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鈥淭emu is not going to win the delivery race... but any chance they have to increase customer satisfaction and keep customers loyal is a good opportunity for them,鈥� our analyst Arielle Feger said. 3. The Home Depot. Home Depot rebranded its retail media network as Orange Apron Media.

So, online net store sales, the retail part, 40% of Amazon's business grew 4%. That doesn't seem like a lot or enough for a company like Amazon given some of the growth we've seen in the past couple of years. But it has contracted five of the last six quarters. So, plus four is pretty damn good.

A good rule. Marcus Johnson (01:49):. I know it is a good rule. Perhaps the mayor of New York wants to look into this approach. Wouldn't be the worst thing. Paul Verna (01:55):. I might institute that in my house because there are a couple of people who live in this house who I think just sort of throw stuff wherever. So. Marcus Johnson (02:04):. Is Paul and Mrs. Paul. His kid moved out.

Online shopping, a driving force of that, expected to grow nearly 10% year on year in the November-December holiday period. (20:59):. But to what we've all been saying, and Zak you just a second ago, people just don't feel great. And prices have been high for so long, folks aren't ready to believe their eyes when it comes to the recent lowering of inflation.

It has digital real estate鈥攍ike its travel hub鈥攚ell primed for ads and could leverage data from its mortgage and investment products. Weaknesses. Chase does not have access to brand- or SKU-level data, meaning less precise targeting versus its peers in the payments space.

Very good. Story two is for Man-Chung. The Japanese telecoms firm KDDI has made a 楼500 billion bid to take physical retailer, Lawson, private. KDDI sees an opportunity to integrate its digital capabilities with the convenience store's 15,000 sites, to provide logistics bases to support online shopping services to the country's aging population. Good move, Man-Chung? Man-Chung Cheung:.

The other aspect is we can expect that the digital influence over the paths to purchase will continue to grow even further. So as you look at Gen Z for example, as they progress through different life stages, they are native digital in their experiences. And so we can expect that the level of digital engagement will continue to grow.

And so when you want to try out the shoes, you've got to try out their shoes and then either go to a Nike store or order Nike shoes online and see how those compare to the shoes that you bought or tried on in the store. And that's just not a process that most people are going to engage in. Sara Lebow (08:38):. Yeah, that's like how couch D2C's work, which is a totally different way of shopping.

They can take on tasks like online shopping, writing code, booking flights, managing your investments for you. And so the more autonomous they are, the more tasks they can take on without you needing to say, "Do X, Y and Z.". Marcus Johnson:.

On today's podcast episode, we discuss our changing digital media consumption habits: how much time we spend per day with media, how TV watching is holding up, how much we digitally multitask, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood and director of forecasting Oscar Orozco.

Q4 revenues for fashion & leather goods, which includes Louis Vuitton and Dior, fell nearly 1% YoY organically to 鈧�11.14 billion ($12.05 billion) but beat forecasts of 鈧�10.92 billion ($11.81 billion). Q4 selective retailing revenues grew 7% YoY organically to 鈧�5.70 billion ($6.17 billion). Sephora delivered 鈥渞emarkable performance鈥� with double-digit growth in both revenue and profit.

It's why other browsers from companies that aren't primarily online advertising platforms already blocked them. It's why Google says it was investing so much time and effort to block them in Chrome. It just turns out that for Google, making the internet respect your privacy was too much of an inconvenience." Which I'm sure a lot of people are looking at the story and thinking a similar thing.

Christopher Mims of the Wall Street Journal writes that, for decades, seeking knowledge online, and seeing it, has meant Googling it and clicking on the links. But seeking information using a search engine could be almost completely replaced by the new generation of large language model powered systems, says Ethan Mollik, associate professor at the Wharton School of UPenn.

If the pandemic is anything to go by, these industries should come out of the other side in relatively good shape. Those that invest most heavily in digital through these troubling times will pull away from the pack and further dominate the digital spending space. Search鈥檚 Renaissance May Be Short-Lived.

Auto insurers are already facing rising costs, but Trump鈥檚 promise to impose heavy tariffs on imported goods would raise the price of automobiles and parts for US-made vehicles, per Business Insurance. This would increase the cost of auto insurance claims, pushing insurers to keep raising premiums for already maxed-out consumers鈥攕ome of whom have chosen to forego insurance altogether.

There鈥檚 a good reason why: Creator-led ads tend to resonate well with audiences, as they blend in with organic social content and don鈥檛 interrupt the experience the way a traditional, highly produced ad might. Production budget cuts are accelerating the trend.

July is an especially good time to test out offers as Amazon Prime Day and other sales events give retailers an idea of how they might perform in a competitive holiday season. 鈥淲e always do our cyber week in July sale,鈥� said Kramer. 鈥淭hat's our time to try things out and see how they perform and decide if we want to do anything differently [going into the holidays].鈥�. 2.

Case study: Shoppers on Amazon Prime Day and other tentpole events aren鈥檛 necessarily looking for Amazon deals鈥攖hey鈥檙e looking for good prices. 鈥淲hen buyers are in-market, they鈥檙e not just going to the [Waiyfair鈥檚] Way Day sale. They decided that they need some home furnishings.

This is because consumers will be accessing more content more quickly and creating new digital patterns鈥攇iving way to better behavioral interpretations. Sources. AT&T. Opensignal. PwC. T-Mobile. Verizon.

So I think the online environment is a lot easier for retail media networks to try new things and new placements, but I still think there's a lot of potential in in-store retail media. Sara Lebow:. And the online environment also theoretically has unlimited inventory. Obviously, this is also an issue with online retail media.

And we sort of covered these live events as their way of tapping into the really big digital live sports audience by creating its own branded events. And I'm sure that them doing that caused Apple and others to say, "Hey, why can't we do the same thing? It gives us more leverage because we're not having to negotiate for the rights to broadcast elite.

Higher shares of men than women bought goods in every product category except for clothing, beauty, and health and personal care. The discrepancies were most apparent in consumer electronics and financial products: More than double the number of men than women purchased products in each category.

On today's podcast episode, in our "Retail Me This, Retail Me That" segment, we discuss the differences between how US and UK consumers shop for groceries. Then, for "Pop-Up Rankings," we rank two grocery stores doing digital well, two taking an alternate approach, and why both can work. Join our analyst Sara Lebow as she hosts analysts Blake Droesch and Carina Perkins.

Issuers, meanwhile, are spending to make sure consumers pick their cards while the going is still good. It鈥檚 a rising tide that has lifted all boats. Credit cards contribute the largest share of ad spending, but they aren鈥檛 the only payment method spending on ads to maximize consumer demand.

The big takeaway: While Saks is a relatively late entrant to the retail media space, its access to luxury shoppers gives it a unique advantage鈥攅specially as softening demand for designer goods forces brands (and department stores) to find new ways to drive sales. The additional revenue stream could also help Saks relieve some of its cash-flow issues.