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The third quarter was a hard one for many US retailers, as inflation, supply chain strain, and more normalized post-pandemic consumer behaviors set in. We checked up on five major retailers on our 鈥淏ehind the Numbers: Reimagining Retail鈥� podcast to get a nuanced take on who took a hit in the short term and what our experts expect looking further out.

On today's podcast episode, we launch our inaugural 'The Unofficial Most Interesting Retailers List' for January. Arielle, Becky, and Sara (a.k.a. The Committee) have put together a very unofficial list of 8 retailers they're watching right now, based on which retailers are making the most interesting moves this month. Who's launching new initiatives? What partnerships move the needle? What stand-out marketing campaigns are there? On future episodes, we鈥檒l have analysts dispute this power rankings list, but on today's show we layout our top 8 for January. Join our analyst Sara Lebow as she hosts analyst Arielle Feger and director of content Becky Schilling.

On the first podcast episode of the new year, we discuss what buy now, pay later's (BNPL鈥檚) prospects will look like in 2024. 鈥� In our 鈥淪tory by Numbers鈥� segment, we focus on the outlook for BNPL by looking at growth by generation. 鈥� In 鈥淗eadlines,鈥� we examine data from Adobe Analytics that states BNPL purchases were up 43% on Cyber Monday compared with the previous year, and how the rise of BNPL use over the holidays has increased consumers' debt burden. 鈥� In 鈥淔or Argument鈥檚 Sake,鈥� we debate whether BNPL promotes good or bad behavior. Listen to the podcast with host Rob Rubin and our analysts Grace Broadbent and David Morris.

On today's podcast episode, we discuss how much ad spending will grow this year, whether there are more reasons to be optimistic or pessimistic about consumer spending, and what today's most interesting ad spending trends are by media and company. "In Other News," we talk about a deal to bring video ads to Spotify鈥檚 app on Roku and how Amazon's second year of streaming Thursday Night Football is going. Tune in to the discussion with our analyst Paul Verna.

On today's podcast episode, in our "Retail Me This, Retail Me That" segment, we discuss how buying alcohol online is different, what Uber鈥檚 shutdown of Drizly means for its retail media business, and how consumption habits are changing. Then for "Red-Hot Retail," our analysts give us four spicy predictions about the future of alcohol. Join our analyst Sara Lebow as she hosts analyst Blake Droesch and director of Briefings Jeremy Goldman.

On today's podcast episode, we discuss which digital behaviors Hispanic Americans over-index on, how they get their news, and what advertisers should consider when trying to reach and market to these folks. "In Other News," we talk about where in the world people use social media the most and how kids use the internet. Tune in to the discussion with our analysts Matteo Ceurvels and Paola Flores-Marquez.

On today's podcast episode, in our "Retail Me This, Retail Me That" segment, we discuss how the resale market is evolving, why some retailers work with a third party instead of developing their own charitable programs, and the role of digital marketplaces in resale. Join our analyst Sara Lebow as she hosts vice president of content Suzy Davidkhanian and Nancy Youssef, chief global business development officer of Soles4Souls.

On today's podcast episode, we discuss the ongoing antitrust trial between Google and the Department of Justice, why Google should be looking over its shoulder at Amazon, and what to make of YouTube's most recent performance. "In Other News," we talk about why Google Maps is becoming more like Search and the most important thing going on in affiliate marketing. Tune in to the discussion with our analyst Max Willens.

On today's podcast episode, in our "Retail Me This, Retail Me That" segment, we discuss how younger Gen Z consumers are most likely to discover grocery products, whether this new wave of celebrity-backed brands is different from previous ones, and what social media's role in all of this is. Then, for "Pop-Up Rankings," we rank the four elements a celebrity- or creator-led consumer packaged goods (CPG) brand needs to succeed. Join our analyst Sara Lebow as she hosts analysts Blake Droesch and Carina Perkins.

On today's episode, we present our first-ever live recorded podcast segment of "Behind the Numbers Reimagining Retail," recorded during our "Attention!" summit. In the episode, hosts Sara Lebow and Marcus Johnson quiz our vice president of content Suzy Davidkhanian against her retail team鈥攁nalysts Sky Canaves, Blake Droesch, and Zak Stambor鈥攊n a game show focused around consumer shopping behavior, how people perceive resale value, and whether folks want to use AR to shop.

On today鈥檚 podcast episode, host Bill Fisher is joined by our analyst Paul Briggs and forecasting writer Ethan Cramer-Flood to examine the size, advertiser opportunity, and competitors in the free ad-supported streaming TV (FAST) service space.

On today's podcast episode, we discuss how marketers are using GenAI, how its affecting media plans, and whether GenAI鈥檚 usefulness for advertisers will be similar to the calculator鈥檚 effect on mathematicians. "In Other News," we talk about which platforms users are paying most attention to social media ads on and Chase bank using spending data to help advertisers target folks. Tune in to the discussion with our analysts Max Willens.

They've been getting them on their phones and on their desktop already, but it's come into these other media formats, like audio and video, to a degree that it hadn't been there before. Marcus Johnson:. Okay, Bill. Bill Fisher:. That was quick. Marcus Johnson:. You are arguing... Yeah, folks, too quick. Talked about this, Ross. Bill, folks aren't ready-. Ross Benes:. You can give me a 30-second timer.

Affiliate marketing is maturing into a multidimensional, full-funnel channel. But not everyone is convinced of its potential, said Alexandra Forsch, president of Awin Americas. For senior decision-makers, affiliate marketing is 鈥渃onsidered a very tactical channel and not a strategic one, and as such, it鈥檚 not as attractive,鈥� Forsch said on a 鈥淏ehind the Numbers鈥� podcast episode.

On today's podcast episode (part 1), we discuss what publishers can do about GenAI that summarizes answers, how to strike the right ad load balance, and who has the best 'what-to-do-about-social-media' strategy. "In Other News," we talk about what social app BeReal's next move will be and why X (formerly Twitter) is pivoting to CTV. Tune in to the discussion with our director of Briefings Jeremy Goldman and analyst Daniel Konstantinovic.

On today's podcast episode, in our "Retail Me This, Retail Me That" segment, we discuss whether TikTok Shop will face the same challenges as Instagram's social commerce efforts, how much Amazon's partnership with Meta's social media platforms will affect TikTok, and if TikTok Shop is ruining TikTok. Then in a newish segment, "Loyalty Point, Counter Point," we discuss whether Instagram or TikTok has a better overall ecommerce experience. Join our analyst Sara Lebow as she hosts analysts Sky Canaves and Blake Droesch.

On today's podcast episode, in our "Retail Me This, Retail Me That" segment, we discuss how standardization can unlock retail media spend, when we are likely to see it, and where the future of targeting is headed. Then for "Red-Hot Retail," our analysts give us some spicy predictions about the future of retail media ad buying. Join our analyst Sara Lebow as she hosts analyst Max Willens and vice president of business intelligence at Advertiser Perceptions Nicole Perrin.

Retail media networks may be working on standardization, but a universal measurement system is still a dream. Aside from a sluggish move toward standardization, here are four predictions about the future of retail media networks our analysts gave on our 鈥淏ehind the Numbers: Reimagining Retail鈥� podcast.

Inflation for pet food and services was over 10% in April, according to the US Bureau of Labor Statistics. But the category has won a reputation of being somewhat recession-proof, thanks to its necessity for pet owners. 鈥淧eople will be spending more on the pets that they have already, despite the fact that it鈥檚 been a relatively inflation-wary populous,鈥� said our analyst Jeremy Goldman on a recent episode of our 鈥淏ehind the Numbers: Reimagining Retail鈥� podcast.

On today's podcast episode, we discuss what TV even is anymore, how the redefining of TV is reshaping marketers' approach, and why not all data is created equal. "In Other News," we talk about why live TV is the new streaming and the real reason Walmart bought TV-maker Vizio. Tune in to the discussion with our analyst Ross Benes and Alison Gensheimer, head of Nielsen marketing.

On today's podcast episode, we discuss what was behind the streaming giants staggering subscriber growth, how Prime Video's new ad-tier will affect Netflix, and how a deal with the WWE changes its sports strategy. "In Other News," we talk about an important milestone for ad-supported video streaming. Tune in to the discussion with our analyst Daniel Konstantinovic.

On today's podcast episode, we discuss how this year will look as Google's cookies fade away, the biggest threat to Google's search dominance, how many consumers are moving to ad-supported streaming, whether Apple can move the VR needle, Peloton's content hub on TikTok, the first person to ever complete Tetris, and more. Tune in to the discussion with our analysts Ross Benes, Evelyn Mitchell-Wolf, and Max Willens.

On today's podcast episode, in our "Retail Me This, Retail Me That" segment, we discuss how toy brands are using TikTok as a marketing channel for children and adults alike, and how brands are making their toy stores more experiential to drive sales. Then, for "Pop-Up Rankings," we rank toy brands whose creative marketing strategies are making their toys stand out. Join our analyst Sara Lebow as she hosts analysts Sky Canaves and Carina Perkins.

On today's podcast episode, we discuss what happens now that the TikTok ban bill has been signed into law, whether AI is ready to significantly change search, the likelihood that Threads ads will be a hit, what social commerce's ceiling will be, the WNBA and the sports gender pay gap, and more. Tune into the discussion with analysts Jasmine Enberg, Minda Smiley, and Max Willens.

On today's podcast episode, we discuss how the upcoming giant sports streaming service from Fox, Warner Bros. Discovery, and ESPN benefits The Walt Disney Co.; what will happen when Hulu and Disney+ combine; and why Disney is now choosing to invest so much in Epic Games. "In Other News," we talk about what to make of Roku's current market position and what YouTube Premium has taught us about ad-free video. Tune in to the discussion with our analyst Ross Benes.