After a 20% jump in streaming subscription prices, when will consumers cut back?

Retail media is entering an execution era; advertisers are now judging networks on speed, flexibility, and clarity, not just closed-loop performance or topline growth.

China’s Q4 spending reinforced platform consolidation, as advertisers concentrated budgets on large platforms with data, scale, and commerce integration.

The growing role of AI in shopping is forcing retailers to rethink discovery and decision-making. Walmart, for example, is embedding its ecommerce capabilities into external AI assistants like Google’s Gemini. Meanwhile, Amazon is keeping AI-led discovery and decision-making inside its own ecosystem with tools like Rufus.

Apple Card, tech spending, and mobile banking are highlights.

This FAQ addresses what marketers need to know about AI chatbots as adoption increases in 2026.

AI companions present ad potential through high trust and engagement, but safety and regulation pose real risks to advertisers.

Amazon is pushing suppliers to cut prices amid lower China duties and questions over tariffs’ legality

Messy product data and system silos are stalling its plan to monetize ChatGPT through AI-driven commerce

November retail sales beat expectations in the US, but consumers in the UK, EU, and China are displaying signs of caution.

Brands try to bolster value and innovate to win cost-conscious customers.

Golden Globes TV audiences dipped 7% YoY while social buzz hit a record 43M reactions—requiring marketers to adapt.

The best user acquisition strategy isn’t more money—it’s faster testing, tweaking, and deploying.

Netflix’s all-cash WBD bid means a faster deal that would ease streaming uncertainty and help advertisers plan around Netflix’s ad tier.

With vendors wary and cash tight, Saks’ revival won’t come cheap.

Fanatics is building a studio to control sports storytelling. Owning content lets the brand deepen engagement, extend athlete partnerships, and avoid bidding wars for live sports rights.

On today’s podcast episode, the team reports straight from the show floor at NRF’s Big Show 2026 to break down the most compelling themes dominating the conference, noteworthy insights from off-stage and hallway conversations, and what retail leaders should prioritize next based on what mattered most at one of the retail industry’s most influential events. Listen to the discussion with Vice President of Content and host Suzy Davidkhanian, along with Senior Analyst Blake Droesch and Principal Analyst Sarah Marzano.