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If Disney鈥檚 standalone D2C ESPN app ever comes to fruition, it would likely become a disruptive player very quickly. People who watch Netflix love it. Netflix鈥檚 active users are deeply engaged, and its user base is so large that it also leads in time spent for the whole country.

But attempts to reign in D2C drug advertising as well as anti-vaccine rhetoric won鈥檛 go over well with Big Pharma. We鈥檒l be closely monitoring the confirmations of Trump鈥檚 picks for key federal health agencies in early 2025.

The final word: To that end, Walgreens decided to expand its direct-to-consumer virtual healthcare services to reach consumers in 30 states. The retailer launched Walgreens Virtual Healthcare last year in nine states. 3. Walgreens is considering a sale of the company to a private equity firm. The announcement comes as Walgreens closes out 2024 with a net loss of $8.6 billion鈥攁 177% YoY increase.

Retailers would be wise to take advantage of their customers鈥� loyalty, especially amid the latest wave of popular D2C beauty brands. 鈥淭here [are so many beauty specialists, online specialists offering the same thing, so you really need to sort of work on that loyalty with your customers,鈥� said Perkins. Listen to the full episode. This was originally featured in the Retail Daily newsletter.

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D2C ecommerce sales were up 12.9% YoY, according to our March 2023 forecast. Better value for the price of a product is the No. 1 reason that US adults buy from D2C companies, per May 2023 data from SurveyMonkey. It鈥檚 likely that 2024 will see more of the same.

The news: As we predicted, Amazon launched Amazon Clinic, a direct-to-consumer (D2C) telehealth clinic, equipped to treat common ailments like acne, dandruff, and hypertension. How Amazon Clinic works: It鈥檚 a message-based service available to adults ages 18 to 64 who live in one of the 32 states the clinic can operate in. More states will be added in the future, Amazon promises.

Meta is still the top dog in social media, but smaller platforms like Snap and Pinterest are focusing on augmented reality and ecommerce, respectively, to stand out in a crowded field. Meta鈥檚 ad revenues surged as AI investment intensified. Meta delivered a standout Q4, with revenues climbing 21% YoY to $48.38 billion.

The purchase, which is being reviewed by the FTC, would expand the ecommerce giant鈥檚 slate of smart home products. Farfetch acquired a 47.5% stake in Yoox Net-a-Porter (YNAP) as part of its bid to become the dominant player in luxury ecommerce.

And despite relatively strong Q2 results, Amazon鈥檚 weaker guidance for Q3 2024 could be a sign that the retail media business, which is reliant on ecommerce revenues, could face headwinds. Walmart Connect and international expansion power retail giant to 26% advertising growth.

While this allows pro sports franchises to launch their own D2C streaming services and put games on free over-the-air stations to reach more viewers, it has created uncertainty over their TV revenues. For a moment, it looked like Diamond鈥檚 RSNs would be made available in Prime Video after Amazon decided to invest in the company as it emerged from bankruptcy.

A rocky TikTok Shop launch might have slowed the core platform鈥檚 user growth, but by July, TikTok Shop was tied with Instagram as Gen Z鈥檚 top social commerce destination. #8: Social media. What fueled interest: As one of the top ad spending categories, social media is central to marketing strategies.

Juice Media, which represents DSC and other direct-to-consumer brands, said shoppable ads could take up as much as 20% of budgets. Many buyers noted their interest and uncertainty, saying the format still needs to prove its value before securing further budget commitments.

In April, Headspace rolled out mental health coaching for its direct-to-consumer subscriber base, through which users can access one-on-one support for help managing stressful situations and improving emotional resilience. And just last month, the company followed that up by launching Ebb, an AI companion integrated into its app that provides personalized emotional support to members.

Retail and travel both have very large ecommerce businesses. Travel will generate $305.89 billion in digital sales and retail, almost $1.2 trillion in 2024, per our forecasts. These two sectors also concentrate on converting demand instead of creating demand. That led both to be early and large direct-response advertisers in the pre-digital era.

The ecommerce boom in Canada has driven digital spending higher for retailers, as they target ads on digital platforms to reach online shoppers. CPG spending is a close second in our rankings. The industry operates in lockstep with retail, and their prosperity is mutual.

So I have the same ingredients in different proportions, and I just throw in the leadership piece into the D2C strategy. So I guess it's sort of similar.

Some direct-to-consumer (D2C) natives have even taken to retail expansion to protect themselves against rising customer acquisition costs, while others are leaning into wholesale. Players like Poshmark have even been acquired after struggling with CAC while others, including Outdoor Voices, are still on the market for the very same reasons.

Insurers looking to step into the space can refer to these examples for ideas on use cases for the model; whether to offer D2C or B2B products; and whether to approach the space through building, buying, or partnering. US-based insurtech Lemonade started offering blockchain-based parametric insurance coverage to crop and livestock farmers in Africa in March 2022.

Direct-to-consumer (D2C) testing startups like Everlywell, LetsGetChecked, Kindbody, and Ro are jostling for consumers鈥� attention on social media. Predictions. Next year will bring a raft of mergers and acquisitions, particularly among the D2C brands that are concentrated on specific areas鈥攍ike sexual health. Telehealth companies will be a major buyer segment.