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BUSINESS

Walmart Turns 38% Ad Growth Into Its Next Profit Engine

Walmart's ad revenue jumped 38% and lifted its full-year outlook. Retail media is becoming the profit engine inside a thin-margin retailer, and advertisers should take note.

5 min read

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BUSINESS

Jordan Brand Uses the Air Jordan 41 to Reclaim the Basketball Court

Jordan Brand's revenue fell to $7.3 billion. The Air Jordan 41 is Nike's answer, a performance shoe meant to prove the franchise can still win on the court.

5 min read

BUSINESS STRATEGY

Neutrogena’s Silence Becomes Its Loudest Statement After Hayden Panettiere’s Death

A 2015 endorsement that ended after Hayden Panettiere spoke about postpartum depression is now Neutrogena's crisis. Its silence is not helping.

4 min read

BUSINESS TECH

LiveRamp Shareholders Clear the Publicis Deal and Reject an $82.6 Million Payday

Ninety-two percent of LiveRamp shareholders backed the $2.2 billion Publicis takeover. They drew the line at the executives' $82.6 million exit package.

4 min read

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BUSINESS STRATEGY

Burger King Retook Second Place by Committing to One Idea

Burger King spent years winning trophies and losing customers. Then it stopped trying to be clever, and the sales followed.

4 min read

BUSINESS

Adidas Won the World Cup and Still Missed on Profit

Adidas sold 17 million jerseys and posted record sales off the World Cup. Then its stock fell 16%. The gap between the two is the real story.

5 min read

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Sephora Is Putting Another Retailer’s Name on Its Own Shelves

Sephora exited Korea in 2024. On August 20 it hands more than 500 US stores a Korean retailer's curation, running under that retailer's own name.

5 min read

BUSINESS CREATIVITY

Miu Miu Still Owns the Culture and No Longer Owns the Growth

Miu Miu cast Hailey Bieber for fall in the same fortnight its sales growth came in at 2.5%. The campaign answers a problem the numbers had just posed.

5 min read

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BUSINESS

Adidas Won the World Cup and Lost the Market

Adidas sold four times more jerseys than in Qatar and still watched its stock post the worst day in company history.

5 min read

ADVERTISING BUSINESS

Musk Dropped the Ad Boycott Lawsuit After It Already Worked

X walked away from the case. GARM is still closed, the FTC is still investigating, and brand safety is now a solo decision.

4 min read

BUSINESS

Unilever Spent Its Way Back to Growth

Unilever's best volume quarter since 2010 followed a decision to push marketing back to 16% of turnover. The market repriced the stock within hours.

5 min read

BUSINESS

The World Cup Handed LA28 a Sales Pitch Brands Cannot Ignore

A record World Cup did more than crown a champion. It reset what brands believe a global sporting event is worth.

5 min read