蘑菇AV

Levi鈥檚 path to growth: Levi鈥檚 decision to potentially offload Dockers is in keeping with the retailer鈥檚 broader strategy of exiting from less profitable segments in favor of focusing on its more lucrative D2C and core denim businesses.

The retailer plans to expand its physical footprint by opening 500 to 600 shops across Asia, Latin America, and Europe in the next few years. On Monday it teased a potential collaboration with Beyonc茅 in an Instagram post featuring the caption 鈥淚NTRODUCING: A New Chapter.鈥�

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.

Walgreens recently debuted a D2C telehealth service in which patients can communicate with doctors and nurse practitioners about non-emergent health concerns over text or video. Predictions. Pharma marketers will capitalize on the trend of patients receiving care from retailer pharmacies and websites. They will ramp up their in-store and digital advertising of vaccines and medications.

Chase鈥檚 hybrid branches鈥攖he latest launched in the Bronx in April鈥攊nclude a coffee shop and kids鈥� play area, and they have a dog-friendly policy. Chase鈥檚 Community Center branches host nonprofit workshops and seminars for Chase customers and the public. Bank of America highlights the histories of the buildings that house its branches.

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.

But we also see this as a move to ward off D2C telehealth players who are progressively entering the market. Hackensack Meridian feels strongly enough about the strategy that it鈥檚 partnering with a digital health company that can implement a tech-enabled experience for patients.

Our take: Kay has to find ways to win over the next generation of consumers, or else risk losing share to newer, direct-to-consumer jewelry companies like Ring Concierge, Mejuri, and Aurate. Its rebrand, coupled with store upgrades, ecommerce investments, and growing selection of trendy jewelry, should help with that goal.

We would then have e-commerce optimizations that would allow us to get more efficient. Well, we didn't take that efficiency and just be sedentary with it. We took that and we were like, "Now we have more room to put more money in media." And that's how you sort of, we've shown charts before, but Mint was growing linearly. And of course when Ryan came on, we started to move exponentially.

I mean, having the friends' coffee shop, or having the various Nintendo relationships, or the Harry Potter stuff, it's not what you would necessarily assume they would have, but they're just constantly rolling these things out. Sky Canaves (10:48):.

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.

However, tightening marketing budgets鈥攑articularly among tariff-impacted international ecommerce firms鈥攎ay slow growth. Brands are likely to reallocate spend within digital, favoring lower-funnel formats with clearer ROI over upper-funnel channels.

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.

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.

It鈥檚 unlikely someone is looking on Amazon or Kroger鈥檚 website to search for those services, but people who purchase from those sectors are most certainly shopping on these sites. Non-endemic advertising is also attractive to D2C brands that want access to the eyeballs of a national retail network without having to fork over a chunk of its profits to the platform.