Threads makes ads available globally: The Meta platform benefits from steady growth and a safer brand image than X.
The companies faced mixed results and looming uncertainty as a result of tariffs
The payments giant also deepened its tie-up with Coinbase to make buying and using the asset more accessible
The BNPL provider is racking up partners in a major expansion push before its now-delayed IPO
Google’s core businesses remain strong in Q1: Browser scrutiny and AI search shifts could test the foundation of its power
Several foreign carmakers saw US sales surge in March: But that momentum is likely to stall given the 25% tariffs on imported vehicles and imported auto parts set to take effect by May 3.
Design wins power Mobileye’s bullish stance on autonomy’s future: A robust 83% revenue spike and new deals with Volkswagen and Lyft show Mobileye isn’t just surviving the autonomy winter—it’s positioning itself as its comeback story.
Chipotle sees pullback in spending tied to consumer unease: Despite those challenges, McDonald’s and Sonic have both found recent success with limited-time promotions.
Tariff-related price hikes are coming, CPGs warn: P&G, Keurig Dr Pepper, and Nestlé are among the companies planning to raise prices to offset cost increases.
Younger generations seek out medical advice from social media and their peers: “Doing my own research” is a health trend that took off during the pandemic. Healthcare providers and marketers must point out the dangers of trusting online medical misinformation while being more accessible on digital channels.
Big Pharma earnings don’t feel the impact of Trump's current tariffs—yet: Several large pharmas kept yearly financial guidance in place during Q1 earnings calls, highlighting how they’re absorbing current tariff costs. However, major business disruptions will take effect once Trump’s threat of 25% or more pharma tariffs lands.
Eli Lilly sues telehealth companies over compounded weight loss drugs: Lilly is leaving no stone unturned when it comes to building a legal case to prevent compounded tirzepatide from being prescribed and sold.
Max adds new paid sharing feature with profile transfer tools: As inflation rises, Max bets on flexibility over price hikes to reduce churn and increase retention.
Multiview, voice replies, and AI music tools mark YouTube’s pivot from mobile-first to TV-native and raise the bar for creators and advertisers alike.
Peacock reduced losses, gained subscribers in Q1: The successes indicate that the streaming platform could become more enticing for advertisers.
Gucci sales slid 25% in Q1: The brand’s struggles put parent company Kering in a tough spot as it attempts to navigate a slowdown in luxury goods spending.
With device price hikes looming, carriers are betting on their service-first models but may need to fight harder to retain cost-conscious customers.
Tariffs wreak havoc on travel demand: Airlines say demand for domestic travel has fallen off a cliff as more consumers opt to stay home amid uncertainty.
A third of US employees who work against their company's generative AI (genAI) strategy do so because they feel the technology diminishes their value or creativity, according to December 2024 data from Writer.
On today’s podcast episode, we discuss (now that tariffs are here), how they’re impacting consumer behavior, some unexpected outcomes, and the numbers that will guide retailers in the months ahead. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Analyst Rachel Wolff and Senior Analyst Zak Stambor.