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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.

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.

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.

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.

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.

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.

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

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.

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.

US Holiday Shopping 2024.

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

Marks & Spencer, Tesco flag challenges as UK economy weakens: Confidence is slumping due to concerns over tax hikes and sluggish consumer demand.

After all, if people are marching in the streets they鈥檙e not going to be marching into Macy鈥檚 to buy holiday gifts.

Our take: On Holdings heads into the holiday season on a roll. Its diverse collection and association with athletes and celebrities are helping the brand appeal to consumers who want both high-performance and lifestyle gear. Go further: Listen to our full episode of 鈥淩eimagining Retail鈥�: 鈥淗ow Nike is trying to turn things around to stay relevant with rivals and new entrants.鈥�.