The news: Spotify is expanding its automated podcast buying capabilities, giving advertisers the opportunity to reach podcast listeners through two automated buying channels. Spotify Ads Manager is evolving to give advertisers in several regions “direct access to premium podcast inventory,” including content from original and licensed podcasts.. Our take: The updates could enable Spotify to increase its share of ad dollars, attracting advertisers looking for more opportunities to reach engaged audiences representing key demographics. But to continue attracting spending, Spotify will need to shift some focus to drawing in more listeners to keep its podcast offerings attractive.
Samsung Ads has launched Mobile Conversion, a new tool designed to drive mobile app installs by linking CTV ad exposure to in-app behavior. Using AI, real-time engagement signals, and partnerships with attribution platforms like AppsFlyer and Adjust, Samsung enables advertisers to target high-intent users and dynamically optimize campaigns. Early results show up to 150% gains in Day 7 ROAS. The product leverages Samsung’s massive device footprint and runs on premium inventory, including Samsung TV Plus. While starting with gaming, Mobile Conversion will soon extend to verticals like retail and finance—making CTV a legitimate player in the performance marketing toolkit.
The news: Consumers increasingly see connected TV (CTV) ads as helpful during the holiday shopping season, according to LG Ad Solutions’ latest study. A growing number—59%—say CTV ads help guide holiday purchases, a 43% YoY spike. Home screen CTV ads are clicking—26% of shoppers find them helpful for purchases, up 105% YoY. For advertisers, they’re fast becoming high-impact conversion tools amid rising ad loads. Our take: As holiday shopping habits extend into events like Prime Day and Cyber Monday, advertisers that align messaging, timing, and format across CTV platforms will win both attention and conversions.
The news: Google Chrome could soon face intensified competition from OpenAI and Perplexity. On Wednesday, Perplexity launched its long-awaited agentic AI browser, Comet. It’s currently exclusive to subscribers on its $200-per-month Max plan, but other users can sign up on a waitlist. OpenAI is expected to launch its own browser in the coming weeks, per Reuters, bringing more AI tools to its over 400 million weekly ChatGPT users. As AI search tools continue to expand, companies should plan their generative engine optimization (GEO) strategies now by ensuring content can be summarized by chatbots and that copy in graphics is clear and accessible to AI tools.
The news: YouTube is scrapping its Trending page and Trending Now list, citing the growing diversity of topics on its platform and rise of content discovery through search and recommendation algorithms. Instead, YouTube will promote popular content in category-specific charts, such as Trending Music Videos and Weekly Top Podcast Shows. Our take: Brands should shift their focus beyond chasing virality and toward building content that fits audience niches. Reaching users through personalized feeds and hyper-specific categories could deliver more consistent engagement.
The insight: Travel demand has stabilized after a turbulent start to Q2, Delta CEO Ed Bastian said in an interview with CNBC. As a result, the airline reinstated its profit outlook for the year. It had withdrawn its forecast after President Donald Trump’s Liberation Day tariff announcements. Our take: The summer travel season is shaping up to be better than airlines expected at the beginning of Q2—but demand remains constrained by uncertainty as consumers debate whether to indulge now or conserve their resources in anticipation of future financial strain. Airlines can either juice demand by lowering prices, or protect their bottom lines by cutting capacity and doubling down on premium experiences.
On today’s podcast episode, we discuss Every Man Jack’s performance vs. brand marketing priorities, the role of marketplaces for the company, and what tactics the brand uses to stand out from the pack. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Principal Analyst Sky Canaves, Senior Analyst Zak Stambor, and VP of Growth Marketing & E-Commerce at Every Man Jack Nick Hasselberg.
US adults will spend an average of 2 hours and 29 minutes (2:29) per day watching traditional TV in 2025, more than any other media activity, per our May 2025 forecast.
The news: WPP slashed its 2025 outlook in an earnings update, citing declines in client spend and net new business—exacerbating the agency’s turbulence over recent months and sending WPP stock to its lowest point since 2009. WPP now expects an annual revenue decline of 3% to 5%, up from its previous forecast of 2%. Our take: WPP’s woes indicate that the traditional agency model is struggling to adapt to shifting client demands, AI-led marketing, and digital disruption.
The news: Linda Yaccarino, CEO of Elon Musk’s X, left the company Wednesday as the social platform faced a major AI controversy—raising questions about the platform’s future and how advertisers will navigate the shift. Yaccarino, who became CEO of X in 2023, announced her decision to leave on Wednesday. Our take: X’s future is increasingly rocky. Yaccarino’s departure reaffirms many advertisers’ fears that the platform is far from stable, and the Grok mishap indicates that it isn’t yet brand safe—meaning major advertisers could retreat once again.
The news: Generative AI (genAI) is expected to play a bigger role than ever in ecommerce during Amazon’s Prime Day event this week. Adobe predicts that genAI-driven traffic will surge 3,200% YoY as more consumers use AI for searching for products, price matching, and purchasing decisions. Our take: While still trailing traditional channels like paid search and email, AI is winning consumer trust and influencing higher-consideration purchases. Marketers that can tailor shopping content around AI search could help their clients gain visibility. Structure product data, promotions, and sales content for AI interfaces like chatbots, shopping agents, and search for more conversational browsing with a higher conversion rate.
The insight: Prime Day got off to a strong start, according to Adobe data, despite alternative reports of a dip in spending. Our take: The early Prime Day enthusiasm is an encouraging sign for Amazon, which is counting on the event to not only boost sales but also unlock additional ad revenues. It could also be a good sign for retailers running competing sales. While we ultimately expect the longer sales period to benefit the ecommerce giant, shoppers’ growing awareness of other events—and propensity to comparison-shop—could help retailers like Walmart and Target grow their share of an increasingly lucrative shopping period.
The challenge: Chocolate makers are feeling the squeeze as cocoa powder prices have jumped nearly 16% YoY due to a global shortage, per Bloomberg. Our take: Small price increases add up—especially in an environment where consumers are still scarred by the coronavirus-era wave of inflation. Today’s shoppers are hyperaware of price hikes and increasingly willing to switch brands, delay purchases, or trade down. That puts added pressure on retailers and manufacturers to either justify price increases through quality and innovation—or find new ways to absorb rising costs without compromising brand trust.
The news: Out-of-home (OOH) and TV advertising are outperforming popular channels like connected TV (CTV) and digital across metrics, per a five-year study from Clear Channel Outdoor and Kantar. Our take: OOH and TV advertising will continue playing a critical role in an effective omnichannel strategy, and the most savvy advertisers will recognize the enduring effectiveness of these channels for reaching key audiences when they’re likely to purchase.
The situation: QSRs are in a tough spot. The restaurant industry had monthly traffic growth in just one of the 12 months through May, according to Black Box Intelligence data cited by CNBC. Our take: QSRs can’t afford to stand still. In a tough operating environment, brands that act decisively and innovate boldly are best positioned to outpace the macroeconomic headwinds. Even if every move doesn’t deliver an immediate payoff, momentum matters—and sitting on the sidelines is the riskiest strategy of all.
The insight: Fashion M&A activity is drying up as uncertainty and structural challenges dampen investor interest. The number of deals in the apparel and accessories category fell nearly 40% YoY globally in Q2, according to PitchBook data reported by Modern Retail. Our take: The current macroeconomic environment is not conducive to most M&A activity, as uncertainty pushes companies to conserve resources and focus on their core businesses. But for retailers in a relative position of strength, now could be the time to make strategic acquisitions that either reinforce their existing advantages or enable them to diversify.
The news: Meta purchased a $3.51 billion stake in eyewear maker EssilorLuxottica, signaling its long-term commitment to AI-powered smart glasses. It now holds about a 3% share but is considering a larger investment that would increase its share to 5%, per Bloomberg. EssilorLuxottica’s stock rose about 6% Wednesday after the announcement. Our take: Marketers should view smart glasses as more than a casual consumer device. Start developing internal tools such as training and simulation applications and user-facing offerings like personalized experiences and voice-activated product walkthroughs.
The news: Moonvalley publicly launched its Marey video-generation tool, making its ethical AI filmmaking tool accessible to broader audiences concerned about brand safety and copyright infringement amid AI adoption. Our take: Moonvalley’s Marey could make AI video generation more accessible to brands, especially those focused on prioritizing ethical AI practices and those with smaller production budgets. Marey could also serve as a lower-cost prototyping tool to test out video concepts and align creative direction plans prior to filming to streamline full-scale production and save costs.
41% of US Amazon Prime members will spend more time shopping on Amazon due to a longer Prime Day event this year, according to May 2025 data from Tinuiti.
While consumers are always looking for more efficient ways to shop and engage with brands, they aren't always ready to trade that efficiency for relinquished control. Marketers seeking to enhance engagement with AI have an evolving tightrope to walk.