YouTube is piloting Edit with AI, a remixing tool that turns raw smartphone footage into draft Shorts. The system automatically selects highlights, adds transitions, suggests music, and even generates voiceovers in English or Hindi. The goal is to give creators a starting point for Shorts rather than making them edit from scratch, per TechCrunch. For advertisers, this creates a twofold opportunity: more ad inventory and a larger, more engaged audience than on TikTok. Marketers should prioritize Shorts in their media mix now. Test campaigns to remain competitive and build creative strategies that balance AI efficiency with human authenticity.
Almost all US adults (95%) have heard of AI, and 88% are at least somewhat concerned about it, per a Pew Research Center survey. Most (73%) are willing to let AI help them in daily tasks at least a little, per the survey. Three-quarters (77%) of adults ages 19 to 29 would agree to AI assistance. Although US consumers are concerned about AI, they’re willing to use it in some scenarios. AI that simplifies their lives without taking away their creativity will fare the best. Personalization, product recommendations, and search assistants will help consumers speed up their shopping journeys.
One in three Gen Zers and one in four millennials prefer to go to generative AI (genAI) platforms—not search, social media, or influencers—when deciding what to buy, per a new Future Commerce survey of consumers from Australia, New Zealand, the UK, and the US. Trust in AI is a key driver, with these users viewing platforms as trusted companions, not just tools. Brands that design campaigns to build discovery and trust within AI-driven journeys will amplify their reach and relevance as AI-assisted shopping scales.
Amazon has unveiled an upgraded AI-powered Seller Assistant designed to streamline operations for third-party sellers by automating product listings, ad creation, inventory management, and strategic planning. The tool, showcased at the Amazon Accelerate conference, shifts sellers from handling every task themselves to collaborating with an intelligent assistant that acts like an expert team. Already embraced by over 1.3 million sellers, it has boosted ad performance and improved listing quality, leading to higher conversions. Our view is that by lowering barriers and equipping even small businesses with sophisticated tools, Amazon strengthens its marketplace efficiency while enhancing customer choice and shopping experiences.
Nearly 9 in 10 US adults (88%) are stressed about grocery prices—including 53% who say food costs are a major source of stress—according to a July AP-NORC Center for Public Affairs Research survey. This news comes as food prices continue to go up. The US Consumer Price Index for food increased 0.5% in August MoM. Grocery prices, as measured by the food-at-home index, rose 0.6% from July and were up 2.7% YoY. Grocery stores may be the most visible flashpoint for consumers’ financial stress, but the ripple effects extend far beyond food. The financial strain is prompting fundamental shifts in how people shop, which all retailers will need to watch closely in the back half of the year.
Beauty companies are rapidly diversifying beyond traditional sales channels to adapt to changing consumer behaviors and seize opportunities made possible by ecommerce, social platforms, and digital tools. This push is designed to forge closer, more direct connections with shoppers. Selling through multiple channels is no longer a choice in beauty. Consumers now shop across apps, websites, social media and stores, and brands that don’t meet them where they are will lose out. Still, distribution alone won’t set brands apart. Beauty companies that win will offer technology like AR try-ons, use their physical stores as hubs where people can gather for makeup classes and to sample products, and sell through external retailers while also beefing up their own direct channels.
A new study shows that Eli Lilly's oral weight loss drug is more effective than Novo Nordisk's oral diabetes drug for type 2 patients. Novo also touted its own clinical study for its higher-dose 25-mg pill, currently under FDA review as “Wegovy pill,” which resulted in average 16.6% weight loss among patients. That’s on par with Wegovy’s injectable version. We think the key to success will come down to pricing. Consumers and payers are balking at current $500 to $1,000 per month injectable drug costs. With lower effectiveness rates, and cheaper upfront manufacturing, pills will likely be priced lower—but just how low will determine market success. A low-cost pill, paired with clear value messaging for distinct audience segments, will drive broader adoption and fuel sales growth.
Snap introduced Snap OS 2.0, the software powering its AR Spectacles on Monday. The update brings a native browser with WebXR support with a customizable home screen and widgets, bookmarks, and multitasking features like window resizing. For marketers, the release signals that vertical, immersive formats will move off the phone and into ambient spaces. Brands should test AR-ready creative now, as early adopters of wearable platforms will shape consumer expectations when Snap, Meta, and Amazon push glasses into the mainstream.
Target is expanding next-day delivery service to 35 US markets by the end of next month as it prepares for the holidays and looks to better compete with Amazon and Walmart. Markets that will gain next-day delivery include San Diego; Orlando and Tampa, Florida; Charlotte, North Carolina; and Cleveland. In stepping up its next-day delivery, Target recognizes that the competitive stakes in retail are escalating. Its recent sales softness suggests it may be at risk of falling off shoppers’ radar as speed, selection, and convenience become critical retail differentiators.
In this podcast episode, we discuss the backlash to Delta’s decision to use personalized AI pricing, how consumers feel about dynamic pricing, and if there is a way for retailers to implement it without losing shopper trust. Listen to the discussion with Analyst and guest host, Rachel Wolff, Vice President of Content, Suzy Davidkhanian, and Senior Analyst, Zak Stambor.
In today’s episode, we talk about how stablecoins differ from the crypto hype cycles of the past like bitcoin and NFTs, the risks stablecoins introduce for traditional financial institutions, and from the consumer side, do people actually want or need stablecoin payments. Join the discussion with host and Head of Business Development, Rob Rubin, Senior Analyst, Grace Broadbent, Vice President of Content, Suzy Davidkhanian, and Principal Analyst, Tiffani Montez.
Santander’s Bank of Antandec UK advertising campaign featuring the iconic British TV broadcasting duo Ant and Dec has concluded after six years, per Little Black Book. The series of 15 ads followed the Bank of Antandec as it humorously and unsuccessfully tried to compete with Santander’s products. By investing in a long-running, character-driven narrative, Santander put on a show and achieved a level of engagement and memorability that a simple product-focused ad could never achieve. It also showed consistency by building and maintaining its brand voice over the span of the campaign.
PayPal debuted PayPal links, a new peer-to-peer (P2P) payment request method available for US consumers. When PayPal bought Venmo, it prioritized growing that brand’s P2P clout in the US rather than absorbing it into the PayPal brand. Making a new, more convenient P2P payment method available only on PayPal and not Venmo could be a sign the company is trying to reestablish PayPal’s perception as a financial “everything” app rather than just its strong association as an ecommerce payment method.
The Federal Deposit Insurance Corporation (FDIC) has proposed new rules updating the requirements for displaying the official FDIC sign on digital platforms, per Davis Wright Tremain LLP. Ultimately, these changes are a win for FIs and their customers. The current, often-confusing signage can lead to confusion about how customers’’ money is protected. By focusing the signage at the most relevant touchpoints—like logging in or opening an account—and requiring clear, consistent warnings for uninsured products, the FDIC is making it easier for consumers to make informed decisions about their money.
Best Buy is relying on its store footprint, rich first-party data on tech shoppers, and in-house creative capabilities to win more spending from endemic and nonendemic advertisers. Best Buy is smart to lean into its physical footprint to differentiate itself in retail media. While some advertisers remain reluctant to lean into in-store due to measurement concerns, Best Buy’s ability to tie purchases back to consumers and to literally turn its stores into billboards should help ease those worries. If it can succeed, Best Buy can move beyond its tech niche to become a more serious player in retail media.
Meta is building on its WhatsApp messaging ad options, expanding opportunities for brands to show up in WhatsApp statuses after an initial introduction in June. Meta’s expansion of WhatsApp status ads creates a timely chance for brands to connect with consumers when they’re highly engaged, attentive, and seeking actionable solutions.
Klarna and Affirm will be available for in-store payments via Apple Pay in the US and the UK, per a press release. As more providers find ways to enable BNPL in store, they need to convince consumers to choose their products over card-linked installment plans, which offer the perks of paying over time with competitive rewards and cash back. Gen Zers are demonstrating a distrust of credit cards in favor of debit cards, so Affirm and Klarna could lean into their BNPL-enabled debit cards as a way of seeming like a “safer” financing choice for younger consumers. Eschewing the risks of revolving debt may be more desirable than points rewarded for Gen Zers.
American Express launched the Amex Travel App, Amex Passport, and a new Centurion Lounge feature ahead of its anticipated Platinum card refresh. Amex’s next challenge will be preserving that its product’s convenience isn’t usurped by an outside genAI travel product. Consumers are already starting to use AI to plan travel, and agentic AI could soon start booking it for them as well. Amex needs to be prepared to have a product that rivals genAI in ease and capability so that the issuer doesn’t lose spend to third-party travel platforms during users’ queries.