The strategy: Starbucks is testing better-for-you products in a bid to win over more health-conscious consumers, per Bloomberg. Our take: Starbucks is making some necessary changes—but there’s still plenty of work to do. Consumers want brands that meet them where they are, and that means prioritizing ingredient transparency and wellness without sacrificing flavor or convenience. For Starbucks, that could mean cutting back on sugar in key drinks, expanding nutritional add-ins, and offering more customizable options. If executed well, this strategy could help Starbucks reassert its leadership in the premium coffee space.
The news: Healthline Media settled with the California Attorney General’s office over allegations that Healthline.com failed to opt consumers out of having their personal information shared for targeted advertising. Our take: State health data privacy laws are new, meaning we will likely see increased scrutiny and more enforcement action against companies that previously went unchecked. Healthline and other health content companies must verify that their opt-out tools work as intended while being transparent with advertisers about the consumer data they can and cannot share with them.
The news: Several leading medical associations representing hundreds of thousands of US clinicians, as well as scientists, researchers, and public health workers, have sued HHS Secretary Robert F. Kennedy Jr. and other top health officials over the government’s recent decision to make COVID-19 vaccines more restrictive. The big takeaway: Kennedy is running out of allies in the medical and pharma communities. If nothing else, the lawsuit could force Kennedy and his team to adhere to the legal framework in place for making sudden changes that disrupt the public’s access to vaccines.
The news: The newly passed Trump federal budget slashes healthcare spending by more than $1 trillion over the next 10 years. The takeaway: The cascading effect of federal spending cuts to Medicaid and ACA is poised to reshape US healthcare with more uninsured patients, lower payments and higher costs for physicians and healthcare systems, rural hospital closings, and increased costs for insurers. We expect advanced cost-cutting measures and lobbying for concessions as the industry braces for the initial effects next year.
The news: Dr. Kim Boyd, previously the chief medical officer of telehealth weight loss startup Calibrate, joins WeightWatchers as CMO as the company plans to launch perimenopause, menopause and post-menopause treatments and services for women ages 40-60 later this year. Our take: WeightWatchers will compete with several D2C telehealth for the underserved pre- and post-menopausal consumer market. However, we think its brand recognition among women ages 40-60, its long-standing weight loss support expertise and new Novo deal could catapult it ahead.
The news: YouTube’s viewing dominance is pushing publishers and media companies to look beyond it as a marketing channel and adopt it as a primary platform for airing TV episodes and original content. National Geographic now airs linear rerun streams on YouTube, and NBCU launched YouTube-centric media brands like Comedy Bites and Family Flicks. Our take: Brands should prioritize YouTube just as they do TV and TikTok, not as a dumping ground for extra assets. Launching campaigns with a YouTube-first media strategy—including original YouTube content and creator-first formats like Shorts—is the new table stakes.
The news: Gen Z’s media habits are changing fast—and most brands aren’t keeping up. New data shows Gen Z spends hours on social media daily, but not passively: they’re engaging in participatory, creator-led environments where trust and relatability matter more than production polish. Fifty-two percent say they feel closer to creators than celebrities. Gaming platforms like Roblox are central, with adults 25–34 averaging 100 minutes per session. Our take: legacy ad formats don’t cut it anymore. To earn Gen Z’s attention, brands need to integrate into native experiences, empower creators as collaborators, and measure more than just impressions.
The news: Sports-centric streaming service Fubo has agreed to pay $3.4 million to settle a lawsuit claiming it illegally distributed customers’ personal data to advertisers without consent. The lawsuit alleged that Fubo went against the Video Privacy Protection Act (VPPA) in 2023 by collecting personally identifiable information (PII), including data on consumers’ viewing history and location, and sharing this information with third party advertisers. Our take: Fubo’s lawsuit echoes growing concerns over how platforms approach data privacy and questions over the legality of using sensitive information to serve personalized ads—requiring that advertisers shift their strategies.
A new Adalytics investigation reveals that YouTube served ads from major brands like Disney, HBO Max, and Hulu alongside thousands of pirated films, live TV broadcasts, and exclusive streaming content—racking up over 250 million views. The report highlights systemic failures in YouTube’s content moderation and ad placement transparency, leaving advertisers with little visibility and minimal recourse for refunds. Worse, some studios may have inadvertently paid to retarget users who pirated their own content. As copyright enforcement lags and automation is gamed, brands and rights holders face financial, reputational, and legal risks in one of digital media’s biggest ecosystems.
In today’s episode, we talk about how AI has changed finserv’s approach to advertising and which areas of bank marketing will be affected the most. Join the discussion with host and Head of Business Development Rob Rubin, Analysts Lauren Ashcraft and Jacob Bourne.
The news: Fortnite-maker Epic Games settled its antitrust lawsuit against Samsung, ending claims that Samsung and Google blocked rival app stores, per Bloomberg. Epic had accused Samsung’s “Auto Blocker” of preventing third-party app store downloads, alleging collusion with Google. Samsung and Google previously denied wrongdoing, calling Epic’s claims “baseless” and “meritless.” Our take: With Epic’s continued disruption of app store ecosystems, marketers should prepare for a fragmented but freer market—alternative app stores allow more control over promotions, subscriptions, and bundled offerings.
The news: Bluesky added customizable notifications and activity alerts, helping users avoid notification fatigue and letting marketers reach more engaged audiences. Our take: If Bluesky continues building tools that prioritize user control and low-noise engagement, it could challenge X and Threads, especially among tech-savvy audiences who crave customization. Marketers should tailor content for small, more intentional user circles to increase the likelihood of notification subscriptions. This new feature highlights the importance of brand presence and engagement on Bluesky.
The news: Meta poached Apple’s top AI/ML engineer, Ruoming Pang, with a multimillion-dollar offer—marking another major hire for its fast-growing Superintelligence Labs (MSL), per Bloomberg. Our take: MSL’s AI breakthroughs will likely funnel into Meta’s core products—ads, targeting, automation, and content moderation. AI-powered Meta ads are already delivering almost 22% higher returns than average Meta ads, per The Drum. Advertisers should track how Meta’s talent advantage could enhance ad personalization and ROI. Start stress-testing campaigns with Meta’s AI tools now—before they evolve further—and align campaigns to AI-native ad products.
The news: Retail media infrastructure firm Topsort is helping major retailers like Woolworths, Kohl’s, and Magalu grow ad revenues by 60% in a single month, per CEO Regina Ye. Topsort’s Data Genie tool converts billions of data points into instant insights and replaces legacy analytics systems that delay campaign execution. Our take: With budget exhaustion, measurement complexity, and system fragmentation among top buyer complaints, retailers are eager to modernize. Topsort’s AI-powered tools offer transparency, speed, and flexibility—values that align closely with where the market is heading. The bigger question: Will fall product updates bring true interoperability or further entrench silos?
The situation: A cloud of uncertainty has hung over the US economy since the Trump administration’s April 9 pause of so-called reciprocal tariffs. That’s made it difficult for retailers and brands to plan for the short and medium term. The outlook is now poised to grow even murkier. President Donald Trump extended the pause period—originally set to expire on Wednesday—until August 1. At the same time, he announced new 25% tariffs on imports from South Korea and Japan, also taking effect August 1, along with steep additional levies on other countries. Our take: With companies planning to pass on about 70% of the cost of levies to consumers via higher prices, it’s no surprise that we expect tariffs to take a meaningful bite out of retail sales this year—whether we remain in the moderate scenario or shift into a heavier one. In such a dynamic environment, retailers and brands should rely on scenario modeling that accounts for a range of possible futures. They can hope for the best but plan for the worst to ensure they’re ready to adapt to whatever twists lie ahead.
The news: AI-powered search tools, including large-language models (LLMs) used by Perplexity and other AI companies, increasingly deliver unreliable data. Our take: Audit your AI stack. Don’t rely on outputs alone—verify the provenance of AI-generated data and prioritize tools trained on verified, high-integrity sources. Vet vendors based on transparency, update cycles, and data hygiene. If you’re using AI for decision-making, demand traceable accountability—because “good enough” answers can quickly become costly mistakes.
The news: AI-assisted content now dominates Google’s top search results, but pure AI rarely ranks No. 1, according to an Ahrefs analysis of 600,000 pages across 100,000 keywords. It found that most top-ranking content includes some AI input, but only 13.5% was purely human-written. Key takeaway: Google doesn’t care who wrote the content, only whether it’s of good quality. Marketers should use AI to move faster but rely on human oversight to ensure clarity, credibility, and connection. Optimizing content for authenticity, brand voice, and user engagement—as well as generative engine optimization (GEO)—could lead to higher rankings.
The news: TikTok is reportedly exploring a US-only version of the app amid ongoing discussions of a US ban and selloff, per The Information. The new app is said to align with the requirements of the Protecting Americans from Foreign Adversary Controlled Applications Act. Our take: A US-specific app would allow TikTok to potentially regain advertiser confidence in a critical market—but the new app’s success depends on how a new algorithm would impact the user experience.
The news: US ad employment continued its downward trend in June, with jobs in advertising, public relations, and related fields decreasing by 700 jobs, per the Bureau of Labor Statistics’ monthly employment report. The decrease marks the seventh consecutive month of ad industry job losses, per Ad Age. Our take: Rather than a temporary slump, declining ad employment is marking a structural shift that risks prioritizing cost-cutting and short-term efficiency over human insight and brand-building expertise.
Over a third (34.5%) of US B2B enterprise marketers believe there will be greater pressure to prove every dollar’s ROI in real-time in the coming year, according to a March 2025 survey from EMARKETER and StackAdapt.