蘑菇AV

Delta expects 2025 to be a bumpy ride: Travel demand is cratering as the Trump administration鈥檚 policies create chaos and consumers brace for a recession.

The loss of TikTok in the US would cause a ripple effect across the media, marketing, and commerce landscape. Meta and YouTube stand to gain the most, but there is a long list of other winners鈥攁nd losers.

Sick of disappointing retail news? So are we. Just like we鈥檙e sick of paying $6 for a carton of eggs. Some good news: US employers added 30,000 retail jobs in January, offering a big boost after a sluggish second half of 2022, when retail jobs fell for three consecutive months from September to November and were stagnant in December. Here are some more positive indicators.

Now the number one group in all departments working with creator is media, number two is branding. (07:35):. And they're looking at creator across all forms of communication. And we're seeing that with our clients, whether it's in retail media networks, it's UGC, user-generated content living on the site because that's more believable than reviews. It's in CTV and regular television.

Tariffs are destabilizing Hollywood鈥檚 growth: Rising costs and shrinking ad budgets threaten content, licensing, and consumer engagement.

The company recently held a seller summit in LA, and has grown US merchant participation by 358% QoQ thanks to its concerted outreach efforts, per Modern Retail. Temu is testing search ads, which could create a large enough revenue stream to offset the impact of the de minimis changes and tariffs.

US travel media network (TMN) ad spend will reach $2.13 billion this year and increase to $2.96 billion in 2026, per our September 2024 forecast.

A nearly $1 trillion loss in a day signals market panic. Apple leads the fall, with ripple effects threatening AI growth, ad revenue, and cloud service pricing.

Thanks to everyone for listening to Behind the Numbers, an 蘑菇AV video podcast made possible by Kinective Media by United Airlines. Sarah will be back on Wednesday for the Reimagining Retail Show, talking about the French department store that's trying to change US retail.

Rivian and Tesla see demand weaken in Q1: The two companies are struggling amid growing competition as more consumers opt for cheaper hybrid and gas-powered models in an uncertain economic and political climate.

2024 has been a disruptive year for generative AI (genAI), which transformed from a buzzword into a practical part of marketing workflows, and commerce media as more platforms launch. Meanwhile, advertisers are still figuring out the lifespan of third-party cookies. And connected TV (CTV) advertising got a big boost from Prime Video.

Sarah will be here on Wednesday for the retail show, for a conversation all about ageism in beauty.

Influencer marketing has become an important part of the media mix. It is now seen as an important (if not core) part of ad campaigns, not simply as an add-on or nice-to-have. There are already signs of how serious brands are about the space.

New retail media metrics now available in Industry KPIs

Tariffs on Chinese goods could hurt Google, Meta: Chinese retailers Temu and Shein are two of the companies鈥� top ad spenders.

Advertisers won鈥檛 have to quit third-party cookies cold turkey, but long-standing market dynamics around access to quality data aren鈥檛 going anywhere.

Expanded opportunities have made retail media鈥檚 rosy forecast even rosier. But retailers and buyers need to address the channel鈥檚 measurement, standardization, and complexity challenges.

Consumer payment method choice will expand in 2025 as real-time 鈥減ay by bank,鈥� iPhone NFC access, and digital credentials take center stage. And financial media networks will turn more payment providers into marketers.

Amazon Prime Day will be twice as long this year: The four-day sales event should boost sales and ad revenues, but growth will be hard to sustain long-term.

To stand out in a crowded commerce market, Lyft Media is thinking about partnerships and measurement differently. While its current partnerships help Lyft Media navigate 鈥渢raditional ecosystem of measurement,鈥� the network is also thinking about what the next phase of measurement will be, said Shane Dwyer, head of sales at Lyft Media and Lyft Business.

This deck provides an in-depth analysis of the home furnishings sector in ecommerce, including forecasts for sales growth, digital ad spending, and KPIs. It also highlights consumer shopping behaviors, spending trends, and the growing influence of social media.