The situation: Several recent macroeconomic indicators point to a tough and increasingly uncertain economic environment. Our take: Uncertainty has cast a long shadow over the retail industry all year—and clearer skies aren’t on the horizon. Retailers trying to weather the economic storm must focus on delivering compelling value to cost-conscious consumers. That means leaning into what makes their brand stand out, whether it’s quality, service, loyalty perks, or meaningful innovation. With nearly a quarter of shoppers adjusting their budgets as they tighten their purse strings—and retail sales expected to rise just 1.5% YoY this year—differentiation is more important than ever.
The news: TikTok commerce traffic has trended down throughout 2025 amid uncertainty about the app’s future in the US. Our take: Trump’s extension gives TikTok more time to reach a deal but does little to ease the internal disruption from ByteDance’s austerity drive. New tariffs and the elimination of the de minimis exemption could hinder TikTok Shop’s performance.
The news: A Sprout Social report found that 41% of Gen Z turns to social platforms first for finding information, ahead of search engines (32%), AI chatbots (11%), and friends and family (9%). In an exclusive conversation with EMARKETER, Thomas Markland, founder of creator company HYDP, discussed the shift and the need for brands to adopt a social-first strategy. Our take: As social media users, especially younger generations, increasingly turn to social for product discovery, brands that are willing to adapt and are strategic with their creator partnerships stand to gain most.
The tests: In an effort to regain momentum, Target is piloting several initiatives aimed at boosting sales and protecting its margins. Our take: Target isn’t standing still amid its challenges—but it isn’t clear if its latest moves will resonate with consumers. It’s encouraging to see Target establish an “acceleration office” to push innovation forward. But with consumer budgets under strain, finding the right formula won’t be easy—especially given the stiff competition it faces from Amazon, Walmart, and others.
The news: In a bid to push deeper into creative ad tools, Meta is in talks to acquire Play AI, a voice cloning startup, per Bloomberg. According to sources, Meta is interested in the startup’s tech and key staff and is looking to integrate its voice features into customer service and content creation applications. Key takeaway: Creators and brands should treat AI voice tools as a way to enhance, not replace, creative work. They should use voice tools judiciously for fast testing or global reach. The goal isn’t to mimic people—it’s to scale content responsibly.
The trend: Global visits to the top 100 web domains fell nearly 7% from March 2022 to March 2025, per Semrush, with Google’s own traffic down 6.4%, according to Similarweb as cited by DataReportal. Our take: Search is no longer a neutral traffic driver. Marketers need to plan for a world where clicks don’t come easy and genAI responses, not blue links, dictate traffic and visibility. GEO strategies must ensure brands are surfaced in genAI outputs. Marketers should focus on first-party data, brand-owned channels, and social, especially since platforms like TikTok, Reddit, and YouTube are increasingly becoming primary search paths for younger users.
The news: Credit card issuers can cement top-of-wallet status by personalization and perks, especially for millennials and Gen Zers, per a PYMNTS Intelligence and i2c joint report. Our take: To meet young consumers’ needs, issuers need to play up the non-rewards features that cardholders crave—higher credit limits coupled with tools to help cardholders make smart spending decisions.
The news: PayPal users can get 20% cash back on their Taco Bell orders if they check out with PayPal or Venmo in-app or online, per a press release. Our take: For Taco Bell enthusiasts, 20% cash back every week may be too good of an offer to refuse.
The news: Affirm partnered with Shopmonkey and Xsolla so auto mechanics and video game developers can offer installment plans at checkout. Our take: Affirm has focused on building out its partnership network and the Affirm Card—and its fiscal Q3 results (ended March 31, 2025) bear out the strategies’ success, with total revenues increasing 36% YoY.
The trend: Food manufacturers are pledging to remove artificial dyes from their products amid pressure from US Health Secretary Robert F. Kennedy Jr. and the Make America Healthy Again (MAHA) movement. Kraft Heinz said it would phase out artificial coloring in products sold in the US by 2027. General Mills quickly followed, announcing that it would eliminate artificial dyes across its full US portfolio by 2027, and remove them from all cereals and foods served in K-12 schools by next summer. Both Nestlé and Conagra are joining the party. Nestlé pledged to “fully eliminate [food, drug, and cosmetic dye] colors in its US food and beverage portfolio by mid-2026,” and Conagra will stop using such dyes in its frozen foods by year-end, and in all products by the end of 2027. Our take: For most companies, removing artificial dyes from their product lineups is a fairly easy lift, as many have already done so in Europe. It’s also increasingly a necessary move to prevent private labels from encroaching further on their turf, as more retailers launch “free from” lines and pledge to remove ingredients like aspartame and high-fructose corn syrup from their store brands.
63% of millennials and 61% of Gen Zers feel more connected to health brands since starting GLP-1s, per a January Dentsu report.
The trend: Most healthcare and pharma marketers plan to increase their CTV/over-the-top (OTT) spending in the next year, according to Nielsen’s Global Annual Marketing Survey. Our take: CTV’s gain of healthcare and pharma ad dollars isn’t necessarily linear TV’s loss. Campaign strategies for linear should focus on brand awareness, while CTV allows drug ads to be highly targeted.
The news: Novo Nordisk is partnering with WeightWatchers to offer discounted Wegovy to cash-pay customers. Our take: WeightWatchers is recognizing that diet culture is being replaced by weight loss medications accessible via virtual care. To stand out from other Novo’s other telehealth partners, WeightWatchers should lean into marketing that positions the company as a pioneer weight loss brand that’s now meeting consumer demand for GLP-1s.
The news: Consumers who are more familiar with AI are also more likely to mistrust an AI-assisted diagnosis from their doctor, per a recently published Journal of Medical Internet Research survey. Our take: Physicians and healthcare marketers can’t assume people who are familiar with AI will be more comfortable with AI uses in healthcare. Marketers need to talk about AI as a tool with many positive effects like freeing doctors for longer personal interactions and resulting in fewer mistakes.
The upshot: The first meeting of a new and controversial CDC vaccine advisory panel signaled its intent to focus on childhood immunizations. The panel may change childhood vaccination approvals and scheduling. Our take: Pharma vaccine makers can’t stay quiet for much longer and can take a page from the medical associations by messaging to consumers and parents that they stand by their products.
The news: Instagram and TikTok are working on plans to develop connected TV (CTV) apps to mimic the success of YouTube’s big-screen push, per The Information. Our take: Advertisers may be hesitant to spend on placements before user adoption is proven. TikTok and Meta should prepare for initial losses and, to ensure a robust content pipeline for TV, introduce new simple editing tools or financial incentives to help creators optimize vertical posts for the horizontal big screen.
The news: As the 2025 economy tightens under the pressure of tariffs, AI disruption, and shifting global trade policy, brands are embracing adaptability. Retail growth forecasts have been slashed, inflation-wary consumers are scaling back, and even luxury sentiment is weakening. Our take: Resilient brands are leaning into agile planning, reallocating media spend to ROI-focused channels like search and digital out-of-home, and anchoring value in trust and quality—not just price. As emotional volatility shapes consumer decisions, marketers who show relevance and reassurance will lead. The brands that win won’t wait for stability—they’ll build strategies that succeed amid constant change.
The news: YouTube launched an AI search function that could streamline the content discovery journey but pose problems for smaller creators and influencers. The feature gives users a carousel of relevant videos in response to their search queries, similar to Google’s AI Overviews. Our take: With YouTube’s vast content library, AI search could help users find relevant content faster, though opacity around how its algorithm surfaces videos means creators may need to experiment with keywords and video titles to see which strategies get their content placed in AI video carousels.
41% of CMOs in North America and Europe say they leveraged data, analytics, and measurement to optimize marketing performance—the most common tactic followed by AI, according to March 2025 data from Gartner.
The news: The P&C insurance industry posted a 96.6 combined ratio in 2024—its best in 10+ years—despite natural disaster losses. Major reserve boosts, surging premium growth, and smart underwriting (especially in personal auto and homeowners) drove this performance. GenAI adoption further enhanced claims processing and fraud detection. Strategic exits from high-risk areas also curbed losses. Our take: P&C insurers must double down on AI, automation, and risk analytics to sustain profitability amid growing climate volatility and economic headwinds. Innovation in underwriting and pricing, paired with disciplined risk management, will be key to staying resilient in an increasingly unpredictable risk environment.