Value-focused grocers are aggressively expanding as cost-conscious consumers seek affordable options, with Aldi set to open 225 US stores in 2025, Trader Joe’s adding 41, and Lidl continuing steady growth in key metro areas. Inflation pressures and lingering COVID-era costs are fueling a surge in private-label demand, which grew 4.4% year over year compared with 1.1% for national brands. These chains’ differentiated private-label strategies are driving above-average foot traffic, underscoring their appeal. The takeaway for competitors is clear: prioritize value while building unique private-label lines that strengthen margins and deepen customer loyalty.
The news: CVS is expanding primary care services at its MinuteClinics via partnerships with health systems, per Modern Healthcare. The final word: We don’t see CVS’ MinuteClinic affiliations with healthcare providers as a signal that retail healthcare is making a comeback. CVS is in a different position from other retail clinic operators since it can steer Aetna members to its medical services. But consumers have made it clear that they’re not too interested in getting healthcare at drugstores where unhealthy items like junk food are sold—especially when there are a plethora of other options. Companies that want to stay in the retail clinic space would be wise to position their services around nutritious food items, OTC health supplements, and pharmacist support to show folks they’re serious about being a patient care destination.
European regulators are warning consumers about a recent spike in counterfeit versions of Eli Lilly’s and Novo Nordisk’s GLP-1 weight loss drugs. In addition to the physical dangers, illegal GLP-1 drugs create a perception problem, as consumers may not understand the difference between fakes and official products. Drugmakers must continue to educate consumers, disavow the fakes, and double down on anti-counterfeiting measures. In Europe, especially, they need to repeat warnings from regulators and detail the risks to healthcare providers, pharmacies, and consumers.
The trend: US consumers are prioritizing health and wellness more than they did in the past, according to KPMG’s Consumer Pulse Summer 2025 report. Our take: Wellness is a major trend, especially for younger generations who are exposed to health content on social media and are open to trying new products and services. To capitalize on this, brands offering nutrition, sleep, health apps, and fitness products should partner with credible wellness influencers to reach Gen Z and millennials. Brands that are not as well known for health and wellness but operate in tangential markets (e.g., food, beverage, and CPG) can also tap into the wellness boom by incorporating more protein-rich, natural, and plant-based products into their offerings
Despite persistent inequities in the US healthcare system, Black, Hispanic, and Asian consumers are more positive about health and wellness. They actively look for and buy healthcare products and information online. To effectively reach Black, Hispanic, and Asian consumers, marketers should consider the following: Reflect their positive outlook on health and wellness. Be specific about how your brand can help. Use digital channels and social media to create engaging, educational videos. Partner with health influencers to connect with these younger, culturally aware audiences.
For podcasts that run under 15 minutes, an average of 21.8% of the play time is ads, according to an August 2025 report from Magellan AI.
The news: Microsoft will avoid a major EU antitrust fine by agreeing to sell its Teams app separately from Office 365 and Microsoft 365. Brussels is set to approve the deal after a positive market test, with no strong objections from rivals or customers, per Bloomberg. As part of the settlement, Microsoft must not only unbundle Teams but also lower prices on Office packages without it and improve interoperability with rival apps such as Zoom, Slack, and similar productivity tools. Our take: Microsoft sidesteps a fine but loses its bundling edge. The move levels the playing field for Slack, Zoom, and others—while showing the EU’s playbook is evolving from punishing fines to behavioral change.
The news: The EU fined Google $3.5 billion for abusing its dominance in digital advertising. Regulators say Google used its control of the ad tech supply chain to shut out rivals, squeeze publishers, and limit advertiser choice, per The New York Times. Our take: Google can still cut deals to soften compliance terms, but the trend points toward tougher oversight and fewer compromises. For advertisers, that means preparing for a future where Google’s ad stack may be pried open—whether by negotiation or by mandate.
Linear TV ad spending will drop more than 11% in 2026, reaching $139.1 billion, per a World Advertising Research Center study cited by MediaPost. Linear has dropped 28% in absolute dollars in a 12-year period. The format’s share of global media has plummeted: Spending now accounts for 12.4% overall, compared with 41.3% in 2013. Ad spending shifting away from linear might align with consumers’ shift to digital, but linear’s potential to generate action remains stronger than CTV, which means brands need to use a diversified channel strategy.
The news: Connected TV (CTV) is overtaking linear as television’s growth engine. Once the undisputed king, linear TV has fallen to just 12% of global ad spending, while CTV is on pace to exceed 40% by 2030, per WARC Media’s Global Ad Trends report. CTV already accounts for nearly half of viewing hours, fueling billions in ad revenues for Netflix, Amazon, and YouTube. The shift signals not just changing audiences but also a fundamental rewiring of how ads are bought, measured, and monetized. Our take: CTV is moving from experimentation to expectation. With US spending expected to balloon in the next few years, the question isn’t if brands should shift budgets—it’s how fast. CMOs who lean into retail integration and creative innovation while demanding accountability will set the pace in a US CTV market projected to reach $51 billion by 2029. Those who wait risk losing share as CTV matures into advertising’s most measurable channel.
The NFL is challenging Nielsen’s ratings accuracy, with chief data and analytics officer Paul Ballew telling the Wall Street Journal the firm is “systematically undercounting” millions of viewers. Nielsen countered that its new “Big Data + Panel” product—combining set-top box data with digital signals from 45 million homes—makes this season the most accurate yet. The dispute highlights mounting pressure on Nielsen as streaming reshapes sports viewership. While rivals gain traction, Nielsen remains the dominant measurement firm, but slow integration of first-party data from streaming services leaves major partners like the NFL frustrated. The debate underscores urgency in modernizing TV ratings.
NFL RedZone will bring ads to the current NFL season, stepping away from its commercial-free roots for the first time. Ads will initially only account for 1 minute of RedZone’s seven hours of content but could expand to 2 minutes during the season, per AP News. With attention shifting to digital live sports and RedZone’s availability on ESPN’s new DTC streaming service, advertisers have the opportunity to tap into broad audiences in a format that is likely to be more tolerable to viewers than traditional TV ads.
Trading card mania is proving to be a profitable tailwind for Target, eBay, and Walmart, as high-profile releases and collector enthusiasm drive spending. The market for toys is increasingly being driven by demand for collectibles like Labubus and trading cards. That demand is strongest among adults, who see these items both as fun indulgences and investment opportunities.
On today’s podcast episode, we discuss what will happen now that the new ESPN app has hit the market, if it can become the “default home” of sports, and what will happen to sports rights in the future. Join Senior Director of Podcasts and host, Marcus Johnson and Vice President of Content, Paul Verna. Listen everywhere and watch on YouTube and Spotify.
The news: Virality can push brand awareness and sales, but the pressure to stay relevant online is exhausting marketers and even leading to rushed, imperfect campaigns. 22% of marketers feel compelled to respond to viral social media moments daily or multiple times per week, per an Adobe Express survey. This constant pressure is causing over one-third (37%) of marketers to report a high level of burnout, including 47% of Gen Z marketers. Our take: Trend-chasing can boost growth, but the emotional and strategic costs can be real. The most successful marketers will focus on brand fit, understanding that the key isn't just speed, but thoughtful alignment and knowing when not to post.
The news: Facebook is promoting its Pokes feature in an effort to increase user engagement. Pokes—a mainstay feature of the early Facebook experience—are regaining popularity, prompting Facebook to make it a more central part of the user experience, per TechCrunch. Users can now track their “Pokes count” with friends, essentially a streak, on top of a dedicated Poke button added to Facebook profiles. Our take: Meta relies on Facebook for the lion’s share of its ad revenues. While Pokes may seem to be a low-stakes experiment, re-engaging younger users is a high-stakes battle, and even small features can tip the balance if they create sticky user habits.
The news: Visa will give developers new tools to adapt to the rise of agentic commerce on its platforms, per PYMNTS. But risks abound—uneven usability, haphazard standardization across issuers and merchants, and trepidation from consumers about using the tech: Just 30% of US consumers say they trust AI to make purchases for them, per Kantar. It is unlikely that customers will rapidly feel that using an online agent is as safe as placing an order themselves—and every mistake felt by merchants, consumers, and issuers on the agentic rollout will reinforce those opinions.
The news: PayPal and Venmo users can receive early access to Perplexity’s new browser, Comet, with a free 12-month trial of Perplexity Pro. Our take: Big Tech is betting that agentic commerce is the future of shopping, but consumers aren’t on board yet: Nearly 70% of US adults are not interested in AI-powered shopping assistants, per a September 2024 EMARKETER and CivicScience survey. While jostling for future positioning in the market, PayPal, Venmo, and Perplexity need to convince consumers that agentic commerce is a desirable payment option, lest they repeat a metaverse investment flop.
The news: U.S. Bancorp has restarted its digital asset custody services for institutional clients after the Securities and Exchange Commission (SEC) rolled back a rule requiring financial institutions (FIs) to hold capital for cryptocurrency-related activities, per Bloomberg. Our take: This development isn’t surprising given recent pro-crypto regulatory changes. A major FI like U.S. Bancorp diving back in shows there's a real business imperative too, driven by institutional demand. While crypto-native firms like Coinbase have dominated the custody space, the entry of banking giants will heighten competition in the market. While custodying is less risky than holding assets on the balance sheet, it still exposes banks to regulatory and reputational challenges. Even so, these offerings give banks a way to tap younger investors who have been eager for alternative products.
The news: After a five-year hiatus, JPMorgan Chase will once again offer HELOC loans, per Banking Dive. Why this matters: HELOCs tend to be a more flexible type of loan and often don’t have minimum loan requirements, per Mortgage Note. In a period when many customers are in need of fast, flexible cash, HELOC loans can help banks deliver. Not all banks that offered HELOCs pre-pandemic have relaunched them. But they should consider it: Banking customers are likely to continue feeling uncertainty about the economy and their financial futures in the medium term, and financial institutions that offer easier cash access to homeowners will reap more profits and customer satisfaction.