Criteo Lowers 2026 Outlook to a Decline of as Much as 12% After Two Client Cuts
TLDR
Criteo has cut its 2026 outlook from up to 2% growth to as much as a 12% decline, with two client losses removing $75 million from retail media and Performance Media down 10% in Q2.
Criteo's 2026 outlook has moved from up to 2% growth to as much as a 12% decline, according to PPC Land. Two client cuts removed $75 million from 2026 retail media, Performance Media fell 10% in the second quarter, and the number of releases held steady at 27 for the year.
How we got here: earlier coverage
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- Oct 22Study: Budget-limited Google Ads campaigns lost 20% ROAS surplus when competitors raised spending
A UK homeware retailer's budget-capped Google Ads campaigns lost a 20% ROAS advantage over three weeks as competitors increased spend and CPCs rose sharply.
- Oct 21Meta's $9.89B Teen Settlement and Rising Ad Costs Set Stage for Advertiser Headwinds in 2027
Meta posted 26% ad revenue growth on rising prices (up 23% in US/Canada) and took a $9.89B teen settlement charge, with Q4 guidance of $73–76B testing whether ad inflation persists into 2027.
- Oct 14Social commerce conversion rates fall to 25% from 30%, DoubleVerify survey finds
DoubleVerify survey data shows social commerce conversions dropped to 25% from 30%, even as influencer marketing effectiveness and reach concerns declined among marketers.