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Why it matters: These tariffs reshape cost structures for goods flowing into the US, with Latin America鈥檚 exporters directly affected鈥攁nd retailers and ecommerce players caught in the crossfire. The ripple effects include:. Price volatility for goods made in or reliant on components from affected countries, particularly in autos, electronics, and agriculture.

Their search revenue, in particular Q4 to Q1, went from negative two to plus two, and now Meta snaps the not-so-good streak of three quarters of negative growth, posting a four percent bump. So good for digital advertising in the US. Let's move on to the users for a second, Debbie, because they also seem to shine in that area as well.

Amazon and its sellers are highly dependent on goods from China. In addition to pushing up operating costs, that will mean price hikes for consumers鈥攕ome of which are already filtering through as third-party sellers take action.

Consumers aren鈥檛 ready to quit cash yet: The shift to digital delivery of services hasn鈥檛 relieved banks of their duty to manage cash鈥攑articularly if they鈥檙e seeking to win over cash-carrying millennials and Gen Zers.

I think one overhyped aspect is something that Henry touched on, which is that you could just give ChatGPT a simple prompt and it will return something that is good enough.

In its 鈥淐lean Feels 骋辞辞诲鈥� campaign, the brand measures conventionally joyful activities against cleaning tasks. Among the results was that 43% of study participants felt better cleaning the toilet than listening to their favorite song. March 11, 2025. Which popular online slang term does Priceline riff on in its new ad campaign? A) Brain rot B) Bedrotting C) Doomscrolling D) Yeet.

Spending on goods was particularly strong, surging 6.6% QoQ, or 3.5% YoY. Why it matters: The data provides additional puzzle pieces to the picture of a strong economy, as retailers like Target, Abercrombie & Fitch, and lululemon Athletica raised their Q4 outlooks after generating better-than-expected holiday sales.

So good. Victoria:. ... and already complicates the issues I'm having with the base. There's a reason I'm not an engineer. Let's just put it that way.

The big takeaway: While Saks is a relatively late entrant to the retail media space, its access to luxury shoppers gives it a unique advantage鈥攅specially as softening demand for designer goods forces brands (and department stores) to find new ways to drive sales. The additional revenue stream could also help Saks relieve some of its cash-flow issues.

Consumers spent $211.7 billion online over the 2022 holiday season (from November 1 to December 31), growing 3.5% year over year, per Adobe Analytics.

Very good. Story two is for Man-Chung. The Japanese telecoms firm KDDI has made a 楼500 billion bid to take physical retailer, Lawson, private. KDDI sees an opportunity to integrate its digital capabilities with the convenience store's 15,000 sites, to provide logistics bases to support online shopping services to the country's aging population. Good move, Man-Chung? Man-Chung Cheung:.

And the good news I think is that in this age, because of digital technology, we really have an opportunity even with much smaller budgets to be able to carry those messages forward. But they can't just be the typical thing.

They can take on tasks like online shopping, writing code, booking flights, managing your investments for you. And so the more autonomous they are, the more tasks they can take on without you needing to say, "Do X, Y and Z.". Marcus Johnson:.

鈥淭o be successful on Reddit, you can鈥檛 employ traditional advertising approaches,鈥� said Travis Reeb, co-founder of creative agency Good Conduct. This is particularly true on the organic front; entering a subreddit without a strong understanding of its culture or rules could easily backfire. Reddit is not a place for scaled paid advertising, at least for now.

Streamers are consolidating, not launching, Ad tiers are coming online, bringing measurement headaches with them. And legacy players could shut down linear options altogether within the next five years, said Pam Zucker, chief strategy officer for the Interactive Advertising Bureau. Streamers are consolidating. 鈥淭here are too many [platforms] for them to exist profitably,鈥� said Zucker.

And we sort of covered these live events as their way of tapping into the really big digital live sports audience by creating its own branded events. And I'm sure that them doing that caused Apple and others to say, "Hey, why can't we do the same thing? It gives us more leverage because we're not having to negotiate for the rights to broadcast elite.

It excludes travel and event tickets; tips and digital gifts; subscriptions; payments such as bill pay, taxes, or money transfers; food services and drinking place sales; and gambling and other vice goods sales.

TikTok had the highest share of shoppers (49.7%) who had bought something at least once per month, and 10.7% said they bought goods at least weekly. Gen Z has mixed purchasing habits on Facebook and Pinterest. Over half (57.7%) of Gen Z Facebook shoppers made purchases at least once per month, but none bought goods weekly or more often.

US ecommerce sales will be hit hard by tariffs: Many online platforms鈥� advantages could disappear as prices rise, inventory runs dry, and delivery times slow.

While the holiday season is typically a good time for consumers to score deals, many retailers slashed prices across the board this year. Prices fell 3.2% in November month over month, per Adobe鈥檚 Digital Price Index, thanks to aggressive discounting in categories like electronics. Consumers were extremely value-conscious.

鈥淚f you鈥檙e using the right technology, you鈥檙e creating the right environment, and you鈥檙e enhancing monetization, that鈥檚 good for everyone.鈥�. This was originally featured in the 蘑菇AV Daily newsletter. For more marketing insights, statistics, and trends, subscribe here.

And its alleged monopolistic behavior over how ads are bought and sold online. Once the dust settles, both trials concluded, Danny, what's the most likely outcome in your opinion? Daniel Konstantinovic (17:37):. It's hard to say, for a couple of reasons.

Trump has expressed enthusiasm for a bidding war, stating, 鈥淚f there鈥檚 a bidding war, that鈥檚 a good thing.鈥�. He denied discussing a TikTok deal with Oracle CEO Larry Ellison but acknowledged widespread interest from multiple parties. He emphasized that any deal must 鈥渂enefit the United States鈥� in order for him to support it. Legal and Political Landscape.

Analysts have long predicted that a streaming shakeout will leave three or four major services standing and licensing content from the stragglers鈥攂ut second- or third-tier services like Tubi, Peacock, or Paramount+ are refusing to go gentle into that good night. In fact, Fox seems unafraid of the inevitability of consolidation and is making a major effort to lift Tubi鈥檚 presence as a household brand.

On today鈥檚 podcast episode, we discuss the future of the bank branch. 鈥� In our 鈥淗eadlines鈥� segment, we chat about why banks are closing so many branches and how consumers want more digital experiences. 鈥� In 鈥淪tory by Numbers,鈥� we explain what Curinos defines as branch share and why it used to account for more primary new accounts than it does today. We also discuss the value of closing a branch in order to save operating expenses in a low-rate versus high-rate environment. 鈥� In 鈥淧retend CEO,鈥� we look at regional banks and their deposit portfolios in a high-rate environment. Listen to the discussion with host Rob Rubin and Curinos director Andrew Hovet.