Swiss footwear company On posted raised its full-year sales and gross margin outlook, citing broad-based geographical strength as Gen Z consumers scoop up its premium-priced athletic shoes.
Article
| Aug 12, 2025
The news: Cardholders who pay an annual fee report higher satisfaction with their financial product than those carrying no-fee cards, per J.D. Power’s US Credit Card Customer Satisfaction Study.
Our take: Chasing too quickly after the most premium cardholders risks disenchanting young, upwardly mobile professionals in the millennial and Gen Z cohorts.
If these elite cards want cardholders who can grow across their financial lifetimes with their products, they need to avoid hollowing out the middle between their elite and entry-level cards.
Article
| Aug 15, 2025
Abercrombie & Fitch reported record revenues in Q2 as soaring demand among Gen Z teens for Hollister offset weakness at its namesake brand.
Abercrombie is navigating the current environment as well as any retailer—especially one with considerable tariff exposure—could. While minimizing tariff costs remains a key priority, Abercrombie’s sharp focus on the fundamentals—delivering products that people want—will help guide it through uncertainty.
Article
| Aug 27, 2025
Forecasts
| Jun 1, 2025
Source: ĢAV Forecast
Forecasts
| Jun 1, 2025
Source: ĢAV Forecast
As consumers trade traditional search engines for social feeds, brands are approaching these platforms as drivers of brand awareness and conversion.
TikTok Shop has rapidly become the eighth-largest beauty retailer in the United States, according to a February report from NielsenIQ.
41% of Gen Z turns to social platforms first for finding information, ahead of search engines (32%), AI chatbots (11%), and friends and family (9%), according to a May Sprout Social survey.
Article
| Aug 8, 2025
The news: Cash App launched “pools”—a feature to make group payments frictionless—to a limited number of US-based users with plans for a later wider rollout, per a press release.
Our take: Cash App wants to cement itself among Gen Z users, households making up to $150,000 annually, and the populations traditionally overlooked by legacy financial institutions.
Article
| Jul 29, 2025
The news: Two-thirds (66%) of consumers in the Southeast Asia (SEA) region ignore repetitive ads when they are shown on a single platform, per a report from The Trade Desk. Gen Z respondents were over twice as likely (57%) to feel irritated when exposed to repetitive ads compared with other demographics. Our take: Ads often need to be repeated to boost brand recall, putting advertisers in a tricky position of balancing brand recognition while not frustrating consumers. But there are approaches marketers can take to address the fatigue issue.
Article
| Aug 12, 2025
The trend: While rising cost-consciousness is causing consumers to think twice before indulging in a burrito, they’re still saying yes to a splurge-worthy drink. Beverages have emerged as one of the hottest growth categories in US foodservice, offering quick-service restaurants (QSRs) a high-margin way to boost traffic and ticket sizes amid inflation fatigue.
Sales at beverage- and snack-focused chains surged 9.6% in 2024—the largest annual growth of any restaurant category, according to Technomic data cited by The Wall Street Journal. For comparison, burger chains—despite generating more total sales—grew just 1.4% over the same period.
Our take: The beverage boom is fueled by novelty, shifting habits, and the hunt for higher margins.
Consumers are stressed. Amid economic uncertainty, nearly half (44%) of consumers turn to comfort or junk food to cope—and specialty drinks offer a relatively affordable way to indulge without breaking the bank.
They crave novelty. Limited-time drinks with bold flavors, bright colors, and TikTok appeal are strong traffic drivers, especially among Gen Z, who are eager to try what’s new while it lasts.
Younger consumers are drinking less alcohol. As Gen Z and millennials cut back on alcohol, drinks like iced coffees, chillers, and fruity refreshers are filling the social gap with fun, flavorful alternatives.
Chains are chasing margins. Beverages typically carry higher profit margins than food and are often (but not always) operationally easier to tweak. Adding a new syrup or topping is simpler than introducing a new entrée, making drinks an efficient way to drive both sales and excitement.
Article
| Jul 25, 2025
The advertising industry’s age and experience mix is shifting fast. In the US, entry-level roles are shrinking as automation replaces routine tasks, while in Australia, “juniorisation” favors younger, digitally fluent hires over seasoned veterans. Agencies face a balancing act—bringing in Gen Z talent to master AI-driven tools and authentically shape campaigns, while retaining senior expertise crucial for strategy, oversight, and client trust. Without a robust entry-level pipeline today, the industry risks a future shortage of homegrown leaders just as marketing grows more complex.
Article
| Aug 15, 2025
The news: Employees are underreporting their generative AI (genAI) use and feel company initiatives add to their workload without benefiting them directly. 45% of US employees have used AI at work without telling their supervisors, per Gusto, with Gen Zers and tech workers being the top culprits.
Our take: Offer incentives for AI use and encourage disclosure through establishing clear policies to help maximize AI initiatives and build a culture of honesty.
Setting up company-specific prompts for employee use and offering free access to vetted tools will help motivate workers to use the right tools in the right way, protecting company data and maximizing AI use to increase productivity.
Our take: Offer incentives for AI use and encourage disclosure through establishing clear policies to help maximize AI initiatives and build a culture of honesty. Setting up company-specific prompts for employee use and offering free access to vetted tools will help motivate workers to use the right tools in the right way, protecting company data and maximizing AI use to increase productivity.
Article
| Jul 28, 2025
The news: A recent survey by The Harris Poll for Current.com found that Gen Zers and millennials value financial health more than physical attractiveness in a potential romantic partner.
Among both generations, 33% prioritize a partner’s emergency savings over their looks. This contrasts sharply with 23% of Gen Xers and 18% of baby boomers, who are more likely than Gen Zers to have emergency savings themselves and may not prioritize this in a partner.
Our take: We’ve covered how Gen Zers are putting their financial goals on pause to prioritize summer fun and living in the moment. And we recommended that financial institutions (FIs) gently remind Gen Zers of their financial goals and how to reach them while still supporting their priorities.
Article
| Jul 22, 2025
The news: Roblox rolled out new teen-focused safety tools, including age estimation, stricter communication filters, and parent insights. The shift to ramp up age-specific protections follows growing pressure from regulators and parents over child safety risks on the platform, per Fast Company.
Our take: Using Roblox’s new rules as a blueprint, marketers looking to cater to younger audiences should build campaigns that align with verified connections, invest in brand-safe messaging, and prepare for an age-gated future across platforms as this becomes the norm.
Adapting early ensures compliance and preserves access to a key Gen Z and Gen Alpha audience.
Article
| Jul 17, 2025
Forecasts
| May 14, 2025
Source: ĢAV Forecast
Forecasts
| May 14, 2025
Source: ĢAV Forecast
Forecasts
| May 14, 2025
Source: ĢAV Forecast
The news: Klarna partnered with Poshmark so US buyers can resell Klarna purchases on Poshmark through the Klarna app.
Our take: Gen Zers have a hunger for low-cost fashion. As fast fashion brands face mounting tariff pressures, Gen Zers may turn toward resale marketplaces to some from someone else’s closet—and use sales from their own closet to fund that shopping.
Article
| Jul 22, 2025
Forecasts
| May 16, 2025
Source: ĢAV Forecast
Forecasts
| May 14, 2025
Source: ĢAV Forecast
The news: Spotify’s Partner Program has opened new monetization paths for video podcasters, enabling MP4 uploads and revenue through ads and subscriptions. Creators like Ryth report earning over $55,000 per month, surpassing YouTube earnings. However, the model doesn’t support dynamic ads for premium subscribers, prompting networks to hold back. Why it matters: Nearly half of all digital media time is spent on video, and Spotify is betting big on that trend—especially among Gen Z, who increasingly prefer video-first podcast formats. Our take: Spotify’s approach may alienate ad-heavy networks for now, but video’s growth and creator enthusiasm suggest its long-term strategy is sound.
Article
| Jun 25, 2025
Forecasts
| May 10, 2025
Source: ĢAV Forecast
Forecasts
| May 10, 2025
Source: ĢAV Forecast
Forecasts
| May 10, 2025
Source: ĢAV Forecast
Forecasts
| May 10, 2025
Source: ĢAV Forecast
Forecasts
| May 10, 2025
Source: ĢAV Forecast