AppLovin’s launch of Axon marks its transformation from mobile gaming to full-scale AI ad platform — and one of ad tech’s boldest pivots yet. The new Axon Ads Manager promises real-time AI bidding, Shopify integrations, and transparent attribution as the company positions itself as a performance-driven alternative to Meta and Google. The rollout comes as the SEC investigates AppLovin’s data practices, spotlighting the tension between AI-powered innovation and compliance. Marketers see opportunity — regulators see risk.
Performance channels are gaining traction among B2B marketers, with 84% now shifting from traditional, impression-focused approaches, per a Madison Logic survey. Brands should keep investing in performance marketing for its resilience amid economic headwinds. The added flexibility will let them adapt based on rapidly shifting economic signals and consumer behavior changes.
Amazon is closing four Fresh supermarkets in Southern California, following earlier shutdowns and a UK conversion of all Fresh stores into Whole Foods locations, signaling potential retreat from its mass-market grocery experiment. Despite Fresh’s struggles, CEO Andy Jassy remains bullish on grocery, focusing on expanding same-day delivery and launching the low-cost Amazon Grocery line to attract inflation-hit shoppers. Yet Amazon’s limited physical footprint—far smaller than Walmart’s or Kroger’s—continues to hinder its offline ambitions. While digital efforts show promise, the company still lacks a cohesive grocery formula without a major acquisition.
Most (53.7%) visits to US fashion and apparel websites came from direct traffic between July 2024 and June 2025, per an August SimilarWeb report.
Commercetools has debuted Cora, an AI shopping assistant that enables conversational commerce directly on retailers’ sites. Available in preview, Cora interprets natural language queries (e.g., “a red dress under $150”) and maintains context across devices, guiding users through search, filtering, and checkout. Unlike static chat widgets or keyword search, Cora reduces friction in the path to purchase by making AI a functional part of the shopping journey. The white-label model helps brands retain control and identity while tapping into Commercetools’ infrastructure—positioning Cora as both a conversion tool and a brand-safe alternative to third-party discovery engines.
In five years, Instacart’s retail media network (RMN) has transformed from a simple performance engine into a full-funnel, end-to-end marketing ecosystem.
Ikea’s parent company Ingka Group is acquiring US logistics tech firm Locus to strengthen its ecommerce operations and speed up deliveries. Locus’ AI-driven tools will optimize route planning, real-time tracking, and resource use, potentially saving Ikea around €100 million annually. The deal reflects Ikea’s push to improve digital experiences and compete with online retailers like Wayfair as ecommerce rises to 28% of sales. Combined with its smaller urban stores and new retail partnerships, the investment underscores Ikea’s strategy to create a more flexible, customer-focused model for long-term growth in the US market.
This year’s Amazon Big Deal Days sale is shaping up to be another success, according to multiple forecasts. Bain and Adobe both forecast healthy growth, while we expect Amazon's ecommerce sales to rise 8.8% YoY to $8.84 billion. A strong consumer appetite for October sales could bode well for the holiday season, although we—and most other forecasters—expect growth to slow as uncertainty weighs on spending.
Fandom is driving brand growth, according to an Advertising Week New York 2025 panel presented by Spotify emphasizing the audio platform’s role in reaching engaged fans dedicated to their favorite artists. Brands must tap into fandoms that align naturally with brand offerings, key audiences, and ad strategies.
PayPal launched PayPal Ads Manager so that small- and medium-sized businesses (SMBs) can create their own retail media networks and generate new revenue streams, per a press release. Layering retail media networks within its financial media network gives PayPal a dual pipeline for revenues. Within its Q2 2025 earnings, Brand Experiences accounts for two percentage points of growth YoY, matching P2P and Venmo. PayPal stands to juice these sectors even more, as advertisers and businesses clamor for access to valuable transaction data. Shoppable ads can reduce conversion friction, which could become a major differentiator for SMBs considering the best place to allocate their advertising budgets.
This sponsored video by Contentful will explore the strategies driving success this holiday season.
The US beer industry is experiencing a rare downturn after years of steady growth, with overall sales down 1.2% and craft beer slipping 3.9% year over year. Constellation Brands has been hit particularly hard as inflation and immigration pressures strain Hispanic consumers, a key market for its Mexican beer portfolio. Sales of Modelo, Corona, Pacifico, and Victoria have all fallen, but new products like Corona Sunbrew and Corona Non-Alcoholic are gaining momentum. To stay competitive, breweries are learning that agility, innovation, and responsiveness to shifting tastes are now essential for long-term growth.
United Airlines teamed up with Instacart to give its loyalty program members sweetened perks like free grocery delivery and bonus miles. The $0 delivery fee—what United calls a first for an airline—applies on orders placed just before, during, or shortly after a domestic flight. Loyalty program participants can also earn miles for setting up new Instacart+ memberships and for linking their United and Instacart accounts.The United-Instacart collaboration is more than just a marketing tie-up. It shows how companies are responding to the desire for more flexible loyalty programs and sets the stage for more cross-industry ties among retailers, travel companies, and other industries.
On today’s podcast episode, we discuss the moving target that is consumers’ perception of using AI in advertising, how marketers feel about the technology, and the share of ad buying that is likely to be delegated to AI. Join Senior Director of Podcasts and host, Marcus Johnson, Analyst, Marisa Jones, and Senior Analyst, Gadjo Sevilla. Listen everywhere and watch on YouTube and Spotify.
Nearly half (49%) of middle-income US holiday shoppers are concerned that gifts will be more expensive this year, according to July 2025 data from Bankrate.
PayPal will make its Pay Monthly installment loans available in-store in the US ahead of the holiday season. For competing BNPL providers, PayPal’s rewards structure now far outstrips what most of them offer. Competitors should consider more strategic partnerships with desirable Gen Z and millennial brands to strike directly at the root of where young consumers are shopping, and cut deals with those merchants for more favorable cash back rewards.
To modernize its image, Cracker Barrel swapped its heritage-rich logo for a sleek, simplified wordmark. The change sparked immediate backlash, forcing the company to reverse course days later. The rebrand faltered for several reasons, chief among them a failure to understand its core audience.
Adobe Analytics projects US holiday ecommerce sales to grow 5.3% year over year to $253.4 billion, marking a sharp slowdown from last season’s 8.7% gain as higher prices and cautious consumer sentiment curb spending. Retailers are expected to mirror last year’s steep discounts, using strategic markdowns to entice shoppers toward higher-value purchases. At the same time, AI-powered shopping and social commerce are transforming buying behavior, with AI-driven traffic forecast to jump 520% and social sales up 51%, reshaping how consumers discover and decide what to buy.
DoorDash rolled out a series of updates to make it easier for advertisers to purchase inventory and measure campaigns. Intermediaries like DoorDash are benefiting from advertisers’ frustrations around walled gardens and measurement challenges. We expect US commerce intermediary media network ad spending to jump 20.2% this year to $2.74 billion—nearly 40% higher than the combined retail media revenues of Target, eBay, and Etsy.
Walmart’s OnePay will reportedly offer crypto trading and custody through its banking app, per CNBC. Major retailers like Walmart and Amazon can save substantial margin on each transaction if they can get consumers to use their own crypto instead of traditional payment rails. While the ramp up to stablecoin issuance would take time, more operationally ready ventures like crypto-powered remittances stand as easier plays to execute.