TikTok is mandating that sellers buy ads using its new tool, GMV Max, in order to participate in Black Friday and other holiday promotions. At the same time, it is making it harder for sellers to drive sales to platforms outside its system. The company is limiting merchants’ ability to advertise videos linking to their websites and other outside sources. TikTok’s attempts to tie sellers to its platform make sense given parent ByteDance’s ambitious US ecommerce goals—but such efforts will only be successful if TikTok can prove its importance as a sales channel.
The US government shutdown has entered its fourth week, becoming the second-longest in modern history and increasingly straining the economy. The travel industry alone has lost nearly $3 billion, while companies like Unilever are delaying major moves due to halted SEC operations. Grocers fear SNAP benefit disruptions that could hit Walmart and Kroger hardest. Oxford Economics estimates GDP growth could fall by up to 2.4 percentage points if the shutdown persists through Q4. With holiday sales already under pressure from weak confidence and high rates, the timing couldn’t be worse for retailers or consumers.
YouTube added a feature to help users peel themselves away from Shorts. Mobile users can now set a timer for Shorts that will trigger a notification and pause any videos currently playing—though the notification can be easily dismissed. The timer shows short-form’s addictive nature is a double-edged sword for both video platforms and advertisers alike, who could face intense scrutiny from parents—and thus regulators—over teen viewing habits.
The effects of the Capital One-Discovery merger are still coming into relief, two quarters after the deal exploded the size and scope of Capital One’s business. If issuers continue to reorient their investments strictly to their premium offerings, subprime cardholders will become increasingly stranded for lines of credit from incumbents. This gives an opening for fintechs and buy now, pay later platforms to snag this population, as traditional lenders back away from credit-thin consumers in pursuit of wealthy spenders.
LVMH is reportedly exploring a sale of its 50% stake in Fenty Beauty, according to Reuters. The move comes on the heels of Kering selling its beauty unit to L’Oréal for €4 billion ($4.3 billion)—suggesting that, after years of aggressive expansion, the two luxury conglomerates are taking a more targeted approach to growth. The market for beauty—particularly cosmetics—is showing signs of softening, which could explain LVMH’s desire to sell. But it’s more likely that LVMH is attempting to raise cash ahead of a potential bid for Armani
One in five employers cover GLP-1 drugs for weight loss in 2025, and larger employers are more likely to cover these medications, per KFF’s latest Employer Health Benefits survey. The significant year-over-year (YoY) jump in GLP-1 coverage among the largest companies signals a key shift: the employer debate is moving from whether to cover weight loss drugs to how to do so sustainably.
Netflix is going “all in” on AI, making the tool a core part of how content experiences are built, customers are acquired, and ad campaigns are targeted and planned. It's focusing its AI investments on product experiences, content production, and advertising. Despite Netflix’s “all in” attitude, consumers are still hesitant about genAI content in creative fields, including genAI advertisements. CMOs should innovate responsibly by testing AI-driven creative tools where they can enhance performance while maintaining transparency and human oversight. Piloting AI in infrastructure tools—such as website search and customer service agents—rather than creative content could also help customers be more comfortable with its applications.
Adidas raised its full-year earnings guidance to about €2 billion ($2.32 billion) after stronger-than-expected global results. Currency-neutral sales rose 12% year-over-year, led by double-digit growth across all major regions, while operating profit surged 58%. Gross margin improved to 51.7% despite currency and tariff pressures. The company is countering headwinds through pricing strategies and supply shifts, gaining ground as Nike continues its turnaround. With demand for its Samba and Gazelle lines boosting apparel and accessories sales, Adidas appears to be solidifying its momentum and strengthening its competitive position in key markets.
Meta will cut 600 roles from its Superintelligence Labs (MSL) division as it tries to move faster in the AI race. The layoffs are concentrated on its Fundamental AI Research (FAIR) unit, per Axios. Hiring will continue for Meta’s newly formed TBD Lab group, which has been poaching AI-skilled employees from OpenAI and Apple with splashy and costly buyouts. The rush to commercialize AI raises the need to invest in responsible research. Sustainable AI performance could depend as much on guardrails as it does on growth: CMOs should invest in AI tools that deliver measurable impact today while prioritizing vendors that vet tools, establish guardrails, and demonstrate accountability to protect both brand equity and consumer trust.
36% of marketers say user-generated content (UGC) is extremely important to their social media strategy, compared with 2% who say the same for AI-generated content, according to an August 2025 survey from PhotoShelter.
OpenAI's new Instant Checkout feature for ChatGPT allows users to purchase products directly through the platform without ever leaving the interface, potentially creating a new retail channel that could reshape online shopping behaviors. However, analysts remain cautious about its immediate impact.
Latin America’s retail ecommerce market is set to surge 12.2% in 2025 to $191.25 billion, outpacing global growth and making it the fastest-growing region worldwide. Argentina, Brazil, and Mexico will drive 84.5% of total sales, with Argentina rebounding strongly, Brazil expanding through fierce platform competition, and Mexico surpassing the US in ecommerce penetration next year. Despite tariff threats and softening consumer sentiment, steady inflation and wage gains sustain momentum. EMARKETER analysts note that future success will depend on retailers’ agility amid shifting political and economic conditions across key Latin American markets.
Search advertising is entering a new era where Amazon and other retail media players are reshaping how discovery and intent are monetized. Brands must revisit their “search mix.” Google may remain indispensable, but allocating more spend to retail media will future-proof campaigns against cookie loss and capitalize on where shopping intent now begins.
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Affirm called for a cap on late fees in the buy now, pay later (BNPL) industry, per the Financial Times. BNPL platforms have an opportunity to gain customer loyalty through advertising—and practicing—transperant lending practices. Alternative lenders that operate with clear terms can get more consumers to select BNPL financing over revolving credit, especially when young consumers choose the payment method out of perceived safety over credit cards.
MrBeast filed to trademark “MrBeast Financial.” The filing’s contents suggest that an app and a range of financial services—including banking and a crypto exchange—may be in the works. Entering financial services as a provider (e.g., launching a crypto trading platform under a company owned by MrBeast’s enterprise or starting a branded neobank) would be an entirely different world from media and merchandising. The threat to banks based on generational appeal is already a problem. And whatever happens with MrBeast Financial, that problem keeps getting worse.
Consumers’ desire to find “better for you” versions of their favorite products is working in Coca-Cola’s favor. Sales of Coca-Cola Zero Sugar soared 14% YoY in Q2, while Diet Coke sales grew 2%. Reconfiguring CPG portfolios for the MAHA (Make American Healthy Again) and GLP-1 consumer may be less daunting than brands think. Shoppers are extremely receptive at the moment to products with purported health benefits—so rather than rolling out high-protein versions of every product, companies should look for ways to emphasize the health or functional benefits of their existing assortment.
Leading healthcare AI startups, including OpenEvidence, Abridge, UpToDate, and Doximity, are rolling out new products and capabilities in the race to compete for physician adoption and investment funding. Companies could gain an advantage by making their products easily integrated into clinicians’ existing workflows, such as their EHRs. Startups should also showcase the outcomes of their technology to influential stakeholders like medical associations to help establish credibility at the clinician level.
Walmart is now the first retailer to sell Abbott’s over-the-counter blood sugar monitor in stores. Its rollout of Abbott’s Lingo CGM brings real-time health tracking to mainstream retail, helping to make advanced health tech part of everyday life. For marketers, the rollout highlights a growing opportunity to reach proactive health seekers who want personalized insights about nutrition, exercise, and stress.
The rate of prescription drug approvals decreased while drug review delays and rejections increased in Q3, according to an RBC Capital Markets analysis analysis. Rising rejection rates and delays raise the bar for pharma companies. Drugmakers need to ensure complete, high-quality submissions that anticipate scrutiny and minimize risk. AI tools can play a key role by flagging data gaps, predicting reviewer questions, and optimizing application language to current FDA standards and preferences before submission.