The news: Atlassian—maker of Jira, Confluence, and Trello—willbuy Arc and Dia creator The Browser Company for $610 million in cash, per TechCrunch. The deal could transform Arc from a niche experiment into an Atlassian-owned gateway for enterprise work, much like how Chrome became a container for Google’s services. Our take: Chrome’s continued dominance could lead to a more concentrated browser market—pushing competitors to seek smaller niches to control. With over 300,000 customers worldwide, Atlassian has the reach to seed Arc across enterprises as the “work browser.” If it succeeds, the shift could pressure Chrome’s dominance, at least for business use, and signal a broader redefinition of browsers from neutral gateways to productivity ecosystems.
Cracker Barrel’s short-lived rebrand—and its rapid reversal—has quickly become a cautionary tale for heritage brands navigating change.
Resale platform Depop launched its biggest US marketing campaign to date as it looks to expand its audience beyond its core Gen Z user base and capitalize on surging demand for secondhand goods. Growing global demand for resale presents challenges and opportunities—both for marketplaces that trade in secondhand goods, like Depop and eBay, as well as for traditional retailers.
NBCUniversal has sold out all advertising inventory for Super Bowl 60 months earlier than expected, marking record demand for football advertising. Digital sales tied to the game are up 20% YoY as brands invest across NBC, Peacock, and Telemundo. Prices held at $7–8 million per 30-second spot, aligning with Fox’s 2024 benchmark. NBCU’s 2026 slate—which also includes the Winter Olympics, NBA All-Star, and FIFA World Cup—positions the company to capture significant share of sports ad budgets. With ROI on Super Bowl ads nearly doubling since 2020 and consumer enthusiasm rising, NBCU’s cross-platform dominance highlights live sports’ unmatched ad pull.
The news: Apple will reportedly launch an AI-enabled web search tool powered by Google’s Gemini, potentially accelerating long-awaited software improvements and helping Apple enter the AI search race, per Bloomberg. The “answer engine” would be integrated with Siri and could help Apple compete with OpenAI and Perplexity. The feature, internally called World Knowledge Answers, will aggregate information from across the web into AI Overviews-esque summaries. It may eventually be added to Safari and Spotlight. Our take: Apple’s pivot toward external AI partnerships highlights how unready it is to compete head-to-head in foundational AI or search. While a Gemini integration could improve Siri and add powerful search capabilities, it could threaten Apple’s core advantage: total control over the user experience.
Some 35% of US retail advertiser spending on Meta in Q2 2025 went to Advantage+ shopping campaigns, up from just 19% two years ago, per a July Tinuiti report.
Meta will allow advertisers to exclude specific words or phrases from AI-generated ad copy to protect and align with brand image as it accelerates its AI advertising push. While barriers to adoption remain, Meta’s continued push toward AI ad automation signals where the future of advertising is heading: One where AI will increasingly balance scale with control to give marketers confidence in experimenting with automated campaigns.
Despite brands increasing influencer marketing spending, creators are struggling to grow their content business and earn more from sponsorship deals, per Digiday. And while holiday season typically provides a boom, 70% of creators expect traditional sponsored posts to account for under a quarter of their holiday content as focus shifts to performance-driven efforts, according to Collective Voice. Influencer marketing continues its growth trajectory, and the future of the sector relies on how creators adapt to the rise of third-party inventory solutions that divert brand spend away from traditional sponsorships.
The forecasts: The holiday season may bring more gloom than cheer for retailers as consumers tighten spending amid economic uncertainty. Average per-person spend during the season is projected to fall 5.3% YoY to $1,552, PwC reports. That’s the first significant drop since the 2020 pandemic. Gen Z is leading the pullback, with their holiday budgets set to plunge 22.5% after soaring 37.4% in last year’s survey (their actual spending rose just 6%, per PwC’s card data). That reversal reflects the mounting pressure they face from a stagnant job market, rising fixed costs, and thin savings. One in 4 (25%) Gen Zers now say their finances are worse than a year ago, up from 17% in 2024. Tariffs may be amplifying the pullback. A July CivicScience survey found 54% of consumers under 30—along with 47% of all gift buyers—plan to buy fewer or cheaper gifts due to tariff concerns. While our forecast is somewhat brighter—we expect sales in November and December to grow 1.2% YoY—even that would mark the weakest holiday sales gain since we began tracking the metric in 2009. Our take: Retailers should meet consumers where they are this holiday season by offering budget-friendly choices such as smaller sizes, bundles, and gift sets, while also using loyalty programs to push their best customers to spend.
A federal court stopped short of ordering Google to divest Chrome, instead requiring it to end exclusive search contracts and share some index data with competitors. Judge Amit Mehta’s ruling allows Google to keep paying Apple for default placement but bans exclusivity that kept rivals sidelined. Alphabet shares rose 8% after hours, while Apple gained 4%. Google faces six years of oversight but avoids a structural breakup sought by the DOJ. The bigger challenge looms outside the courtroom: AI tools, Reddit, and TikTok are increasingly siphoning queries, while Google’s top-result clickthrough rates continue to slide.
Macy’s better-than-expected Q2 marks “the beginning of a momentum change,” CEO Tony Spring told Bloomberg, as the struggling department store finds its footing ahead of the holiday season. Macy’s is in a better position than most of its department store peers, thanks to its investments in the customer experience and its luxury banners. However, recovery could prove fleeting should consumer sentiment worsen and shoppers balk at higher prices. To keep its momentum going, Macy’s will need to continue investing in the customer experience and look for ways to differentiate its luxury banners.
The news: Target is offering select customers a free year subscription to its Target Circle 360 membership program if they spend $199 on qualifying purchases by September 20, per Modern Retail. The $99 per year membership program offers free same-day delivery from Target, Kroger, CVS, Petco, and other stores via Target’s Shipt service, along with early access to Target sales, exclusive discounts and deals, and an extended returns window. Our take: Target should borrow a page from Walmart and lean on partnerships to expand Circle 360. That could mean teaming up with companies like Burger King for perks or with credit card issuers like American Express to bundle free memberships. The real power of paid memberships isn’t just subscription revenues—it’s their stickiness. Amazon has shown that once customers pay for Prime, they try to maximize every perk—streaming, prescriptions, food delivery, free shipping—and the more they use, the more they spend. Nonmembers, by contrast, often plateau or pull back. If Target wants to keep pace, it needs to find ways to broaden Circle 360’s offerings.
The news: Mistral, a French AI company founded by former Meta and Google DeepMind employees, unlocked premium features including persistent memory, deep business app integrations, and user-controlled privacy on its Le Chat platform at no cost, per VentureBeat. This undercuts rivals like OpenAI and Anthropic that wall off such tools behind paywalls and paid premium. Our take: Free enterprise-grade AI features and cross-platform integrations accelerate adoption, experimentation, and innovation. By enabling data export between AI providers, brands cut switching costs and gain leverage in an interoperable AI market.
On today’s podcast episode, we discuss why investors wanted to bring in an outsider to right the ship, what’s most to blame for Target’s recent struggles, and what should be top of the new CEO’s to-do list. Join Senior Director of Podcasts and guest host, Marcus Johnson, and Senior Analysts, Blake Droesch and Arielle Feger.
Streameast, the world’s largest illegal sports-streaming hub, has been shut down in a coordinated sting led by Egyptian authorities and the Alliance for Creativity and Entertainment. The operation dismantled more than 80 domains that drew 1.6 billion visits over the past year. The crackdown comes as soccer and NFL seasons begin, underscoring how piracy disrupts rights holders by siphoning revenues from subscriptions and ads. Yet piracy remains resilient: copycats are already emerging to tap fans frustrated with fragmented, costly streaming options. With digital sports viewership surpassing pay TV, the industry faces an urgent challenge to keep audiences in paid ecosystems.
Disney will pay $10 million in a settlement after the Federal Trade Commission alleged that the company collected personal information from children on videos uploaded to YouTube. Disney reportedly uploaded child-directed content to YouTube but did not label the videos as “Made for Kids,” allowing young users to be served targeted ads. Information was collected “without parental notice or consent,” the FTC and Justice Department said. Disney’s payout highlights the risks of targeting younger audiences without adequate safeguards—a challenge that will become even more pressing for advertisers as connected TV matures as a channel.
American Eagle Outfitters’ bet on star power is helping the company recover from its sales slump. The retailer’s controversial campaign with Sydney Sweeney has been hugely successful, the company said, helping to boost brand awareness and drive shoppers to stores. Its recently announced collaboration with Travis Kelce also delivered an immediate sales bump. American Eagle’s celebrity-led marketing strategy is driving its recovery after a poor start to the year. By turning controversy into buzz, the brand’s campaigns have revived interest in its core products and expanded its appeal to a broader audience.
The news: AI startup Anthropic raised a staggering $13 billion, tripling its valuation to $183 billion, per CNBC. This momentum is driven by enterprise demand for Claude, Anthropic’s AI assistant, and a rapidly expanding customer base that now tops 300,000 businesses. The company’s annual revenues have also jumped fivefold in 2025 to $5 billion. Our take: Anthropic’s ascent is setting a new standard for AI startups—spurring rivals like Perplexity, Mistral, Intelligent Machines, and Safe Superintelligence to chase scale through aggressive fundraising, not quick exits. The message: In this market, go big or get left behind.
The news: OpenAI will acquire product-testing startup Statsig for $1.1 billion as it expands its applications division. Statsig CEO Vijaye Raji, formerly vice president and head of entertainment at Facebook, will join OpenAI as CTO of applications. OpenAI said the deal, pending regulatory approval, will help it develop “even better, more responsive experiences for the people and businesses we serve,” per a press release. Our take: This deal positions OpenAI to launch entirely new categories of AI-powered experiences—personalized content feeds, collaborative AI tools, or productivity suites.
The news: Use of AI search tools is surging, which could soon spell trouble for Google’s market dominance. The share of consumers using of AI search tools on a daily basis doubled to 29% in August, per HigherVisibility’s 2025 How People Search Today report, up from 14% in February. Meanwhile, Google’s share of general information queries fell from 73% to 67%. Our take: Brands and marketers need to tailor their campaigns and strategies based on user intent. Those looking to attract new shoppers should invest in social media and AI search placements, while those focused on driving traffic for services or capturing high-intent buyers should prioritize Google, especially for initial discovery and location-based queries.