蘑菇AV

This is the first installment of our 鈥淩etail and Ecommerce Sales Benchmarks鈥� series, which helps retailers calibrate their sales mix against the market.

This is the first installment of our 鈥淩etail and Ecommerce Sales Benchmarks鈥� series, which helps retailers calibrate their sales mix against the market.

This is the first installment of our 鈥淩etail and Ecommerce Sales Benchmarks鈥� series, which helps retailers calibrate their sales mix against the market.

This is the first installment of our 鈥淩etail and Ecommerce Sales Benchmarks鈥� series, which helps retailers calibrate their sales mix against the market.

This is the first installment of our 鈥淩etail and Ecommerce Sales Benchmarks鈥� series, which helps retailers calibrate their sales mix against the market.

Yes, and: The acquisition signals that Teladoc is focusing on its employer and health plan customers more than its direct-to-consumer business. The company鈥檚 D2C digital mental health business, BetterHelp, is facing headwinds such as high advertising costs that hinder its ability to acquire new customers.

Similarly, traditional CPG companies continue to spend heavily on social media to compete with D2C and white-label players. The link between display and video advertising is tight. The industry ranking for display as a share of social roughly replicates the industry ranking of video as a share of digital ad spend. The correlation between display and video is much higher than between mobile and search.

Meanwhile, direct-to-consumer (DTC) pharma company Hims & Hers will run its first Super Bowl ad. While the provocative ad touts the company's GLP-1 weight-loss medication, a low-cost competitor to name brands Ozempic and Wegovy, it also highlights cultural frustration with the US healthcare system at large. "Something's broken, and it's not our bodies," the ad says. "It's the system.".

Red Seat鈥檚 success in direct-to-consumer media and independent ad sales could help Fox monetize digital audiences more effectively, complementing its streaming and ad-supported media strategy. By acquiring Red Seat Ventures, Fox isn鈥檛 just expanding its content portfolio鈥攊t鈥檚 staking a claim in the growing host-driven podcast industry which offers unique monetization opportunities.

Additionally, there is mounting concern among doctors who view the 鈥渘on-traditional" (e.g., D2C companies, telehealth platforms) weight loss drug market as problematic, according to a December 2024 Sermo survey.

Gen Z鈥檚 complicated path to purchase leans heavily on digital platforms and channels. But offline resources still play a key role.

So this is early on in the D2C days and I just looked at it and I said, "Look, there is something promising here, but the way this is being executed, it's not going to work. We can fix it. I think this has got potential, but we have to do some things before this launches because this will fail straight out the gate.". You didn't know what to do.

Embedding direct-to-consumer products into HR software platforms such as payroll systems, benefits administration tools, and employee self-service portals, making it easy for employees to access and enroll in coverage. Next steps: To learn more about offering life insurance products on partners鈥� platforms, read our  鈥淓mbedded Life Insurance鈥� report next.

Our take: Kohl鈥檚 is in a tough position, facing fierce competition from off-price retailers, direct-to-consumer brands, and mass merchants like Amazon. To fend off those merchants, Buchanan must sharply define Kohl鈥檚 own identity, rather than relying on the strength and brand equity of other brands to bolster its appeal.

Bringing sexy back: Victoria鈥檚 Secret has been playing defense for a few years as D2C brands like Parade and celebrity-backed labels like Fenty took the limelight. But the company recently reinserted itself back into the cultural conversation thanks to a familiar playbook.

Gauging the influence of digital on the shopper's journey.

Disney marked its first-ever profit in the streaming division, a quarter ahead of schedule, signaling a successful turnaround in its direct-to-consumer strategy. Retail media remains a rapidly growing sector. Amazon leads with forecasted US retail media spending of $41.95 billion in 2024, though Walmart is making significant strides with 26% advertising growth in Q2. Search.

I think they reserve those for their D2C channels, and for their fans. Zak Stambor (09:54):. And they have so many products that it's pretty easy for them to segment, "We sell these things to this retailer and we save these things for our own stores.". Sara Lebow (10:05):. Yeah, those things being specific IP.

And Vice President-elect JD Vance said on the campaign trail that he would explore stricter regulations of D2C pharma advertising. Bills to restrict or prohibit D2C drug ads have been introduced in the past yet typically lacked support from GOP lawmakers. But if a Republican-led administration pushes for a ban, previously hesitant members of Congress could be swayed.

But many D2C brands are now weighing the pros and cons of putting some of their goods on TikTok Shop and using affiliate marketing to drive sales. 鈥淔or products that are $100 and under, you see the affiliate budget slowly start to go that way,鈥� Mayberry said. 鈥淒o we keep this off dot-com and only go to TikTok Shop?鈥�. Affiliate is entering a period of data stratification.

Ecommerce has become a dominant sales channel in the pet industry, fueled by convenience and a broad range of online offerings. By 2028, nearly half of pet products sales will come from ecommerce.

And then also I think having some of these D2C, very much e-commerce centric brands like Warby Parker for example, having that at the mall so people go there to really fulfill some type of practical need and then they're like, "Okay, I'm here. I might as well do X, Y, Z, or I might as well just roam a little bit."

Creators are going direct-to-consumer. Direct audience monetization tactics鈥攍ike tipping, subscriptions, and merchandising鈥攁re the fastest-growing social media creator revenue streams. But it isn鈥檛 easy for most creators to make meaningful revenues from them. Tipping is a thriving, but tiny, creator income source. The sums are small, but they鈥檙e beginning to add up.

Amazon Clinic, a D2C telehealth venture, is now called Amazon One Medical Pay-per-visit. The entity recently pushed further into the D2C healthcare market to include upfront, fixed pricing for the treatment of five conditions鈥攕kin care, hair loss, erectile dysfunction, eyelash growth, and motion sickness.