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Wholesale changes in monetization probably won鈥檛 be necessary, but genAI can open up new audiences and opportunities for revenues from marketplaces. Rethink the consumer experience. Audience expectations are changing. The ready availability of translation, chatbots, and text-to-voice offers all types of opportunities to increase attention, audience, and user satisfaction.

However, this trend doesn't demand wholesale marketing changes. Oxford research shows inclusive advertising drives a 16% sales lift, indicating that the best approach balances traditional values with contemporary expectations.

On today鈥檚 podcast episode, we discuss what makes Sam鈥檚 Club stand out against Costco and BJ鈥檚, why its retail media offering is unique, and where it might be falling short. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Principal Analyst Sarah Marzano and Senior Analyst Zak Stambor.

automotive-related categories, including the sale/purchase of vehicles and parts and maintenance including but not limited to the following categories and segments: new car, used car, service, parts, original equipment manufacturers (OEMs), dealer associations, franchise dealers, co-op, independent dealers, aftermarket service, aftermarket parts, auto finance (depending on the source of the ad spending), wholesale

Get products back on store shelves at wholesale partners. Improve the in-store experience at Nike stores. Experiment with different store formats and sizes. Speed up time to market for new products. "When you go to a running store, they don't have Nike," Stambor said.

At present, no single ID has enough scale to replace third-party cookies wholesale. That鈥檚 driven marketers and agencies to adopt a portfolio approach to cookieless identity resolution, per research from Lotame. If an ID isn鈥檛 interoperable, it is unfit for purpose. When no cookie or alternative ID is available, ID bridging has become more prevalent.

Dozens of other retailers鈥攊ncluding Walmart, Target, The Kroger Co., Instacart, DoorDash, and Costco Wholesale鈥攁re also monetizing consumers鈥� search activity with ads. Retail media search ads are a critical lower-funnel tactic for advertisers. Although display is growing faster, search will still account for nearly two-thirds of retail media ad spending this year, per our forecast.

A lot of it is going to come down to whether they can license more sports content that's going to drive wholesale increases in subscribers and some of it may come down to what happens with the competition, especially considering how fragile some of its competitors are, so that could eventually pull more subscribers to Netflix. Marcus Johnson:. Ross, what do you think? Ross Benes:.

And nonbank lenders like United Wholesale Mortgage, PennyMac Financial Services, Inc., and Rocket Mortgage have increased their share in the mortgage market YoY due in part to market consolidation, per Fitch Ratings. But some of nonbanks鈥� alleged customer acquisition practices have raised alarms, leading to at least one federal lawsuit.

During his first term, Trump finalized a rule requiring drug companies to reveal the wholesale price for their medications in TV ads if they were over $35/month. A federal judge blocked the rule from ever going into effect. Trump didn鈥檛 give an opinion on pharma ads during this campaign.

Est茅e Lauder鈥檚 North America net sales decreased by 1% YoY due to a combination of weak wholesale demand for its M.A.C., Tom Ford, and Too Faced brands, a highly competitive environment, and moderating prestige beauty demand.

The news: US beauty demand is weakening, Coty warned, as retailers cut back on wholesale orders in the face of uncertain demand. That drove the CoverGirl manufacturer to miss growth expectations for the quarter ended September 30: Like-for-like sales grew 4% to 5% year over year (YoY), the company said, falling short of the 6% consensus estimate.

The biggest barrier to the company鈥檚 growth at the moment is its ability to keep up with demand, from consumers as well as its wholesale partners鈥攚hich bodes well for its ability to keep its momentum going into 2025.

It scaled up production of the Samba, and is focusing on the strength of its wholesale business, flying in the face of so many other brands鈥� strategic shift to D2C. 6. CVS. CVS breathed new life into its food and beverage aisle, launching a new private label line called Well Market, focusing on healthy offerings and recyclable packaging.

So pulling away from wholesale and reducing just the visibility at key partners like Foot Locker, which really created an opening for these new upstarts like On and Hoka and even Adidas to just take share from Nike. And then the last bit, the last 20%, I would say is just poor leadership.

Santander plans to use Openbank鈥檚 US deposits as a source of funding for its auto loans instead of relying on the wholesale market, per Reuters. Deposits are typically a cheaper source of capital than borrowing from external markets, so as long as Santander鈥檚 operations cost less than it鈥檚 bringing in, Openbank could be a cost-saving venture.

If you are only using the AI in your wholesale channels, then you're not going to get that direct to consumer sort of traffic. If you could have your own agent, then that would be the coolest, right, that understood you. I think Google's tried to do that a few times in different iterations. Marcus Johnson (14:43):. Jacob, I want to ask you about that real quick.

CFO Matthew Friend warned that 鈥渋t will take time to expand market share鈥� in a highly competitive wholesale landscape, although he also noted that consumers are so far responding positively to newer franchises like its Sabrina, Kobe, and Alphafly lines.

The brand, which accounts for roughly 5% of Levi鈥檚 revenues, struggled with weak wholesale demand, while efforts to make its assortment more appealing to consumers resulted in too much overlap with Levi鈥檚 own offerings.