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Still, its move to walk back its growth targets shows that despite its successes, Levi鈥檚 isn鈥檛 immune to the uncertain consumer environment.

The startup is now valued at $157 billion, beating the expected target of $150 billion and nearly doubling its previous valuation of $80 billion. Key investors include Thrive Capital, Microsoft, Nvidia, Fidelity, and MGX.

Having already automated 50% of its addressable ad business, Disney is on track to meet its 75% automation target, making ad buying more efficient through self-service and programmatic channels. Disney introduced interactive ad formats, such as advergaming, into its programmatic ecosystem.

The pet category is an attractive target given the need for frequent, repeat purchases, its resonance with shoppers across age groups, and the fact that customers largely see pet spending as necessary rather than discretionary. Households are expected to spend $1,445 per pet by 2026, while annual spending growth in the category could hit 7% by 2030, per a Morgan Stanley survey.

Our take: Traditional TV and print remain important channels for healthcare and pharma advertisers whose target audience skews toward older patients. But marketers are devoting more of their ad spending budgets to digital, meaning they鈥檒l be pulling back from some traditional sources. 2. Connected TV (CTV). Nearly 90% of marketers will increase (52%) or maintain (37%) spending on CTV.

Amazon is the driver of the retail media phenomenon, but Walmart, Target, Kroger, Instacart, and many others are jumping on the bandwagon. These companies have the advantage of first-party data and proximity to purchase, and they will continue to steal share from legacy digital ad publishers. Social network ad spending is back on track.

Our interview outreach strategy for our reports is to target specific companies and roles within those companies in order to get a cross-section of businesses across sectors, size, and legacy. We also look to interview sources from diverse backgrounds in order to reflect a mix of experiences and perspectives that help strengthen our analysis.

Case in point: Disney and Walmart Connect's partnership, announced in May, allows brands to target ads on Disney+ and Hulu using Walmart鈥檚 shopper data, marking Disney's first use of retail data for ad sales.

The uncertain landscape has driven retailers such as Dick鈥檚 Sportings Goods and Target to strike a measured approach with their Q4 guidance. Our take: While the White House said it won鈥檛 intervene in negotiations, that stance could quickly change if a strike shifts from a possibility to a reality.

Credit unions must share their answers to generational financial problems in marketing campaigns that target young consumers specifically. When designing these marketing campaigns, don鈥檛 forget to use the type of content that resonates most with young consumers.

鈥淭his usually pushes Walmart, Target, and others to launch sales around the same time,鈥� Canaves said. Newer ecommerce players such as Temu and TikTok Shop are fueling tougher competition for sales of low-cost items. Waning consumer confidence will drive category growth for smaller-ticket items.

The ability to highly personalize and target advertisements is attracting advertisers of all sizes from all industries. That demand is causing CTV platforms and apps to launch a flurry of new ad formats鈥擫G included. Fubo is leaning on interactive ads and home page takeovers, Amazon has debuted customizable ad slots for different demographics, and several CTV apps are integrating pause ads.

The news: Coca-Cola pulled its Spiced flavor off shelves after just six months, following its failure to win over its target Gen Z audience. How we got here: Coca-Cola鈥檚 abrupt decision to discontinue the product is particularly surprising given that it was the first permanent addition to its lineup in over three years.

Target is the clear-cut example of this, I think. People tend to use the Target app in-store. Blake, you've talked about this app before. There are a lot of deals on it. You can make payments through it and get discounts. And that's really good for Target because they get that loyalty information that can translate into retail media dollars for Target also.

Meta鈥檚 update uses AI to help businesses target the right customers at the best times. Its new ad offerings include promo code ads that let brands show offers directly, reminder ads notifying buyers about upcoming sales, and location ads that suggest nearby stores to visit.

Google Shopping gets an AI upgrade: The redesigned platform features a personalized feed of products, reviews, and video shorts, along with a Deals page tailored to consumers鈥� preferences.

It鈥檚 widening its lead over Target with capabilities that rival Amazon鈥檚. It may never reach Amazon鈥檚 size, but as the king of omnichannel commerce, Walmart is well-positioned to capture more retail media search budgets. Changes are afoot as genAI permeates retail media. Retailers are reimagining shopper journeys with AI-assisted search.

But I think it's important background to mention that because the biggest platforms operate across country borders, foreign authorities can and do regulate US-based tech firms and the platforms with the highest market share tend to have the largest targets on their backs. Bill Fisher:. Very nice. Bill, talk to us. Yes, I'm going to talk about how search won't ever be quite the same again.

Decentralized structure: Compared with X, which is a hotbed for political issues and a target for regulators, Bluesky could be attractive for its decentralized ownership. Bluesky鈥檚 rules focus on community-specific content moderation, unlike X鈥檚 platform-wide rules, giving users more ownership over their feed.

Brands can use keywords to target users with relevant searches. TikTok rolled out Search Ads Toggle last year. That feature surfaces relevant ads alongside organic search results when advertisers opt into it. TikTok doesn鈥檛 offer keyword targeting, but brands can select negative keywords to avoid showing up in searches they鈥檇 like to avoid.

Their strong online presence and enthusiasm for sharing product recommendations with friends make them both a target and an ally for advertisers. Digital video wins over traditional TV among Hispanic viewers. The US Hispanic population has the highest rate of digital video penetration among racial and ethnic groups, at 81.3%.

Our take: PVH represents an easy target for Beijing. On the one hand, the company first announced it would stop working with factories or mills that use Xinjiang cotton in 2020. Roughly two years later, it issued a statement announcing it doesn鈥檛 source from Xinjiang and that it complies with US government policy on Xinjiang.

Our interview outreach strategy for our reports is to target specific companies and roles within those companies in order to get a cross-section of businesses across sectors, size, and legacy. We also look to interview sources from diverse backgrounds in order to reflect a mix of experiences and perspectives that help strengthen our analysis.

Many big brands target a wide customer base and aim to improve everyone鈥檚 financial health. But their solutions鈥攆or example, personal financial management tools鈥攃an be incorporated into larger marketing and branding strategies that demonstrate to customers that they understand and know how to solve their biggest financial challenges.

Our interview outreach strategy for our reports is to target specific companies and roles within those companies in order to get a cross-section of businesses across sectors, size, and legacy. We also look to interview sources from diverse backgrounds in order to reflect a mix of experiences and perspectives that help strengthen our analysis.