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Demographics

Worldwide Gen Z interns at Goldman Sachs favor no AI over AI-only assistance across most categories, with 54% rejecting AI altogether in creative work, according to an August Goldman Sachs survey.

After years of athleisure dominating closets, denim jeans are back in the spotlight. As brands reinvest in fit, quality, and cultural relevance, the US denim market is set to reach $21.5 billion by 2028, according to Euromonitor International.

Gen Z’s financial strain is deepening as unemployment rises and wage growth slows, leaving many unable to cover basic needs. With joblessness among 20- to 24-year-olds hitting 9.2% and student loan relief tightening, younger consumers are cutting back—especially on dining out. Chipotle and Shake Shack both report declining sales from this demographic, though each is fighting back with loyalty perks and in-app promotions. Retailers like Urban Outfitters are also adapting through lower-cost private labels and localized assortments. Overall, younger shoppers’ pullback may pressure retail and restaurant sales through the holiday season.

Mobile gaming in-app purchase (IAP) revenues reached $21 billion worldwide in Q3 2025, per Sensor Tower—a number not seen since pandemic quarantines. Strategy, puzzle, RPG, and casino games led the field, with each bringing in over $2 billion. Time and money spent in gaming continues to rise, yet only 5% of media investments around the world go to gaming, per Dentsu. Start considering formats such as in-game ads, interstitial ads, and adjacent ads. Brands can also entertain partnerships for in-game gear and mini games. The time is now to boost advertising budgets for gaming platforms and titles as revenues grow.

Estée Lauder topped analysts’ profit and revenue expectations, aided by sales and market share gains in China and customer growth in the US. The parent of brands such as Clinique, Tom Ford, and Aveda said its results marked the start of its return to growth under a turnaround plan. Estée Lauder’s stronger-than-expected quarter shows that accessible pricing and product innovation is essential to growth in beauty, especially as competition continues to intensify. Gap Inc., for instance, is launching Old Navy Beauty, a youth-focused line of body mists and scents. Its move shows that even apparel retailers are muscling into beauty to lure Gen Z consumers, providing new pressure on established beauty brands.

Spanish-language media company TelevisaUnivision reported a rocky Q3, with notable downturns in net income, ad revenues, and overall revenues. TelevisaUnivsion and ViX still offer a compelling value proposition for brands seeking smaller, but influential Spanish-language audiences.

YouTube added a feature to help users peel themselves away from Shorts. Mobile users can now set a timer for Shorts that will trigger a notification and pause any videos currently playing—though the notification can be easily dismissed. The timer shows short-form’s addictive nature is a double-edged sword for both video platforms and advertisers alike, who could face intense scrutiny from parents—and thus regulators—over teen viewing habits.

As the oldest members of Gen Alpha prepare to turn 16 next year, they have more purchasing power than ever before. For retailers, that means the race is on to understand how to connect with a generation that is not only digitally native but has grown up with an expectation for an active, back-and-forth relationship with brands.

“Everything is shoppable,” said Christi Geary, executive vice president and head of agency at Advantage Marketing Partners (AMP), during a session at Advertising Week New York. “It’s no longer negotiable. It’s no longer a question of, should I pay attention here or there? You should pay attention everywhere, and you should do it all at a time, all at once.”

Meta announced updates to its brand safety and suitability capabilities for Threads and Instagram this week as it looks to gain advertiser trust in its platforms amid regulatory scrutiny. The new restrictions are a double-edged sword. On one hand, advertisers will have increased confidence in their ability to appear next to safe content that doesn’t damage brand image. But on the other hand, reaching younger audiences helping drive growth could become more challenging and require nuance.

Gen X and millennial women are a key force in the personal care and beauty market. They’re outpacing overall market averages across several core product categories, underscoring their importance for brand growth and retailer strategy.

In today’s episode, we talk about whether the “American Dream” is less achievable, or just different, how this new economic reality has reshaped consumer behavior, and how brands are marketing aspiration differently. Join the discussion with host and Head of Business Development, Rob Rubin, Senior Director of Briefings, Jeremy Goldman, and Analyst, Paola Flores-Marquez.

A recent Bank of America study highlights the diverging fortunes of lower-income versus middle- and higher-income consumers. Wealthier segments are benefiting from rising asset prices and wages, while inflation and muted income growth is putting less well-off segments in a precarious position. Consumers’ overall resilience masks differences between income segments, which is important to strategic planning and risk management as banks anticipate macro risks. Higher-income segments are traditionally lower risk, even when they carry high balances—but with a sharp reversal in economic conditions, that could quickly change.

After months of public and regulatory pressure, Instagram announced a sweeping overhaul of how teens experience the platform by applying the same “PG-13” principles used by the film industry. Its goal is to limit exposure to adult or explicit content and curb the backlash over teen well-being. Instagram’s PG-13 turn marks a new phase in platform governance where safety, not scale, defines success, and where brands must earn trust in a shrinking, more sheltered teen arena. Brands now need to create more nuanced campaigns to reach younger users without running afoul of guardrails or further alienating minors.

On today’s podcast episode, we discuss how Gen Zers are trying to limit their social media use, which platforms they are moving to (and away from), and where they are engaging with social creators offline. Join Senior Director of Podcasts and host, Marcus Johnson, Analyst, Paola Florez-Marquez, and Senior Analyst, Minda Smiley. Listen everywhere and watch on YouTube and Spotify.

65% of US adults plan to begin their holiday shopping before Black Friday this year, according to August data from McKinsey & Company.

New York City filed a sweeping federal lawsuit against Meta, Google, Snap, and TikTok-owner ByteDance, accusing them of addicting children and worsening a youth mental health crisis, per Reuters. The complaint states that the social platforms “exploit the psychology and neurophysiology of youth” to drive engagement and profit. Youth protection and digital well-being are now business imperatives. Marketers should expect tighter guardrails on engagement, targeting, and design and consider it an opportunity to build trust by carefully segmenting teen and adult experiences.

Amid a challenging economic climate, luxury brands seek new ways to prove value to and win over young shoppers. By serving food and drink alongside products, retailers are turning stores into places where consumers can linger, connect, and spend. Coach’s coffee strategy is a prime example.