Deep DivePlaybook: Retail’s Alternative Revenue Models—Monetizing Media, Data and Infrastructure John Harmon, CFA, Managing Director of Technology Research February 9, 2026 Reasons to ReadUncover how retailers can unlock alternative revenue streams to drive profitability, resilience, and growth in a competitive market. Read this report to discover answers to these and other questions: How can retailers determine the most impactful areas for monetization? What technology and vendor strategies ensure the success of new revenue sources? Why is it essential to shift from a project mentality to an operational one in managing new revenue ventures? How can diversifying revenue streams help increase resilience and growth for retailers? What ethical considerations should retailers prioritize when monetizing data and other assets? Companies mentioned in this report include: Amazon, Walmart, Kroger, Target, Home Depot, Instacart, Albertsons, Macy’s, Best Buy, Kohl’s, Ocado Group, and more. Data in this report include: Alternative revenue strategies for retail media networks, data sales/licensing, retail-as-a-service, and third-party marketplaces; Potential revenue gains and selected retailers employing these strategies; Insights into revenue contributions from memberships and credit card revenues. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in: Sentiment Improves Slightly; Tariff Pessimism Eases; Inflation Awareness Highly Salient: US Consumer Survey InsightsAnalyst Corner: NVIDIA GTC 2026 Showcased a New Era of Agentic AI and Physical AI, with Charlie Poon2026 Sector Outlooks: Ebook4Q25 US Earnings Season Wrap-Up: 80% of Companies Grow Sales and About 75% Beat EPS Consensus Amid Broad Strength in Discount, Specialty Apparel and Value Retail