US cosmetic and beauty sales are expected to grow over 10% this year—more than three times the 2.9% rate of the overall retail market, according to our forecast. It’s a sign of the “lipstick effect,” said our analyst Sky Canaves on our “Behind the Numbers: Reimagining Retail” podcast.
Article
| Jul 18, 2023
So, as far as their streaming services and the TV networks that are affiliated with them go, they're exposed to the same problems right now. Namely, that they're suffering from the decline of linear TV, and both of the streaming services that are used to prop up this decline have no path to profitability right now.
Audio
| Mar 1, 2024
The activities and purchases that student loan payments are least likely to impact are buying gas, buying personal care items, and streaming services and subscriptions. I guess holding onto the little delights of ad-supported streaming through our good friends at Amazon, Amazon Prime, is the one form of entertainment that's least likely to be affected. Marcus Johnson (24:20):.
Audio
| Sep 29, 2023
The idea that it's just all dancing, lip-syncing teens, it's horribly out of date," she says, "And that the TikTok of today is more like a cable TV giant or a streaming service, crushed into an endlessly scrolling feed.". So we'll start with that question, Jasmine, "Is it?" Is TikTok, should it be looked at more as bite-sized TV?" And overall, what did you think of the piece? Jasmine Enberg:.
Audio
| Mar 11, 2024
On today's podcast episode, we discuss this year's National Retail Federation event—the main takeaways, the best side conversations and booths, and the discussed trends we don't see coming to fruition. Join guest host Marcus Johnson as he speaks with our vice president of content Suzy Davidkhanian, who was at this year's conference.
Audio
| Jan 17, 2024
Time spent on Facebook and Instagram this year was up 7% and 6%, respectively, according to Meta’s Q3 earnings. “It’s just incredible growth considering how much time people are already spending on these platforms,” our analyst Jasmine Enberg said on a recent episode of the “Behind the Numbers” podcast. “And that, of course, is a really important metric to advertisers.”
Article
| Nov 17, 2023
“Despite lingering inflation, relatively sluggish consumer confidence, and shrinking excess savings, people still pulled out their wallets for the holidays,” our analyst Zak Stambor said on an episode of the “Behind the Numbers: Reimagining Retail” podcast. Because it’s never too early to start planning for the biggest retail period, here are four predictions for the 2024 holiday season.
Article
| Jan 11, 2024
On today's podcast episode, we discuss what happened when the first human ever received a brain implant from Neuralink, the other potential benefits of this technology outside of helping people with paralysis, and what the ultimate goal of Neuralink actually is. "In Other News," we talk about what happens now that ChatGPT has a memory and what to make of Gemini's rough start. Tune in to the discussion with our analysts Jacob Bourne and Gadjo Sevilla.
Audio
| Mar 5, 2024
“The customer journey is constantly evolving and it's not linear.” That was the advice of Ram Iyer, worldwide director of digital strategy and ecommerce at Microsoft, speaking this week on the “Behind the Numbers: Reimagining Retail” podcast.
Article
| Jan 20, 2023
“The mixed headlines are so hard for consumers to make decisions against.” That’s according to our analyst Suzy Davidkhanian, speaking on our “Behind the Numbers: Reimagining Retail” podcast.
Article
| Jan 13, 2023
Trump’s tariffs fuel ad industry pullback: Marketers are cutting budgets and ad growth projections fall sharply as inflation and trade uncertainty rise.
Article
| Apr 4, 2025
It's all like little audio vignettes. It's not even a sound effect. It's like little tiny clips. Marcus Johnson:. Yeah. The other one's much better. Oh La La. Victoria Grace:. Oh La. You want Oh La La back? Marcus Johnson:. Yeah, just for Yory, then we'll move on. Sorry. Victoria Grace:. Marcus. Marcus Johnson:. It's so good. It makes me too happy. I have to get a life.
Audio
| Feb 22, 2024
The other one that also passed last year was the Online Streaming Act. We talked about Canadian content earlier, Bill. That one really is requiring big VLOPS, as we're calling them here, to pay for local production. And that would help local artists. It would make sure that Canadian content is represented in a fair way in online streaming as well as in broadcasting.
Audio
| Mar 28, 2024
I'm already seeing a trend growing where people are asking for similar self serve tool for video building ads, audio ads where you can just generate a script, you can add an audio track and you can just produce a audio ad immediately or a video ad where you can add interactivity layers on top. I'll make it a shoppable video or add a video topper in the beginning, make it a bit more interactive.
Audio
| Feb 27, 2024
First of all, I think it makes streaming longer video more feasible. I think it'll make some over-the-top channels have more of their viewing on phones. And second of all, I think there are options like what you have on tablets. Almost becoming pseudo tablets or very portable tablets, where you have multiple windows. So possibly more just consumer use cases, but enterprise use cases as well.
Audio
| Jan 9, 2024
Discover the dynamic shift toward digital wallets in the US and the UK in the latest podcast episode of "Behind the Numbers: The Banking & Payments Show." Delve into the compelling discourse on how younger generations' move to digital is rendering traditional wallets obsolete. Join host Rob Rubin, our US-based analyst Tyler Van Dyke, and UK-based analyst Carina Perkins as they unravel trends in digital transactions for dining, shopping, and ID verification. In the "For Argument's Sake" section, we dissect the fierce competition for market dominance among industry giants like Apple and Google, established players like PayPal, rising star Paze, and potential disruptors. Tune in for a forward-looking conversation and hit subscribe for the latest insights.
Key insights:
- Youth-led shift: Analysis reveals a robust trend among younger consumers pivoting to digital wallets for everyday activities, indicating a cultural and technological shift.
- Market dominance debate: We uncover the strategic moves by tech titans and emergent challengers vying to capture the largest share of digital wallet users.
- Cross-Atlantic perspectives: Insights from US and UK analysts present a diverse view on the adoption of digital wallets, offering a broader understanding of the global digital economy.
Audio
| Mar 19, 2024
Toy sales growth can be attributed to kids’ shifting interests, the influence of online platforms, and expanding into older audiences. In our recent “Behind the Numbers: Reimagining Retail” podcast episode, we dive into trends impacting toy retail sales and how marketers can reach new consumers.
Article
| Aug 31, 2023
On today's podcast episode, we discuss the current state of the affiliate space, bringing new light to influencer activity through "performance branding," the impact of programmatic ads coming to movies theaters, and how retail media aids affiliate marketing. "In Other News," we talk about the impact of programmatic ads coming to the movies and what YouTube's next anti-ad blocking measure will be. Tune in to the discussion with our analyst Max Willens and Alexandra Forsch, president of Awin Americas.
Audio
| Aug 24, 2023
Talk about this evolution of social networking, social media to social audio for five seconds and then social entertainments. And it seems like that is where TikTok is happy to place themselves. Story two, getting paid to watch ads on a hate free social app.
Audio
| Sep 14, 2023
On today's podcast episode, we discuss what to expect in 2024, whether Google's new AI search tool will destroy traffic, a new self-checkout machine, loyalty in the age of the "zero consumer," if everyone will soon be creating digital clones of themselves, roads that can wirelessly charge electric vehicles, and more. Tune in to the discussion with our vice president of content Suzy Davidkhanian, analyst Blake Droesch, and vice president of Briefings Stephanie Taglianetti.
Audio
| Jan 5, 2024
We know the differentiator that it creates when we think of traditional cable providers and streaming services. But they're just late to the game and I have serious doubts that it would work at this point. I think they should reconsider. Maybe they should rebrand as the only streaming platform with no sports content. Zach Goldner:.
Audio
| Mar 22, 2024
On today’s podcast episode, we discuss the future of the bank branch.
• In our “Headlines” segment, we chat about why banks are closing so many branches and how consumers want more digital experiences.
• In “Story by Numbers,” we explain what Curinos defines as branch share and why it used to account for more primary new accounts than it does today. We also discuss the value of closing a branch in order to save operating expenses in a low-rate versus high-rate environment.
• In “Pretend CEO,” we look at regional banks and their deposit portfolios in a high-rate environment.
Listen to the discussion with host Rob Rubin and Curinos director Andrew Hovet.
Audio
| Nov 14, 2023
But then with all the other streaming services that they might subscribe to, prices going up, it does start to bite. But Meta does have a huge audience in Europe. They say that nearly 260 million monthly active users on Facebook, and the same number, 260, on Instagram in the first half of the year in the EU. That's almost the same number of US adults. So it's a big audience.
Audio
| Oct 12, 2023
On today's podcast episode, we discuss the most important retail trends we're watching in 2024: How retailers will try to compete less with Amazon online, how China's influence will shake up online shopping in the US, and buying retail media networks. Join our analyst Sara Lebow as she hosts vice president of content Suzy Davidkhanian and analysts Sky Canaves and Blake Droesch.
Audio
| Jan 3, 2024
On today's podcast episode, we discuss how affiliate is helping marketers take back control of their ad spend. "In Other News," we talk about Amazon unveiling a smarter, more conversational, Alexa and TikTok Shop hitting the US. Tune in to the discussion with our analyst Max Willens and Alexandra Forsch, president of Awin Americas.
Audio
| Sep 26, 2023