Elevated interest rates, high prices, and weak consumer confidence are straining the housing market and, by extension, furniture sales. RH CEO Gary Friedman called the current climate the third worst he’s seen in nearly four decades, with industrywide discounting becoming a survival tactic. Tariff uncertainty is adding pressure after Donald Trump threatened new levies on imported furniture, a move Friedman warned could be devastating. RH is mitigating risks by diversifying sourcing and boosting US output, but tariffs are still set to cut $30 million from forecasts and delay Sourcebook shipments, shifting revenues into future quarters.
Amazon’s push into fresh grocery delivery is more of an opportunity than a threat for Instacart, according to CEO Chris Roger. But while Instacart is right to see enterprise opportunities from chains worried about Amazon’s grocery expansion, it is also vulnerable to the retailer’s encroachment on its turf and similar efforts from Uber, DoorDash, and Walmart.
Doctors started paying more attention to information and ads for new weight loss drugs months before they began prescribing them, according to research from ZoomRx. The study tracked obesity health-related web browsing and ad exposures for 279 healthcare providers on digital channels and 204 on TV and connected TV. Pharma companies need to find where doctors are searching or reading about Rx drugs and how their interest in a drug’s information is changing, even before the sales numbers are in. Track Reddit forums and physician social media channels like Sermo and Doximity to gauge behaviors and attitudes and shift marketing plans to meet them. Use sales reps and peer-led webinars to capture early interest—and keep refreshing that marketing with updated data and patient results as competing entrants begin to pull attention away.
Tylenol maker Kenvue is preparing for a government report that may link Tylenol to autism. The company must counter misleading claims by running targeted awareness campaigns. It can partner with influencer marketing agencies to feature women who used Tylenol during pregnancy and doctor-moms. Kenvue's messaging should highlight study data that confirms there is no proven link between Tylenol and autism.
AI is fundamentally changing how pharma and healthcare marketers can reach consumers. As top companies like Novo Nordisk and Genentech highlighted at CMI Media Groups “Hype to Hope to Health” conference, the focus is shifting from simply getting clicks to driving actual conversions. To succeed, marketers must embrace AI tools for smarter customer targeting and ensure content is original and well-structured. With organic search traffic declining, it's crucial to also invest in new channels like connected TV (CTV), which allows for personalized, data-driven messaging to an aging audience that is rapidly adopting streaming services.
On today’s podcast episode, we discuss why Spotify is still considered the king of audio streaming, why advertising is not working out quite as they’d hoped (yet), and how they might become a social platform. Join Senior Director of Podcasts and host, Marcus Johnson, and Senior Editor, Daniel Konstantinovic. Listen everywhere and watch on YouTube and Spotify.
Roku wants to transform TV advertising with generative AI (genAI). Instead of cycling the same few commercials, the company is opening its platform to hundreds of thousands of advertisers—mirroring the endless churn of ads on social feeds. It's betting that genAI can keep its ad ecosystem fresh and accessible. Marketers should experiment with fast, inexpensive video iterations. Focus on quick turnarounds, tight targeting, and scroll-stopping creativity. The objective is to separate winners from background noise.
Hispanic audiences are leading shifts in digital behaviors, streaming at high levels, adopting AI tools, and using creator apps that position them as both content producers and consumers. That demographic is embracing streaming more than the general population, per Nielsen’s Curating the Narrative report, with a cord-cutting rate about 35% higher. Hispanic audiences aren’t just passive consumers—they’re actively crafting and customizing their media experiences and leading early tech adoption. Brands should diversify media outreach—instead of leaning solely on traditional TV or linear content—to avoid missing engagement opportunities.
Cracker Barrel and Jaguar faced fierce backlash over recent rebrands, including criticism from Donald Trump, but their responses diverged sharply. Cracker Barrel scrapped its new logo, ended DEI initiatives, and restored traditional elements after customers accused it of abandoning its heritage. Jaguar, however, doubled down, unveiling a bold redesign and luxury EV despite Trump’s attacks, signaling a pivot toward younger, wealthier buyers. The contrast underscores how brand reinventions can either alienate loyalists or attract new audiences, with success hinging on timing, cultural awareness, and a clear long-term strategy.
Microsoft and OpenAI revised their partnership with a new, nonbinding agreement that could pave the way for OpenAI to change its structure to include a public benefit corporation (PBC) arm. The agreement reportedly changes a clause that would rescind Microsoft’s access to OpenAI technology once the startup’s board decides it has reached artificial general intelligence (AGI), per The New York Times. Possible implications: Regulatory entanglements and antitrust concerns could ease, and if OpenAI’s PBC plans are successful, it could reshape how AI companies balance profits and responsibilities.
“If there’s one thing I want my team to get right, it’s the cohesion of messages,” said Minyi Su, head of marketing at Bluemercury. “While personalized messaging is important, we need to make sure that personalization all ladders up to the same theme.” Balancing broader brand identity with customized recommendations was one of many themes Su focused on at EMARKETER’s Future of Digital Summit on Tuesday.
Translation tools are collapsing language barriers in video. YouTube rolled out multi-language audio to all creators this week, enabling English, French, German, Hindi, Indonesian, Italian, Japanese, Portuguese, and Spanish translations. Meta added auto-dubbing for Instagram and Facebook Reels in August. Language is the next frontier in the fight for attention. For marketers, the risk isn’t bad dubbing—it’s ignoring the opportunity. Brands that limit content to one language risk ceding global watch time and ad revenues to competitors willing to meet audiences in their own tongue.
In today’s digital era, a bank’s internal culture is public-facing. Employee experiences quickly surface through reviews and social media, directly shaping customer trust and brand perception, per The Financial Brand. A stressed, disconnected, or toxic bank culture can undermine any marketing strategy, even if it’s creative and targeted at the right customers. Assessing and addressing culture issues should be a key step of looking holistically at customer acquisition and retention strategies. Anonymous employee polls can help banks identify potential risks to customer relationships.
Consumer prices in August rose at a faster pace than in July, while a weak jobs report showed rising unemployment, per the Bureau of Labor Statistics. This unsavory combination points to the Federal Reserve cutting interest rates at its September meeting next week. For customers, this is a double-edged sword. On one hand, a rate cut could make borrowing more affordable, potentially lowering the cost of mortgages, auto loans, and credit card debt. This could be a much-needed reprieve for households facing rising prices for everyday goods. On the other hand, savers would lower the interest they earn on savings accounts and certificates of deposit, and banks trying to offer the most competitive rates will be risking higher deposit costs. While lower rates might spur some demand for new loans, the primary impact will be a squeeze on banks’ profitability.
American Express and UPS partnered to help ease the cost of shipping for small and midsize businesses (SMBs), per a press release. Amex and UPS’ partnership can help SMBs save on shipping costs and could make UPS a more attractive logistics partner—especially as other mailing providers, such as Korea Post, Norway and Finland’s carriers, Deutsche Post, and DHL Parcel Germany plan to stop US-bound deliveries due to confusion over duty charges and required data submissions.
Klarna Started trading on the NYSE on Wednesday under the ticker symbol KLAR. Klarna’s stock opened at $52 per share—well above anticipated levels of $35-$37 per share—and closed at $48.82. By the end of the day, the buy now, pay later (BNPL) player was valued at $17.3 billion. Klarna’s IPO outperformance signals investor hunger for major tech listings, following Circle and Figma’s standout public offerings. As Klarna moves deeper into the US BNPL market, Siemiatkowski said that different use cases between the Affirm and Klarna Cards will determine the future of each fintech player.
Leaders in fintech gathered at Finovate Fall in New York City to discuss emerging trends facing the industry. The payments industry is experiencing multiple points of disruption with agentic AI, new modalities of payments, and regulatory changes all placing pressure on ecosystem participants. Players who understand how to leverage their value during this transition period will cement their relevancy in the coming years.
TikTok shared new data to highlight the potential of its search ads for driving action. TikTok showed that activations with dedicated search campaigns led to 2 times higher purchase lift overall, while enterprise advertisers saw 2.2 times higher purchase lift and higher incremental return on ad spend (ROAS). TikTok’s success with search ads is promising, but advertisers ultimately need answers about the platform’s longevity in its core market. Questions about data security, content moderation, and political pressures are still casting a shadow.
Confidence among higher-income consumers is rising, boosting their desire to spend on premium airline tickets, luxury goods, and everything in between. Retailers are rushing to premiumize, targeting higher-income households with the means and willingness to spend. But these shoppers are discriminating: Companies looking to earn their spending must deliver products and experiences that meet their high standards—and prepare for the possibility of buyer’s remorse.