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OTT video鈥攊ncluding YouTube, subscription OTT, AVOD, and free ad-supported streaming TV鈥攊s extremely popular in nearly all forms. But traditional pay TV continues to reach new lows.

With origins in performance advertising and a focus on efficiency, retail media is likely to remain resilient, even amid an economic upheaval exacerbated by US tariffs. However, impacts won鈥檛 be evenly felt, leaving some players better positioned to withstand headwinds.

Discord tests 鈥淒iscord Orbs鈥� to reward users for ad interaction: A broader rollout could prove successful at driving action among key demographics.

Separating research from product lets Meta build faster, think longer term, and prove it鈥檚 serious about becoming more than a social media company.

Netflix and BBC team up for new podcast: While Netflix teases video podcasts on its own platform, work needs to be done to win over audiences.

Inside Amazon鈥檚 partnerships with InfoSum and Magnite: The new integrations highlight Amazon鈥檚 goal to be an essential platform for advertisers.

Capri eyes recovery with Michael Kors and Jimmy Choo: Quarterly revenue decline is smaller than expected, but challenges could complicate rebound efforts.

Over half (53%) of US hispanic adults look for websites or retailers that offer Spanish-language options at least sometimes when shopping online, according to March 2025 data from ThinkNow Research.

On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of May. Each month, our analysts Arielle Feger, Becky Schilling, and Sara Lebow (aka The Committee) put together a very unofficial list of the top eight retailers they're watching based on which are making the most interesting moves: Who's launching new initiatives? Which partnerships are moving the needle? Which standout marketing campaigns are being created? In this month's episode, Committee members Analysts Arielle Feger and Sara Lebow will defend their list against Senior Analyst Zak Stambor and Analyst Rachel Wolff, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.

Affiliate marketing, a performance-based partnership between an advertiser and a publisher, can offer brands feeling pressure to prove short-term ROI peace of mind and predictability.

With AI mostly glossed over online, there's a golden chance to stand out鈥攖each, show, and prove what AI can actually do for people.

Tariffs overshadow Macy鈥檚 turnaround progress: Sales fell less than expected on strength at Bloomingdale鈥檚 and Bluemercury, but pressures on discretionary spending could add to department store headwinds.

What retailers reaffirming 2025 guidance have in common: Dick鈥檚, Walmart, and Home Depot are cutting supplier costs, diversifying supply chains, and raising prices strategically amid ongoing uncertainty.

Williams-Sonoma buys Dormify鈥檚 IP: The move aims to help the housewares retailer capture a larger share of the college-age consumer market.

Facebook is projected to lose users in several major markets: Meta may need to lean more heavily on its other platforms to sustain growth.

Abercrombie & Fitch opts not to stock up on inventory despite tariff risks: The retailer is staying lean in order to chase trends and maximize full-price sales.

鈥淟ilo & Stitch,鈥� 鈥淢ission Impossible鈥� shatter Memorial Day weekend records: The box office hits prove that theaters still have a place amid the shift to streaming.

48% of US adults want brands to be clear and thorough about price increases, explaining the reasons, including tariffs, according to March 2025 data from Collage Group.

Last week鈥檚 announcements by Google to expand its AI search experiences came with big changes for advertisers. Google will offer more ads in AI Overviews and is also testing ads in its fully chat-based AI Mode.

On today鈥檚 podcast episode, we discuss how much the merger with xAI can move the needle for X, if the social platform can recoup the kinds of ad dollars it was making before Elon Musk bought them, and where X users have migrated to (if anywhere). Join Senior Director of Podcasts and host Marcus Johnson, and Analysts Marisa Jones and Emmy Liederman. Listen everywhere and watch on YouTube and Spotify.

Incrementality has always been the holy grail of retail media. But lately, it鈥檚 taken on greater importance as ad budgets are squeezed and retail media networks (RMNs) fight for their share of ad dollars.