A $6 Billion Chill Turns Pop Mart’s Hype Story Into an Execution Test

Pop Mart’s Labubu juggernaut is cooling in mainland China, erasing roughly $6 billion in market value.
Beer Finds Its Close-Up as AB InBev and Netflix Strike a Global Pact

AB InBev and Netflix have inked a multi-year global partnership that turns streaming nights into beer occasions.
The Amazon Gate is Open, and the Rules of the Game Changed

Amazon’s decision to make Amazon Marketing Cloud broadly accessible might come with a structural shift in retail media.
Google Puts a Tutor in Translate as Duolingo Faces a New Kind of Rival

Google Translate becomes a tutor, challenging Duolingo with AI-driven practice and live conversation features.
American Giants Are Learning the European Accent

U.S. brands, such as Coke, McDonald’s, and P&G, are dialing down overt “American-ness” in Europe and dialing up local proof-points.
To Win, Pepsi Must Play by Coke’s Rules

Pepsi needs fewer assets on the road and more firepower at the shelf to close the gap between Coca-Cola.
Two Rivals, One Ad Pipe; Netflix and Amazon Make an Unlikely Alliance

Starting in the fourth quarter of 2025, Netflix’s ad inventory will be purchasable directly through Amazon’s DSP across eleven countries.
Apple Chooses Design First and Intelligence Later. Will it be Enough?

A new iPhone silhouette may excite shoppers today, but the real test is whether Apple can ship unmistakable AI progress before rivals turn “phone intelligence” into a default expectation.
At the US Open, Brands Play for Relevance. Who Won This Game?

AI matches chats and $39 cocktails, this year’s US Open shows how sport, fashion, and hospitality are playing the same game for attention.
Amazon Ends the “Borrowed Prime” Era

Amazon will shut down its decade-old “Invitee” workaround on Oct. 1, cutting off free-shipping Access for non-household users and nudging millions toward paid Prime.
What Went Wrong at Lululemon

Lululemon’s latest quarter revealed that the brand’s U.S. engine has cooled, just as tariff pressure has tightened margins.
Switch 2 Proves Nintendo Still Owns the Game

Behind a record launch and a $100 billion milestone, Nintendo’s bet on play over power is rewriting the rules of the console business.