As AI-led shopping accelerates, retail media faces disruption—and a rare opportunity for reinvention. Our new analyst report unpacks what’s driving the change, what it means for retail media, and how marketers can get ahead of the curve. |
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OCTOBER 23, 2025 |
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How much does the average Gen Z household spend annually? |
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A) $16,552 B) $17,301 C) $18,987 D) $19,700 |
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TOP STORY |
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While holiday gift-givers do more of their shopping online every year, many shoppers will make purchases in physical stores this holiday season. The segment could make or break retailers facing economic challenges from tariffs and supply chains. |
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To get the most out of this substantial cohort of holiday shoppers, retailers are looking to experiential marketing strategies and other ways of improving physical stores. |
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IN THE NEWS |
The retail and travel industries feel the impact of the government shutdown. In the unlikely event it lasts the entire fourth quarter, it could trim 1.2 to 2.4 percentage points from real GDP growth. Read online |
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Other headlines: |
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TikTok tightens grip on sellers ahead of holiday promotions. The platform is mandating that sellers buy ads using its new tool, GMV Max, in order to participate in Black Friday and other holiday promotions. Read online
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LVMH weighs sale of Fenty Beauty stake. The move comes on the heels of Kering selling its beauty unit to L’Oréal, suggesting that the two luxury conglomerates are taking a more targeted approach to growth. Read online
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Adidas raises profit target despite stiff headwinds. With Nike still in turnaround mode, adidas is building on the momentum of its popular Samba and Gazelle lines while pushing consumers toward apparel and accessories. Read online | | | |
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INDUSTRY VIEWS |
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Data delays are costing CPGs their edge. The next wave of AI tools is helping brands move at the speed of consumers and turn real-world behavior into real-time decisions. This article was contributed by Fetch. | | |
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ANALYSIS |
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As Black Friday swiftly approaches, marketers are faced with finalizing strategies for an economically uncertain holiday season. Shifting trade policies have left suppliers, retailers, and consumers unsure about pricing, budgets, and product supply. |
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