On today’s podcast episode, we discuss where GenAI is being used along the current shopper journey, how agents can help, the most overhyped piece of this, and one thing retailers and brands are paying enough attention to as a result. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Senior Analyst Carina Perkins and Principal Analyst Yory Wurmser.
Audio
| May 14, 2025
On today’s podcast episode, we discuss Meta’s capacity to weather the tariff climate, how Meta plans to redefine advertising, and what happens if it is forced to sell Instagram and WhatsApp. Join Senior Director of Podcasts and host Marcus Johnson, Vice President and Principal Analyst Jasmine Enberg, and Senior Analyst Minda Smiley. Listen everywhere and watch on YouTube and Spotify.
Audio
| May 12, 2025
On today’s podcast episode, we discuss why the new funnel begins at checkout, what kinds of offers customers are most receptive to when getting ready to click the buy button, and how to avoid showing someone something they already have. Join Senior Director of Podcasts and host Marcus Johnson, Vice President of Content Suzy Davidkhanian, Senior Director of Briefings Jeremy Goldman, and Senior Vice President of Solutions and Operations at Rokt Jon Humphrey. Listen everywhere and watch on YouTube and Spotify.
Audio
| May 9, 2025
Article
| Apr 15, 2025
On today’s podcast episode, we discuss how tariffs will impact private labels, if private label still a synonym for “affordable”, and some unofficial awards for the 5 most interesting private label players. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Principal Analyst Sky Canaves and Analyst Arielle Feger.
Audio
| May 7, 2025
On today’s podcast episode, we discuss why Google is now keeping third-party cookies, who’s most likely to buy Chrome if they have to sell it, and the impact of AI Overviews so far. Join Senior Director of Podcasts and host Marcus Johnson, Senior Director of Briefings Jeremy Goldman, and Principal Analyst Yory Wurmser. Listen everywhere and watch on YouTube and Spotify.
Audio
| May 5, 2025
In April, Walmart led the retail rankings thanks to its advanced grid-based delivery system and an elevated in-store beauty experience. Amazon followed closely with the testing of a new AI-powered “Buy For Me” feature designed to simplify purchases. Meanwhile, Temu and Shein adjusted their pricing strategies due to rising import costs, risking their low-price appeal.
Here are the eight most interesting retailers and brands from last month, as ranked on our “Behind the Numbers” podcast.
Article
| May 5, 2025
On today’s podcast episode, we discuss how ready Netflix is for a potential recession, if video podcasts and content creators fit nicely into its offering, and whether AI can help improve search for the streaming giant. Join Senior Director of Podcasts and host Marcus Johnson, Senior Analyst Ross Benes, and Vice President of Content Paul Verna. Listen everywhere and watch on YouTube and Spotify.
Audio
| May 2, 2025
On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of April. 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 Analysts Arielle Feger and Sara Lebow will defend their list against Vice President of Content Suzy Davidkhanian and Senior Analyst Blake Droesch, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.
Audio
| Apr 30, 2025
Spotify is scaling video podcast monetization fast: A YouTube-style model and creator tools are fueling the shift.
Article
| Apr 29, 2025
On today’s podcast episode, we discuss how the judge thinks Google is, and isn’t, an illegal monopoly, the most likely outcomes from this ruling, and who stands to benefit the most. Join Senior Director of Podcasts and host Marcus Johnson, Senior Director of Briefings Jeremy Goldman, and Senior Analyst Evelyn Mitchell-Wolf. Listen everywhere and watch on YouTube and Spotify.
Audio
| Apr 28, 2025
Article
| Apr 9, 2025
On today’s podcast episode, we discuss what traveler media can do that retail media can’t, what makes travelers more receptive to personalized ads, and the possibilities that emerge once fast, free WiFi becomes ubiquitous on planes. Join Senior Director of Podcasts and host Marcus Johnson, Principal Analyst Sarah Marzano, and the CEO of MileagePlus, United Airlines Richard Nunn. Listen everywhere and watch on YouTube and Spotify.
Audio
| Apr 25, 2025
Microsoft’s AI assistant now handles bookings, shopping, and podcast creation, aiming to close the gap with ChatGPT by delivering real utility, not just enterprise hype.
Article
| Apr 7, 2025
On today’s podcast episode, we discuss (now that tariffs are here), how they’re impacting consumer behavior, some unexpected outcomes, and the numbers that will guide retailers in the months ahead. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Analyst Rachel Wolff and Senior Analyst Zak Stambor.
Audio
| Apr 23, 2025
Chart
| May 7, 2025
Source: Owl & Co.
Chart
| May 7, 2025
Source: Owl & Co.
On today’s podcast episode, we discuss why the Trump administration extended TikTok’s sell-by date again, what deals are on the table, and how creators feel about the potential ban at this point. Join Senior Director of Podcasts and host Marcus Johnson, Vice President and Principal Analyst Jasmine Enberg, and Analyst Marisa Jones. Listen everywhere and watch on YouTube and Spotify.
Audio
| Apr 21, 2025
Netflix, Patreon explore podcast potential: As competition in the podcast space heats up, brands are looking for unique value propositions to draw audiences.
Article
| Apr 3, 2025
On today’s podcast episode, we discuss the many definitions of an “AI agent”, why they’re 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.
Audio
| Apr 18, 2025
On today’s podcast episode, we discuss how department stores are getting on, how they’re evolving, and what the contemporary department store needs to do to stick around. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Vice President of Content Suzy Davidkhanian and Senior Analyst Carina Perkins.
Audio
| Apr 16, 2025
Chart
| May 1, 2025
Source: ĢAV
On today’s podcast episode, we discuss how March Madness viewership stacked up this year, if women’s college basketball was able to sustain the bump from the ‘Caitlin Clark effect’, and how viewers of women’s sports are both different and the same. Join Senior Director of Podcasts and host Marcus Johnson, Analyst Paola Flores-Marquez, Vice President of Content Paul Verna, and Vice President of Inclusive Insights Charlene Polite Corley. Listen everywhere and watch on YouTube and Spotify.
Audio
| Apr 14, 2025
Chart
| Apr 29, 2025
Source: Internet Advertising Bureau UK (IAB UK)
On today’s podcast episode, we discuss some of the moves commerce media players have made this year to stand out from the pack, why advertisers are investing in more or fewer media networks, and the main challenges for advertisers when it comes to working with media networks. Join Senior Director of Podcasts and host Marcus Johnson, Analyst Arielle Feger, and Principal Analyst Sarah Marzano. Listen everywhere and watch on YouTube and Spotify.
Audio
| Apr 11, 2025