Google is testing a new AI agent, CC, to change how the workday begins. Instead of another app or dashboard, CC delivers a daily email briefing that summarizes information pulled from Gmail, Calendar, and Drive. As AI agents begin ranking and summarizing messages, the inbox shrinks and attention gets scarcer. Marketers who rely on email will need to understand tools like CC and optimize for agents—not inboxes—as AI assistants decide what’s worth surfacing. Catchy subject lines will no longer be enough to earn attention.
Online return volumes dipped 2.5% YoY early in the holiday season, though momentum slowed after Cyber Week and a surge is still expected post-Christmas, consistent with retailers’ forecasts that returns will represent 15.8% of annual sales. To curb costly returns, merchants are improving product detail pages and adopting tools like virtual try-on, while many are also adding return fees—moves that risk dampening demand as shoppers grow wary of stricter policies. A smoother, more supportive returns experience remains critical, as most consumers hesitate to buy when returns seem difficult and reward retailers that make the process easy and fast.
UK holiday spending is expected to rise 3.5% this year, according to PwC, with average spending per shopper projected to increase 2.7%, driven in part by younger consumers planning to increase their budgets. Beneath the surface, however, the outlook is less robust. After accounting for inflation, sales volumes are likely to be flat or slightly negative, as most shoppers expect to spend the same amount as last year, and higher prices shape behavior. Tepid consumer confidence and rising living costs are pushing households to manage spending more carefully, a dynamic likely to carry over into 2026 and increase pressure on retailers to deliver clear value.
Walmart wants discretion to refuse cards based on their issuer at the point-of-sale, per an objection filed in response to the proposed settlement to end the decadeslong interchange fee legal battle. While new types of fee agreements with banks remain entirely speculative at this point, it’s unclear whether a patchwork quilt of deals with issuers would benefit Walmart. Discontinuing acceptance of certain issuers at the POS will likely cause just as much friction for consumers as the purportedly “useless” changes to the honor all cards rule, especially if Walmart stands alone in its issuer blacklist.
Integral Ad Science is expanding far beyond verification with IAS Agent, a DSP-embedded AI assistant that analyzes live campaign data and autonomously optimizes safety, suitability, and contextual settings. Built on IAS’s multimodal dataset, the tool evaluates trillions of signals across text, video, audio, and imagery to refine targeting decisions faster than human workflows—early testers reported efficiency gains and reduced waste. IAS frames the product as a step toward agentic advertising, enabling real-time optimization, natural-language insights, and interoperability with other AI systems. The launch comes as private equity bets heavily on independent measurement players amid rising demand for precision and transparency.
LinkedIn is proving the power of its ad offerings, delivering promising results from both its Reserved Ads format and video ads. Recognizing LinkedIn’s ability to foster measurable ad results will prove valuable for B2B marketers looking to build credibility with other business professionals. Other features, like auto-targeting tools to reach key audiences, AI tools to create ads, and platform recommendations to maximize ROI contribute to LinkedIn’s ability to drive action.
General Mills reports that lower- and middle-income consumers remain financially strained, driving more at-home eating and increased reliance on promotions while trimming discretionary purchases like wet dog food. In response, the company is boosting product innovation by 25% and sharpening pricing to compete with lower-cost alternatives, with early wins such as Cheerios Protein gaining meaningful market share. Despite a tough environment, General Mills outperformed expectations in FYQ2, a sign that its adaptive strategy is gaining traction, though our team notes that CPG brands must continue innovating and pricing smartly to maintain share amid ongoing consumer pressure.
Over one-third of Gen Z (39%) and millennials (34%) who have used genAI tools to check symptoms report that they would put off seeing a doctor if the AI told them their issue was low-risk, according to an October 2025 poll from The Mesothelioma Center at Asbestos.com conducted by SurveyMonkey. Overrelying on AI for medical guidance carries real risk, especially as models are still maturing and sometimes produce faulty information. AI companies should add explicit in-chat disclaimers against being used as a replacement for medical care and strengthen guardrails to block unvetted or potentially harmful health advice.
Warner Bros. Discovery (WBD) rejected Paramount’s hostile acquisition bid Wednesday and told its shareholders the offer is “inferior” to Netflix’s bid. WBD’s board said Paramount’s offer carried "significant risks,” adding that it does not see a “material difference” in the risks Paramount will face compared with Netflix in receiving approval in the US and globally. Consolidation will reshape ad market dynamics regardless of WBD’s fate.
DoorDash is testing an AI-powered app that helps consumers find new restaurants to explore, expanding its business model beyond food delivery. Zesty pulls in signals from across the web and provides citations like Yelp reviews, Google Maps ratings, and mentions on Reddit threads, per Bloomberg. Brands should focus on both generative engine optimization and earned, shared, and owned (ESO) media placements to maximize the chances of showing up in AI responses. Monitor brand mentions and reviews on ESO channels to address any negative responses from customers and ensure accuracy of business details.
Excitement about AI and its enterprise possibilities aren’t translating into meaningful adoption as corporate strategies lag. More than one-third (38%) of tech leaders say their organizations are piloting agentic AI projects, but only 11% have agents in production, per Deloitte’s Tech Trends 2026 report. Foundational challenges—such as data quality and security governance—are blocking the path to clear ROI. CMOs should balance excitement about agentic AI’s potential by first applying the technology to larger pain points. Establish clear KPIs before deployment, and monitor the quality of initiatives to ensure that initial goals are met.
Amazon is in early talks to invest up to $10 billion in OpenAI, three sources told The Information. If finalized, the deal would value OpenAI at more than $500 billion and intensify Amazon’s competition with Microsoft in AI cloud services. The investment, which follows November’s $38 billion deal between the companies, would bring OpenAI deeper into Amazon’s ecosystem to use Amazon’s Trainium chips to develop future AI products. Consolidation means faster model updates, tighter cloud integrations, and more reliable access to genAI tools. Choosing the right AI tools and cloud providers now becomes a turnkey solution.
On today’s EMARKETER Miniseries—A Blueprint to Better Measurement—we explore Amazon's plans for moving out of Beta and offering Omnichannel Metrics (OCM) more widely to advertisers, the top two challenges they face heading into the new year, and what is next for Amazon Ads in 2026, as it pertains to durables. EMARKETER Principal Analyst Sky Canaves speaks with Kolby Capelouto, Head of Sales for Durables at Amazon Ads. Listen everywhere you find podcasts, and watch on YouTube and Spotify.
As consumers grow more comfortable with using AI, retail industry leaders see 2026 as a pivotal year in shaping how the emerging technology disrupts the way people shop.
Later has transformed from a scheduling tool into a full-scale creator-commerce engine. One year after acquiring Mavely, the combined platform is processing more than $2.4 billion in annualized GMV and has paid out over $250 million to creators. During Black Friday–Cyber Monday alone, creators drove $50 million in sales through Later and Mavely systems. With link-in-bio tools, affiliate rails, workflow software, and AI-powered attribution stitched into one stack, Later now acts as a performance channel for brands like Southwest and Bissell. Its EdgeAI engine ties creator posts to SKU-level results, reflecting a broader shift toward creator marketing as a full-funnel, revenue-driving discipline.
WPP Media and YouTube are expanding their partnership to bring non-public YouTube video and creator data into WPP’s AI system WPP Open, per a press release. Taking advantage of WPP Media’s offering gives advertisers the ability to partner with creators on the most popular social platform in a far more measurable, practical, and effective way than before.
Marketers are entering 2026 with more money and less patience for waste. Sixty percent of US small businesses plan to raise marketing spend next year, per Clutch. Budgets are moving toward channels that produce quick returns and at lower cost as ROI expectations tighten—46% of marketers say more than half of their 2026 spend will go to digital. Marketers should treat 2026 as a year for discipline, not just expansion. Invest where attribution is strong, like paid search tied to conversion events, retail media with closed-loop sales data, and email with CRM programs.
Consumer spending held up in October, despite broader signs of growing strain on lower- and middle-income consumers. Retail sales rose 3.5% YoY, according to the US Commerce Department. Control group sales—which exclude food services, autos, building materials stores, and gas stations, and are used to calculate GDP—increased 0.8% MoM, the biggest rise in four months. However, the US economy appears increasingly fragile. While spending is growing at a healthy pace for now—largely due to higher-income households with a greater capacity to absorb higher prices and a stronger appetite for discretionary purchases—a softening labor market and tariff-driven inflation could push consumers to pull back next year.
Home Depot introduced The Home Depot Creator Portal, a centralized hub that offers resources and earning opportunities for creators developing home improvement content. The creator portal is intended to inspire creators while giving them access to advertising opportunities with Home Depot and its extensive supplier network. More retailers are setting up their own creator platforms as they look to tap into influencer marketing and ensure relevance as more product discovery shifts to social media. Establishing a creator platform allows retailers to bring greater standardization and quality control to their influencer partnerships, while still taking advantage of all the opportunities that influencer marketing can offer.
Reuters reporting suggests Meta has been unable to contain large-scale fraud in its China ad ecosystem. Despite launching a dedicated crackdown in early 2024 that cut violating ads from 19% to 9% of China revenue, enforcement was later relaxed, allowing misconduct to climb back to 16% by mid-2025. A multilayer reseller network, weak overseas deterrence in China, and partner whitelisting made violations difficult to trace. China advertisers still generated more than $18 billion for Meta in 2024, creating tension between revenue goals and quality controls. The case raises sharp questions about platform accountability and advertiser risk.