The news: ByteDance is working on lightweight mixed-reality goggles that could directly challenge Meta’s products, per The Information. Our take: If ByteDance can leverage its content ecosystem, creator network, and powerful algorithm, it could carve out a foothold with younger, social media–savvy users. Brands could sponsor AR lenses and place products within digital overlays to turn everyday activities into shoppable moments.
The news: Streaming’s share of television usage skyrocketed to 46% in June, while time spent with streaming increased 5.4% versus May, per Nielsen’s Total TV/Streaming Snapshot. Streaming was far above cable (23.4%) and broadcast (18.5%), growing nearly 6% YoY compared with June 2024. Our take: Advertisers are navigating a challenging landscape where connecting with broad audiences necessitates investment in a format that has yet to prove its ability to drive action. A diversified approach is key. While attention and dollars are shifting toward CTV, advertisers can’t discount the effectiveness of traditional formats.
The news: Google is experimenting with AI summaries in Discover—the news feed within its iOS and Android search apps—adding yet another threat to referral traffic for web publishers. Instead of displaying a headline and link to a news story, Discover shows an AI summary with an icon featuring the logo of any cited source. Our take: If users increasingly rely on AI summaries—and if Discover becomes a zero-click search hub—publishers risk further declines in web traffic, imperiling not just ad revenues but the viability of good journalism.
The Trade Desk will join the S&P 500 on July 18, a milestone that highlights the company’s growing importance in the ad tech space. TTD has recently introduced tools like Deal Desk and AI-powered video placements via Kokai and Rembrand, all while vocally criticizing Amazon’s bundling practices. Despite a 30% YTD decline in stock price, the company’s Q1 revenue rose 25%, and retention remained above 95%. With Ventura OS on the horizon and renewed leadership in place, TTD is positioning itself as a transparent, open-web alternative to Big Tech’s walled gardens—just as it prepares to enter a new phase of institutional visibility.
Generative AI is playing a growing role in video advertising, with 22% of all video ad creative enhanced by genAI in 2024—a figure set to reach 39% by 2026, per IAB. Smaller advertisers are leading the way, using genAI to scale affordable, personalized content. Major platforms like Meta, TikTok, YouTube, and Amazon are fueling adoption with built-in tools that boost ROAS and compress production timelines. While creative speed and flexibility are increasing, many marketers still face hurdles around measurement and platform-level data transparency. As capabilities improve, genAI is transforming video from a production bottleneck into a performance engine.
The news: Big Tech is cracking down on high-volume email. Gmail just empowered users to unsubscribe in bulk, Google and Yahoo began enforcing strict sender rules for anyone dispatching over 5,000 emails a day in February 2024, and Microsoft followed suit in April, per MarTech. These new standards aim to reduce spam and improve user experience by requiring senders to meet three key criteria: proper authentication, low spam complaint rates, and one-click unsubscribe options. Non-compliance risks message rejection. Our take: The crackdown on bulk email is permanent. Marketers must audit email practices now to avoid disruptions. Compliance ensures deliverability and maintains audience trust, making authentication, monitoring spam rates, and streamlining unsubscribes a priority.
While a plurality of consumers in the western hemisphere start their product searches on search engines, social media platforms are significant search launching pads for consumers in Argentina (17.8%), Brazil (16.8%), and Mexico (18.0%), according to November 2024 data from ESW and EMARKETER.
Retail media is not just for retailers anymore. US commerce media ad spending is projected to hit $118.4 billion by 2029, growing at a 15.3% compound annual growth rate (CAGR), per a May EMARKETER forecast.
The results: Amazon’s first four-day Prime Day event helped push US ecommerce sales to $24.1 billion from July 8–11—a 30.3% YoY increase, according to Adobe Digital Insights. Our take: Prime Day has cemented its place as a mid-summer shopping tentpole—and not just for Amazon. Other retailers, ranging from Dollar General to Walmart, leaned into the promotional window, turning July into a new retail battleground. Beyond sales, the event is a massive advertising opportunity. One of the under-the-radar reasons Amazon doubled the event’s length was to provide more ad inventory. Stretching Prime Day to four days gave brands more time to reach high-intent shoppers—and Amazon more room to expand its already-massive high-margin retail media business.
The situation: Despite persistent US-China trade tensions, the Chinese economy is proving more resilient than many expected. Our take: China is navigating a high-stakes global environment more deftly than expected—a promising sign for Chinese retailers. Stronger-than-anticipated export growth, solid GDP performance, and growing trade diversification point to a more stable macroeconomic backdrop. That creates an opportunity for Chinese retailers and manufacturers to tap into rising domestic demand while expanding into alternative export markets. If this momentum holds—a big if—they could potentially outpace the 2.0% YoY retail sales growth that we currently forecast.
The news: AI agent adoption in business is happening at an accelerated rate with companies like Intuit, Capital One, and Highmark Health revealing how agents are solving problems and disrupting enterprise workflows, per Venturebeat. Our take: Enterprise AI agents have moved from labs to the front lines. For marketing leaders, that means a clear opportunity to start applying agents to accelerate creative work and squeeze inefficiencies out of existing workflows. As AI agent use becomes mainstream, ensuring an oversight on safety and reliability will become necessary requirements in protecting brand reputation.
Men’s care brand Every Man Jack employs a strategic calendar-based marketing approach that shifts focus throughout the year, responding to consumer behavior and competitive pressures.
On today’s podcast episode, we discuss the weight-loss drugs revolution: how they work, their efficacy, how they became so popular, and how they’re reshaping multiple industries. Join Senior Director of Podcasts and host Marcus Johnson and Senior Analysts Rajiv Leventhal and Beth Snyder Bulik. Listen everywhere and watch on YouTube and Spotify.
The news: Fox News is seeing a rise in ad revenues as advertisers look to curry favor with the Trump administration, per a Financial Times report. Advertisers are hoping to reach “an audience of one,” per Fox’s head of ad sales, after it was revealed that President Trump is a regular viewer of the channel. Our take: Ad spending is becoming increasingly political, influenced by who holds power, what media they consume, and how brands position themselves in a partisan media environment. Brands are increasingly expected to take a stance—even if it means aligning themselves with controversy.
The news: The battle for streaming dominance is heating up between Netflix and YouTube, as both look to assert themselves in an increasingly crowded field. The platforms accounted for 20% of all TV viewing time in May, per Nielsen data. Our take: YouTube’s appeal as a (mostly) free platform means it’ll likely continue its dominance—but all hope isn’t lost for Netflix, which continues to lead in paid streaming offerings. YouTube’s ad-supported free model reinforces its lead against Netflix—but Netflix can compete better if it can justify its premium price with exclusive content and an improved user experience.
The news: xAI, Elon Musk’s AI company, issued a public apology after Grok posted extremist, antisemitic, and politically incendiary content. The chatbot described itself as “MechaHitler” and repeated far-right rhetoric—shortly after Musk pushed to make the chatbot “less politically correct.” Our take: Despite Grok’s competitive performance, its volatility may keep it off the table for marketers running AI pilot programs—like NinjaPromo, which is piloting AI tools that combine its proprietary models with external LLMs for predictive analytics, generative content, and programmatic ads aimed at boosting ROI and automating workflows. Before trusting any platform, CMOs must ensure their tool’s transparency and determine how each model reasons—and what values or biases are embedded.
The tactic: Levi Strauss is reducing its SKU count—even as it expands the range of items it sells—to minimize tariff costs and maximize full-price sales. Our take: SKU rationalization is becoming a necessity for Levi Strauss and other brands and retailers looking to manage the impact of tariffs.
The insight: The gulf between top-tier luxury brands like Brunello Cucinelli and the rest of the market is widening as ultra-wealthy consumers become the primary growth driver for the industry. Our take: Luxury brands have to work harder than ever to win over cautious consumers. While many are chasing the money by recalibrating their assortments—and price points—to woo high net worth individuals, this strategy could backfire by making brands even less appealing to the aspirational shoppers who still account for the majority of luxury sales.
The news: Google snatched AI coding startup Windsurf’s IP out from under OpenAI in an acqui-hire that includes Windsurf’s CEO, co-founder, and some R&D employees. Our take: Google’s nonexclusive licensing approach could help it avoid regulatory pushback, though employees not involved in the deal may be left out to dry. Deals like this show that control over developer tools is becoming a major strategic advantage for tech companies and could indicate that the Big Tech fight for AI talent and executives is only just beginning.
The news: Amazon Web Services (AWS) will launch an agentic AI marketplace designed to help enterprises browse and install AI agents from a variety of startups from a one-stop shop. Our take: The AWS agent marketplace could become a high-value channel for both discovering and distributing automation tools. Enterprises already on AWS’ platform should consider exploring new agent integrations, while startups have a chance to get in front of decision-makers before the market gets even more crowded.