The news: Novo Nordisk missed an important patent filing deadline in Canada for its weight loss and diabetes drug semaglutide, opening the door to generics as soon as next year. Our take: If Sandoz and other generic makers start selling semaglutide GLP-1 drugs in Canada next year, FDA approval for states may not matter. If drugmakers do start selling generic GLP-1s in Canada, Novo will see Ozempic brand sales drop, but the GLP-1 market could see a generics’ explosion.

National Bank is distinguishing itself as the first major Canadian bank to implement a secure data feed (API) for its retail customers to share financial information with approved fintech applications, putting it ahead of Canada's potential 2026 open banking rollout. This innovative approach significantly reduces security risks by redirecting customers to National Bank's own website for identity verification, eliminating the need for customers to share online banking passwords with third-party aggregators (known as "screen scraping"). By taking an 80% stake in Flinks, a financial data aggregator that now accredits fintechs, National Bank transforms a potential threat to customer loyalty into an opportunity to deepen relationships, ensuring it remains the central hub for customers' financial lives even as they use other apps.

"Nobody knows what's going to happen and when," said our analyst Rachel Wolff on a recent “Behind the Numbers” podcast, about the potential impact of tariffs. "Everybody's just waiting until the last possible minute to figure out, will these actually go into effect?" Retailers are bracing for disruptions as President Donald Trump’s on-again, off-again tariffs on imports from Mexico, Canada, China, and the EU loom.

In our exclusive survey with ESW, data from shoppers in 18 countries reveals new twists in the path to purchase, the rising momentum of marketplaces, and the resilience of age-old fundamentals.

Retail media will account for about 1 in 5 digital ad dollars this year. That’s about double the share it held in 2020. We expect it to surpass the one-quarter mark by 2028.

A series of major milestones are on tap for total media and digital media ad spending around the world in 2025, although growth will be uneven across countries and regions.

President-elect Donald Trump's second term promises profound shifts across commerce, technology, and regulation that will reshape how businesses operate and consumers behave. As the president-elect prepares to take office, his policy priorities are already triggering market reactions and pivots from major corporations.

Wayfair pivots from Germany to focus on physical retail: The country’s challenging economic climate is one reason the retailer is reallocating resources to areas with better long-term potential.

Trump is reportedly scaling back tariff plans: While he may not implement a 20% tariff on everything imported into the US, the still-vague plans are already having ripple effects.

OTT video is popular whether it’s free or paid. Every global region and country we track is engaged with these platforms, some very deeply. But new viewers will be hard to find.

Trump’s tariffs on key trade partners may drive up prices for semiconductors, EVs, and phones, threatening global supply chains and inflating costs for consumers.

As open banking nears, financial institutions should be thinking about its impact on customers who likely bank elsewhere, too.

Mercado Libre is beating Amazon at its own game in Latin America: The former is expected to represent more than half of all retail media ad spending in the region, while the latter continues to lose share to local players in Brazil and Mexico.

In today’s episode, host Bill Fisher is joined by analysts Paul Briggs, Matteo Ceurvels, and Jasmine Enberg to discuss the pervasive nature of digital in political campaigning. How big is the disinformation problem? And are we in line for an existential AI crisis when it comes to political messaging?

Netflix to develop in-house ad platform: The streaming giant will end its Microsoft partnership to offer better targeting and analytics.

Our debut worldwide digital gamer forecast reveals that growth has slowed considerably, mainly because gaming is already a common and popular activity for internet users in almost every country. But some markets are more enthusiastic than others.

Just a third of adults in Canada will use mobile peer-to-peer (P2P) payments this year, and adoption will barely grow through 2027. Mobile banking apps and digital wallets must rethink their strategies to capture P2P users—making the most of a population that doesn’t yet have strong P2P brand loyalty.