Restaurants and CPG brands lean into high-protein demand as shoppers trim elsewhere.
The group's strong preference for in-store experiences challenges digital-first playbooks.
Fast-growing insurgents are outperforming the rest of the market with higher protein content and better-for-you claims.
Ads fund the backbone: Alphabet, Meta, Amazon, and Microsoft use over $160 billion in quarterly ads to help finance AI scale—and fortify their edge.
Growing superprime and subprime shares hollow out the middle tier—and payment products are following suit.
Holding deposits would let Shopify expand popular embedded lending services to SMBs.
Travel and food delivery merchants are particularly susceptible to installment-based decision-making.
Expanded layoffs fund shift from department stores to digital and specialty retail.
It’s a cost-effective way to resonate with customers at the beginning of their banking journeys.
We explore recent examples of innovative partnerships that help institutions reach target customers faster.
Their consistently high rankings indicate that digital-only arms of traditional banks have a competitive advantage.
Vertical UHNW wealth management is a growing theme.
Pharma’s new D2C sites can reduce barriers to care and treatment, but brands boost awareness of their platforms to drive adoption.
Unless Congress codifies drug pricing deals, TrumpRx risks serving more as political optics than a driver of meaningful patient affordability.
Doctors guide consumers’ clinical health decisions, but AI and influencers more often steer daily health habits.
The move could curb telehealth’s copycat obesity drugs and steer patients back to branded options.
In today’s podcast episode, we discuss whether OpenAI making $100bn in advertising revenue by 2030 is fanciful or genuinely on the cards; whether a chatbot ad model is starting to take shape; and whether there’s a world in which chatbots remain largely or completely ad-free, with AI companies relying instead on subscription revenue. Join Senior Director of Podcasts and host Marcus Johnson, along with Principal Analyst Nate Elliott and Analyst Grace Harmon. Listen anywhere, or watch on YouTube or Spotify.
Only 7% of consumers say visible AI-generated marketing content makes them trust a brand more, while 31% say it makes them trust the brand less, according to December 2025 data from Klaviyo and Datalily.
X rebuilds its ad core: A ground-up AI overhaul aims to fix targeting and ROI as revenues lag far behind pre-Musk levels.
Google considers Gemini ads: After ruling them out, Google eyes chatbot ads to offset AI costs and prove Gemini can rival ChatGPT for budgets.