On today's episode, in our "Retail Me This, Retail Me That" segment, we discuss what to make of the so-called "lipstick effect" and talk about some other uncanny economic trends that tend to occur during periods of economic uncertainty. Then for "Pop-Up Rankings," we rank the four brands benefiting from lipstick effect-type behavior. Join our analyst Sara Lebow as she hosts analysts Suzy Davidkhanian and Zak Stambor.
UPS expects its shipping volume will dip in Q4 YoY: It has plenty of company in that respect, as FedEx, J.B. Hunt, and others also stated they expect shipments to decline.
The repercussions of China’s leadership overhaul: Markets in China, Hong Kong, and New York plunge over worries that Xi Jinping’s consolidation of power could further confound investment in Big Tech.
Analyzing Meta’s business pivot: Meta could hold off on its business aspirations and improve various aspects of the current metaverse before pushing its business aspirations, at least until the economy improves.
Jack in the Box’s takeout-only concept reflects changing customer habits: The chain is doubling down on takeout and drive-thrus to enhance convenience as more households turn to fast food.
The price of groceries has reached a historic high. In August 2022, the US consumer price index found the cost of food was up 11.4% year-over-year (YoY), the largest 12-month increase since May 1979.
Healthcare is hurting patients’ wallets: Medical bills have put almost half of US adults in debt and younger millennials are struggling the most.
Are health systems turning to Big Tech for digital health? Healthcare providers have specific software investment priorities for the next year. We explore if Big Tech players’ digital health capabilities are meeting those needs.
CVS signs up for at-home test kits to lure more people to its pharmacy: We unpack how CVS’s deal with ixlayer dovetails with its retail health strategy.
TSMC carries the weight of the world: The chip maker could go offline if China invades Taiwan, potentially crippling the global economy. The US-China tech cold war is escalating risks.
Meta would rather block news than pay Canadian publishers: A proposed bill modeled after one in Australia would require the company to negotiate with news publishers.
Apple's streaming price hikes test their brand equity: The tech giant's audio and video services are getting more expensive; will consumers grin and bear it?
QSRs are eating up TV ad impressions: With Subway and Arby’s leading the way, the category is still pulling back—but less than other major spenders.
Disney’s Formula One extension is part of its ESPN+ gameplan: ESPN will show F1 races through 2025 in an attempt to capture more of the digital live sports market.
Ahead of Spotify reporting its third-quarter earnings this afternoon, here’s a little recap of what the platform has been up to over the past few months. Plus, our thoughts on the moves.
Among US citizens ages 18 and older, 60% feel there should be political ad spending limits for groups not affiliated with political candidates. Only 16% think their spending should remain unlimited.
Walmart recognizes that the intimates market has changed: That’s why it’s ditching its billion-dollar Secret Treasures private label for the new, inclusive Joyspun brand.
Big Tech’s one-track mind: Google and Microsoft may be slashing expenses, but they’re not holding back when it comes to AI. Cloud providers and GPU makers could be the winners.
Temu bets low prices will be enough to attract shoppers: But the Pinduoduo-owned platform will have to improve the customer experience to turn initial interest into lasting gains
It's unclear whether the agency will appeal the ruling—but banks shouldn’t get carried away just yet.