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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.

Pfizer鈥檚 health answers service follows last year鈥檚 launch of a D2C platform where patients can connect to telehealth providers and order over-the-counter health products. These offerings put Pfizer ahead of traditional pharma company websites that contain resources to help patients, such as educational information on medications and treatments, drug discount cards, and insurance-related assistance.

(This back-and-forth marketing battle between Big Pharma and D2C weight loss drug players was a prediction we got right in our Health Trends to Watch 2025 report.).

Hims鈥� core competitor in the D2C healthcare market, Ro, also sells at-home diagnostic kits and has a lab where it processes results. For both companies, the true value is using the test results as a launchpad to get more customers on their treatment plans.

CEO Adam Foroughi and CFO Matt Stump confirmed that ecommerce advertisers, particularly direct-to-consumer (DTC) brands, will play a key role in its strategy. These brands, spanning various verticals such as beauty, household, pets, and accessories, have seen success with paid social advertising on platforms like Meta, TikTok, Snap, and Pinterest.

We typically do the most Chase volume with our D2C business units. I think what's interesting is when you look at D2C, we're really, really proud that our digital business in total is going to make up almost 50% of the total this year. Suzy Davidkhanian (05:35):. Wow. Sara Lebow (05:35):. Wow. Kristen D鈥橝rcy (05:35):.

High-income consumers are more likely to discover new brands or products in-store, but they typically make the final purchase online.

Evolve Bank & Trust dropped Synapse as a partner in 2022 to work directly with a D2C fintech but was still stung by its own failures. In June, Evolve was slapped with a Fed enforcement action due to alleged extensive safety and soundness shortfalls distinct from its tie-up with Synapse.

While luxury brands prefer to engage via D2C channels, they may be leaving money on the table by undervaluing the channels where shoppers are most likely to make purchases. Luxury brands have generally shied away from developing broadly accessible loyalty programs, preferring to focus their efforts on one-to-one clienteling with their top-spending customers.

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).

On today鈥檚 podcast episode, we discuss how department stores are getting on, how they鈥檙e evolving, and what the contemporary department store needs to do to stick around. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Vice President of Content Suzy Davidkhanian and Senior Analyst Carina Perkins.

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.

Comcast CEO Brian Roberts noted that 鈥�98% of the viewing on Peacock does not include the spun networks,鈥� adding those assets 鈥渘eed their own direct-to-consumer digital initiatives and focus and investment.鈥�. While networks like CNBC, MSNBC, and USA still generate strong cash flow and ad revenues, their long-term future depends on finding new ways to engage audiences.

He thinks that D2C drug advertising doesn鈥檛 improve patients鈥� health while theorizing that media networks aren鈥檛 critical of Big Pharma in their news coverage since they depend on the industry鈥檚 ad spending. Why it matters: We鈥檝e previously stated that an outright ban on D2C pharma advertising is very unlikely.

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.

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 advertising revenues: Down 2% YoY. If Indian service Disney+ Hotstar is excluded, D2C ad revenues were up 16% YoY. The subscriber dip: Disney had warned it expected a 鈥渕odest decline鈥� in Disney+ subscribers during the holiday season due to a recent price hike and the end of certain promotions.

This is the first installment of our 鈥淩etail and Ecommerce Sales Benchmarks鈥� series, which helps retailers calibrate their sales mix against the market.

This is the first installment of our 鈥淩etail and Ecommerce Sales Benchmarks鈥� series, which helps retailers calibrate their sales mix against the market.

This is the first installment of our 鈥淩etail and Ecommerce Sales Benchmarks鈥� series, which helps retailers calibrate their sales mix against the market.

The news: Direct-to-consumer (D2C) brand Quince raised $120 million in a Series C funding round co-led by Notable Capital and Wellington Management. Quince has raised more than $350 million in funding to date, per PitchBook. A sweet spot: The latest funding round validates the retailer鈥檚 brand positioning.