Streaming accounts for almost half (45.3%) of total US time spent with ad-supported TV, according to a July report from Nielsen.
On today’s podcast episode, we discuss our ‘very specific, but highly unlikely’ predictions for the future of digital in 2026 and beyond. Why browsers will become the new AI battleground, what does it mean if agentic AI doesn’t take over shopping, and can GenAI actually lead to more of the jobs it can easily destroy? Join Senior Director of Podcasts and host, Marcus Johnson, Senior Director of Briefings, Jeremy Goldman, Principal Analyst, Sara Marzano, and Vice President of Content, Paul Verna. Listen everywhere and watch on YouTube and Spotify.
Earlier this month, for the second time in seven years, Claire’s filed for bankruptcy. The retailer will avoid complete collapse by selling most of its North American business to private equity firm Ames Watson, but its ongoing struggles serve as a cautionary tale. Marketing tactics alone cannot keep a brand afloat without a cohesive strategy—one that unites product, customer experience, and cultural relevance.
The news: Walmart boosted its full-year earnings and sales outlook, even as tariffs weigh on its costs. Our first take: Walmart continues to prove its resilience in a shaky macro environment by leaning on its three biggest levers: value, convenience, and groceries.
The news: China reiterated that it will not sell TikTok’s algorithm to the US in accordance with Chinese laws as the September 17 sale deadline looms. The announcement comes almost immediately after the White House launched an official TikTok account in a move Chinese officials stated “contradicts the ‘national security threat’ rhetoric.” Our take: With no definitive answer on TikTok’s future in the US, advertisers are in a difficult spot. Divestment risks losing access to audiences motivated to take action—but investing too heavily risks overreliance on a channel that could face major changes.
The news: Macy’s Media Network, the department store’s retail media arm, will test a partnership with Amazon Retail Ad Service—the ecommerce giant’s ad tech product for other retailers. The pilot will launch in early Q4, just ahead of the holiday season. Our take: Macy’s is the first major retailer to test Amazon’s ad product since its January debut, making this a high-profile proving ground. The pilot will show whether Amazon can drive incremental ad spend for retailers, and crucially, whether other chains are comfortable sharing data with a direct competitor. The results will have ripple effects across the ad tech ecosystem. If the partnership proves effective, Amazon Retail Ad Service could emerge as a meaningful threat to intermediaries like Criteo and Publicis, which have built strong businesses helping brands navigate retail media. It would also open another lucrative revenue stream for Amazon’s already fast-growing ad arm, strengthening its position at the center of digital commerce.
The insight: Retail buyers are leaning on AI and earlier ordering to prepare for a highly uncertain holiday season, according to a new survey by Deloitte. Our take: Suppliers have done what they can to ensure shelves are stocked this holiday season. But that may not be enough to tempt wary shoppers: We expect holiday sales growth to decelerate sharply to 1.2% this year as tariffs test buying behaviors and weigh on confidence.
Blue Yonder has acquired Optoro to expand its footprint in returns management, covering everything from in-store and warehouse processes to recommerce and resale. Returns are projected to hit $685.9 billion in 2024, nearly 13% of US retail sales, with fraud and behaviors like bracketing and wardrobing compounding losses. Optoro brings warehouse-focused workflows, while Blue Yonder has built consumer-facing tools through prior acquisitions like Doddle. Together, they now cover the entire returns cycle. By reframing returns as recoverable assets, Blue Yonder aims to help retailers cut waste, boost profitability, and position itself as a leader in returns technology.
JPMorgan, Bank of America, and others are opening hundreds of new locations, leaning on physical presence to win deposits and outmaneuver fintech rivals.
The news: Bilt has stealthily been behind the vertical short-form social series Roomies, in a long-term game to broaden its brand recognition across Gen Z and millennial renters. The series has 66,000 and 80,600 followers on TikTok and Instagram. On TikTok, Roomies has passed 906,000 likes across 10 episodes. Our take: With 89.7% of Gen Z spending time on social media platforms, per our forecast, Bilt’s ability to capture the generation’s attention without drawing the “ick” could pay dividends in driving signs up to its upcoming card refresh.
The news: FundCanna launched B2B buy now, pay later (BNPL) platform ReadyPaid to address the cannabis industry’s endemic cash-flow problem. Our take: Alternative financing pairing well with an alternative industry comes as no shock. If cannabis is finally descheduled by the federal government—or at least reclassified, as President Donald Trump has considered—ReadyPaid will have a harder time competing against traditional banks that likely will openly service weed-related business without regulatory threats.
The news: The State of Wyoming debuted its Frontier Stable Token (FRNT) across seven blockchains in partnership with LayerZero. Our take: While stablecoins were originally framed as a faster and cheaper alternative to traditional payment methods, the crowding field of available tokens—coupled with their limited acceptance networks—appears to create more transaction disruption than streamlining.
Google will soon unveil an AI-powered personal health coach for the Fitbit app. Powered by Gemini, the health coach will be available to Fitbit Premium subscribers. Google will roll out a preview in October with the latest Fitbit trackers, Fitbit smartwatches, and Pixel Watches. Our take: The AI arms race has hit the health app and wearables space, and Google/Fitbit beat rivals to the punch with an AI personalized health coach. Highly customized health recommendations will be a must-have in the next iteration of digital health tools. Players in this space must ensure their AI-delivered guidance is reliable, while not turning off consumers with pricey subscription requirements.
The news: Telehealth company Ro signed tennis superstar Serena Williams as a celebrity patient spokesperson for its GLP-1 weight loss meds. Our take: As an athlete, Williams speaks to potential GLP-1 customers who may not relate to advertising that focuses on people with obesity. Ro’s strategy is a win for Lilly and Novo since the drugmakers can stick to brand-safe body positivity and anti-stigma messages via obesity awareness campaigns, while their telehealth partners take on flashier campaigns with mega-celebrities while not having to adhere to the same strict FDA ad regulations.
The news: New details on the Trump administration and European Union trade agreement solidify a 15% tariff cap on generics and active pharmaceutical ingredients, but leave questions on brand-name drug imports. The takeaway: Pharma companies can breathe a sigh of relief with the certainty of 15% EU tariffs and another reprieve, at least for now, on MFN pricing. Although the threat remains, the MFN deadline has already shifted once from June to September and could be moved again. That said, drugmakers should continue discussions while preparing for counter measures if needed such as US-only drug launches or raising prices abroad.
The news: Audio ad platform Odeeo and content creation platform Wondercraft today announced an in-game audio ad partnership that will allow advertisers to craft audio ads in multiple languages in minutes. The partnership will integrate Wondercraft’s AI-powered creative production tools with Odeeo’s in-game audio solutions, with features to craft, localize, and personalize content. Our take: Odeeo and Wondercraft’s collaboration promises potential, capitalizing on the steady trajectory of time spent with gaming while accounting for gamer preferences for ads that are non-intrusive and integrate with the game’s environment.
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The news: YouTube Music is celebrating its 10-year anniversary with a slate of new features, bringing it closer to serving as a full Spotify replacement. Our take: As music platforms evolve into social ecosystems, brand strategies should adapt from passive ad placements to active participation. Testing new ad formats in Taste Match playlists and comments could provide organic brand presence, while partnering with artists who already bridge YouTube’s properties opens access to engaged, music-first communities.
The news: Apple is hiking Apple TV+ subscriptions from $9.99 to $12.99 a month in the US and other select markets. The change took effect Thursday for new subscribers and will begin within 30 days of renewal for existing ones. Annual plans and Apple One bundles remain unchanged. Our take: Price hikes may stabilize short-term revenue, but they heighten the churn risk when loyalty is fragile. Apple is betting that prestige shows and an ad-free edge justify a 30% hike, but with churn peaking, this risks price-sensitive viewers simply switching away.
The news: Podcast ads are turning passive listeners into active consumers and driving measurable outcomes for brands, per a Nielsen study. Podcast campaigns led to a 10-point boost in brand awareness; an 8-point increase in information-seeking; and a 6-point increase in recommendation and purchase intent. Our take: Podcasting’s high engagement and success for brands makes it an increasingly critical investment—but key considerations must be kept in mind. Host-read ads perform best. Brands are most likely to thrive with podcast ads when the host is an actual user of the products advertised and comes across as authentic.