蘑菇AV

Trump has proposed imposing tariffs as high as 60% on foreign goods, deporting illegal immigrants, and cutting the corporate tax rate鈥攁ll policies that leading economists believe could send inflation soaring. However, an inflation spike could make retail media a more valuable ad channel.

However, communication about AI guidelines and use cases is a barrier鈥�35% aren鈥檛 sure what type of work AI technology is good for. Good enough?

If Apple can make a Siri that鈥檚 good enough to sell, its Services segment could become even more valuable, further propping up the company鈥檚 revenues. Our take: While Siri鈥檚 existing offerings may be good enough, all of Apple鈥檚 AI delays beg the question of which is worse: An underwhelming AI product or no product launch at all?

While that might seem like good news for the beleaguered hospitality industry, Deloitte鈥檚 travel survey reveals an undercurrent of strain as economic uncertainty threatens consumers鈥� financial security. Tariffs are causing consumers across income levels and demographics to rethink their travel budgets.

In today鈥檚 episode, host Bill Fisher is joined by analysts Paul Briggs, Paola Florez-Marquez, and Minda Smiley to discuss the role that social media platforms are being asked to play in protecting children online. Is regulation, and subsequent heavy fines, about to force them to get more serious about this?

Plus, offering delivery from local, mid-market, and national retailers gives customers a 鈥渂etter鈥� selection of goods, said Espinosa. 鈥淒iversifying where our products come from is really important鈥� to that strategy, he said. This was originally featured in the Retail Daily newsletter. For more retail insights, statistics, and trends, subscribe here.

This concern is even more prevalent among US adults, of which 73% feel a lack of control over how their data is used and nearly half don鈥檛 feel like they have a good understanding of how companies collect and use personal information.

Since half of Anker's annual revenues come from Amazon, the decision was likely driven by the company鈥檚 desire to stay in Amazon鈥檚 good graces. Why it matters: Amazon isn鈥檛 taking Temu鈥檚 rapid growth and the significant threat it poses to its business lightly. Amazon late last year launched its own low-cost marketplace, Haul, where products retail for $20 or less.

Yeah, so I think people shop with Amazon online because it's cheap, it's competitive. You can compare the prices. You can pretty much find a good price, especially if you're a Prime member, and it's convenient. So I think they need to think, when they're rolling out their store format, of what's cheap and convenient, so I think that they should adopt a Argos style, click and collect format.

Case study: Shoppers on Amazon Prime Day and other tentpole events aren鈥檛 necessarily looking for Amazon deals鈥攖hey鈥檙e looking for good prices. 鈥淲hen buyers are in-market, they鈥檙e not just going to the [Waiyfair鈥檚] Way Day sale. They decided that they need some home furnishings.

In Q1, its everyday essentials category, including groceries and household goods, grew about twice as fast as other US categories. That momentum is driving Amazon to stock more of those items in its same-day fulfillment centers. Our take: Prime is Amazon鈥檚 most powerful tool for driving customer lifetime value across its ecosystem.

In the meantime, Saks says it is now meeting its commitment to pay vendors 90 days after receipt of goods, which it positions as an attempt to fix its strained supplier relationships. The big challenge: The promise of the Saks-Neiman Marcus merger鈥攁nnounced last year with backing from Amazon and Salesforce鈥攚as greater leverage over suppliers and significant cost savings through streamlined operations.

That appears to have done little good, but it will help Netflix increase average revenue per user in the long term. By cutting Basic, Netflix can funnel users into two subscription tiers that generate more revenues: the cheaper ad-supported tier that brings in lucrative ad revenues, or the more expensive premium tier for consumers who want to remain ad-free.

But the giant is still in good shape. 鈥淸YouTube is] going to get a lot of upfront money, probably as much as any TV network,鈥� said Benes. 鈥淏ut they鈥檙e so big. It鈥檚 tough, at least in the US, to expand any more.鈥�. Nearly 80% of US internet users will watch YouTube monthly this year.

On today's podcast episode, in our "Retail Me This, Retail Me That" segment, we discuss the differences between how US and UK consumers shop for groceries. Then, for "Pop-Up Rankings," we rank two grocery stores doing digital well, two taking an alternate approach, and why both can work. Join our analyst Sara Lebow as she hosts analysts Blake Droesch and Carina Perkins.

Christopher Mims of the Wall Street Journal writes that, for decades, seeking knowledge online, and seeing it, has meant Googling it and clicking on the links. But seeking information using a search engine could be almost completely replaced by the new generation of large language model powered systems, says Ethan Mollik, associate professor at the Wharton School of UPenn.

The same worry pushed a record 1 in 4 Americans to see it as a good time for major purchases鈥攗p from 1 in 10 a month earlier, per the University of Michigan鈥檚 December consumer survey.

鈥淭his is not a good time to panic... You could, with a little bit of effort, actually get a lot smarter than your competitors.鈥�. Marketers who don鈥檛 understand what M2M marketing will look like are in the majority. 鈥淭he reason why [marketers are] not sure what it's going to look like is because we haven't even set the concrete yet on this,鈥� Carmel said.

Finances Online. TrueList. Toluna.

Mobile games will generate $23.44 billion in US in-app purchases in 2024, with $22.50 billion of that coming from virtual goods sales, according to 蘑菇AV鈥檚 forecast. In 2024, US mobile game ad revenues will reach $7.77 billion, per our March 2024 forecast. Some 76% of US marketing decision-makers focus on mobile devices for in-game advertising, per the Interactive Advertising Bureau (IAB).

This is because consumers will be accessing more content more quickly and creating new digital patterns鈥攇iving way to better behavioral interpretations. Sources. AT&T. Opensignal. PwC. T-Mobile. Verizon.

Holiday retail sales will grow 4.5% to reach $1.317 trillion this year, according to our forecast. Retailers who want to carve out a share of that spend will need strong promotional strategies and a seamless digital-physical experience. It鈥檚 also not a bad idea to have a plan ready for when the returns start rolling in.

So it's been pretty good grades so far. As Jasmine mentioned, we've got Snap, I'm talking to Mind, smiley and one of our social media folks on that, and then also Amazon as well to round out the digital giants and how they've been doing in Q1. But thank you so Mr. Jasmine for talking to me about how Meta has been doing. Jasmine Enberg (19:08):. Thanks for having me. Marcus Johnson (19:09):.

However, the broader media and advertising sector is largely unaffected due to the absence of digital trade provisions. Without agreements on cross-border data flows or digital taxation, advertising platforms and digital marketers face continued regulatory uncertainty. Q5: Are there any implications for digital services and tech industries?