Latest signals
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Sephora's TikTok Shop bet risks training its own shoppers to wait for coupons
By selling on a platform built on heavy discounting, Sephora may win first orders while teaching beauty buyers to expect a deal every time.
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When the ad talks back: ChatGPT's agent test shifts who controls the pitch
OpenAI's Sponsored Agents let brands run live sales chats inside ChatGPT. The real question is who audits what those agents tell buyers.
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TikTok Shop's own concentration undercuts the case for entering it
The feed's spillover to Amazon is real, but 1% of TikTok Shop sellers take 60% of sales. For most brands, the open door leads to a room that's already full.
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Twitch's price gap is now a selling point for brand buyers
YouTube gaming deals run 23% pricier than Twitch's. For advertisers, that turns Twitch's decline into a cheaper place to buy attention.
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Whatnot's tiered fee cut is a growth engine, not a gift
Lower commissions reward Whatnot's biggest sellers first, tying their income to sales targets that also serve the platform's $20B ambitions.
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Why authentication, not video, decides TikTok's luxury Shop bet
TikTok's live streams sell 94% of its luxury resale in the U.S. — but the fragile part isn't the broadcast, it's proving a $3,000 bag is real.
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Instacart's Clementine bets the cart, not the search box, is the ad slot
An AI that fills a whole grocery cart from one sentence decides what brands you see. That quietly hands Instacart new power over its ad business.
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Alcohol brands may now shift TikTok budgets to YouTube
Google's October 30 targeting change gives drink advertisers a reason to move creator campaigns off TikTok — a fight for the same ad dollars.
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Sephora hands TikTok its first shot at exclusive beauty drops
Sephora's US pilot puts new product launches on TikTok Shop before its own store. The catch: it tests whether the app owns discovery or just borrows it.
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Vertical video wasn't built for the couch. Instagram's betting anyway
Meta's new Watch While ads sell Reels as living-room viewing. The format's phone-shaped design is the problem it can't market its way past.