Kroger lowered the top end of its full-year sales outlook as rising price sensitivity among lower- and middle-income shoppers weighs on spending. Consumers’ growing focus on value is leading to more trips, smaller baskets, and greater reliance on promotions and private labels. These patterns are driving Kroger to intensify price cuts and promotions to keep shoppers from trading down.
Most people who get their health coverage through the ACA marketplace anticipate being unable to afford rising premiums if enhanced tax credits lapse, with many expecting they’ll have to forgo insurance, per a just-released KFF survey. Unaffordable insurance—or no coverage at all—will force people into difficult choices, such as delaying care and treatment or cutting other essentials to pay for healthcare. With coverage gaps possible as soon as next month, insurers will need to help members navigate changing eligibility and costs to avoid losing them.
Pharma and biotech companies will soon be able to seek drug approvals with just one clinical trial instead of the standard two under upcoming policy changes from FDA chief Marty Makary, per STAT. While some drugmakers may benefit from the shift to a one-study standard by cutting both costs and timelines, vaccine manufacturers are facing pressure to produce more evidence of effectiveness.
Short-form video platforms like TikTok, Instagram Reels, and YouTube Shorts contribute to poorer cognitive and mental health, or “brain rot”, among viewers, per an analysis by Griffith University researchers. Research has previously linked social media use to mental health risks, especially for adolescents and young adults, but the rapid spread of short-form video adds a newer and increasingly common point of exposure.
Streaming TV advertising is moving toward transparency and accountability as DoubleVerify (DV) brings Open Measurement (OM SDK), a standard in desktop and mobile advertising, to streaming environments. Expanding access to OM SDK and providing standards for transparency in streaming will enable advertisers to plan and measure streaming ad campaigns effectively—marking a major industry shift.
This year’s Spotify Wrapped went out with fewer hitches than its underwhelming 2024 edition, but it now competes directly with recap offerings emerging from rivals like Amazon, YouTube, and Apple. Wrapped-style roundups have become cultural elements—shareable, identity-driven moments that make passive listening a form of social currency. As competitors replicate the format, the concept is shifting from a Spotify differentiator to a baseline expectation. Other brands could enter the space by creating their own Wrapped summaries, turning purchase behavior, sponsored influencer posts, or product usage into shareable moments.
Meta is making a strategic pivot. In a move that indicates a new era of fiscal discipline, the company plans deep cuts to its metaverse unit following a costly, multiyear investment, per Bloomberg. Meta is also bolstering its creative leadership by hiring Apple’s former head of UI design, Alan Dye, to lead a new creative studio merging design, fashion, and technology. Shifting from moonshots to market-ready polish opens the door to better-designed surfaces, more reliable performance, and ad products that feel more premium, integrated, and worth testing early.
LG Ad Solutions and Taboola are attacking connected TV (CTV) advertising’s biggest pain point: proving what premium TV exposure actually does. Their new Performance Enhancer tool connects LG’s audience data with Taboola’s Realize performance engine and open-web inventory, giving advertisers a single, global view of ROI from first impression to conversion, per Yahoo. Advertisers should pilot unified CTV-to-digital measurement now to boost ad inventory opportunities. Use automatic content recognition (ACR) segments to retarget high-intent viewers, and push partners for cross-channel reconciliation, tying ad spend to outcomes—not impressions.
Publicis Groupe’s 100th-anniversary film, “A Lion Never Gives Up,” blends live action with 4,500 AI-generated images to retell the company’s evolution and project its future. With more than half its workforce now in data, engineering, and AI, leadership says the next era will reward companies that fuse creativity with machine-driven operational scale. The film lands as Omnicom’s acquisition of IPG reshapes the competitive field, and Publicis argues its AI maturity gives it an edge in a more concentrated market.
Dentsu forecasts the global advertising market will surpass $1 trillion for the first time in 2026, growing 5.1% and powered by digital channels that will capture nearly 69% of total spend. Retail media leads with projected 14%–16% growth, while online video and social also expand double digits. Major global events—including the Winter Olympics, FIFA World Cup, and a packed political calendar—will drive attention and pricing pressure across markets. APAC remains the fastest-growing region, led by India and China, while the US will represent about 40% of worldwide spend. For marketers, algorithm-first planning, advanced measurement, and early tentpole buying will be critical.
TikTok users’ engagement-driven discovery habits offer a unique benefit to social marketers. Eighty-three percent of weekly US users ages 13 and older have taken some type of action after seeing an ad on TikTok, per Edison Research’s The Infinite Scroll report, and 64% have used TikTok to discover new music, 47% to find new podcasts, and 30% to discover audiobooks. To capitalize on TikTok users’ discovery mindset, broad reach, and positive UX, focus on building campaigns that tap into trending sounds, videos, and behaviors to meet users during moments of intentional discovery.
PNC’s redesigned app, launching in H1 2026, will include “incremental functionality.” The bank hinted at digital direct deposit switching and instant debit card issuance. The new app is a culmination of several years’ worth of work replatforming digital banking. PNC’s aggressive strategy for branch banking includes deploying $2 billion on more than 300 new or renovated branches through 2030 and hiring 2,000 people to support them. When executed well, branch investments should pay off with increased brand awareness and more sales across channels.
Bank of America (BofA) is recommending that clients allocate up to 4% of their portfolios to crypto, a more crypto-forward stance than previously and one that clicks with demographic trends. What seems like a minor change to investment policies further legitimizes crypto as a mainstream asset and will have a long-term positive impact for BofA. Other banks should be prepared to do the same: Crypto as an investment is no longer niche, and institutions that don’t adapt will be left behind.
Canada’s Laurentian Bank agreed to break apart and sell itself after years of lackluster performance. National Bank of Canada will buy Laurentian’s consumer and small business banking portfolios at book value. Laurentian struggled to differentiate itself favorably. And its lack of scale means it hasn’t had the resources to modernize its infrastructure and operations or grow beyond its home market of Quebec. With the breakup of banks, the list of large financial institutions in Canada is shrinking, and the largest are only getting bigger.
WPP, once the top advertising group globally, will be retired from the FTSE 100 after almost 30 years as its market value has fallen dramatically in recent years. Removal from the FTSE 100 and a plummeting market value indicates that WPP’s struggles are deep-rooted and unlikely to vanish in the near future. For advertisers, the current imperative is to rethink partnerships, explore alternatives, and increase diligence.
Google is leaning hard into hyper-personalization as its key advantage in AI, and its secret weapon is decades of user data across Gmail, Maps, Photos, Chrome, YouTube, and Nest, per TechCrunch. Google Search vice president Robby Stein says advice-seeking queries are rising, and subjective questions benefit most from AI that “knows you.” Discovery is shifting from keyword inputs to content-rich multimodal signals, and brands can anticipate this by treating Gemini as one channel in a broader mix.
Agencies tell Digiday that The Trade Desk (TTD) is softening its long-held stance on pricing, opening the door to fee negotiations as Amazon DSP gains traction with lower costs and competitive performance. Advertisers should revisit programmatic fee structures, elevate competitive benchmarking in annual planning, and negotiate for joint business plans that tie costs to incremental spend or measurable outcomes.
Midmarket department stores entered the holiday season with surprising momentum after strong Q3 results, prompting Macy’s, Kohl’s, and Dillard’s to raise their outlooks. But the improvement comes amid a strained consumer environment as low- and middle-income shoppers remain cautious. Softer Black Friday traffic and growing shifts toward off-price chains signal ongoing pressure. The results suggest that despite signs of progress, these retailers must sharpen their value proposition to compete more effectively for value-seeking consumers in the months ahead.
TikTok Shop’s US GMV exceeded $500 million from Black Friday through Cyber Monday, fueled by a nearly 50% jump in shoppers and rapid momentum in livestream commerce. Brands and sellers using livestreams saw 84% sales growth as viewers engaged with more than 760,000 sessions generating 1.6 billion views, a trend amplified by major influencers like Kim Kardashian. Other platforms, including Whatnot, also posted strong holiday results, signaling growing comfort with live buying. The data points to TikTok Shop’s accelerating scale and suggests it is well positioned to capture a larger share of holiday spending as more major brands join the platform.