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On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of November. Each month, our analysts Arielle Feger, Becky Schilling, and Sara Lebow (aka The Committee) put together a very unofficial list of the top eight retailers they're watching based on which are making the most interesting moves: Who's launching new initiatives? Which partnerships are moving the needle? Which standout marketing campaigns are being created? In this month's episode, Committee members Analyst Arielle Feger and Senior Analyst Sara Lebow will defend their list against Vice President of Content Suzy Davidkhanian and Senior Director of Briefings Jeremy Goldman, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.

On today鈥檚 podcast episode, we discuss why now might be the exact right time for Meta to bring back live shopping, who would be the most likely candidate to buy Party City, and why Disney thinks that now is the right time to pull the trigger on a big change. Tune in to the discussion with Senior Director of Podcasts and host Marcus Johnson, Vice President and Principal Analyst Jasmine Enberg, and Vice Presidents of Content Suzy Davidkhanian and Paul Verna.

Methodology: Data is from the August 2024 LTK "Festive Forecast: 2024 Holiday Shopper Study." 1,125 US consumers were surveyed online during June 24-25, 2024.

Rapid user growth highlights demand for decentralized, ad-free feeds, but scalability and monetization remain critical hurdles for long-term success.

Read the full report, US Holiday Shopping 2024.

Wage growth, combined with slowing inflation, helped boost retail sales by 3.8% in the holiday season, according to the National Retail Federation (NRF). The retail sales boost helped drive Q4 2023 GDP growth to 3.3% YoY. Travel leads all industries in digital ad spending growth in 2024. Few other industries benefit more from an economy where consumers have more money for discretionary spending.

As Latin America鈥檚 digital revolution marches on, advertisers and retailers must keep pace with how and where consumers are spending their time鈥攁nd money鈥攊f they wish to maintain a competitive edge in today鈥檚 rapidly evolving business environment.

Netflix ad-supported tier hits 70 million users: Live sports and exclusive sponsorships boost subscriber growth and advertising revenues.

Let's move on to our third round, third and final of the today's debate, holiday shopping. How early is too early? Sarah versus Rahul. "Consumers are split on when to start holiday shopping," writes Zachary Russell of Chain Store Age. A recent Veracast study found 44% of consumers plan to start shopping for the holidays in October or earlier. That's down slightly from 47% last year.

Grocery prices remain front of mind for many consumers: That presents an opportunity for value-oriented merchants such as Aldi, Target, and Walmart to steal share by offering low prices for Thanksgiving staples.

Private label brands are set for another surge in momentum as consumers become increasingly concerned about the impact of tariffs.

US shoppers planned to set aside 43% of their shopping budgets for gift cards during the 2023 holiday season鈥攁 6-percentage-point increase from 2022, per Blackhawk Network. Gen Z is expected to increase its share of gift card spending by a whopping 12%. What鈥檚 next? Rampant prepaid and gift card fraud could crimp use.

So I would expect that you would see more subscribers around those events, like when the holiday season rolls around, people will subscribe for that football game or when the WWE season is about to kick off, you'll see a bunch of those fans signing up for Netflix. Marcus Johnson (07:50):. Before the boxing match they got Tyson versus Jake Paul November 15th. Daniel Konstantinovic (07:54):.

And that's particularly problematic because Q4 of course is the big holiday shopping period where historically brand advertising has played a really big role.

Amazon grows ad revenues by 19% in Q3: Sports, shoppable ads, and live news bolster its appeal to advertisers.

On today鈥檚 podcast episode, we discuss the many definitions of an 鈥淎I agent鈥�, why they鈥檙e so hard to build right, and what comes next. Join Senior Director of Podcasts and host Marcus Johnson, Analyst Jacob Bourne, and Vice President of GenAI Dan Van Dyke. Listen everywhere and watch on YouTube and Spotify.