breaking Point Redefines Retail Media's Promise?
General
5 min
November 5, 2025

Imagine a high-stakes poker game where the house, meaning retailers, deals the cards, sets the rules, and counts the chips, all while swearing every hand is transparent. For years, brands have played along, betting billions on retail media's siren song of “incremental ROAS” and “closed-loop magic.” But what if the bluff is up? What if the real game-changer is not more data but the courage to demand a fair table?

Beneath retail media's explosive ascent, now a fragmented empire of over 200 networks, lies a simmering fracture: the Joint Business Plan (JBP). Once a blueprint for mutual growth, it has morphed into a velvet-rope toll, granting shelf space and audience access in exchange for unchecked spend commitments. Retailers whisper of exclusive insights; brands nod, but whisper back: prove it. No independent audits. No cross-network yardsticks. Just dashboards as diverse as their definitions of success.
Is this partnership, or just premium-priced faith?


The Hidden Economics: Power in the Shadows

Picture the early days. Retailers, flush with first-party gold, dangled closed-loop attribution like a philosopher's stone—ads directly linked to sales, a marketer's dream. Yet the alchemy was flawed from the start.
ROAS? One network counts coupons and trade boosts; another cherry-picks on-site wins. Agencies stitch together a Frankenstein of reports, reconciling a dozen proprietary panels while clients chase the myth of retail media as marketing's most measurable channel.

The cracks are widening. As IAB Europe's 2025 Commerce Media Measurement Standards V2 rolls out-refining funnels, nailing down gross versus net sales, and baking in quick-commerce metrics — agencies' trust in RMN transparency has cratered. Satisfaction has fallen from 66% to 44% in just a year.

What happens when the emperor's new metrics are exposed as threadbare?
Do brands fold or flip the script?


The Ignition: Standards as a Silent Revolution

This is not evolution; it is insurgency. The IAB framework is not mere paperwork - it is a manifesto, arming brands with a universal dialect for accountability.
Enter JBP 2.0: no longer siloed scorecards, but a leveled arena.

Key Shifts:

  • Standardized Metrics Over Silos:
    JBPs now hinge on IAB-aligned benchmarks, stripping away bespoke dashboards that hid apples-to-oranges comparisons.

  • Benchmarking Across Borders:
    Aggregated data unmasks outliers, forcing rate rationalization. Why pay a premium for “unique” when parity reveals the bluff?

  • Outcomes, Not Obligations:
    Spend guarantees yield to KPIs like verified lift or audience purity - shared stakes, not one-sided bets.

  • Audits as the New Normal:
    Clauses for third-party probes, from The Trade Desk's unified views to Nielsen's verification arsenal, ensure no black boxes survive.

This rebalance is not polite; it is primal.
Brands, scarred by programmatic's walled-garden wars, refuse to repeat history.
As one CPG leader put it amid stalled Walmart talks:

“We have to call their bluff.”

Echoes of brand safety scandals past - opacity sold as safety.
The lesson is clear: maturity demands discipline, or the market devours itself.


The Vanguard: Buyers Who Remember the Last Reckoning

Leading the charge are CPG titans, global agencies, and procurement hawks - the war-weary who built programmatic from chaos. They recall when “transparency” was code for control, when metrics masked margins.
Now they are scripting retail's redemption arc.

The fuse? The Trade Desk's 2025 leap with Koddi and Gopuff, enabling programmatic onsite buys and shattering silos for full-funnel flow.
No more fragmented workflows - just unified attribution and real-time optimization.

It is not just technology; it is a declaration that retail media belongs in the open, measured like display or search.
Over 95% of buyers crave this programmatic bridge.
What if every RMN followed?
Consolidation would accelerate - but only for the transparent.


Retailers at the Abyss: Premiums Without the Premium Myth

For retailers, the rebellion whispers a terrifying question:

What sustains sky-high CPMs once the illusion of “proprietary magic” disappears?

It is their Google moment - transparency as margin-melter.
Standardized pricing exposes the artifice; survivors pivot to true moats:

  • Data's Unrivaled Depth: First-party precision, not volume.
  • Attribution's Ironclad Chain: Closed loops that withstand scrutiny.
  • Funnel Fusion: Seamless integration into omnichannel plans.

Embrace it, and lock in multi-year JVPs from discerning spenders.
Resist, and watch budgets flee to interoperable havens where efficiency reigns.
The wave is coming. Who will build the ark?


Beyond Rebellion: JVPs and the Truth Imperative

At MediaAMP, we frame this not as war but as awakening - to Joint Value Partnerships (JVPs).
Ditch spend quotas; forge outcome alliances through:

  • Unified Truth Engines: Dashboards bridging store, site, and beyond.
  • Open APIs for Validation: Real-time handshakes with external measurers.
  • Governance Woven In: Contracts that codify clarity from day one.

Pioneers here do not just negotiate; they architect.
Laggards? Their JBPs rewrite themselves - eroded by partners who demand better.


The Reckoning: Who Claims the Truth?

Retail media soared on data monopolies and narrative sleight of hand.
The JBP Rebellion torches that illusion: measurement without standards is spectacle, not substance.

As brands seize the scales, the industry faces its mirror:
cling to fortified fictions, or step into rigorous reality?

The future is not owned by audience lords—it is claimed by truth-tellers.
In a market maturing at warp speed, one question lingers:

Will you audit the game, or keep folding?

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