蘑菇AV

Pharma companies are facing drug pricing and tax revenue pressure from Trump and Congress: As Trump rolls out new drug pricing executive orders, companion bills in Congress are amplifying pressure on the industry, driving companies closer to decide whether to negotiate or push back in court.

As tariffs put pressure on retail media budgets, advertisers are, in turn, pressuring retail media networks (RMNs) for more sophisticated measurement tools that provide them with richer data across the entire funnel.

Amazon鈥攖he largest driver of spending in this channel鈥攈as recently seen modest retail media revenue growth relative to its past performance. As a result, we have revised our retail media forecast down from where it was in H1 2024.

Design wins power Mobileye鈥檚 bullish stance on autonomy鈥檚 future: A robust 83% revenue spike and new deals with Volkswagen and Lyft show Mobileye isn鈥檛 just surviving the autonomy winter鈥攊t鈥檚 positioning itself as its comeback story.

On today鈥檚 podcast episode, we discuss what we expect from consumer spending in Q2, the three scenarios we expect for total media (and digital) ad spending, and how marketers are reacting to everything. Join Senior Director of Podcasts and host Marcus Johnson, Principal Forecasting Writer Ethan Cramer-Flood, and Senior Forecasting Analyst Zach Goldner. Listen everywhere and watch on YouTube and Spotify.

Walmart US鈥� ecommerce sales rose 21% in Q1, helped by faster delivery, marketplace expansion efforts, and its rapidly growing advertising business.

The digital landscape in Europe is slowing, but opportunities for advertisers, brands, and retailers still exist. Knowing where to look to achieve the best outcomes will be paramount.

Latin America鈥檚 digital revolution is marching full steam ahead, with consumers spending more than a third of their day online. As social commerce and retail media propel the region鈥檚 digital economy to new heights, the runway for growth remains long.鈥�

Our take: While a TikTok ban is becoming unlikely, that doesn鈥檛 remove the pressure for Meta to boost Facebook ad revenues and ensure that the platform has enough content being posted to keep users engaged. Investing now in monetization programs and financial bonuses for creators could help grow a teen audience who might be looking for influencers with common ground.

Tapestry鈥檚 advantages: Accounting practices notwithstanding, Tapestry is confident that its product array, affordable price point, and brand building efforts position it to continue growing despite falling consumer confidence and declining interest in luxury spending.

"CTV is primarily a branding vehicle at this point, and so it is vulnerable to advertisers focusing their spend on performance-driven channels like search," said Stambor. "In the near term, we'll see budgets pull back.". Changing customer behavior.

Social, search, and CTV ad spend trends in Q2: Meta, LinkedIn, Pinterest, Google, and Microsoft show strong performance overall, driven by AI, innovative ad formats, and global expansion鈥攈ighlighting the increasing importance of digital advertising across various platforms.

Apple rebrands its ad business to 鈥楢pple 础诲蝉鈥�: The shift is part of the company鈥檚 ongoing efforts to bolster its ad offerings amid past struggles.

CTV inventory has surged, but the linear TV ad market remains much larger.

The news: Pinterest is making the case that positivity-based branding pays off鈥攁nd that Pinterest is the go-to place for advertisers to interact with consumers in a positive setting. 20% of users are more emotionally engaged with content on platforms deemed positive, spending 15% more time looking at ads, per a Magna study commissioned by Pinterest.

The average US adult will spend more than 8 hours per day on digital media this year, with about half of that time spent on mobile devices and more than a quarter on CTV.鈥�

The trend: Many restaurants are feeling the squeeze as cost-conscious consumers scale back on discretionary spending. Just 43% of restaurant operators reported YoY same-store sales growth in March鈥攁n anemic result, though a marked improvement from February, when only 18% reported gains, per the National Restaurant Association鈥檚 monthly tracking survey.