The housing market may not improve this year: That’s forcing Lowe’s and Home Depot to push a lot of buttons to find paths to growth.
The challenging retail environment is fuel for TJX: The off-price retailer sees greater opportunities to attract shoppers amid tariff threats and declining consumer confidence.
On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of February. Each month, our analysts Arielle Feger, Becky Schilling, and Sara Lebow (aka The Committee) put together a very unofficial list of the top eight retailers they're watching based on which are making the most interesting moves: Who's launching new initiatives? Which partnerships are moving the needle? Which standout marketing campaigns are being created? In this month's episode, Committee members Analyst Arielle Feger and Senior Analyst Sara Lebow will defend their list against Vice President Suzy Davidkhanian and Senior Analyst Blake Droesch, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.
McDonald’s zigs when others zag: Rather than follow the lead of Denny's and Waffle House in adding an egg surcharge, the fast food giant is slashing the price of its Egg McMuffin.
Instacart projects healthy order growth thanks to Uber partnership, affordability initiatives: But profitability is under pressure as ad growth slows and basket sizes shrink.
The programmatic digital audio services category is more than podcasts.
Brands will benefit from sustainability commitments: While some might step back in light of the new administration, investing in sustainability still pays off.
Paramount’s streaming growth offsets legacy TV decline: Streaming revenues surge, but ad revenue from linear TV continued to decline, highlighting the company’s shifting priorities.
Tech giants dominate Hollywood by securing marquee franchises: Companies like Amazon, Apple, and Netflix will outbid legacy media for top intellectual properties.
The AI search startup is launching a browser to pull users away from Google—turning its search engine into a full-fledged, AI-powered browsing experience.
Anthropic’s latest model introduces adjustable reasoning, letting businesses fine-tune AI responses based on speed, cost, and complexity
Its deep discounts and open-source push are reshaping the industry, challenging incumbents to make AI cheaper, smarter, and more widely available.
With an unmatched free tier, Gemini Code Assist is throwing down the gauntlet—giving developers near-limitless AI code generation and forcing rivals to keep up.
Contextual targeting and first-party data are the top strategies US advertisers will use to maintain targeting effectiveness amidst growing privacy laws and loss of persistent identifiers, according to November 2024 data from Proximic.
Lawmakers pressure Amazon into improving ad transparency: A bipartisan letter stemming from Adalytics highlighted quality issues with DSPs.
The uncertain future of TikTok and the changing social media landscape has made complicated partnerships and engagement measurement in the creator economy. But creators are ready.
Temu burst onto the US retail scene in September 2022, winning over shoppers with ultra-low prices and aggressive ad campaigns. But while its initial growth was fueled by new customers, its long-term success is now driven by repeat buyers.
Facing global trade tensions, Apple is pumping billions into US-based production—potentially sweetening the deal for future tariff exemptions.