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One in five (20%) even use the events to get a head start on holiday shopping, per Google.

That cost-conscious behavior is likely to carry over into upcoming back-to-school and holiday sales, as well as the next Prime Day, which is expected to take place sometime in Q4.

Our take: Shoppers鈥� desire to hunt for bargains should put off-price retailers in a strong position to win share this holiday season. This article is part of 蘑菇AV鈥檚 client-only subscription Briefings鈥攄aily newsletters authored by industry analysts who are experts in marketing, advertising, media, and tech trends.

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Scatter market activity will likely increase in Q4 due to last-minute ad buys occurring during the holiday season, she added. Politics will also create 鈥渟ome tightness鈥� with streaming inventory later in the year, Walstad said. The upfronts will outlive linear TV.

Department stores are also expected to get a boost from in-person shopping this holiday season鈥攁lthough they face tough competition from big-box stores, off-price retailers, and ecommerce marketplaces as consumers prioritize value.

What it means for the holiday season: Amazon鈥檚 investments in speed bode well for its performance this holiday season, as the shorter period between Thanksgiving and Christmas puts pressure on consumers to get their festive shopping done faster. Nearly 3 in 10 shoppers (29%) expect holiday gifts to be delivered in two to three days, per a survey by Radial鈥攁 53% increase YoY.

And then back to that conversation of value, we've seen the holiday season stretch out, pulled even further by Prime's early access sale in October. Has the back to school season also stretched out in the same way and has Prime Day had an effect on this? Suzy Davidkhanian:.

Burberry鈥檚 holiday resurgence is an encouraging sign for luxury brands: The company鈥檚 focus on core products won over US shoppers, although a full recovery is a long way off.

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

In January, the Retail Daily newsletter editors made four retail predictions for 2023. Some we got right (like the proliferation of Amazon Prime Day-type events) while some we missed the mark on a bit (it was not the year of AR).

With the anticipated growth of Prime Day sales, retail media spending will balloon as Amazon retailers invest in marketplace ads to capture more attention during the event.

As Cyber Monday rages on, let鈥檚 take a look at what鈥檚 already happened over the course of the Cyber Five weekend and what it means for both retail media networks and advertisers alike.

Amazon and Walmart follow a similar playbook: The retailers use exclusive access to events like Prime Day and Walmart+ Early Access to showcase the value of their membership programs.

The store is no longer the only place where consumers can discover and shop for consumer packaged goods (CPG) products. Younger generations are finding products via search and social media, while Amazon Prime Day offers shoppers the opportunity to stock up on essentials for less.

On today's podcast episode, we discuss the travel rebound and how tech is helping it out, how Black Friday football (with a side of online shopping) performed this year, will X (formerly Twitter) go bankrupt next year, a new way to stream NBA games post-cable, what to expect from ChatGPT next year, why your passport is the color it is, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood, forecasting analyst Zach Goldner, and director of forecasting Oscar Orozco.

On the first podcast episode of the new year, we discuss what buy now, pay later's (BNPL鈥檚) prospects will look like in 2024. 鈥� In our 鈥淪tory by Numbers鈥� segment, we focus on the outlook for BNPL by looking at growth by generation. 鈥� In 鈥淗eadlines,鈥� we examine data from Adobe Analytics that states BNPL purchases were up 43% on Cyber Monday compared with the previous year, and how the rise of BNPL use over the holidays has increased consumers' debt burden. 鈥� In 鈥淔or Argument鈥檚 Sake,鈥� we debate whether BNPL promotes good or bad behavior. Listen to the podcast with host Rob Rubin and our analysts Grace Broadbent and David Morris.

Victoria鈥檚 Secret鈥檚 rebooted fashion show resonated with Gen Z: That, alongside the company鈥檚 efforts to expand and refresh its assortment, resulted in a solid holiday performance.

The news: Coca-Cola launched a series of AI-generated TV spots and ads for the holiday season. The most notable is a remake of its 1995 鈥淭he Holidays are Coming鈥� spot, which depicts Coca-Cola trucks driving through a snowy forest and town, illuminating the surroundings with Christmas lights as they pass.

A lot happens in a week, so every Friday we're going to analyze all the new data and provide you with some of the key takeaways. Welcome to the Friday 5. This week, Temu and Shein get a scare, consumers use buy now, pay later (BNPL) apps to discover new products, and Super Bowl viewers don鈥檛 really care about ads for AI products or services.

Connected TV (CTV) and streaming services will make new inroads this year to further capture audiences and enhance offerings to marketers. Precise measurement and predictable buys are giving those that opted out of linear TV the confidence to invest in streaming.

Kohl鈥檚 is now walking back some of its initiatives: It is returning jewelry displays to 200 stores for the holiday season, buying more private-label inventory, and increasing its petite assortment. Our take: Buchanan has a difficult job ahead of him; Kohl鈥檚 is underperforming relative to competitors. Macy鈥檚 own turnaround plan has yielded modest results.