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Suzy, what's the one thing when you go home to Canada is like the thing you have to do because it's just so Canadian you just can't get it here? Suzy Davidkhanian:. Kit-Kat. Marcus Johnson:. Kit-Kat? Suzy Davidkhanian:.

Now that actually Fubo TV's now in the market as well in Canada with rights to some of the football from Europe. But this is going to happen, I think. In anticipation of this podcast, I made a few calls yesterday to some of my key contacts in the industry and they say, absolutely this will happen in Canada.

I love taking the random Canadian brand ones because obviously, it's not true but then I put a plug for Canadian brand. Roots Canada. Max Willens:. Nice. That is incorrect. Hermes is the answer. Stephanie Taglianetti:. Oh, Hermes. Max Willens:. They were around for 162 years before-. Suzy Davidkhanian:. Oh my gosh. Max Willens:. They IPO'd in 1999. Marcus Johnson:. Wow. Max Willens:.

Oh, well I meant of the world, which region of the, but yes, LA is in America and so it counts what share of our trips are by car. 92% of Americans and Canadians in this instance North America and they don't use, don't include Mexico here. 92% of Americans and Canadians, weekday trips are by car.

The US (7.8%), UK (4.9%), Germany (3.1%), Canada (6.0%), and Brazil (11.3%) are all in the worldwide top 10 for digital ad spending and will see their lowest growth since our tracking began in 2011. Despite slow growth, the US will still produce a huge portion of all new spending.

US and Canada growth struggling, a 6% growth was the low point for Netflix back in Q1 2022. This quarters 2% makes that 6% look pretty amazing. So yeah, particularly concerning in the US and Canada just 2% and supposed to be one of its more lucrative markets.

The tariff impact was clearest for retail categories hits in 2018. For example, a 20% tariff went into effect on imported residential washing machines in early 2018.

Another thing worth noting, Debbie, is Facebook's average revenue per user growing nearly 7% in a very important US and Canadian market. That accounts for nearly half of Meta's money. It was actually up, ARPU was up, healthily in all the other regions. And also profits looking healthy again, which the markets like.

That is the Canada, that's the Canada proportion, as I'm sure you knew Paul, which is why you didn't select 13.2%. If you'd have said 5% as you Paul and Powell did, that's also incorrect. That's the figure for Germany. So just slightly ahead with 4.8% is France. Okay, so it's easy to tot up those scores. We've got zero points across the board, but still plenty to play.

So the biggest is retail, which is going to grow at a pretty whopping 17% ad spend this year. And that's driven in part by the economy and in part just by, it's a deeper investment in ad networks and video and things like that. So just pretty strong growth in retail.

Disney+ also lost around 300,000 subscribers in the US and Canada after it upped subscription prices. Hulu added 200,000 subscribers in Q1 to reach 48 million. ESPN+ gained 400,000 to hit 25 million. The losses at Disney+ were nearly $700 million in Q1. That is down though from 1.1 billion in losses the previous quarter. Round two, we start with Ross.

We start with our vice president of content, based in New York City, she also covers plenty of retail and e-commerce things on the side. It's Suzy Davidkhanian. Suzy Davidkhanian:. Hi, thanks for having me. Marcus Johnson:. Hello, there. We're also joined by someone else on that retail and e-commerce team, senior analyst. Based in New York as well. We refer to him exclusively as Blake Droesch.

And Walmart has been really, really focused on trying to find ways to get its goods out there and market it and sort of build out its own retail media operations.

In Canada, it's nine in 10 people in the population. This is a really, really valuable piece of advertising real estate. By the same token, CTV ad spend is beginning to slow down a little bit, so I think this is one area that could help keep it buoyant for a little while longer. I don't think it's going to be revolutionary in any way and the needle won't fly, but it will do enough.

I think that pennies at the minimum should be taken of commission at this point in countries like Canada, New Zealand and Australia have already done that. So there are no more pennies in their currency. And it's also due to the fact that the US Mint spends over $700 million making coins every year, which is just such a waste.

I think that pennies at the minimum should be taken of commission at this point in countries like Canada, New Zealand and Australia have already done that. So there are no more pennies in their currency. And it's also due to the fact that the US Mint spends over $700 million making coins every year, which is just such a waste.

There will be people that like stuff from Britain maybe or from Canada, but basically it has to be in English or it's just not going to sell. But increasingly, when you look at music consumption, that is starting to change.

Because I think between retail media and buying with Prime, the search experience on Amazon has taken a hit over the years.

You had the four largest school boards in Canada also suing Meta and TikTok for essentially the same thing. Basically like driving children to distraction and building their systems in such a way that hooks kids on them.

And when you also include Australia and England, and to a lesser extent, Canada, it quickly starts adding up. And so by some estimates, cricket is the world's second most popular sport. So I just thought I would leave you with that interesting bit of trivia that you can share with your bored spouse as you watch the NBA playoffs this weekend. Marcus Johnson:.

I would say if we're playing the speculative legislative angle here though, we should also look at what's going on in Canada where there is currently a fight going on between Google and its Congress over whether or not Google should have to pay news organizations in Canada for licensing its content. And Google has responded to this pressure by simply taking news out of its search results.