Demographics

The split screen: There’s a growing divide between affluent consumers and everyone else. Our take: It’s tempting to look at top-line numbers—like June retail sales—and assume the economy is holding steady. But much of the resilience is concentrated at the top. Moody’s estimates the wealthiest 10% of households—those earning $250,000 or more—now account for half of all US consumer spending, up from about one-third in the early 1990s. That dynamic helps explain why luxury brands like Burberry and RH continue to post gains, while value-focused chains like McDonald’s are seeing signs of softening demand. As inequality widens and economic anxiety builds, especially amid persistent inflation and trade uncertainty, the US economy looks increasingly bifurcated.

The news: Roblox rolled out new teen-focused safety tools, including age estimation, stricter communication filters, and parent insights. The shift to ramp up age-specific protections follows growing pressure from regulators and parents over child safety risks on the platform, per Fast Company. Our take: Using Roblox’s new rules as a blueprint, marketers looking to cater to younger audiences should build campaigns that align with verified connections, invest in brand-safe messaging, and prepare for an age-gated future across platforms as this becomes the norm. Adapting early ensures compliance and preserves access to a key Gen Z and Gen Alpha audience.

Only 28% of US luxury consumers felt optimistic about the economy in April 2025, down from 41% in January 2025 and 45% in April 2024, according to data from Saks.

The news: Governments across the UK, EU, and Australia are mandating age verification online and reshaping how platforms handle user identity and access to content. Reddit now requires UK users to prove they’re 18 via selfie or photo ID to access adult or harmful content, in compliance with the Online Safety Act. Our take: Age assurance is becoming the new standard. Advertisers need to move now by adjusting targeting strategies, creative assets, and compliance practices to stay effective in an increasingly verified and government regulated web.

T-Mobile has announced a full rollback of its DEI programs as it seeks regulatory approval for two major deals, citing alignment with FCC expectations. The move eliminates all DEI language and infrastructure, signaling a dramatic reversal of the brand’s equity commitments. FCC Chair Brendan Carr applauded the shift, while critics warned of reputational risks—particularly with Gen Z and DEI-conscious consumers. As major brands reassess social strategies amid regulatory and political scrutiny, T-Mobile’s move may gain short-term approval but risks long-term brand damage. Marketers face a tough balancing act between political pragmatism and authentic social commitments.

The initiative: Urban Outfitters is teaming with HGTV to launch the “Dream Dorm Makeover Contest,” which invites students to create a Pinterest board that captures their vision for a dorm that reflects their personal style, supports their daily routines, and feels like home. Our take: The campaign is designed to help Urban Outfitters connect with Gen Z students and their parents, as well as millennials seeking creative ways to revamp small spaces.

The news: Save A Lot introduced a new Hispanic-focused store format—its second—in partnership with Leevers Supermarket as it explores ways to build deeper connections with Hispanic consumers. The takeaway: The rationale for opening these stores is clear: Hispanic consumers wield increasing buying power and account for an outsize share of growth in categories like CPG, beauty, and food and beverage. By targeting these shoppers with formats and products best suited to their needs, grocers can win lasting loyalty.

The news: Gen Z’s media habits are changing fast—and most brands aren’t keeping up. New data shows Gen Z spends hours on social media daily, but not passively: they’re engaging in participatory, creator-led environments where trust and relatability matter more than production polish. Fifty-two percent say they feel closer to creators than celebrities. Gaming platforms like Roblox are central, with adults 25–34 averaging 100 minutes per session. Our take: legacy ad formats don’t cut it anymore. To earn Gen Z’s attention, brands need to integrate into native experiences, empower creators as collaborators, and measure more than just impressions.

The news: In February, we covered Bankrate’s 2025 Emergency Savings Report. It has since updated its survey results, which highlight Gen Z’s lack of savings. Gen Zers as a whole are living in the moment and setting their financial goals and woes aside. Our take: To attract these young consumers, banks should develop tailored, accessible, user-friendly savings products and educational resources that resonate with them. Such resources should encourage small, automatic, and consistent savings while acknowledging the generation’s desire for flexibility. Offering gamified savings challenges or linking savings directly to short-term, aspirational goals could also motivate this generation to build a financial safety net.

The news: Gen Z’s share of private label spending will overtake that of baby boomers by 2026, according to a Numerator report. Our take: Gen Z’s affinity for private labels is part of a broader behavioral shift—one that retailers are making the most of. To encourage loyalty among this notoriously fickle cohort, companies will need to stay on top of emerging food trends, foster exclusivity and a sense of urgency with limited-edition releases, and make sure they satisfy Gen Zers’ desire for attractive packaging, transparent labeling, and sustainability.

The news: Streaming has officially surpassed pay TV in the US, with 50.4% of households no longer subscribing to cable or satellite, per our forecast. But streaming’s ad experience still has work to do. Hub Research finds two-thirds of viewers prefer live TV ad breaks over those in on-demand streaming, and Gen Z remains the least likely to adopt ad-supported tiers. Our take: Streaming isn’t a free pass to interrupt. Gen Z demands relevance, brevity, and control—meaning streaming platforms must reengineer how, when, and where they serve ads. The format must evolve if AVOD is to survive the next wave of viewer expectations.

The news: Faceless creators and VTubers are gaining momentum as brands look for cost-effective, scalable influencer marketing options. Networks like AffiliateNetwork are growing rapidly, with top earners bringing in $30K–$40K monthly using AI-powered tactics. Creators run multiple accounts, post hundreds of videos, and rely on formats like AI-generated texting stories to deliver results. Our take: This shift marks a new phase in creator marketing—one defined less by personality and more by production speed and performance. As AI tools improve and creator skepticism fades, brands will increasingly work with digital personas that deliver value at scale—regardless of whether there’s a human on camera.

The news: Anime is gaining popularity across the globe, per a recent Dentsu report highlighting anime viewership trends, proving that marketers who haven’t yet paid attention to the medium need to tap in. 50% of Gen Z watches anime weekly, with 14% watching daily. Millennials also tune in frequently, with nearly half (48%) watching daily or weekly. Our take: Savvy marketers will pay attention to anime as a prime chance to reach the demographics driving the future—but going beyond a surface-level understanding of the medium will determine which marketers succeed and which fall behind.

Almost half of Gen Zers (46%) and Baby Boomers (45%) would switch to less expensive brands or product alternatives if there are price increases related to tariffs, according to March data from Collage Group.

Showing commitment to Pride pays off: LGBTQ+ consumers, representing large portions of key demographics, are willing to reward brands who stay the course.

The news: Google is bringing its generative AI (genAI) suite deeper into classrooms, launching Gemini and NotebookLM tools as part of Google Classroom for students under 18. It’s the first time NotebookLM—a research and note-taking AI—will be accessible to minors, per The Verge. Our take: Marketers and edtech players should align with Google’s expanding education stack. Building AI-integrated tools that plug into Google Classroom, optimizing content for Gemini-powered workflows, and creating solutions that run smoothly on Chromebooks can address the needs of a captive audience.

The news: US shopper interest in generative AI (genAI) assistants has spiked 223% between 2023 and 2025, per Chain Store Age. 69% of US consumers surveyed by CouponFollow have used AI assistants for shopping. Our take: Retail AI strategies must match their audiences. Those geared toward younger consumers should highlight AI use and innovation and even let AI guide purchases. For older consumers, focus on AI to inform, not take control.

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.

63% of millennials and 61% of Gen Zers feel more connected to health brands since starting GLP-1s, per a January Dentsu report.

LGBTQ+ consumers are a rapidly growing, influential segment, with expectations for brand authenticity, year-round inclusion, and genuine support. We explore their values and media behaviors as well as strategies for marketers to meaningfully engage.