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Our analysts (or “bakers”) compete in a Great British Bake Off–style episode, discussing why Google may overtake OpenAI in 2026 and how the AI boom could get a reality check this year. Join Senior Director of Podcasts and host Marcus Johnson, along with Principal Analyst Nate Elliot and Analyst Jacob Bourne. Listen everywhere, and watch on YouTube and Spotify.

Even if tariffs ease, their effects on consumer behavior will linger into 2026, redefining how consumers evaluate value, loyalty, and where they spend.

AI search advertising is growing, but lingering problems mean overindexing risks wasted spend before ad formats mature.

FIs need to pull consumers through a wave of uncertainty.

Equal credit access rules weren’t designed for modern underwriting technology.

Get the correct answers to our Big Question quiz in the EMARKETER Daily newsletter.

28% of retail commerce media decision-makers in North America and Europe say they review and approve creatives manually but lack automation or dynamic capabilities, according to November 2025 data from Koddi and Forrester Consulting.

As AI agents gain traction, reliability will determine if consumers stick around.

As product catalogs grow, content multiplies, and shopping journeys splinter across platforms, AI recommendation engines are becoming the connective tissue between desire and decision. In 2026, retail leaders expect the technology to move from responding to queries to proactively anticipating what consumers want and guiding them through increasingly complex choice environments.

With 63% of consumers expecting unemployment to rise, retailers may face more belt-tightening ahead.

Kroger, CVS, and others are increasing in-store retail media investments as interest grows.

Agentic AI is becoming agencies' operating layer. CES 2026 showed holding companies reframing AI as the system that unifies workflows, accelerates execution, and boosts accountability.

JPMorgan buys the $20B portfolio at a discount, inheriting risks but gaining a unique opportunity.

With AI-powered security and no retail conflict, Clover’s palm-pay push could win where Amazon stumbled.

A Crypto.com deal lets shoppers pay in any crypto—not just stablecoins—seamlessly at Stripe merchants.

Constellation Brands blames weak demand on the stiff socioeconomic headwinds facing Hispanic consumers.