Instacart makes long-term bets on retail media: We expect the company’s advertising business to grow 16.1% this year and to continue expanding as it diversifies its offerings.
Article
| Aug 7, 2024
It's a term popularized by MIT Lab Media founder Nicholas Negroponte, to describe a virtually daily newspaper customized to an individual's tastes. And so in theory that sounds kind of cool. You just get the content that you want. The problem is my newspaper is completely different from every other person's newspaper on the planet.
Audio
| Aug 4, 2023
The 2023 upfront market will likely be the last one transacted primarily on Nielsen’s legacy currency. A shift from traditional TV to digital video advertising is the main factor driving this change.
Report
| May 17, 2023
Not every restaurant chain is joining the value war: Chains such as Potbelly, Chipotle, and Red Robin that cater to slightly more affluent consumers are using a lighter touch to attract customers.
Article
| Oct 11, 2024
Following “voluminous” feedback from banks, regulators will reconsider their controversial proposal.
Article
| Mar 11, 2024
Holiday travel demand is strong, United and Delta say—except for during the presidential election: Uncertainty is pushing some consumers to defer discretionary spending.
Article
| Oct 16, 2024
Doctors are using genAI to respond to their patients’ MyChart messages: But patients aren’t always aware, which can erode the trust underpinning the patient-physician relationship.
Article
| Sep 27, 2024
On today's podcast episode, we discuss why Omnicom and IPG are merging, and who will be most impacted as a result. Tune in to the discussion with Senior Director of Podcasts and host Marcus Johnson, Senior Director of Briefings Jeremy Goldman, and Analyst Daniel Konstantinovic.
Audio
| Dec 24, 2024
US-TikTok negotiations restart after ultimatum: A potential agreement could grant government unmatched oversight, altering app's autonomy.
Article
| Sep 18, 2023
Drugstores’ decline is hurting the US beauty market: Both Coty and L’Oréal linked the sector’s challenges to softer beauty demand, although sales broadly remain healthy as ecommerce and specialty retailers pick up the slack.
Article
| Oct 15, 2024
68% of shoppers were deceived into buying counterfeits last year: Copycats’ rapid growth is a mounting problem for global players like Nike and Amazon as well as small merchants.
Article
| Jun 21, 2024
Digital ad spending will increase slightly faster this year than in 2022, but the bump will be minimal. Total media ad spending growth will roughly hold steady. But there are parts of the world where spending is surging.
Report
| May 11, 2023
While Instacart’s Caper Cart offers promising features, the high upfront costs and potential to over-saturate consumers with ads may deter retailers from fully adopting this technology.
Article
| Oct 8, 2024
Record APRs are putting off consumers—we look at what this means ahead of issuers’ earnings later this week.
Article
| Oct 8, 2024
Retail pharmacies’ plight is Amazon’s gain: The online pharmacy is doubling down on fast medication delivery to capture market share from pharmacy incumbents.
Article
| Oct 10, 2024
Amid restructuring efforts in 2024, US ISPs might have deprioritized security, potentially leading to heightened scrutiny and financial penalties if security failures are uncovered in wake of recent hacks
Article
| Oct 8, 2024
Gannett, which owns a ton of local newspapers, which has just shrunk really significantly year, after year, after year and is really struggling. Another one is G/O Media, this is a company that bought up what was formerly Gawker and a number of their sister websites. There is news that they are selling off a couple of their websites. I think it is The AV Club and The Takeout to two buyers.
Audio
| Apr 1, 2024
The Canadian bank pled guilty to criminal charges for its AML failures and accepted penalties and growth limitations imposed by a US regulator.
Article
| Oct 11, 2024
Big Tech has a big problem: The regulatory tide has turned against it. Digital advertising giants face several major lawsuits, and competition authorities are working to launch more before a possible change in leadership following US elections.
Report
| Mar 6, 2024
Harris outspends Trump 20 to 1 on Meta platforms: Though Harris is largely spending on CTVs, millions are going to Facebook and Instagram.
Article
| Sep 20, 2024
If ChatGPT Plus prices rise, users could turn to cheaper AI options in an increasingly crowded market.
Article
| Sep 30, 2024
The company, now valued at $157 billion, is using deals with investors like Microsoft and Nvidia to shut out rivals and dominate the AI market.
Article
| Oct 2, 2024
Thousands of users saw $0 balances or couldn’t access accounts. With no clear explanation from BofA, the bank risks losing customers.
Article
| Oct 3, 2024
Fintechs, banks, and the government will reshuffle the payments deck in 2024. New features and competition will redefine the digital wallet user experience, and FedNow will pivot payment flows in new directions.
Report
| Jan 5, 2024
Chart
| Nov 1, 2024
Source: Deloitte