The news: Apple could soon renew its smart home and robotics plans with a slew of products. The hardware giant is planning an AI-enabled tabletop robot, per Bloomberg, a smart home camera, and a smart speaker with a display. This could all be accompanied by a major Siri upgrade built on large language models (LLMs). Our take: This could be Apple’s biggest ecosystem play since the iPhone. If successful, it could drive growth in a post-iPhone era, reestablish Apple in the AI game, and usher in a new era of home-based intelligence.

AI shopping assistants are reshaping product discovery and threatening retail media’s search-driven model. RMNs and advertisers need to adjust strategies to protect their market position and seize the opportunity to turn disruption into growth.

Three in four US online shoppers consider fast delivery to be important, per a YouGov survey. Just 8% believe it to be unimportant. Thanks to Amazon Prime and similar offerings, consumers have come to expect free and fast shipping. But if forced to pick between the two, shoppers will accept slower delivery speeds if it means no extra cost. That’s good news for brands that can’t afford to compete with the likes of Amazon and Walmart on speed.

Amazon is expanding same-day delivery for fresh groceries to over 1,000 US cities, with plans to reach 2,300 by late 2025. The rollout integrates perishables into its core app for single-cart checkout alongside other goods, offering Prime members free delivery on orders over $25. Early pilots saw strong adoption, especially from first-time grocery buyers who shopped more frequently after trying fresh food. The move pressures rivals like Walmart, Instacart, and Kroger in a slowing but sizable $271 billion online grocery market. If Amazon can convert trial users into loyal customers, it could reshape expectations for grocery delivery speed and convenience.

Retailers are stretching traditional holiday shopping periods into longer seasons and creating new shopping moments throughout the year, as consumers become more strategic about their spending and retailers seek to drive consistent traffic.

The news: Despite consumers’ rising use of AI agents for search, shopping, and discovery, brands are falling behind on generative engine optimization (GEO) strategies. 47% of brands have no deliberate GEO strategy or have no idea if they appear at all in AI agent responses, per a new report from Cordial. Another 47% have only just begun optimizing content for AI discovery. Our take: To boost visibility, brands should optimize for conversational context and create structured, machine-readable content that AI can index, like clear website FAQs, TL;DR summaries, and detailed product specs. Expanding presence across social platforms that feed AI training models, such as Reddit, Quora, and YouTube, can also improve chances of surfacing in AI-generated responses.

AI-fueled gains kept Google, Meta, and Amazon atop Q2’s ad market, but slowing engagement, murky ROI, and macro risks leave the triopoly’s future growth story more complex than the headlines suggest.

This report compares our 2025 US ad spending and time spent with media forecasts. It identifies incongruities between how marketers are spending ad dollars and where consumers are spending their time.

The news: Paramount struck a $7.7 billion, 7-year agreement with UFC in its first big move after closing its merger with Skydance. The deal will see all 43 live annual UFC events streamed exclusively in the US on Paramount+, while select UFC events will be simultaneously aired on CBS. Our take: With its UFC deal, Paramount is taking the first step toward regaining audience share and ad spend post-Skydance merger, banking on live sports’ steady draw for viewers and marketers.

For advertisers, the increasing fragmentation within the search landscape can be quite frustrating and challenging. “But for consumers it feels like ease and convenience," said our analyst Sarah Marzano on a recent episode of "Behind the Numbers." "We're able to conduct product searches wherever we're spending time and go on a journey that's tailored to the mindset we're in."

The news: Apple Intelligence could integrate OpenAI’s GPT-5, its latest model that combines traditional ChatGPT capabilities with deepo3-series reasoning, as early as next month, per 9to5Mac. Updates for a more personalized and intelligent Siri, originally expected in the iOS 18.4 update, were delayed in March until sometime “in the coming year.” GPT-5 could accelerate that timeline and give Apple a more robust foundation for a truly conversational, autonomous assistant Our take: Marketers and publishers should prepare for reduced visibility through traditional search if assistants like Siri can effectively answer user queries directly. Focus on generative engine optimization (GEO) for conversational AI discovery—think FAQs on websites and succinct answers that large language models (LLM) can easily surface.

The news: Gen Z is reshaping how consumers shop, spend, and stay well—without ever leaving their screens. US Gen Zers record 425 digital actions a month—40.3% more than Gen Xers and 141.5% more than baby boomers, per PYMNTS Intelligence. Our take: Brands should partner with carefully chosen SMEs to expand reach. High social video subscriber counts won’t bring the best ROI if creators aren’t well-versed in what they’re promoting. They should also ensure websites and checkout processes are frictionless. Gen Z wants quick, effortless experiences. Brands that provide those have the best chance to win them over, and other generations will follow their lead.

Ad spending on US commerce intermediaries is set to approach $4 billion by 2027, outpacing other nonretail media cohorts. Key players like DoorDash and Instacart are evolving from delivery apps into full-scale media networks, driving performance and reshaping the commerce media landscape.

This is the first installment of our annual “Mexico Ad Spending Benchmarks” series, which helps ad buyers and sellers calibrate their spending and revenue mix against the market.

This is the first installment of our “Mexico Ad Spending Benchmarks” series, which helps ad buyers and sellers calibrate their spending and revenue mix against the market.

This is the first installment of our “Mexico Ad Spending Benchmarks” series, which helps ad buyers and sellers calibrate their spending and revenue mix against the market.

The news: OpenAI is bringing its newest models to Amazon Web Services (AWS) for the first time, marking a major milestone in the ongoing battle for AI cloud dominance. Its open-weight models, gpt-oss-120b and gpt-oss-20b—available via Amazon Bedrock and SageMaker AI platforms—are able to handle complicated text-based operations and integrate into cloud-based systems. Our take: OpenAI’s models are getting easier to access, meaning lower costs and fewer technical hurdles to trying powerful AI tools. AWS customers should start testing oss-120b and oss-20b for things like generating subject lines, social copy, and campaign variations and explore ways to fine-tune the models with company data.

The news: Amazon plans to put ads in its AI-powered Alexa+ voice assistant to boost product discovery and profits. Our take: If Amazon rolls out sponsored answers to Alexa+ user queries or in-conversation ads, the voice assistant’s vast trove of personal user data will help marketers target consumers on a micro level. However, if hallucinations arise and lead to irrelevant or inaccurate product recommendations, Amazon risks eroding both user trust and brand confidence.

Ulta Beauty is tapping into trends like Korean beauty and wellness to stay relevant with younger consumers while Pop Mart has created viral excitement around its collectibles through smart digital marketing and gamification. In addition, Urban Outfitters has launched a back-to-school dorm makeover contest and Away Luggage is enhancing the travel experience with a giveaway. Here are the eight most interesting retailers and brands from last month, as ranked on our “Behind the Numbers” podcast.

The gap between retail’s most and least digitized categories will grow even wider.