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Amazon is doing everything it can to keep growing: The retailer has a dizzying array of initiatives in the pipeline, from in-game merchandise shops to generative AI advertising tools to incentives for shoppers to retrieve orders in person.

On today's episode, in our "Retail Me This, Retail Me That" segment, we discuss how Nike was able to create such a strong brand, how that brand has transcended generations, and how close its competitors are to catching up. Then in a brand-new segment, "Loyalty Point, Counter Point," we present arguments both in favor and against various questions related to Nike, like can it remain the need-to-have running shoe and has the company alienated its core customer? Join our analyst Sara Lebow as she hosts analyst Sky Canaves and director of Briefings Jeremy Goldman.

Amazon and big-box stores are likely to win from Bed Bath & Beyond’s collapse, while fast-fashion retailers could score displaced David’s Bridal customers. But keep a lookout for underdogs like Etsy, which may bring in shoppers looking for personalized party supplies in Party City’s absence.

Regional bank stocks are tanking even though their fundamentals are sound. Short selling might be a reason.

D2C brands facing the declining effectiveness of search and social ads must use new strategies outside of the traditional D2C growth playbook.

Every customer’s reaction, share, or comment influences the reach of a bank’s message—and could threaten the bank itself. Banks should use social media to actively engage online communities, not just to display ads.

Hulu was the star of upfront streaming spend in iSpot.tv’s March survey, with 74% of brands and advertisers saying they were allocating spend to the platform. YouTube TV also had a huge showing, with almost half (48%) of respondents saying they were assigning spend to it. Peacock, Roku, and Paramount+ rounded out the top five.

On today's episode, we discuss how Meta was able to snap its negative ad revenue growth streak, how Reels is helping Instagram grow time spent on the platform, and what Meta's metaverse plans are at this point. "In Other News," we talk about what Americans actually want in a social media platform and whether BeReal's new "Bonus" feature can help keep its momentum going. Tune in to the discussion with our analyst Debra Aho Williamson.

Last month, Meta said it would use generative AI in ad creation by the end of the year. Not long after, Google announced generative AI ad plans of its own in the form of tools that will “remix” ads based on client goals. Neither company has released details of what these AI updates will look like, but the changes are big news for advertisers, agencies, and everyone in between.

YouTube is no longer separate from the streaming wars: Almost half of its viewership is on TVs, and advertisers are spending heavily on the platform.

Surging Cash App user growth helped drive a buoyant Q1 for Block despite recent short seller allegations.

There are pros and cons for this large competitive field, and no definitive answer on whether it causes financial instability.

The battle against TikTok took center stage at this week’s NewFronts, as Meta, Snapchat, and YouTube unveiled new ad products tied to short-form video. While none of them can compete with TikTok’s lock on the youth market or the enormous amount of time its users spend on the app, these new ad products are an attempt to bring Reels, Spotlight, and Shorts into greater parity with TikTok’s ad formats.

Influencer marketing is getting more expensive. While rates vary based on factors such as the platform, the content type, and creator follower counts, the overall trend for pricing is up.

Next year, Snapchat’s ad revenues will increase by 10.4% worldwide after a year of almost no growth. Its ad revenues will rise from $3.80 billion this year to $4.20 billion next year, but they’ll still make up just 0.6% of total digital ad revenues worldwide.

On today's episode, we discuss what to make of Google's start to the year, whether it can defend against AI-infused competitors, and how worried we should be about YouTube. "In Other News," we talk about whether ad spending is actually doing just fine and check in on how folks feel about cookies going away. Tune in to the discussion with our analyst Evelyn Mitchell.

TikTok is going all-in on in-app purchases; Meta is focused on shoppable ads; and YouTube hopes to gain a competitive advantage through its strong creator relationships. All of this is happening as we forecast US retail social commerce sales will grow nearly 30% this year to hit $68.92 billion

CPG brands hike prices to pad their margins: Companies are leveraging data to minimize the share of consumers who trade down to less expensive options. (This article was written with the assistance of ChatGPT.)

ChatGPT’s popularity, its impact on businesses, and potential for misuse are pushing governments and regulators to set limits. Where do they even begin?