Tapestry dismisses impact of tariffs on FY performance as “immaterial”: The Coach parent projected healthy growth as more Gen Zers and millennials pay full price for its bags.
The fintech company implements globally conscious strategies under economic volatility and new political tailwinds.
To compete, fintech still must measure up against regulated and consumer-favorite card-linked installment plans.
The CFPB will reportedly ask a federal court to vacate the rule—side-stepping the lengthy rescinding process and setting back open banking indefinitely.
AppLovin beat Q1 expectations and exited gaming: The company is now all-in on adtech, led by AXON’s rapid growth.
Despite being a leader in AI use, the BNPL provider said leaning on AI for customer service lowered support quality
As AI search gains traction, Apple hints it won’t stay Google’s passive partner—potentially redrawing the future of search, ads, and browser dominance.
Mercado Libre’s retail business is thriving: Advertising revenues rose 50% YoY in Q1, and there’s ample room for growth.
Consumers pulled back on dining out in Q1: Restaurant Brands faced headwinds but saw an April rebound, while Krispy Kreme is changing course to regain momentum.
With Google’s platform and broader affordability, Samsung’s headset might finally deliver on spatial media’s promise—and give marketers a new playground.
Gilead joins pharma companies that are boosting US manufacturing amid Trump-induced challenges: Gilead Sciences faces unique challenges as a leading HIV drugmaker—Trump’s tariff threats coincide with cuts to global HIV programs and LGBTQ+ healthcare initiatives.
Rite Aid files for bankruptcy for the second time in less than two years: The convenience store + pharmacy model is broken. Success in this space for standalone pharmacies will hinge on providing a first-rate experience for customers buying medications while reformatting stores to prioritize health and wellness products instead of household items and snacks.
Spending on prescription drugs in the US grew 11.4% last year: IQVIA projects spending to keep increasing through 2029. Lowering Rx costs is emerging as a key priority for the Trump admin—much to the dismay of pharma.
The US and UK tout a trade agreement—with a few caveats: The proposal would offer the UK some tariff relief while giving US businesses access to a $5 billion market opportunity, but it’s not a done deal.
Studio and linear remain a dark cloud for WBD and Paramount: Revenues were down YoY for both companies, but streaming remains a beacon of hope.
The update introduces a My Netflix hub and real-time personalization tools, all aimed at helping users find something fast—and not flee to YouTube.
Despite small- and medium-sized businesses (SMBs) accounting for 44% of US GDP according to the US Small Business Administration, many marketers aren't allocating sufficient resources to reach this powerful segment.
With always-on AI, Meta’s next smart glasses could normalize surveillance as convenience—especially in a lax US regulatory climate.
On today’s podcast episode, we discuss how tariffs will impact private labels, if private label still a synonym for “affordable”, and some unofficial awards for the 5 most interesting private label players. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Principal Analyst Sky Canaves and Analyst Arielle Feger.