蘑菇AV

For some smaller D2C brands, ASC+ now represents well over half of their social ad spending. Social media platforms鈥� ad offerings are increasingly geared to retail and consumer packaged goods (CPG) advertisers.

The news: Eli Lilly joined forces with direct-to-consumer (D2C) telehealth company Ro to offer single-dose vials of its GLP-1 Zepbound to Ro patients with obesity. Previously, this reduced price form of the medication was only available on the drugmaker鈥檚 D2C website for its LillyDirect self-pay pharmacy (meaning insurance isn鈥檛 accepted).

Deckers relies on scarcity to drive Ugg, Hoka growth: That tactic paid off with record sales and profits during the holiday quarter.

On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of January. 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 Analyst Arielle Feger and Senior Analyst 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.

Many brands, especially D2C ones, spent much of the 2010s relying on paid ads to reach Facebook and Instagram users. When TikTok started becoming more popular, several brands and small businesses found organic success on the platform, seeing massive boosts in both awareness and sales. Younger consumers are hard to reach with traditional ads on social media.

Direct-to-consumer ARPU: $11.99 for US and Canada; $4.05 for other markets. Global D2C ARPU for the quarter increased by 1% YoY to $7.84 but was lower than last quarter鈥檚 $8.00. Overall financials: Total revenues declined 4% to $9.62 billion as theatrical revenues plunged 40%, and adjusted EBITDA for Warner Bros. Discovery鈥檚 entire business dropped 19% to $2.41 billion.

TikTok still has its place, Baus said, but requires a lot of content to achieve a few viral hits, and TikTok Shop is best suited for D2C brands and those that are already investing in product-focused content on the platform, such as beauty brands. On March 8, Reddit launched a new suite of tools to help marketers understand trending topics.

But attempts to reign in D2C drug advertising as well as anti-vaccine rhetoric won鈥檛 go over well with Big Pharma. We鈥檒l be closely monitoring the confirmations of Trump鈥檚 picks for key federal health agencies in early 2025.

The final word: To that end, Walgreens decided to expand its direct-to-consumer virtual healthcare services to reach consumers in 30 states. The retailer launched Walgreens Virtual Healthcare last year in nine states. 3. Walgreens is considering a sale of the company to a private equity firm. The announcement comes as Walgreens closes out 2024 with a net loss of $8.6 billion鈥攁 177% YoY increase.

Our forecast was up, and Magna鈥檚 was even more bullish鈥攊ncluding consumer goods, driven by a D2C shift. With all of that spending, waste was a major topic, and avoiding overspending on channels like CTV and MFA sites was consistently in focus. To facilitate more dollars moving to digital channels, players like Google began launching features like AI chatbots to create ads more effortlessly.

The news: Amazon鈥檚 direct-to-consumer (D2C) telehealth business expanded its services to include upfront, fixed pricing for the treatment of five conditions鈥攕kin care, hair loss, erectile dysfunction (ED), eyelash growth, and motion sickness. Why it matters: The new offering places Amazon One Medical Pay-per-visit in direct competition with D2C healthcare companies such as Hims & Hers and Ro.

TikTok Shop, which features Chinese sellers alongside D2C brands and some global brands, is proving popular with younger buyers. Gen Zers spend more than average: Digital buyers in the UK make 42 online orders a year, per NIQ鈥攂ut TikTok buyers make 57. TikTok continues investing in the UK.

But online sales of Tesla鈥攖he most prominent D2C brand鈥攁nd online used-car dealers like Carvana are making car sales a larger percentage of this category, which is skimming share from parts sellers like Amazon. Amazon鈥檚 dominance affects retailers in different ways, depending on product categories.

D2Cs are investing in TikTok, but saving most spend for Google, Facebook. US D2C consumer packaged goods and beauty brands have divested some money from Facebook over the past few years, and ad spending on TikTok is on the rise, according to Rockerbox. The money that was going to Facebook has been moving to video.

D2C is an alluring option, but brands should also consider Amazon. D2C subscriptions give brands the most control over the customer experience and are a better avenue for strengthening customer loyalty. But many consumer packaged goods (CPG) brands have struggled to grow their D2C customer base, making Amazon and other marketplaces a viable second option. Sources. Numerator. PYMNTS.com. Recharge.

If you are only using the AI in your wholesale channels, then you're not going to get that direct to consumer sort of traffic. If you could have your own agent, then that would be the coolest, right, that understood you. I think Google's tried to do that a few times in different iterations. Marcus Johnson (14:43):. Jacob, I want to ask you about that real quick.

Juice Media, which represents DSC and other direct-to-consumer brands, said shoppable ads could take up as much as 20% of budgets. Many buyers noted their interest and uncertainty, saying the format still needs to prove its value before securing further budget commitments.

During the opening week of the Olympics (July 26 to August 1), Nike increased visits to its direct-to-consumer (D2C) site, per data from Similarweb as reported by Reuters. Although competitor Puma also increased visits to its D2C site, others, like Adidas, Hoka, and On saw their visits decline.

In April, Headspace rolled out mental health coaching for its direct-to-consumer subscriber base, through which users can access one-on-one support for help managing stressful situations and improving emotional resilience. And just last month, the company followed that up by launching Ebb, an AI companion integrated into its app that provides personalized emotional support to members.

China-based manufacturers have copied the direct-to-consumer (DTC) playbook. One strong engine of Meta鈥檚 US ad growth over the past decade had been DTC startups, which drove early-stage growth through Facebook and Instagram ads.

Two Big Pharma companies, Eli Lilly and Pfizer, rolled out direct-to-consumer (D2C) websites earlier this year in which patients connect with telehealth providers who can prescribe the manufacturer鈥檚 drugs. The benefits for each side:. For the drugmaker: Eliminating some of the middlemen in the pharmaceutical supply chain allows pharma companies to get their products to patients faster.

So I have the same ingredients in different proportions, and I just throw in the leadership piece into the D2C strategy. So I guess it's sort of similar.

Could pharma D2C advertising be reined in? Incoming vice president JD Vance recently said on a podcast that he鈥檚 a big critic of pharma advertising. Vance wasn鈥檛 concerned with drug ads鈥� influence on consumers but rather that media companies don鈥檛 appropriately investigate the drug industry since they rely so heavily on Big Pharma鈥檚 ad dollars.

Misleading ads and lax rules around influencer endorsements of prescription drugs on social media could drive regulators to work with social platforms to take a tougher stance on D2C healthcare advertising. Methodology. 蘑菇AV surveyed 1,391 US consumers ages 15 to 77 between December 7 and December 19, 2023.

The D2C play: Chewy, one of the fastest-growing large ecommerce companies in the US, will grow 11.0% this year. Other D2C brands like Bark and The Farmer鈥檚 Dog have gained popularity. 鈥淭hese smaller brands can really find their place by doing a lot of personalization, which I think works much better online,鈥� said Davidkhanian.