TikTok now reaches audiences and moments that traditional TV can’t. For brands, it’s become an essential platform to stay culturally relevant and capture attention where people are most engaged.
Ikea is proceeding with its $2.2 billion US expansion, undeterred by new tariffs on lumber, kitchen cabinets, and other furniture. The company is confident that its reputation for affordable furniture and home goods will help it thrive, even in a challenging housing market. However, expanding Ikea’s share of the market is contingent on the company expanding its brick-and-mortar presence.
Gen Zers and millennials will lead the charge in shopping with AI agents, but not without guardrails. Nearly half of Gen Zers (47%) and millennials (48%) say they are at least somewhat likely to let AI agents buy things for them, per a YouGov survey. Among likely AI agent adopters, 53% would require approval before letting AI buy anything under $100. For brands, deploying responsible AI agents is key. That means constantly monitoring customer-facing products for hallucinations, keeping humans in the loop to establish accountability and accuracy, and ensuring customers are getting the experiences they want.
The US is facing a worsening cost-of-living crisis as wages fail to keep pace with rising expenses in groceries, housing, and energy, leaving 67% of Americans living paycheck-to-paycheck. Consumer confidence has dropped to recession-era levels, while credit card debt and student loan burdens intensify financial strain across income groups, even among affluent households. With spending shifting toward essentials, retailers and brands are under pressure to emphasize value through private-label products, aggressive discounts, and loyalty programs. Companies that adapt to consumers’ value-conscious mindset will be best positioned to weather the downturn.
Mastercard launched a commerce media network. Unlike rival networks, Mastercard already has a set of anchor partnerships, including Citi, WPP, American Airlines, and Microsoft. Mastercard will remain the biggest fish in the commerce network media pond—barring Visa’s entrance into the space. Until then, Mastercard has a chance to set the standard for how payment networks can monetize their first-party data.
Conagra beat Q1 earnings and sales expectations, but ongoing headwinds from tariffs, inflation, and shifting consumer behavior weighed on results. Net sales fell 5.8% year-over-year to $2.63 billion, while adjusted EPS dropped 26.4% to 39 cents, still ahead of forecasts. Snack sales showed mixed performance, with Slim Jim and David sunflower seeds gaining but Boomchickapop and Duncan Hines slipping due to promotion timing and higher cocoa costs. With consumers trading down to store brands, Conagra faces pressure to balance price hikes with value-driven strategies that reinforce loyalty and protect market share.
The majority (70%) of US adults do not trust health information coming from President Donald Trump, according to June 2025 data from Ipsos and Axios.
The news: The latest actress generating buzz across Hollywood isn’t real. “Tilly Norwood,” an AI-generated persona created by Particle6, drew sharp critiques from Hollywood personalities and unions. Our take: Consumers still report a deep distrust of AI influencers. For now, partnering with corporeal influencers is the safer path for most brands.
Spotify announced updates to its advertising offerings on Wednesday, expanding access to its inventory and enhancing its addressability capabilities for programmatic buyers through several new partnerships via Spotify Ad Exchange (SAX). Spotify’s new features are showing the company’s dedication to improvement, warranting experimentation for brands who are hesitant to leverage evolving resources.
Amazon is expanding its Prime Video live sports push through major deals with the National Basketball Association (NBA). For advertisers, the betting landscape, combined with mounting options to advertise in live sports, offers opportunities to connect with highly engaged and passionate audiences as platforms expand.
Ralph Lauren is expanding its hospitality empire, with plans to open a new Polo Bar restaurant in London in 2028. That outpost will join others in New York, Milan, Chicago, Chengdu, and Paris. With luxury sales under pressure as aspirational customers pull back, hospitality concepts are an opportunity for brands to keep shoppers engaged and maintain heat. By deliberately courting social media attention, and using tactics like exclusive merchandise to build excitement, brands can create more opportunities for customers to spend time (and money) on their properties.
Meta will begin using conversations with its AI assistant to personalize ads and feeds across Facebook, Instagram, and WhatsApp starting December 16. The change represents Meta’s most aggressive AI monetization effort to date, moving beyond likes and follows to conversational intent—a richer, real-time signal of consumer interest. Regulators are already raising alarms about surveillance and privacy. With 98% of Meta’s revenues tied to ads, even small gains could shift billions.
The smart home wars are shifting from hardware and voice assistants to AI strategy. In back-to-back announcements this week, Google and Amazon introduced the next phase of connected devices with AI front and center. Both companies are racing to turn smart speakers and displays into AI hubs and ad ecosystems. Marketers should start testing conversational ads, commerce integrations, and context-driven experiences on both platforms as usage scales and the next dominant household gatekeeper takes shape.
Half (50%) of Gen Z consumers have been driven to purchase by a social media ad, per an August YouGov report.
PayPal’s Honey browser extension will start recommending products based on users’ conversations with chatbots, per a press release. Relying on the Honey browser extension rather than striking individual partnerships with each major AI platform is a far more expedient pathway to broaden Honey’s reach across AI-based shopping. And by keeping the selection and checkout processes squarely in the province of the user, Honey gets to reap the benefits of the rise in AI-enabled product discovery without the associated risks of agentic commerce.
Bank of America introduced "Capital Markets Insights" on its CashPro® App for US-based clients, providing a centralized mobile view of market and investment-grade issuance data, per a press release. This aims to simplify debt issuance decisions for CFOs and treasurers. Moving all valuable information to one mobile app is a tried and true strategy for increasing mobile app engagement and improving customer retention—because those customers don’t need to go elsewhere to accomplish their banking tasks. This is an important step to retain and deepen relationships with corporate clients by integrating high-value, previously fragmented capital markets data directly into clients’ workflows.
Schwab is making a decisive move to serve ultra-high-net-worth (UHNW) clients, those with at least $30 million to invest, per Investopedia. To accomplish this in a segment traditionally dominated by larger competitors, the firm plans to open 16 new branches, expand or relocate 25 existing branches, and hire over 400 new branch staff. Schwab is covering its competitive bases by leveraging its existing robust digital platform with a newly enhanced network of high-end, strategically placed branches. With 43 million accounts across its brokerage and banking divisions, this strategy is designed to poach assets from competitors and seamlessly graduate non-UHNW clients into higher-end, enhanced service accounts.
The Royal Bank of Canada (RBC) plans to grow its US banking operations by acquiring highly sought-after wealth-management firms, per Private Banker International. According to CEO Dave McKay, the bank wants advisers who can attract new clients as well as firms that bring in sweep deposits, which will strengthen RBC’s funding base. With this strategy, RBC intends to build, scale, and deepen client relationships quickly, leveraging existing capital strength. But because the US wealth market is very competitive, RBC must prioritize building its US brand recognition to bolster its chance of post-acquisition success.
Consumers are taking control of their shopping journeys and redefining brand engagement. Heidi Waldusky of Quad joins EMARKETER’s Arielle Feger to discuss how marketers can build trust, create cross-channel stories, and connect with Gen Z and Gen Alpha.
Horizon Media and Havas are teaming up in a new $20 billion joint venture, Horizon Global, designed to add scale without a full merger. Headquartered in New York, the entity will focus on U.S.-centric global accounts while Horizon and Havas continue operating independently. Horizon Global unites Horizon’s Blu platform and Havas’ Converged.AI into a new system called BluConverged, billed as the first AI-native media network. The move comes as Omnicom and Interpublic finalize a $13.5 billion merger, intensifying competition across the agency sector. Horizon Global offers clients a more flexible, performance-based alternative to mega-holdcos weighed down by bureaucracy.