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Gap Inc expects its brands to be 鈥渢he winners in any challenging market鈥�: The retailer is confident its focus on product innovation, newness, and social buzz will insulate it from economic pressures.

Behind the numbers: The sizable increase in February sales is particularly notable since early signs point to softening consumer spending during the month, due to factors ranging from colder weather, the LA wildfires, and a drop in consumer confidence.

Zoom out: Kroger鈥檚 affordability initiatives will be even more important in 2025, as tariffs threaten to spike grocery prices and consumers adjust their spending in response.

US banking digital ad spending growth will rebound dramatically in 2024, but tougher times lie ahead. Understanding the nuances of consumer behavior will be essential to boosting ad impressions.

The news: JD.com reported its biggest jump in revenues in nearly three years鈥攁 welcome sign for retailers anxiously awaiting a recovery in Chinese consumer spending. Retail sales rose 14.7% YoY in Q4, bolstered by Singles Day as well as targeted stimulus efforts to boost spending on appliances and electronics.

Snap鈥檚 AI agents are expected to generate $686 million in ad revenues this year, per Street Research, far less than Meta鈥檚 $6.7 billion. Our take: Given Snap's smaller scale and entertainment-focused platform, its users will likely have lower expectations for the quality of its genAI tools than those from OpenAI or Microsoft.

Snapchat launches 鈥楩ind Your Favorites鈥� campaign: Creator-focused strategy aims to grow engagement and revenue amid TikTok's uncertain US future.

As China鈥檚 retail media advertising market begins to mature, off-site channels鈥攊ncluding WeChat and Douyin, TikTok's sister app in China鈥攚ill increasingly drive growth.

Revenues of $13.95 billion were down 4.8% YoY but outpaced the expected $13.70 billion. Comparable sales, or revenues from online sales and stores open at least 14 months, rose 0.5% YoY in the quarter, excluding the additional week in fiscal 2024. Best Buy had forecast those sales would be flat to down 3%. In the US, Q4 comparable sales rose 0.2% YoY.

LinkedIn improves B2B ad tracking: New updates help marketers integrate first-party data, track long-term impact, and optimize campaigns.

The bad news: Unfortunately for Target, the green shoots in discretionary spending during the holiday quarter are likely to wither quickly as tariffs鈥攁nd related price hikes鈥攃hill consumer spending. It forecast full-year sales growth of just 1% in 2025鈥攃onsiderably less than the 2.6% analysts expected.

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

The MLB might prefer platforms with a higher subscription base and more revenue鈥攑erhaps the likes of Netflix, Hulu, and Disney+, which generate the most OTT subscription revenues. Apple is already spending $2.5 billion on MLS rights over a 10-year period, so adding another deal鈥攖hat would likely be above $500 million鈥攎ight be too much for Apple to justify.

US adults will spend 12:42 per day with media in 2025, a scant 2 minutes more than last year.That equates to just 0.3% growth. Next year, the increase will be even smaller. The competition for US consumer attention will be zero-sum going forward. Time spent with digital media will increase by 11.6 minutes this year (2.4% growth), but traditional鈥檚 loss of 9.5 minutes will mostly offset that gain.

Netflix reports 15% revenue growth: Its ad-supported tier and live sports drove success despite slowing subscriber gains.

Regulation will disrupt some digital players, while retail media and genAI adoption will create opportunities across advertising and commerce.

Meta and Google enjoy political ad spend boom: The ad duopoly is effective for reaching consumers en masse, but TV spending shifts hint at big changes.

Instagram will surpass Facebook to become the largest social ad business in the US, a development that might have been hard to fathom when Facebook bought Instagram for $1 billion 12 years ago.

Peacock unveils live advertising features at CES: A busy calendar in 2026 has the company fleshing out its ad capabilities.

Mixed results from the Big Four ad firms mark a turbulent period: Concerns about the regulatory landscape and tariffs weigh on spending.

As the AI search engine raises more capital, its reliance on data scraping casts a shadow over its ambitious plans for ad-driven revenue.

With no shortage of spending options, advertisers weighing whether to invest in TMNs will be considering what travel companies can do better or at a better value than comparable channels. First-party data, captive audiences, and a diverse array of ad inventory are some components of the travel media value proposition.

Which of the following social media companies saw ad revenues grow the fastest in Q1? A) Meta B) Snap C) Reddit D) Pinterest. Reddit ad revenues grew by 61.0% YoY in Q1, outpacing the other companies listed. May 29, 2025. True or false: The majority of Gen Zers share their location with friends via mobile. True.

NetEase lays off Marvel Rivals鈥� US-based team despite record success: The shooter hit 20 million downloads and $136M in revenue, representing broader industry volatility.