On today’s podcast episode, we discuss why 7-Eleven is opening more stores even as foot traffic falls, explore its next engine of growth, and consider some bold moves that could help future-proof the convenience store giant. Listen to the discussion with Vice President of Content and host Suzy Davidkhanian, Senior Analyst Blake Droesch, and Principal Analyst Sarah Marzano.
The race to succeed Twitter is maturing into a two-lane race. Meta’s Threads has surged to 150 million daily active users, per Meta, while decentralized rival Bluesky has climbed to 40 million users, per TechCrunch. The post-Twitter world is segmenting. Threads offers scale and a burgeoning ad ecosystem, but Bluesky might be better for more organic brand engagement with specific user groups. For brands, the opportunity lies in balance: Use Threads for audience growth and measurable performance and Bluesky to test tone, voice, and authenticity. Together, they offer a preview of where digital conversation and brand storytelling are headed next.
On today’s podcast episode, we discuss the big 3 questions surrounding Netflix in Q3 and beyond: expectations for its ad business, the impact of Netflix House, a new deal with Spotify, or something else? Join Senior Director of Podcasts and host, Marcus Johnson, Senior Analyst, Ross Benes, and Senior Editor of Briefings, Daniel Konstantinovic. Listen everywhere and watch on YouTube and Spotify.
On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of October. Each month, host Suzy Davidkhanian, Arielle Feger, Becky Schilling, and Emmy Liederman (aka The Committee) put together a very unofficial list of the top eight retailers they're watching based on which are making the most interesting moves: Who's launching new initiatives? Which partnerships are moving the needle? Which standout marketing campaigns are being created? In this month's episode, Committee members Suzy Davidkhanian and Arielle Feger will defend their list against Senior Analyst, Blake Droesch and Analyst, Rachel Wolff, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.
Coca-Cola and Hershey’s are redefining what innovation looks like for century-old brands. Both companies are building repeatable systems for creativity rather than chasing trends. Coca-Cola created a proprietary AI-driven design system that converts brand rules into machine-readable code, allowing global teams to scale creative consistency instantly. Hershey’s built feedback loops that turn employee empathy and standardized KPIs into actionable insights. Together, they illustrate how legacy CPGs can combine data discipline with creative freedom—using structure to accelerate, not stifle, imagination. Innovation, they argue, isn’t chaos; it’s a system you can build.
On today’s podcast episode, we discuss what OpenAI as the next big operating system maker looks like, how they might make money from this, which integrated apps will become most popular inside ChatGPT, and how this potential super app could impact consumer AI devices. Join Senior Director of Podcasts and host, Marcus Johnson, Analyst, Grace Harmon, and Principal Analyst, Yory Wurmser. Listen everywhere and watch on YouTube and Spotify.
On today’s podcast episode, we discuss how digital has changed in 2025: why the digital ad triopoly (Google, Meta, and Amazon) are losing influence, how YouTube is still under valued, how AI search behavior is changing, and more. Join Senior Director of Podcasts and host, Marcus Johnson, VP of Global Content Operations, Eleni Digalaki, and Principal Analyst, Yory Wurmser. Listen everywhere and watch on YouTube and Spotify.
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.
On today’s podcast episode, we discuss how “The Savings Wrangler” campaign was dreamt up, how GoodRx will measure its success, and what new spaces the medication savings company is moving into. Join Senior Director of Podcasts and host, Marcus Johnson, Senior Analysts, Rajiv Leventhal and Beth Snyder Bulik, and Chief Marketing Officer at GoodRx, Ryan Sullivan. Listen everywhere and watch on YouTube and Spotify.
On today’s podcast episode, we discuss more ‘very specific, but highly unlikely’ predictions for the end of 2025 and start of 2026. If a major US news organization like CNN or CNBC will soon get acquired by a billionaire, why Pepsi could split into separate snack and beverage businesses, and the road to full funnel, hyper relevant connected car ads. Join Senior Director of Podcasts and host, Marcus Johnson, Senior Director of Forecasting, Oscar Orozco, and Vice Presidents of Content, Suzy Davidkhanian and Paul Verna. Listen everywhere and watch on YouTube and Spotify.
On today’s podcast episode, we discuss our ‘very specific, but highly unlikely’ predictions for the end of 2025 and start of 2026. Whether Snap’s Spectacles will gain traction faster than Meta’s Ray-Bans have, if Netflix will start showing users shoppable product placement ads, and if TikTok will introduce a GenAI assistant to the app with commercial intent. Join Senior Director of Podcasts and host Marcus Johnson, Director of Reports Editing, Rahul Chadha, Senior Analyst, Max Willens, and Principal Analyst, Yory Wurmser. Listen everywhere and watch on YouTube and Spotify.
Leaders in fintech gathered at Finovate Fall in New York City to discuss emerging trends facing the industry. The payments industry is experiencing multiple points of disruption with agentic AI, new modalities of payments, and regulatory changes all placing pressure on ecosystem participants. Players who understand how to leverage their value during this transition period will cement their relevancy in the coming years.
At Tuesday’s “Awe Dropping” Apple event, the hardware giant unveiled next-gen AirPods, Apple Watch models, and iPhone 17 series. Apple is pacing its AI rollout, waiting until users are ready and the tech can show real value. By banking on product innovation and design, it secures its dominance in the smartphone space. However, as rivals push out increasingly capable AI features, Apple’s silence may come across less like strategy and more like struggle. It may be time for Apple to consider more outside generative AI (genAI) partnerships, lest it fall too far behind to catch up—even on its own terms.
The news: AI startup Anthropic raised a staggering $13 billion, tripling its valuation to $183 billion, per CNBC. This momentum is driven by enterprise demand for Claude, Anthropic’s AI assistant, and a rapidly expanding customer base that now tops 300,000 businesses. The company’s annual revenues have also jumped fivefold in 2025 to $5 billion. Our take: Anthropic’s ascent is setting a new standard for AI startups—spurring rivals like Perplexity, Mistral, Intelligent Machines, and Safe Superintelligence to chase scale through aggressive fundraising, not quick exits. The message: In this market, go big or get left behind.
On today’s podcast episode, we discuss Reddit’s most interesting recent development, if Snap’s emphasis on attention can help it bounce back, and whether Reddit can earn a permanent seat at the table for bigger brand budgets. Join Senior Director of Podcasts and host, Marcus Johnson, Vice President and Principal Analyst, Jasmine Enberg, and Senior Analyst, Minda Smiley. Listen everywhere and watch on YouTube and Spotify.
On today’s podcast episode, we discuss the unofficial list of the most interesting retailers for the month of August. Each month, Arielle Feger, Becky Schilling, and Emmy Liederman (aka The Committee) put together a very unofficial list of the top eight retailers they're watching based on which are making the most interesting moves: Who's launching new initiatives? Which partnerships are moving the needle? Which standout marketing campaigns are being created? In this month's episode, Committee members Arielle Feger and Emmy Liederman will defend their list against Principal Analyst, Sky Canaves and Senior Analyst, Blake Droesch, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.
On today’s podcast episode, we discuss our ‘very specific, but highly unlikely’ predictions for the future of digital in 2026 and beyond. Why browsers will become the new AI battleground, what does it mean if agentic AI doesn’t take over shopping, and can GenAI actually lead to more of the jobs it can easily destroy? Join Senior Director of Podcasts and host, Marcus Johnson, Senior Director of Briefings, Jeremy Goldman, Principal Analyst, Sara Marzano, and Vice President of Content, Paul Verna. Listen everywhere and watch on YouTube and Spotify.
The advertising industry’s age and experience mix is shifting fast. In the US, entry-level roles are shrinking as automation replaces routine tasks, while in Australia, “juniorisation” favors younger, digitally fluent hires over seasoned veterans. Agencies face a balancing act—bringing in Gen Z talent to master AI-driven tools and authentically shape campaigns, while retaining senior expertise crucial for strategy, oversight, and client trust. Without a robust entry-level pipeline today, the industry risks a future shortage of homegrown leaders just as marketing grows more complex.
On today’s podcast episode, we discuss what to make of Meta’s ‘Superintelligence Labs’ unit, the unconventional ways young people are using Instagram, and the potential sleeping giant of WhatsApp’s ads. Join our conversation with Senior Director of Podcasts and host, Marcus Johnson, Vice President and Principal Analyst, Jasmine Enberg, and Senior Analyst, Minda Smiley. Listen everywhere you find podcasts and watch on YouTube and Spotify.
In this podcast episode, we discuss if ‘Summerween’ is here to stay, which retail shopping holiday is most likely to expand, and how all of this affects shopping behavior. Listen to the discussion with Senior Director of Podcasts and guest host, Marcus Johnson, Principal Analyst, Sky Canaves, and Vice President of Content Suzy Davidkhanian.
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