Post-pandemic, China’s economy, including its retail sector, faces a pivotal moment. On one hand, all travel restrictions have been removed. But on the other, consumption has been dragged down by a deflated property sector and high youth unemployment, among other difficulties. For brands and retailers, the conundrum has created nearly unprecedented challenges to growth.

Livestream commerce is a massive business in TikTok parent ByteDance’s home country of China, where consumers spend hours watching shoppable live videos hosted by celebrities and influencers. We expect shoppers in China to spend $234.75 billion on livestreaming social commerce in 2023, accounting for 45.4% of the country’s social commerce sales. TikTok Shop may have already hit a roadblock in the US.

I mean Gen Z has parents that they see maybe drowning in student debt. They don't want to get into that debt, but at the same time they've had all of these things happen. They've had COVID, they have this sort of YOLO mentality where you still have the sense to splurge. YOLO mentality is actually the scientific research term for that. Jasmine Enberg:.

For example, not everyone buying diapers is a parent. Not everyone who buys pregnancy tests is a woman. “The brands are not the main characters,” Haussling said. Ads should be linked to shopping data and personalized. In-flight measurement is key to retail media ads. This is a change from advertising pre-pandemic, said Carolyn Han, senior manager of digital media and audience strategy at Nestlé USA.

Yeah, I'm sure a lot of parents are very excited about the potential for their kids making purchases from the backseat. Yory Wurmser:. Right? Sara Lebow:. Okay. Let's hear our final spice level. Final prediction. Yory Wurmser:. Yeah, this one's really hot. I expect that new devices that are mobile are going to become more important for commerce specifically.

The news: Google parent Alphabet Inc.'s Q3 financial results provide a positive outlook for the company, marking its strongest advertising revenue growth in five quarters. The results: Overall revenues were $76.7 billion in Q3 2023, up 11% year over year (YoY) from $69.1 billion. That represented an acceleration from the 6% revenue growth reported for Q3 2022.

Reaching Gen Z and Gen Alpha through their parents—and then onboarding younger users’ social groups—can fuel gains. But lack of trust in mobile P2P apps is stifling user growth. While two-thirds of P2P app users are confident in their safety, 79% of non-users are a little or not at all confident, per a July 2022 Pew Research Center survey.

The news: CapCut, the consumer video editing app from TikTok parent ByteDance, is launching a business offering for brands, marketers, small firms, and content creators. How it works: CapCut has frequently graced the top rankings in the iOS App Store in part for its easy-to-use templates and seamless TikTok integration.

And Mark Shapiro, President and COO of WWE parent, TKO, saying, "Bringing weekly live [inaudible 00:13:45] viewing to Netflix is what's happening," and that's a few million folks who tune into Raw each week. So that's a decent recurring audience that Netflix could bring in. And then on the wrestling sites, the first time in a 30-year history, you write that Raw will not air on network TV.

Explaining stuff to my parents. I don't want to have to explain stuff to them. I want them to just be able to press a button, and it works. It streams where it wants to stream, and I don't have to explain it. Marcus Johnson:. Yeah. I also liked the smart home is starting to blend or make technology that is more seamlessly integrated into the home.

The big takeaway: Teen consumption is proving to be just as vulnerable to the effects of inflation and economic uncertainty, likely because the vast majority of their spending (62%) is funded by their parents. Even so, there are areas of strength—most notably beauty, ecommerce, and off-price retail—where teens remain happy to spend.

This is a friction point for parents with younger kids. How do you organize a birthday party? So it's all in. You could pick the pizza if you want it. You can do goodie bags. You don't have to spend extra ounces of energy on it, you could just get it done. Sara Lebow:. Yeah.

CVS spent nearly $19 billion to acquire senior-focused primary care player Oak Street Health and home health tech company Signify Health; Amazon dropped $3.9 billion on primary care startup One Medical; and Walgreens-backed VillageMD teamed up with Cigna to buy multispecialty physician group Summit Health, the parent entity of urgent care provider CityMD, for $8.9 billion.

Parents are giving in to screen time. Fewer parents with kids ages 5 to 11 are limiting screen time than before the pandemic, according to subsequent 2020 and 2021 Pew Research surveys. That means more opportunities for marketers to reach kids—and, by extension, their parents. Mothers use the internet more than any other cohort.

In March, Snap gave parents control over the type of content their children watch on Snapchat; TikTok implemented a 1-hour time limit for users under the age of 18. Our Take: Advertisers have long held up brand safety as a core principle of their media buying.

Shopify’s cross-border features show it’s shifting away from smaller sellers: The platform rose to popularity in part due to supporting mom-and-pops, but its newest international-focused features show it’s going all in on its biggest clients.

On today's podcast episode, we discuss the takeaway from Snap cutting staff, what to make of its current user total, and whether Snapchat+ can prove that there's a market for paid social features. Tune in to the discussion with our director of Briefings Jeremy Goldman and analyst Minda Smiley.

Follow the leader: Chewy’s customer service department goes above and beyond for grieving pet parents who have lost their best friends, sending them condolence cards, flowers, and other gifts. “I contacted @Chewy last week to see if I could return an unopened bag of my dog’s food after he died,” wrote one X (formerly Twitter) user in June 2022, as reported by In the Know.

Payment providers are tapping genAI to personalize marketing offers and virtual assistants while streamlining customer checkout. These tools could help providers monetize transaction data and help merchants drive sales.

YouTube’s growth will also outpace its parent Google on the back of this same trend. To see the full forecast, click here. As the duopoly stagnates, Amazon is hot on Meta’s tail. Google and Meta’s combined share of the US digital ad market dropped below 50% in 2022, and in just a few years that figure will be down to 43.0%.

On today's episode, we discuss how Americans' attention shifted in 2021 (and what that means for the year ahead), the promise of ultra-fast delivery, the ideal amount of ads you should show viewers, whether gaming is more popular than TV for Gen Z, Facebook testing giving more control of the newsfeed to users, the office of the future, how far away the average American adult lives from their mother, and more. Tune in to the discussion with eMarketer analyst Blake Droesch and principal analysts at Insider Intelligence Suzy Davidkhanian and Paul Verna.

On today's podcast episode, we launch our inaugural 'The Unofficial Most Interesting Retailers List' for January. Arielle, Becky, and Sara (a.k.a. The Committee) have put together a very unofficial list of 8 retailers they're watching right now, based on which retailers are making the most interesting moves this month. Who's launching new initiatives? What partnerships move the needle? What stand-out marketing campaigns are there? On future episodes, we’ll have analysts dispute this power rankings list, but on today's show we layout our top 8 for January. Join our analyst Sara Lebow as she hosts analyst Arielle Feger and director of content Becky Schilling.

I thought that was really nice, that we're not just thinking about this community in particular, but the people around them who may be struggling to understand this community, one of those groups being parents of people in this community. So, offering information and support to those parents.

’Tis the season for a deluge of holiday ads, as everyone tries to score a piece of the $1.317 trillion holiday sales pie (per our June 2023 forecast). To break through the noise, brands need to zero in on what resonates with consumers—and maybe even have a little fun.

Social media’s relationship with news and politics is getting even more complicated in the age of AI. Brands and the platforms will face big risks and challenges as mis- and disinformation proliferate this election year.