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Additionally, there is mounting concern among doctors who view the 鈥渘on-traditional" (e.g., D2C companies, telehealth platforms) weight loss drug market as problematic, according to a December 2024 Sermo survey.

Between the lines: The volatility creators experience with brand and platform payments have allowed creator platforms that offer direct-to-consumer monetization like Kajabi, Patreon, and Substack to flourish. The turmoil at TikTok and in the political landscape have accelerated their growth, and prompted other platforms to offer major cash incentives or bonuses to TikTok creators.

If Netflix can keep WWE fans engaged, other leagues may follow, accelerating the shift from linear TV to direct-to-consumer sports streaming. WWE Raw鈥檚 move to Netflix is a bold experiment in sports entertainment streaming鈥攐ne that could either cement wrestling as a mainstream digital draw or test the limits of Netflix鈥檚 ability to sustain weekly live programming.

Stuart Weitzman will be a 鈥渓ead brand鈥� for Caleres that fits squarely within the company鈥檚 suite of global, direct-to-consumer labels. Kontoor鈥檚 addition of Helly Hansen deepens its outdoor and workwear presence, reinforcing its Wrangler and Lee-driven strategy.

And then also I think having some of these D2C, very much e-commerce centric brands like Warby Parker for example, having that at the mall so people go there to really fulfill some type of practical need and then they're like, "Okay, I'm here. I might as well do X, Y, Z, or I might as well just roam a little bit."

DTC Revenue Growth: Up 8% in Q4, driven by Paramount+ and Pluto TV. Streaming is the growth engine: Executives remain bullish, expecting Paramount+ to achieve domestic profitability in 2025 as part of a shift toward a streaming-first strategy. We expect the service to generate over $600 million in US ad revenues this year (see chart).

As acquisition costs continue to rise, it鈥檚 crucial for D2C brands to double down on the value provided to customers. For outdoor lifestyle company Solo Brands, this meant putting its loyal fan base first by leaning into customer experience, communication, and its value proposition to keep customers engaged and coming back for more.

Red Seat鈥檚 success in direct-to-consumer media and independent ad sales could help Fox monetize digital audiences more effectively, complementing its streaming and ad-supported media strategy. By acquiring Red Seat Ventures, Fox isn鈥檛 just expanding its content portfolio鈥攊t鈥檚 staking a claim in the growing host-driven podcast industry which offers unique monetization opportunities.

US consumers are increasingly turning to Walmart.com, YouTube, Instagram, and TikTok to start their online shopping searches, according to Jungle Scout. Amazon, search engines, and Facebook have lost share since Q1 2022.

During the opening week of the Olympics (July 26 to August 1), Nike increased visits to its direct-to-consumer (D2C) site, per data from Similarweb as reported by Reuters. Although competitor Puma also increased visits to its D2C site, others, like Adidas, Hoka, and On saw their visits decline.

On Running is firing on all cylinders: The performance footwear company grew D2C and wholesale revenues鈥攁s well as market share鈥攊n Q2.

Meanwhile, several other retailers are also making investments to grow their direct-to-consumer ecommerce grocery (and more) businesses. For example, both Target and Costco are testing supersized stores that dedicate large spaces for ecommerce fulfillment. The big takeaway: Instacart has two key strengths: its exclusive agreements with grocers and its high-margin advertising business.

That said, events like the Victoria鈥檚 Secret Fashion Show are introducing the brand to a new generation of shoppers鈥攁nd reactivating millennial and Gen X customers. Expanding its merchandise beyond intimates could also help the retailer gain greater consideration from shoppers.

But the most successful creator brands sell in multiple channels, including ecommerce platforms, owned websites and apps, and in stores. Our forecast includes only sales that originate or take place on social media. Making real money from merchandising is a long shot for most creators. For one, anything beyond a mug or a T-shirt will generally require access to capital.

Connected TV (CTV)鈥檚 digital DNA and ability to target specific audiences has catapulted its popularity among advertisers. Learn why a wide variety of advertisers, including direct-to-consumer brands, are using CTV ads to reach streaming viewers and drive measurable results.

Digital D2C disruptors, like Peloton and Casper, will bring in about $100 billion less in US ecommerce sales than the $134.55 billion of their established counterparts this year, according to our forecast.

On today's podcast episode, in our "Retail Me This, Retail Me That" segment, we discuss what established brands have to gain by going D2C, the ways digitally native brands sell in brick-and-mortar stores, and how brands are maintaining a digitally native 鈥渋dentity鈥� for marketing purposes while also going wholesale. Then, for "Pop-Up Rankings," we rank the the digital natives that are primed for success and the ones that need to up their game. Join our analyst Sara Lebow as she hosts vice president of content Suzy Davidkhanian and president of SageBerry Consulting and author of "Remarkable Retail" Steve Dennis.

CPG digital ad spending hits $48.79 billion in 2024: Its strength is driven by D2C strategies and increased search advertising.

Telehealth apps are violating consumer trust: We unpack data from STAT鈥檚 recent report on direct-to-consumer telehealth companies鈥� shady data-sharing practices that could eroder consumers鈥� trust in digital health.

Established brands are beating digital natives at their own D2C game. As marketplace and wholesale opportunities obfuscate what it means to sell D2C, brands need to keep up with both their retail and marketing playbooks鈥攐r risk falling behind.

As that process plays out and legacy broadcast channels like ESPN move from the cable and satellite ecosystem to a D2C streaming model, sports fans will ditch their cable bundles for streaming services. That migration of viewership could be the final blow for the legacy pay TV business, which in recent years has been held together by live sports. The future of streaming media is ad-supported.

But as it expands into ecommerce via TikTok Shop and continues to explore its opportunity in search, non-video inventory will grow increasingly meaningful: Non-video ads will account for 11.4% of TikTok鈥檚 US ad revenues in 2023 and climb to 16.2% by 2025. Figure out how TikTok鈥檚 users feel about these ads.