Merchants may have a harder time fighting this fee due to the security benefits it supports

On today's podcast episode, we discuss whether teens will need permission to access social media, if companies saying goodbye to the CMO role is a good move, Spotify's video plans, the path for ride-hailing firms, better ways to measure progress, and more. Tune in to the discussion with our analysts Ross Benes, Carina Perkins, and Max Willens.

After appearing to plateau, Amazon has regained its ecommerce momentum. But competitors still threaten Amazon’s ability to gain market share.

Lego makes its US and Canada stores sensory inclusive: The toymaker is offering visitors tools like noise-canceling headphones to make the experience more accessible.

Apple will lay off 700 people in its first major cut since the pandemic. It’s consolidating resources as it shifts to AI development

US sales of store brand beauty products grew 10.5% in 2023, according to February 2024 data from the Private Label Manufacturers Association and Circana.

Retail media complicates price talks between retailers and suppliers: Hardline tactics like pulling products from shelves can make brands reluctant to invest in RMNs, forcing concessions.

McDonald’s learned a tough lesson about its global franchise model: The company bought all 225 of its franchised restaurants in Israel to give it firm control over its brand.

Consumer access to OTC birth control pill improves: CVS Caremark’s decision to cover Perrigo’s Opill at no cost for many health plan sponsors comes at a critical time.

Telehealth usage continues to slump: Virtual care giants like Teladoc and Amwell are struggling to stand out as people return to in-person doctor visits.

Forbes’ MFA misstep could cost all publishers: An Adalytics report found the company operated a secondary site that maximized ad space.

Uniqlo plans to open over 20 US stores this year: The push mirrors similar efforts by Ikea and Zara, reflecting foreign retailers’ belief in the importance of physical retail.

Google mulls AI search paywall to fund costs, risking organic traffic and ad revenues in the name of growth. Can AI competitors beat it to market?

Meta transforms AI energy into ad revenues: Its strategic AI investments are paying off, but it’s also getting a boost from competitors’ marketplace pain points.

Amazon accounted for 80% of marketplace sales, 40% of ecommerce sales, and 4% of retail sales in the US in 2023, per Marketplace Pulse.

TikTok Shop rollout spurs concern about platform engagement: Our survey shows many users have actually boosted their usage since shopping debut, but time spent is slowing overall.

On today's podcast episode, we discuss our changing digital media consumption habits: how much time we spend per day with media, how TV watching is holding up, how much we digitally multitask, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood and director of forecasting Oscar Orozco.