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2025 could be another tough year for luxury companies: LVMH鈥檚 rough Q1 reveals considerable challenges as US spending drops.

Companies large and small will net hundreds of billions in US incremental ecommerce and digital ad dollars in the next two years. Who will be the big winners?

On today鈥檚 podcast episode, we discuss how the beauty industry is venturing into untapped markets, how the conversation of ageism in beauty fits or diverges with the greater trend away from diversity and inclusion, and how brands market to older people while staying relevant with younger audiences. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Principal Analyst Sky Canaves, Analyst Arielle Feger, and CEO and Founder of Ageism Is Never In Style庐 Jacynth-Bassett.

Timing ad buys to seize on key engagement windows: Our Industry KPI data reveals Gen Z has predictable spikes in searches for apparel, gaming content.

A lot happens in a week, so every Friday we're going to analyze all the new data and provide you with some of the key takeaways. Welcome to the Friday 5. This week, teens want ads with products in action, consumers aren鈥檛 giving brands negative feedback, and St. Patrick鈥檚 Day doesn鈥檛 interest consumers as much as other holidays.

Key stat: When it comes to ad targeting, consumers want brands to back off. 78% would support a law mandating advertisers to disclose the personal and identity data used in targeting, according to a GumGum report. Consumers are taking action to avoid over-personalization鈥�38% of respondents use ad blockers and 30% opted to reject cookies, according to the report.

Each of these partnerships extends the film鈥檚 marketing reach beyond traditional advertising, ensuring that Minecraft fans engage with the brand in their everyday lives before even stepping into theaters. Learning from the best: 鈥淒eadpool & Wolverine鈥� proved that brand partnerships can elevate a film beyond its core audience, turning it into a mainstream cultural phenomenon.

How can ad buyers calibrate their ad spending and budget allocations against average for their industry, and how can publishers and solution providers assess whether their ad revenues are in line with industry trends?

How can ad buyers calibrate their B2B ad spending and budget allocations against the market, and how can publishers and solution providers assess whether their ad revenues are in line with industry trends?

Publicis recently launched an initiative to streamline women鈥檚 sports ad buys. What鈥檚 in it for the NWSL: The league is positioning itself as a lifestyle brand, and says it sees these partnerships as a way to attract Gen Z fans, who may not have grown up watching women鈥檚 soccer but are influenced by entertainment and cultural figures like Cooper.

The latter grew 17% YoY, which was below expectations due to sluggish advertiser interest but still a major contributor to profits. While Kroger will get a sales boost this year owing to grocery inflation, it expects minimal to no changes to volumes, suggesting that consumers will remain hyper-focused on securing the best deals.

鈥淸Amazon is in some cases] making it clear they want that ad revenue more than they want to sell that product,鈥� said our analyst Arielle Feger. The move will help Amazon retain its forecasted 76.2% US retail media share this year. 7. Reformation. Reformation鈥檚 new ad campaign featured "Saturday Night Live" alum Pete Davidson as the 鈥淥fficial Boyfriend鈥� of the apparel brand.

Travel ad spending will grow the fastest this year, while retail will continue to lead in terms of total investment; it鈥檒l be more than $1 billion ahead of consumer packaged goods (CPG). Retail and CPG鈥檚 shares will decline slightly, though. These two industries continue to see the biggest digital ad investments.

Costco鈥檚 sales spiked in February: The company鈥檚 ability to offer value鈥攁nd possibly its commitment to DEI鈥攂oosted sales during a difficult month for retailers.

On today鈥檚 podcast episode, we discuss how Amazon has made themselves even more essential to customers, why 鈥渢hey can鈥檛 make physical stores work鈥�, and how its advertising business is getting on. Tune in to the episode with Senior Director of Podcasts and host Marcus Johnson, Analyst Rachel Wolff, and Senior Director of Briefings Jeremy Goldman. Listen everywhere and watch on YouTube and Spotify.

CPG and retail are both core buyers of social media ads, in part to deflect the threat from new online challengers. The two industries will account for nearly 50% (29.9% by retail and 18.9% by CPG) of social ad spend this year. Retail has always spent heavily on social media, but heavy spending on social ads by Shein and Temu has driven the rest of the retail industry to spend more there as well.