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The bigger picture: Vendors cannot rely on direct-to-consumer visits alone as telehealth visits drop. They鈥檒l need more flexible reimbursement policies to get paid via insurance. Consumers are already reducing their telehealth use as COVID-19 becomes less of a major health threat. National telehealth adoption dropped almost 4% in June this year alone, per the latest Fair Health data.

Our first point of contention is, Nike should stay direct to consumer, versus Nike needs to balance with strong retailer relationships. Sky, why don't you start off with the argument for why Nike should stay direct-to-consumer? Sky Canaves:. Sure.

Some, like direct-to-consumer shoe brand Rothy鈥檚 and menswear brand Todd Snyder, are using stores to provide high-touch customer service and build deeper relationships with shoppers. Others, like Walmart, Walgreens, and Target, are focused on revamping stores to offer more convenience, both in-store and online.

Meanwhile, several other retailers are also making investments to grow their direct-to-consumer ecommerce grocery (and more) businesses. For example, both Target and Costco are testing supersized stores that dedicate large spaces for ecommerce fulfillment. The big takeaway: Instacart has two key strengths: its exclusive agreements with grocers and its high-margin advertising business.

8/1 - Keeping it dynamic. 7/31 - Streaming showdown. 7/28 - Price is key for D2C. 7/27 - Ad channel choices. Methodology: Data is from the June 2023 Antenna report titled "State of Subscriptions." Antenna sources data from a variety of data collection partners which contribute millions of permission-based, consumer opt-in, raw transaction records.

Kristen Dolzynski, chief design officer of underwear D2C Parade, called this approach 鈥渕oving away from the old influencer model,鈥� where influencers primarily focused on selling products, and toward a new model where creators share stories of how to use those products. 2. Emphasize health and wellness benefits for unlikely products.

It makes for safer, lower-stakes testing ground for companies like local car dealerships and direct-to-consumer brands, Benes said. The future: Viewers may spend more time on FASTs due to the slowdown in new, premium content production. In 2023, 516 US original scripted TV series were released, down from 600 the year prior, per FX Networks.

D2C fitness fashion label Gymshark built a composable tech stack using Shopify as its foundation and various vendors to provide services鈥擜lgolia for search, Contentful for its content management system (CMS), React for its front end, and AWS to stitch the components together.

We don鈥檛 have a lot of D2C specifically with our brands,鈥� said Han. That means brands like Nestl茅 need to ask RMNs if they have measurement solutions that account for in-store purchases, so brands can understand how online ads contribute to in-store sales and vice versa.

鈥淭hey鈥檙e on social, they do direct-to-consumer, and they鈥檙e in physical retail from specialty beauty to big-box stores,鈥� she said. 鈥淭hey have their own stores and they鈥檙e even on Amazon. They know that the consumer is looking to buy everywhere and they have to be everywhere and make it as easy to get those products to them as possible.鈥�. Listen to the full podcast.

Although marketing was key to branding strategy and D2C growth, the era of uncertainty could mean fewer marketing partnerships and less marketing spend. That could ultimately mean more marketing staff cuts for mental health companies.

The company added on Wednesday that ESPN will start a standalone direct-to-consumer service in 2025 that will include all its channels as well as fantasy platforms and ESPN Bet. The first major test of the streaming giant鈥檚 negotiating power will come in 2025, when the NBA鈥檚 current rights deal expires.

Another part of it is that there are many, many, many more smaller brands that are coming into the market and are starting with direct to consumer.

鈥淓ventually, digital companies tend to turn to traditional media for branding and for reach,鈥� our analyst Ross Benes said on the 鈥淏ehind the Numbers鈥� podcast, pointing to D2C brands and tech giants foraying into out-of-home (OOH) advertising.

鈥淚t all comes back to knowing exactly who your customer is and what your brand is and what you鈥檙e trying to accomplish,鈥� said Kacey Sharrett, vice president of D2C at GoPro, during last month鈥檚 CommerceNext event in New York City. 鈥淲e鈥檙e always going to be fighting for dollars, but it comes down to prioritizing what鈥檚 important.鈥�.

New York City subway ads have gone programmatic, to the benefit of digitally native D2C brands like Hims and Casper. Why it matters: Maybelline took the very traditional format of transportation ads and found an innovative way to turn DOOH advertising into organic viral posts, meaning the activation not only served London Underground riders but also social media consumers. 3.

It鈥檚 testing a digital health offering, code-named Katara, that aims to treat conditions like hair loss and acne, per Insider鈥攁 direct threat to direct-to-consumer companies like Hims & Hers Health and Ro. Katara may soon be unveiled as 鈥淎mazon Clinic.鈥�

鈥淲e see it as a big unlock for future engagement,鈥� said Kate Brady, senior director of next gen direct to consumer at PepsiCo. In some streamlined future, brands can reach consumers on TV and mobile in tandem. That鈥檚 a massive ecommerce opportunity鈥攊f done right. Approach live TV with an open mind.

Bed Bath & Beyond plans to bring back more familiar brands (some of which will offer exclusive products at the retailer), as well as add some new direct-to-consumer brands to its mix. That stands in stark contrast to former CEO Mark Tritton鈥檚 approach, which sought to boost margins and differentiate the retailer鈥檚 offerings by launching private label brands.

As consumers seek out price transparency, they鈥檙e also turning to drug discount platforms like GoodRx and Mark Cuban鈥檚 recently launched direct-to-consumer pharmacy (MCCPDC). 17% of respondents had tried MCCPDC, per Software Advice. The elephant in the room: Amazon Pharmacy looms over traditional pharmacy retailers.

鈥淎cross the board, we鈥檙e seeing doll sales up 56%,鈥� Harley Finkelstein, president of Shopify, which powers the D2C operation for Mattel, told Insider. And it鈥檚 not just new Barbie dolls that consumers are looking for: Sales of vintage and collectible Barbies are up too, per USA Today.

More Chart of the Day:. 8/1 - Keeping it dynamic. 7/31 - Streaming showdown. 7/28 - Price is key for D2C. 7/27 - Ad channel choices. 7/26 - CTV鈥檚 $15B boost. Note: Time spent with each medium includes multitasking; for example, 1 hour of multitasking on a smartphone while watching TV is counted as 1 hour for smartphone and 1 hour for TV. Figures are rounded to the nearest minute.

That鈥檚 why consumer-obsessed companies like Amazon, retail players, and other D2C firms are increasingly entering the fray with telehealth offerings. This article originally appeared in Insider Intelligence's Digital Health Briefing鈥攁 daily recap of top stories reshaping the healthcare industry. Subscribe to have more hard-hitting takeaways delivered to your inbox daily. Are you a client?

WBD added 2.8 million streaming subscribers in Q3, bringing it to 94.9 million direct-to-consumer customers鈥攂ut revenue in that business unit fell to $2.3 billion, down 6%. Discovery experienced an 11% drop in advertising across its TV networks. How we got here: It鈥檚 been a challenging half-year since David Zaslav鈥檚 cable programming empire Discovery Inc. combined with WarnerMedia last April.

And it鈥檚 not just influencers: Brands, especially direct-to-consumer brands, are keen to foster an in-group feel, either via similar messaging platforms or within the metaverse. One story to watch: Influencers are diversifying beyond Instagram because they feel empowered to do so.