As AI increasingly powers everything from holiday ads to product recommendations, retailers face a critical balancing act between efficiency and authenticity. "The question isn't if retailers will use AI, it's how they'll keep using it and maintain the human touch along the way," said host Suzy Davidkhanian on a recent episode of “Behind the Numbers.”
China’s Singles’ Day has lost much of its hype and enthusiasm. As the curtain falls on this year’s festival, now a five-week event, value-driven consumers and global ambitions have redefined the world’s largest online shopping event.
As more brands build retail media networks (RMNs) to connect advertisers with shoppers, the once experimental channel has grown pivotal to marketers. US retail media search ad spending alone is projected to rake in $38.42 billion this year, according to our March 2025 forecast.
Consumer concerns over AI scams are rising, as three-quarters of UK adults believe AI advancements have made online scams more difficult to identify, per Barclays. Just 36% of UK consumers are confident they could spot an AI scam. As consumers wade through scams to find legitimate retail sites, ecommerce marketers should review brand search results, monitor social mentions, earn trust through About and FAQ pages, and advertise with caution on social media sites.
New Apple research points to the iPhone company pairing large language models (LLMs) with traditional sensors to build a more precise understanding of what a user is doing in real time. It’s likely to show up in sensor-enabled smartphones, computers, and smart home hubs hinged on ambient intelligence. Brands should explore how to design for moments, not messages. Build content and promotions that surface organically depending on a user’s activity, be it cooking, commuting, or exercising—so brands show up when it matters most.
The Omnicom-IPG merger has cleared its last obstacle after the European Commission—the last market whose approval was needed—officially granted greenlit the acquisition. Omnicom and IPG overcoming the final barrier to merge offers the potential for more comprehensive and efficient services—but also introduces new risks related to talent retention and creative diversity.
Google has officially begun showing ads in its AI Mode search engine after announcing a rollout earlier this year. Google’s early testing of ads in AI Mode suggests that AI-driven search placements are beginning to take shape and may ultimately unlock new revenue potential. But with performance still unproven, advertisers should track developments closely while resisting the urge to invest heavily before the format demonstrates clear value.
OpenAI faces rising pressure from Google’s Gemini 3 because of its improved performance and multimodal functionality in text, sound, vision, video, and coding tasks. Meanwhile, new data shows that ChatGPT drives far less traffic to publishers than expected. Gemini 3’s leap forward and ChatGPT’s diminishing user clicks force brands to rethink how they show up in a world where answers live inside the model, not on the open web. Optimizing for generative engines now and focusing on answer-ready content will drive traffic, monetization, and attribution later as more engagement happens inside AI rather than after clicks.
A new study shows that while commerce media enthusiasm is high, actual readiness is far lower. Nearly half of respondents believe they are operationalized, yet only 13% qualify as advanced across leadership, technology, and measurement. Most fall into nascent or emerging categories, limited by siloed workflows, manual creative processes, and fragmented data systems that prevent closed-loop attribution. Advertisers seeking accountable, performance-driven programs may be surprised by how few networks can truly support scaled, automated operations. The findings highlight a widening gap between ambition and capability—and the need for unified data, automation, and clearer measurement.
A new rewards card for mortgage payments, the Made Card, launched in partnership with Fairway Home Mortgage, per a press release. The Made Card’s expanded rewards tiers could help train consumers to make the card top-of-wallet for all housing concerns.Pitching its product to first-time homeowners may help lock young adults on the pathway to ownership into their ecosystem, especially as Bilt captures more of the rental market. But even more importantly, it will also need to convince a critical mass of mortgage servicers not to charge acceptance fees that would wipe out any gains consumers get from the rewards.
Q3 was another strong quarter for Walmart and Amazon, and another weak one for Target. Shoppers are showing a clear preference for the convenience, product selection, and overall value that Amazon and Walmart offer, while being less impressed by Target’s assortment and shopping experience. Economic uncertainty is heightening the gap, as more shoppers turn to Amazon and Walmart for necessities like groceries while pulling back on the discretionary spending that fuels Target. Walmart's and Amazon's ability to combine low prices with an extensive product selection and fast and convenient delivery will serve them well this holiday season, while Target has the harder task of convincing price-conscious shoppers to spend on nonessential items.
Amazon blocked several OpenAI-affiliated crawlers from accessing its site, a move first reported by ecommerce analyst Juozas Kaziukėnas. That marks the retailer’s latest attempt to keep third-party agents from encroaching on its turf and endangering ad revenues. Amazon’s insistence on keeping AI agents at bay is the right move for the company for the time being. Adoption is minimal for now, hampered by trust issues, clunky UX, and minimal merchant participation. However, the gates will have to open at some point—and the longer Amazon waits, the more ground it cedes to rivals like Walmart.
More shoppers are looking to make secondhand purchases this holiday season, according to two new reports. Nearly 40% of consumers’ holiday budgets will be spent on secondhand items, per ThredUp. The vast majority of US shoppers—81%—expect to shop secondhand for holiday gifts, according to OfferUp. Resale holds clear appeal to shoppers grappling with economic uncertainty and limited budgets. While saving money is a primary concern, shoppers are also drawn to the possibility of unearthing unique or one-of-a-kind items, as well as the environmental benefits of shopping secondhand.
Convenience stores are playing catch-up as they jump into retail media, exploiting their local reach to offer advertisers new ways to connect with shoppers. The brick-and-mortar landscape is highly fragmented—unlike ecommerce, where just a few players dominate. That provides an opening for convenience stores to become valued retail media partners. Their dense footprints, frequent visits, and strong ability to influence impulse buys can give brands targeted and measurable insights. C-store RMNs that can tie ad exposure to sales, use loyalty data, and offer multiple ways to surface ads are best positioned to deliver reliable performance to advertisers.
Eli Lilly became the first healthcare or pharma company to reach a $1 trillion valuation. Pharma’s entry into “the trillion-dollar club” is largely driven by success in the obesity treatment category that’s poised to reshape consumer health and wellness. However, Lilly’s particular rapid growth signals that while first-mover advantage in a high-demand disease area matters, it doesn’t guarantee staying on top. Pharma manufacturers can make up for not being first by committing to innovative drug development that drives more efficacious products, pursuing new clinical indications, and correctly anticipating market developments that may impact supply and demand.
The New York Times is posting advertising momentum as its proprietary AI stack reshapes how marketers reach premium audiences. Q3 ad revenues climbed 11.8%, with digital ads rising more than 20% and generative AI tool BrandMatch now powering more than 150 campaigns. NYT’s first-party data engine interprets emotional cues, reading patterns, and topic affinities to deliver precise contextual placements—fueling strong campaign lift for partners such as Crown Publishing and Belmond. With 11.76 million digital subscribers and a diversified product suite, NYT’s fully owned ecosystem gives it targeting capabilities most publishers cannot replicate.
The share of US adults who say quality materials define luxury dropped from 55% in 2021 to 49% in 2025, while those citing 'expensive' as the defining trait rose from 52% to 62%, according to an October report from Ipsos.
Authenticity (35%) and track record (32%) are the top two factors US adults consider when deciding which online product reviewers to trust, according to Ipsos data from October 2025.
The IAB’s 2025 Creator Economy report shows creator marketing has become a full-fledged media channel—one projected to reach $37.1 billion in spend next year, growing 26% YoY and outpacing the broader ad market by a factor of four. Nearly half of advertisers now call creators a must-buy, yet workflows remain fragmented across budgets, discovery tools, and measurement systems. With AI accelerating both production and complexity, the report lays out the emerging mandate: treat creator marketing as its own discipline with centralized budgets, standardized vetting, unified measurement, and formal AI governance. For marketers, real performance now requires real structure.
Walmart and Target closed their recent earnings calls on sharply different footings, but with a surprisingly shared vision for the immediate future.