蘑菇AV

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.

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.

On today鈥檚 podcast episode, we discuss the elements of the Lego flywheel, how its remained relevant across demographics, and what other brands and retailers can learn from its success. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Principal Analyst Sky Canaves and Senior Analyst Zak Stambor.

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.

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.

It overlaps with the holiday season and a big cyber five period and they saw price per ad jump a pretty significant amount. I think it was 14%. Just shows that there's strong demand for this ad format among retailers or eCommerce brands. Yeah, I think that AI is really helping this company out a lot. Marcus Johnson:. Yep. Yeah, they sound good to me.

Advertisers should treat sales events, like Amazon Prime Day, as they might do during the holiday season, launching cross-channel creative campaigns and strategically using retail media to promote special deals and discounts. These events could be major windfalls for retail media networks, as long as they鈥檙e able to meet advertisers鈥� needs. 3. Walmart marketplace drives retail media growth.

Amazon strengthened its grip on ecommerce in 2024: The retailer warded off growing competition from Temu and Walmart by improving delivery speeds, offering deals, and enhancing Prime benefits.

The loss of TikTok in the US would cause a ripple effect across the media, marketing, and commerce landscape. Meta and YouTube stand to gain the most, but there is a long list of other winners鈥攁nd losers.

If you can position gift cards as permission to pamper yourself, that's definitely something that we always like to say here, that the holiday season doesn't really end at Christmas, let's say, because obviously there's a lot of post Christmas sales that can do quite well. But also if you have a really great return strategy for early January, then you can do well.

Our take: Walmart is bullish about its performance this holiday season, thanks to its ability to offer both value and convenience to shoppers. But it faces a number of potential headwinds.

China鈥檚 struggling economy will continue to frustrate retailers in 2025: We expect retail sales to grow just 3.5% in the absence of stimulus measures to boost consumption and sentiment.

The news: Pinterest surged ahead of revenue expectations in Q3, but its steep spending increase and weak forecast for the holiday season could signal that the highly shoppable social media platform is struggling to gain ground with consumers. By the numbers:. Revenues: $898 million, up 18% YoY and above expectations of $896 million. Sales were up 18% YoY.

Netflix鈥檚 ad business reaches maturity: The company is launching its own ad tech stack ahead of Upfronts.

Providers are leaning on AI to stop bad actors while also maintaining an easy and quick checkout process

Retailers faced no shortage of challenges in the first half of the year as elevated interest rates, the lingering effects of inflation, and a loosening labor market weighed on consumer spending. In this report, we鈥檒l contextualize our coverage of retailers鈥� Q2 revenues across four key verticals: department stores, home, mass merchants, and off-price.

Netflix鈥檚 Q4 revenues rise 16%: Record 19M new subscribers boost ad-tier uptake and live sports engagement.

US Holiday Shopping 2024.