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TikTok previously told advertisers US ad campaigns will auto-pause starting January 19 due to the ban. TikTok鈥檚 political outreach hit a fever pitch: The company鈥檚 CEO Shou Chew was among the Big Tech billionaires in attendance at Trump鈥檚 inauguration. TikTok also contributed $50,000 to a party for Gen Z Trump supporters and allies, per Politico.

Consumers are opting for either entry-level items like eyewear and fragrances or top-shelf luxury goods like jewelry, yachts, and cars鈥攁 sign of the bifurcation in the market as wealthy shoppers continue to spend and aspirational customers pull back. Shoppers are also spending less time in brands鈥� flagship stores and more time in outlets to take advantage of lower prices.

On today's podcast episode, we discuss the takeaway's from this years March Madness NCAA basketball tournaments, what's most fueling a revolution in women's sports, who will rule the new pay TV world by 2026, the likelihood that sports betting faces a reckoning in the next 12-months, the best-selling cars in America, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood, forecasting analyst Zach Goldner, and director of forecasting Oscar Orozco.

Excluding autos, in-store sales rose 2.9% YoY, compared with a more robust 6.7% jump in ecommerce sales. We expected holiday sales to grow 4.3% last year. A growing divide: The rising tide didn鈥檛 lift all boats. Affluent consumers drove spending, leaving lower- and middle-income shoppers behind.

The network launched in 2022, offering ad inventory across digital car toppers, Lyft-owned bike stations, and in-car tablets. 鈥淚t all started with out-of-home car topper ads,鈥� said Dwyer. 鈥淭hen we added bike docking stations and in-car tablets. Those were the foundation for us to get comfortable with advertising.鈥�.

Sales for home appliances and autos rose 22.2% YoY and 6.6% YoY, respectively, in November thanks to government subsidies. Those categories also performed well during Singles Day, Alibaba and JD.com said. Our take: China鈥檚 economic rough patch is unlikely to be resolved anytime soon. We expect sales to rise just 3.5% in 2025 as consumer caution puts a considerable damper on growth.

The fact that the cars are still years away from hitting the streets didn鈥檛 appease investors and could raise concerns about Tesla鈥檚 continued market dominance. Due to the high costs of implementing emerging tech like autonomous vehicles, market competition may be limited to wealthier players until the technology is broadly available to consumers.

The system enables precise ad placement - for example, an automotive advertiser can target driving scenes while avoiding accident content, or a mortgage company can reach house hunters while steering clear of foreclosure coverage.

Traffic is up at Aldi and Lidl: With the cost of rent, car insurance, and electricity continuing to rise, consumers are looking to save on groceries.

Experts also projected a rise in auto sales, indicating that consumers may have been looking to get ahead of potential tariffs on these pricey goods. Looking ahead: There鈥檚 a clear divide in how Republicans and Democrats feel about where the economy will head under a second Trump presidency, according to the University of Michigan Consumer Sentiment Index.

Control group sales鈥攚hich exclude food services, auto dealers, building material stores, and gas stations, and are used in GDP calculations鈥攊ncreased 0.7% MoM, the strongest growth in three months. That beat analysts鈥� expectations for a 0.4% rise. On an annualized basis, control group sales rose by a healthy 5.4% the last three months of the year.

Travel includes airlines, cruises, accommodations, tourism boards, destination marketing organizations, travel bureaus, country clubs, online travel agencies (OTAs), travel agents, travel websites, visitor centers, car rental companies, and leisure and unmanaged business travel.

The auto and parts category ranks the lowest at just 5.0% of category sales. In a category with a high degree of customization (e.g., requiring an expert opinion for a replacement part), online ordering is naturally limited. Amazon dominates ecommerce sales in Canada. The retailer鈥檚 share of ecommerce is 45.2%.

The company launched a booking platform, Citi Travel, in partnership with Booking.com in 2023 that lets cardholders book flights, hotels, car rentals, and other travel services. And this fall, Citi enhanced the platform by integrating its card-linked installment offering, Flex Pay.

鈥淟et鈥檚 say you鈥檙e in a car ride share app, and you ride to the grocery store,鈥� he said. 鈥淎nd on the way, you saw an ad in the car share, and then when you get to the store, you buy the product. The data collaboration between both networks can provide that attribution.鈥�. However, brands and networks must avoid annoying customers with irrelevant ads or deals.

Our back-of-the-envelope math鈥攂ased on the average vehicle miles traveled per year (14,489, per the US Transportation Department) and the average fuel economy for a car (21.5 miles per gallon)鈥攆inds the benefit would save the typical consumer $67.39 per year, which equates to nearly 48% of Prime membership鈥檚 $139 annual price tag.

For Spotify in particular, 34% of its users listen while in the car. Our take: Video clips often go viral on platforms such as TikTok and Instagram, and these new visual features could help bring attention to Spotify鈥檚 audiobook catalog and spotlight the individual authors on its platform.

Drivers: 71% of traveling US adults plan to use a car this holiday season, making the transit method more than twice as popular as planes (31%), per CivicScience. Advertisers can reach these consumers via travel planning websites like Expedia鈥�35% of US holiday travelers will use travel media websites for planning this year, per Deloitte.

Despite relatively sluggish growth in the previous quarter, both Alibaba and JD.com are benefiting from Beijing鈥檚 trade-in subsidies for autos and appliances, which boosted their Singles Day performances as well as China鈥檚 October retail sales.

There aren鈥檛 many Chinese- or Russian-made cars on the road, according to secretary of commerce Gina Raimondo, but the lead time given might not be enough for some automakers. 鈥淵ou can鈥檛 just flip a switch and change the world鈥檚 most complex supply chain overnight,鈥� Alliance for Automotive Innovation CEO John Bozzella said.

Rising auto premiums are pushing drivers to pare back on coverage or switch carriers. The market has flattened out. Consumers canceled or reduced auto coverage when pandemic-era shutdowns limited travel. They鈥檝e since reversed those habits: Car ownership is on the rise, and auto insurance penetration among US adults will reach 76.7% this year, per our forecast.

When Amazon Prime Video auto-enrolled users into a new ad tier earlier this year, the supply of ads in the streaming space skyrocketed, in turn causing their costs to plummet. Netflix and Max will be the only streaming services to have average cost per thousands (CPMs) higher than $30 by Q2 2025, according to our September KPI forecast.

As industries like travel and hospitality, automotive, and media and entertainment begin to harness their data assets, they are redefining what it means to engage with consumers. These sectors have the ability to offer highly personalized content and experiences that traditional advertising channels simply cannot match.