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MARCH 11, 2026 |
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In this edition: |
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TOP STORY |
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When ChatGPT rolled out ads on February 9, retailers moved quickly to test the format. |
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The retail and grocery category accounted for 44% of ad impressions on ChatGPT during the two-week period from February 12 to 26, compared with 37% on Google Search, according to data from Sensor Tower.
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Brands appearing during that stretch included Best Buy, Target, Chewy, Wayfair, Ulta Beauty, Sephora, Lowe’s, The Home Depot, Petco, Gap, and |
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IN THE NEWS |
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Rising GLP-1 use reshapes food spending. Chocolate sales are growing faster among households with GLP-1 users than among the general population, according to Swiss chocolatier Lindt & Sprüngli, citing Circana data. |
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Lego sales outpace the broader toy market. Lego is expanding both its top and bottom lines by broadening its customer base and strengthening its supply chain. |
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Kohl’s Q4 sales are nearly 27% below 2017 levels. Comp sales fell by more than twice what analysts expected, and the retailer “lost competitive ground during high-traffic shopping windows, including Black Friday, Cyber Monday and the week following Christmas,” according to its earnings presentation. |
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ANALYSIS |
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Paid social media advertising is entering a pivotal phase as platforms integrate generative AI into ad creation, targeting, and optimization. Meta, TikTok, and emerging players like Reddit are competing on automation while navigating shifting brand safety standards. |
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PODCAST |
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We discuss why Starbucks revamped its loyalty program, what the ideal loyalty program looks like, and how this revamp could tie into a broader strategy. “Reimagining Retail” is made possible by Rokt. |
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