The news: Lululemon beat earnings expectations and met revenue forecasts in Q1, but softening demand in its core Americas market cast a shadow over the results. Our take: Even premium brands aren’t immune to macro pressures. As consumers grow increasingly cost-conscious, discretionary purchases—especially those with big price tags—are easy for consumers to postpone. Lululemon’s challenge now is not just product innovation, but convincing shoppers its value proposition is worth the premium.
The news: The NBA held steady at 4,668 brand sponsors between 2023 and 2024, but total sponsorship revenues rose 8% to $1.62 billion, thanks to jersey patch deals, venue launches like the Intuit Dome, and record-breaking player endorsements. The Golden State Warriors alone brought in over $200 million, and rookie Jared McCain set a league record with 30 personal brand deals. Our take: The NBA is deepening its value to advertisers, not just expanding reach. With media rights deals and Amazon integration elevating its commercial footprint, the league is fast becoming one of the most lucrative platforms for modern marketers.
The news: OpenAI’s business user base surged 50% since February, reaching 3 million paying enterprise customers. To deepen its footprint in the space, the company released workplace features aimed squarely at Microsoft and Google, per VentureBeat. New options let employees pull and interact with cloud data from SharePoint, Dropbox, Google Drive, and more—directly in ChatGPT. Also added: Record Mode for transcribing meetings and upgrades to Codex and Deep Research. Our take: Expect ChatGPT to continue evolving from a standalone AI app to a productivity platform. Business leaders should evaluate OpenAI’s new business suite not just as a productivity upgrade, but as a strategic shift toward AI-driven business platforms.
On today’s podcast episode, we check in on how retailers’ financials are looking this year, different approaches to inventory, and what Q2 is telling us. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Senior Analysts Blake Droesch and Zak Stambor.
FTC investigates ad groups, watchdogs over alleged boycott: Advertisers must navigate a landscape where protecting brand image could carry legal risks.
29.5% of consumers say tariff-fueled price hikes would immediately impact their buying habits, and only 2.3% say their buying habits wouldn’t be impacted at all by price, according to a February 2025 Omnisend survey.
The news: TikTok announced updates to its ad capabilities focused on the evolving creator ecosystem at its fifth annual TikTok World event. Updates included an analytics tool for audience insights at different stages of the buying cycle, promotions targeting audiences likely to take action, and multiple changes to TikTok One. Our take: TikTok’s new offerings are key to reassuring advertisers and creators that the platform’s influencer tools still outperform rivals. The features will convince advertisers that TikTok is essential to connect with relevant creators, while showing creators that TikTok remains the best place to make partnerships.
AI Edge Gallery shows Google's bet on offline AI, turning Android phones into self-contained smart tools. It outpaces Apple’s walled approach but faces usability hurdles.
Gen Z defines social winners in Asia-Pacific: Snapchat slows in India while TikTok expands in Indonesia and Singapore.
The insight: The gap between Target and its mass merchant competitors Amazon and Walmart is widening. While Amazon and Walmart are consolidating their grip on consumer spending after investments in value and convenience, Target’s largely discretionary assortment and diversity, equity, and inclusion (DEI) controversies are sharply curbing its appeal. Our take: Shoppers are prioritizing necessities over discretionary goods and favoring retailers that offer value and convenience.
The news: Spirit Halloween canceled its annual kickoff event due to “international disruptions and supply chain challenges,” it said in a social media post. Our take: While the retailer did not directly cite tariffs, it is the latest warning sign that President Donald Trump’s “Liberation Day” duties could result in emptier shelves during key shopping seasons.
The news: Clickthrough rates on Google Search for home improvement content fell steadily through 2024, according to Industry KPI data from Databox, as the US housing market languished. Our take: With nothing to ease affordability constraints and high interest rates, home improvement activity and search performance are likely to remain subdued. Retailers that emphasize value-oriented, do-it-yourself home products in their content and marketing will be better positioned to capture sales as the housing market takes time to recover.
LinkedIn doubles down on B2B video and CTV: New tools help marketers capture attention and drive full-funnel impact.
The news: The Interactive Advertising Bureau (IAB) gave a glimpse of the TV (CTV) advertising’s future at its IAB Tech Lab event—and proved that pause ads are leading the way. Advertising leaders said they offer the best user experience, were most likely to scale with standardization, and provided the greatest increase in ad spend. Our take: The future of CTV advertising will rely on whether advertisers can implement non-intrusive formats that capture attention. Pause ads are positioned to drive action—but advertisers must reimagine their creative strategy to capitalize on this potential.
93% of business and tech leaders view it as a way to offer proactive support but caution that human empathy and oversight still matter.
Tools like Smart+ and Content Suite help brands find trending creator content, predict ad success, and target more precisely.
Perplexity Labs signals a pivot from AI search to full-stack enterprise tools, positioning the startup as a rising competitor to Google, Microsoft, and OpenAI in workplace automation.
The news: A wave of cyberattacks is sweeping through the retail industry, with Cartier and North Face the latest to report breaches. Both companies recently notified customers that their names and email addresses had been stolen, although financial information remained secure. Our take: The surge in cyber incidents is coming at the worst possible time for retailers, who are already dealing with extreme upheaval in their supply chains and looking for any opportunity to cut costs. But M&S’ cautionary tale should be a wake-up call for companies to invest in cybersecurity.
Short-form “microdrama” content is surging in China. As the format gains popularity, streaming platforms are exploring new ways to monetize and export the phenomenon to overseas markets.