蘑菇AV

Zooming out: During the company鈥檚 April investor day, Walmart unveiled a beta offering that will give advertisers direct access to Vizio鈥檚 connected TV (CTV) inventory, further tightening the integration between shopper behavior and ad exposure.

The promise of closed-loop attribution within RMNs has not been realized, as shoppers move between online and offline when researching and making purchases. Over 3 in 10 shoppers research online, but buy in-store, per 蘑菇AV and impact.com, making it difficult to track which ads influenced purchase.

Looking ahead: Both companies expect the momentum to continue, as the business model鈥檚 value proposition makes it highly attractive to shoppers looking to stay stylish without breaking the bank. Urban Outfitters expects 鈥渉ealthy double-digit revenue and profit growth鈥� from Nuuly in Q2, following a 60% revenue surge in Q1.

Chinese ecommerce brands like Temu and Shein are already slashing US spend. Meanwhile, Reddit and Pinterest are gaining ground, fueled by AI tools, international growth, and ecommerce integrations. Streaming platforms are proving resilient as linear TV continues its decline.

Working with Selfbook makes PayPal鈥檚 app a bigger part of the transaction journey than just checkout鈥攎aking the app a one-stop shop for users鈥� travel needs. PayPal can also benefit from processing big travel purchases: We forecast that digital travel sales will increase by 5.4% in 2025.

It鈥檚 also re-branding its identity: Klarna鈥檚 spokespeople refer to the company as a neobank rather than a "payments network and shopping assistant," per The Financial Times. Klarna is also pivoting into even more diverse services, like phone service. This will help create a more integrated super app experience, increasing customer stickiness and opening new revenue avenues.

Macy鈥檚 had a mixed Q3: Sales at its luxury Bloomingdale鈥檚 and Bluemercury labels rose, but its namesake brand is struggling to attract shoppers

Retailers that provide access to specific consumers with distinct shopping behaviors may see their competitive edge eroded. And advertisers that don鈥檛 take context into account may invest unwisely. Some retailers will adopt a 鈥測es ... and鈥� approach to measurement by providing two versions of some KPIs.

Nearly half of shoppers (48%) say that the presence of artificial colors or flavorings affects their purchase decisions at least some of the time. Our take: For most companies, removing artificial dyes from their product lineups is a fairly easy lift, as many have already done so in Europe.

The ecommerce giant鈥檚 launch of ads on Prime Video instantly gave it the largest audience for an ad-supported subscription video service in the US.

CEO Bill Nash expects the company to grow sales and market share this year, as tariffs disrupt vehicle supply and drive shoppers to seek more affordable options. Our take: Cars are an essential expense for a majority of Americans. But as the cost of ownership (including insurance, maintenance, and gas) rises, more consumers will be forced to cut spending in other areas.

On today鈥檚 podcast episode, we discuss what traveler media can do that retail media can鈥檛, what makes travelers more receptive to personalized ads, and the possibilities that emerge once fast, free WiFi becomes ubiquitous on planes. Join Senior Director of Podcasts and host Marcus Johnson, Principal Analyst Sarah Marzano, and the CEO of MileagePlus, United Airlines Richard Nunn. Listen everywhere and watch on YouTube and Spotify.

GoodRx late last year debuted an e-commerce platform where its pharma company partners can sell health products and OTC medications to consumers. GoodRx鈥檚 first brand tie-up for the venture was Perrigo, which makes Opill, an OTC contraceptive.

Announced in 2023, Netflix Houses are in-mall locations where fans can eat food, shop for merchandise, and participate in activities themed after Netflix originals like 鈥淲ednesday,鈥� 鈥淥ne Piece,鈥� and 鈥淪tranger Things.鈥�. Why it matters: Netflix House is striking at a moment when mall traffic is showing resilience thanks to luxury and experiential offerings.

Venmo is marketing itself as a payment platform shoppers can use for 鈥渆verything鈥� as it tries to make the app more profitable by breaking out of the P2P box. Extending its volume opportunities through tuition, school purchases, and athletic events could build payment habits in young consumers that lead them to use PayPal more frequently through the rest of their lives.

However, the recent rollout of TikTok Search Ads Campaign and TikTok Shop in both markets stands to divert a growing share of ad budgets away from Meta as brands look to tap into users鈥� high-intent search behaviors and reach motivated shoppers. User behavior will underpin ongoing social ad spending.

For consumers, healthcare price-shopping to find the best deal on care or treatment will become commonplace instead of accepting whatever one鈥檚 insurance plan offers. This would be a win for D2C healthcare brands that already provide a better customer experience than incumbents, and now can offer upfront pricing that might not be much more than what patients would pay through their insurance anyway.

Shoppers are also pulling back sharply from brands based on their (perceived) immigration stances. Coca-Cola鈥檚 North America sales took a hit in Q1 after a video falsely claimed the company was reporting undocumented workers to ICE, triggering a boycott among Hispanic consumers. Our take: The US economy depends heavily on immigrants, documented and undocumented.

The company is pulling multiple levers to stay resilient鈥攊ncluding brand extensions like the Limited Edition Milano Caramel Caf茅 au Lait and the return of the London Fog variety鈥攄emonstrating a keen understanding of both value-seeking and trend-driven shoppers.