蘑菇AV

Unfortunate news for those of us who watch these numbers closely and report on them, but also not that surprising. Like we were saying, if the subscriber well starts to run dry a little bit, not putting that number front and center isn't such a bad thing. Marcus Johnson (20:21):. We've seen it from Meta with their daily active users.

US omnichannel retail media ad spend will account for nearly a quarter of total media ad spend by 2028, reaching $129.93 billion, per our forecast. This growth will be fueled by a surge in retail media search, non-endemic partnerships, and off-site placements. However, financial media networks may give retail media networks some competition for advertiser dollars.

On today's podcast episode, we discuss the numbers that summed up this year鈥檚 record breaking WNBA season the most, how TV鈥檚 biggest attraction (the NFL) is getting on, how a new 鈥渃lick to cancel鈥� rule will change consumer behavior, how much store themed marketing can move the needle, what percentage of college athletes make it to the pros, and more. Tune in to the discussion with Senior Director of Podcasts and host Marcus Johnson, Principal Forecasting Writer Ethan Cramer-Flood, Senior Forecasting Analyst Zach Goldner, and Senior Director of Forecasting Oscar Orozco.

Strong quarters drove both companies to hike their full-year forecasts. Deckers expects fiscal 2025 net sales to grow roughly 12% year over year (YoY) to $4.8 billion, up from its previous guidance of 10% growth. It also boosted its diluted earnings per share (EPS) forecast to a range of $5.15 to $5.25.

Spend on affiliate marketing will surpass $10 billion in the US for the first time this year, and will increase 47.4% by 2028, according to 蘑菇AV鈥檚 latest forecast. However, with traffic from Google declining and consumers becoming more discerning, both publishers and advertisers are grappling with shrinking margins and rising competition.

Those pressures caused the company to trim its 2024 sales growth forecast to 6% YoY, down from its long-term target of 7% growth. It also said it now expects to open a net 850 stores through the end of the year, down from its previous forecast of 925. The numbers:. Domino鈥檚 revenues were $1.08 billion, up 5.1% YoY, but just short of the $1.10 billion analysts expected.

Delivery is a critical component of ecommerce fulfillment, but accessing this opportunity requires brands and retailers to navigate a complex set of options and find ways to meet rising consumer expectations.

New forecasts for US Amazon CTV ad revenues and ad-supported viewers for select streaming services.

Go further: Read our Asia-Pacific Ecommerce Forecast 2024 report.

We expect Cyber Five retail ecommerce sales to grow 5.6% this year: A strong US economy bodes well for that crucial stretch, as well as the broader holiday season.

鈥淎mazon is in such a unique position to give us an idea of broader consumer sentiment because of their scale and reach,鈥� our analyst Sarah Marzano said on an episode of the 鈥淏ehind the Numbers: Reimagining Retail鈥� podcast. This year, nearly three-quarters (72.7%) of all US households will be Prime members, according to our July 2024 forecast. 鈥淚f we examine the behaviors that emerge from Prime Day, we get a good sense of how consumers are feeling.鈥�