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The company developed its ecommerce chops through acquisitions such as online marketplace Jet.com and digitally native direct-to-consumer (D2C) menswear label Bonobos. But more recent efforts such as AR shopping tools, virtual fitting technology, and livestream shopping across social channels have yet to have broad-reaching implications.

In addition, Max, Peacock, and Paramount+ have doubled down on sports rights, while ESPN is pivoting from a cable network to a D2C streaming service. All this is driving a surge in CTV ad spending, especially since live sports content commands loyal viewership and high ad rates. What does this mean for marketers, media companies, and distributors? The TV ship has sailed.

鈥凄颈谤别肠迟-迟辞-肠辞苍蝉耻尘别谤鈥� entertainment outperformed linear, which brought in $5.8 billion and $2.6 billion, respectively. The streaming business, including Hulu, ESPN+, and Disney+, had operating income of $47 million against a prior-year loss of $512 million. Global Disney+ subscribers edged up 1% to 118.3 million, while Hulu grew 2% to 51.1 million.

How about creators going direct to consumer and asking for tips essentially? We're in this tipping culture. Has that gained traction recently? Jasmine Enberg:. Yes, it is one of the fastest growing revenue streams for creators, but you also have to remember that these are really small sums.

EssilorLuxottica will keep Supreme鈥檚 direct-to-consumer model, housing it within its brand portfolio. Why we care: It鈥檚 a strange move for EssilorLuxottica. 鈥淭his deal was surprising, I think to many in the industry. It's frankly, a little puzzling as well, because EssilorLuxottica is so concentrated in eyewear and eye care,鈥� said our analyst Sky Canaves.

Some D2C and forward-thinking brands now build their creator strategies around TikTok. But Instagram is still included in most of those deals, either by request of the creator or brand. It鈥檚 time to mix it up. Marketers have good reasons for turning to Instagram first.

In the telemental health space, D2C models are under growing financial pressure from higher therapist-related labor costs and the higher marketing spending needed to acquire new customers. Talkspace is in the process of pivoting from a D2C to a B2B model, selling its services to self-insured employers. That may be why B2B-focused Amwell is interested in buying it.

We define social commerce as transacting basically one click away, meaning they can go to a D2C site or somewhere else to transact. Again, if you think about who can get this right. (09:55):. Also, by the way, the whole point about AI being really expensive, a hundred percent right. Also, this is a great way of getting everybody else out of the market.

But the Big Tech giant quickly pivoted, launching a D2C virtual care clinic (Amazon Clinic) in November, offering message-based healthcare services to adults ages 18 to 64 who live in one of 32 states.

Why it鈥檚 worth watching: Retail and tech giants are more likely than D2C healthcare and telehealth companies to disrupt health systems鈥� operations. We think there are two connecting factors explaining this:. 1. D2C and telehealth-focused business models aren鈥檛 intimidating hospitals.

Report: D2C Brands 2022. Article: TikTok will drive social commerce growth in 2023. Article: 5 ways influencer marketing is changing. Methodology: Estimates are based on the analysis of survey and traffic data from other research firms, historical consumer adoption trends, company releases and demographic adoption trends.

Walmart takes a shot across the bow at Amazon: The retailer鈥檚 latest holiday marketing campaign aims to go after Amazon鈥檚 dominance of online shopping holidays.

Even as creators work to diversify revenue streams and go D2C, brand deals rule the creator economy, which is good news for advertisers. Use this chart:. Adjust creator marketing strategies to better align with diversification of creator revenue streams. Understand creator priorities. Demonstrate the growth of the creator economy, and justify higher budgets for these campaigns. More like this:.

Now, before we end the show, I'd like to remind everyone about the upcoming CommerceNext Ecommerce Growth Show on June 20th through 21st. Join Insider Intelligence at the CommerceNext Ecommerce Growth Show in New York City. We'll be moderating a panel called Is a Good Ecommerce Experience Good Enough? With speakers from Sephora, Abercrombie & Fitch, and The Honest Company.

The news: Disney's direct-to-consumer streaming platforms, including Disney+, Hulu, and ESPN+, made notable strides in Q1, per the company鈥檚 Tuesday earnings report. The combined losses for these services dramatically narrowed to just $18 million, compared with a $659 million loss in the same period last year.

D2C telehealth companies are the latest to erode privacy. Yesterday鈥檚 Chart of the Day: Social rally.

More Chart of the Day:. 7/31 - Streaming showdown. 7/28 - Price is key for D2C. 7/27 - Ad channel choices. 7/26 - CTV鈥檚 $15B boost. 7/25 - Retail top 10. Methodology: Data is from a July 2023 CivicScience survey. 3,019 responses from US adults age 18+ were obtained during July 14-17, 2023. Data was weighted according to the US Census.

But with the rapid acceleration of ecommerce during 2020, that behavior moved online to social and ecommerce channels. Now that pre-pandemic behaviors are returning, there鈥檚 a shift back to stores. 鈥淧eople are recognizing the limitations of online discovery and looking back to stores to provide that surprise and delight and introduce them to new products,鈥� she said.

Brand execs from Forever 21, Abercrombie & Fitch, and more talk AI, Gen Z, and D2C. More Chart of the Day:. 7/6 - Beauty on a budget. 7/5 - Making ad-justments. 7/3 - Summer inflation. 6/30 - CTV gains on mobile. 6/29 - Beauty and the bucks.

The Save Mart Companies also recently expanded its partnership with Instacart, implementing Instacart鈥檚 Storefront Pro platform (which features ecommerce and ad capabilities) and bringing Instacart鈥檚 smart Caper Carts in-store. Why we care: Amazon dominates the retail media channel, capturing 77.0% of US retail media ad spend this year, per our forecast.

More creators are going direct-to-consumer to monetize. The way creators make money on social media reflects larger trends within the creator economy: Many are working to become less beholden to brands and social platforms to earn income. The number of creators with multiple revenue streams will continue to rise, especially as high-paying brand deals are now harder to come by.

I think even if, for example, you're a bank and you choose to go more of a utility white label route rather than direct to consumer... And I do think we'll see banks trying out both options. I think bigger ones will go for, let's stick direct to consumer because we have the clout for that. Smaller ones will probably go the utility style route.

Many retailers launched paid memberships over the past three years. For the most part, they were intended to increase revenues and build loyalty during the pandemic-driven ecommerce boom. But the slowdown in revenue growth indicates that consumers are only willing to spend so much on retail subscriptions, particularly amid economic uncertainty.

The play-by-play: Nike has been bouncing between D2C and wholesale retail, struggling to find the right mix. This has given newer brands, like Hoka, an opportunity to muscle in on Nike鈥檚 audience, specifically younger consumers and runners.