Retailers aren’t waiting for Black Friday to kick off their holiday campaigns. Since October 1, linear TV holiday ad spend reached $475.1 million, up 13.2% YoY, according to iSpot. Weekly spending has also climbed steadily, indicating brands are frontloading their budgets to capture demand across all of Q4.
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Become a ClientThe Trump administration announced lower Medicare prices for 15 prescription drugs via the Medicare drug price negotiation program. The new prices will take effect starting January 1, 2027. The biggest hit will fall on pharma companies with drugs selected in both rounds of Medicare negotiations. Revenue impacts will vary depending on each product’s time on the market and how far the negotiated price falls below prior net sales after rebates and discounts. For the government, savings on these drugs will be significant, but broader program savings won’t materialize until far more than 25 drugs see price cuts.
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33% of US restaurant diners discover promotions via email/newsletters and 32% via social media, according to a September 2025 survey from YouGov.
On today's podcast episode, we discuss the unofficial list of retail moves we're most thankful for. This month—because it's Thanksgiving Eve—host Suzy Davidkhanian, Arielle Feger, Becky Schilling, and Emmy Liederman (aka The Committee) have put together a very unofficial list of the top eight retailers they're watching, based on strategies, launches, and collaborations we’re genuinely thankful for — the moves that made us smile, surprised us, or gave us hope for where retail is heading. In this episode, Committee members Suzy Davidkhanian and Emmy Liederman will defend their list against Senior Analyst Zak Stambor and Analyst Rachel Wolff, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.
Brands and retailers are struggling to keep up with changes to the shopper experience as consumers adopt genAI-powered “click-less journeys.”
SitusAMC—a vendor to banks including JPMorgan Chase, Citi, and Morgan Stanley—had a data breach whose scope and severity it’s still investigating. The compromised data was related to residential mortgages and may include Social Security numbers and other personally identifiable information. Even the best-prepared financial services companies need to be ready to respond to data breaches. Vague assurances before or after a breach suggest bankers aren’t paying attention to necessary details. They must be explicit and transparent about safeguards and breach remediation.