蘑菇AV

The insight: Clothing rental services are in the midst of a resurgence. Rent the Runway ended Q1 with a record number of subscribers, while Urban Outfitters-owned Nuuly added 40,000 members in the quarter alone. Our take: It鈥檚 taken time for companies to prove that the clothing subscription model can be sustainable. While Nuuly was the first to reach profitability, Rent the Runway鈥檚 rebound shows that there is an appetite for rental services that can deliver high-quality products at an affordable price point, as well as capitalize on consumers鈥� desire for newness.

The news: OpenAI鈥檚 business user base surged 50% since February, reaching 3 million paying enterprise customers. To deepen its footprint in the space, the company released workplace features aimed squarely at Microsoft and Google, per VentureBeat. New options let employees pull and interact with cloud data from SharePoint, Dropbox, Google Drive, and more鈥攄irectly in ChatGPT. Also added: Record Mode for transcribing meetings and upgrades to Codex and Deep Research. Our take: Expect ChatGPT to continue evolving from a standalone AI app to a productivity platform. Business leaders should evaluate OpenAI鈥檚 new business suite not just as a productivity upgrade, but as a strategic shift toward AI-driven business platforms.

Perplexity Labs signals a pivot from AI search to full-stack enterprise tools, positioning the startup as a rising competitor to Google, Microsoft, and OpenAI in workplace automation.

Our forecast has Amazon as the second-largest player in the digital grocery space, behind only Walmart鈥攚hich also has the edge in the overall market.

Target drops same-day delivery markups for Circle 360 members across Shipt network: The move, covering orders from over 100 partner retailers, aims to boost the program鈥檚 appeal.

On today鈥檚 podcast episode, we discuss Meta鈥檚 capacity to weather the tariff climate, how Meta plans to redefine advertising, and what happens if it is forced to sell Instagram and WhatsApp. Join Senior Director of Podcasts and host Marcus Johnson, Vice President and Principal Analyst Jasmine Enberg, and Senior Analyst Minda Smiley. Listen everywhere and watch on YouTube and Spotify.

The traditional TV bundle will further decay as more live sports embrace streaming.

Airlines and cruises are smaller digital spenders, and a lot remains in the catch-all 'other' segment. Travel industry digital ad spending is heavily driven by the large accommodations subcategory.

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

The challengers: Testimony that Safari search volume is declining may signal the beginning of AI challenging traditional search. AI search stalwart Perplexity is preparing to launch its Comet web browser this month. It鈥檚 the biggest challenger to Chrome/Google Search. OpenAI made its ChatGPT Search available for free to all users.