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On today's podcast episode, we discuss what Chipotle has that Starbucks is trying to gain, how Starbucks can turn the ship around, and what its struggles tell us about the greater retail world. Listen to the conversation with our analyst Sara Lebow as she hosts analyst Sky Canaves and vice president of content Suzy Davidkhanian.

The first $12 billion ad spend US presidential election is underway. That ad spend figure breaks 2020’s by more than $2 billion. Whether or not brands engage in political messaging, they will be impacted by the volume of ad inventory and how the election influences consumer sentiment.

87% of US browsers could become cookieless long term, according to our analysis of StatCounter data.

On today’s podcast episode of The Banking & Payments Show, we do a deep dive into Maria Elm’s EMARKETER report, The Bank in 2030. In the ‘Story by Numbers’ segment, we find out how banks will promote their brands to consumers in the future. We argue nicely in the ‘For Argument’s Sake’ segment about the end of banks as we know it and if it’s true that 90% of consumer-serving banks and credit unions won’t exist by 2030. Listen to the conversation with host, Rob Rubin, and analysts Maria Elm and Tiffani Montez.

ThredUp tests peer-to-peer marketplace model as losses pile up: The resale platform is in need of a reset as it struggles to navigate an uncertain economic environment.

Spotify rebrands ad platform, expands features: Ads Manager reflects a notable shift toward programmatic growth and expanding advertiser appeal.

Lowe’s joins Home Depot in warning of sales pressure amid difficult market conditions: The home improvement retailer lowered its FY sales forecast as skyrocketing prices, limited supply, and high borrowing costs weigh on the housing market.

More than 181 million people in the US will be Amazon Prime members this year, representing nearly 7 in 10 (73.7%) US internet users, according to our July 2024 forecast. Many of them turn to influencers before checking out; others can be won over by better discounts from competitor retailers; while some favor Amazon for fashion over groceries.

Consumers spend most of their daily digital time with mobile devices—and ad spending reflects that. But as viewers shift to ad-supported tiers and streamers add inventory, connected TV (CTV) is closing in.

Meta will nab a far bigger share of US digital ad spend (21.3%) than YouTube (5.6%) or Netflix (0.3%) this year, despite accounting for a nearly equal share of US time spent with digital, according to our June 2024 forecast.

On today's podcast episode, we discuss why Pinterest is growing so fast, how Snapchat is able to get more and more folks to pay for its premium service, and why people are spending increasing amounts of time on Reddit. Tune in to the discussion with our director of Briefings Jeremy Goldman and analyst Daniel Konstantinovic.

Digital shelf labels are small screens that attach to retail shelves, enabling retailers to update prices and product information in real time.

The close tie between Amazon's ecommerce and advertising businesses presents both opportunities and challenges. "When ecommerce sales are growing, retail media dollars are going to go up,” our analyst Jeremy Goldman said on a recent episode of the "Behind the Numbers" podcast. “But when ecommerce dollars aren’t growing that much, it's harder to get the retail media dollars to grow because they’re so intertwined."

Lowe’s retail media network rebrand isn’t signaling a new identity, but a confirmation of the relationship it's built with its advertising partners.

American Express is expanding Amex Offers, which allows advertisers to serve card holders tailored deals. The expansion comes on the heels of Chase and PayPal launching financial media networks (FMNs), a trend we expect will continue.

Amazon tests removing product reviews and ratings from search: The retailer claims it will enhance the browsing experience, but it creates friction for the majority of shoppers who rely on customer feedback.

AI Overviews aren’t meaningfully changing publisher traffic: Q2 results from major publishers show less impact than expected, but it could still be a future threat.

CTV ad spending has been booming, but not by nearly enough to keep up with consumer behavior.

2025 Upfronts will see Nielsen and competitors square up: Nielsen is combining big data with panel measurement for all local currencies starting in January.