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On today's podcast episode, we discuss what the hell happened鈥攁nd is happening鈥攖o online ads, whether the video streaming boom is officially over, the next big wearable category, what happens when the First Amendment collides with social media, what the world would look like if there were only 100 people, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood and analysts Ross Benes and Blake Droesch.

As sales growth of luxury goods slows in established markets, brands will expand in emerging regions like the Middle East. There, rising wealth among a young population that鈥檚 bringing their spending home will boost demand.

鈥淎 lot of CPG [consumer packaged goods] companies, specifically, [we] don鈥檛 have transactional data at our fingertips. We don鈥檛 have a lot of D2C specifically with our brands,鈥� said Han. That means brands like Nestl茅 need to ask RMNs if they have measurement solutions that account for in-store purchases, so brands can understand how online ads contribute to in-store sales and vice versa.

In November, retailers made strategic moves across grocery, apparel, and beauty. Amazon turned Black Friday into a weeklong event and launched its Shein competitor, Haul. Meanwhile, e.l.f. Beauty strengthened its value proposition through a new Dollar General partnership, while Kroger announced plans for specialized Asian experience stores in North Texas. Here are our eight unofficial picks for the most interesting retailers in November.

Today鈥檚 podcast episode of The Banking & Payments Show explores the future role ATMs will play in retail media. Host Rob Rubin is also joined by Stuart Mackinnon, COO of NCR Atleos, to discuss why ATM networks continue to grow despite the surge in options for cashless purchasing. We also discuss how advertisers on the Chase Media Solutions platform can use purchase history data to target ads on Chase鈥檚 digital platforms. Listen today!

ChatGPT use has declined over the past few months, but AI isn鈥檛 going anywhere. Retailers are innovating with their own homegrown and acquired AI tools to scale listings, improve search, and enhance personalizations.

So in May, PayPal brought in Mark Grether to run its ads business. He was previously the VP of Uber advertising, and he gets a ton of credit for the way he built and really rapidly accelerated Uber's ad business.

Two weeks have passed since Amazon鈥檚 Big Spring Sale, but its success is unclear. Amazon鈥檚 first-ever Big Spring Sale took place from March 20-25, offering discounts on seasonal items like spring fashion, fitness products, and cleaning and yard work essentials.

On today's podcast episode, we discuss how the Apple monopoly trial could change the smartphone market, whether Aldi can take on Walmart, if gambling ads will get banned, the impact of Amazon's "Big Spring Sale," how seriously we should be taking drone delivery, where the happiest people in the world live, and more. Tune in to the discussion with our analyst Blake Droesch and vice presidents of content Suzy Davidkhanian and Paul Verna.

This article is part of 蘑菇AV鈥檚 client-only subscription Briefings鈥攄aily newsletters authored by industry analysts who are experts in marketing, advertising, media, and tech trends. To help you finish 2024 strong, and start 2025 off on the right foot, articles like this one鈥攄elivering the latest news and insights鈥攁re completely free through January 31, 2025.

Auto and CPG will see significant spending acceleration in 2023 and 2024 compared with their pace last year, while financial services will slightly tick up this year before rebounding more substantially in 2024. Prospects will be better across the board next year.

Median Monthly Social Ad CPC. Median Monthly Social Ad CTR. Median Monthly Social Ad Spend. Social Ad Click Growth. Social Ad CPM. Social Ad CPM Growth. Social Ad Impression Growth. Not a subscriber? Learn more about Industry KPIs and how to get this tool for your teams.

Amazon and Walmart scoop up beauty sales as shoppers search for convenience: Our Industry KPIs data shows that the two account for the majority of purchase intent clicks in the beauty and personal care category.

Amazon-owned Whole Foods is in expansion mode: While its parent company looks to cut costs, the high-end grocer sees an opportunity to attract consumers as they return to in-store shopping.

This article is part of 蘑菇AV鈥檚 client-only subscription Briefings鈥攄aily newsletters authored by industry analysts who are experts in marketing, advertising, media, and tech trends. To help you finish 2024 strong, and start 2025 off on the right foot, articles like this one鈥攄elivering the latest news and insights鈥攁re completely free through January 31, 2025.

The Hollywood strikes have helped the creator economy stay healthy, as advertisers look outside of TV and creators branch into new revenue streams. Influencer marketing spend growth is highest on TikTok, but the category is also outpacing social ad revenue growth on every major social platform, according to our forecast.

Drive advertisers to spend. Third-party sellers feel pressured to spend heavily on advertising during tentpole events to ensure their products are seen. For example, sellers spent 14% of their Prime Day revenues on Amazon ads last year, per Momentum Commerce.

On today鈥檚 podcast episode, we discuss what鈥檚 fueling Amazons online shopping revenue, how much its advertising business is contributing to its total revenue, and how significant its cloud business has become. Tune in to the discussion with Senior Director of Podcasts and host Marcus Johnson, Senior Director of Briefings Jeremy Goldman, and Analyst Rachel Wolff.

In this report, we explore the world鈥檚 top region for retail and ecommerce, Asia-Pacific. Read on for a closer look at the markets in China, India, the Philippines, and more.

Generous returns policies have encouraged shoppers to buy online, but an unsustainable wave of returned goods is forcing retailers to rethink their strategies.

Kellogg Co. stirred up controversy with an ad promoting cereal as an alternative to a more traditional dinner of chicken, while Wendy鈥檚 said it would consider implementing dynamic pricing in an earnings call. Consumers were quick to respond with outrage, causing both companies to make statements clarifying their positioning.

On today's podcast episode, in our "Retail Me This, Retail Me That" segment, we discuss what's fueling the non-endemic retail media fire, how to do non-endemic advertising the wrong way, and how success is measured. Join our analyst Sara Lebow as she hosts vice president of content Suzy Davidkhanian and analyst Sarah Marzano.

This year, the payments industry will face its first major test following pandemic-driven digitization as economic uncertainty pressures customer habits. This is the data you need to understand the major changes facing the payments ecosystem in 2023鈥攁nd how to navigate them.

Tariff uncertainty, billion-dollar merger and acquisition deals, and a jump in social commerce will create new dynamics in the payments industry in H2 2025. Burgeoning tech like agentic AI and stablecoins will further shake up the space.