Top Stories

  • ByteDance Ltd. has chosen Oracle Corp. as TikTok’s technology partner for its U.S. business, rejecting an acquisition offer from Microsoft Corp., according to Microsoft officials and other people involved in the negotiations. It is not yet clear whether Oracle would become a majority stakeholder of the social media app as part of the deal, which could also face obstacles from the Chinese government, although President Donald Trump has previously said he would support a bid from Oracle, which has developed a close relationship with the Trump administration. (The New York Times)
  • Amazon.com Inc. has opened Twitch’s advertising inventory up to programmatic ad buyers by making it available on the Amazon Advertising platform, as the ecommerce giant looks to gain ground in the ad world. Twitch averages 17.5 million viewers per day, while researcher eMarketer earlier this year called Amazon Advertising the fastest growing recipient of advertising spending. (Adweek)
  • Last week’s NFL season opener on NBC between the Kansas City Chiefs and the Houston Texans attracted about 19.3 million viewers, according to data from Nielsen, down 12 percent from 22 million who watched the season opener last year, although this year’s number rises to about 20.3 million when those who viewed on NBC’s digital platforms are counted. The league this year faces unprecedented TV competition as other major sporting events, including the NBA and NHL playoffs, were pushed back by the pandemic. (Bloomberg)

Chart Review

Events Calendar (All Times Local)

09/14/2020
Adweek’s Brandweek Masters Live 2020
NAB’s Radio Show
09/15/2020
PRWeek Convene: Talking Shop – The Future of Retail 12:00 pm
eMarketer Webinar: CDPs and Identity in the Marketing Ecosystem 2:00 pm
Adweek’s Brandweek Masters Live 2020
NAB’s Radio Show
09/16/2020
Digiday Media Buying Summit
Adweek’s Brandweek Masters Live 2020
NAB’s Radio Show
09/17/2020
Digiday Media Buying Summit
Adweek’s Brandweek Masters Live 2020
09/18/2020
Digiday Media Buying Summit
Adweek’s Brandweek Masters Live 2020
View full calendar


Watch the Webinar On Demand – The Gen Z Threat

Recently, Morning Consult hosted a webinar breaking down our latest report, Gen Z’s Most Loved Brands of 2020.

You can access a recording of the webinar here for insight into how the pandemic is transforming Gen Z’s relationship with brands, and how brands should adapt to meet the changing expectations of this generation of the future.

Advertising

Geopath Unveils 50% Surge In Place-Based Media Measurement, Plans To Fill Nielsen Void
Joe Mandese, MediaPost

A day after Nielsen confirmed it is shutting down its place-based video measurement service in October, out-of-home measurement firm Geopath announced it has dramatically increased the supply of “measured inventory” available via its “insights suite.”

Snap is exploring bringing ads to Minis
Lara O’Reilly, Digiday

Snap is experimenting with introducing ads to Minis, the collection of lightweight applications from third-party developers it launched earlier this year.

The USPS Has A Long History Of Addressing Business Challenges In Its Advertising
Ilyse Liffreing, Ad Age

Move over, mail-in voting: From email to anthrax, the postal service has juggled multiple crises in recent history.

The insidious racism in today’s TV ads
Sarah Todd, Quartz

For most of TV history, Black people rarely saw themselves on screen—not on shows, and not in commercials, either.

Media and Entertainment

American football is back and billions of dollars are riding on it
Sara Germano and Anna Nicolaou, Financial Times

Between coronavirus and social justice protests, the most lucrative of US sports faces an uncertain period.

‘Tenet’ Hits $200 Million Globally, Despite Lackluster U.S. Box Office
Rebecca Rubin, Variety

Initially, Warner Bros. touted a $20 million debut. But a closer dissection of those numbers reveal they were heavily spun to include weekday preview screenings and the long holiday weekend. In reality, “Tenet” only made about $9 million between Friday and Sunday.

‘Wonder Woman 1984’ release date pushed back to December
Tracy Brown, Los Angeles Times

As Hollywood continues to make adjustments in response to the ongoing COVID-19 pandemic, it was announced Friday the theatrical release date of the DC superhero sequel starring Gal Gadot has shifted once again — this time from Oct 2. to Dec. 25.

ViacomCBS Nears Deal to Sell CNET to Red Ventures for $500 Million
Benjamin Mullin, The Wall Street Journal

ViacomCBS Inc. is close to selling CNET Media Group to Red Ventures LLC, according to people familiar with the matter, as the entertainment giant sheds parts of its business to focus on video streaming.

Netflix doesn’t have commercial breaks, but that doesn’t mean it won’t have ads
Adam Epstein, Quartz

Netflix doesn’t have commercials—and it won’t any time soon. But that doesn’t mean it won’t embrace advertisers.

Social Media and Technology

YouTube Plans Rollout of Engaged-View Conversions by Year-End
David Cohen, Adweek

They measure when someone watches at least 10 seconds of a skippable ad and converts in a set number of days.

PR and Marketing

Walmart expands drone delivery tests to Arkansas with new Zipline partnership
Jonathan Shieber, TechCrunch

The partnership with Zipline comes on the heels of another newly announced drone partnership with Flytrex, which started delivering packages to Walmart customers in North Carolina last week.

Authentic Brands may join Simon and Brookfield in a rescue of JCPenney, allowing the new owners to populate the department store chain with Authentic’s stable of retailers
Daniel Geiger, Business Insider Premium

Authentic Brands Group is in discussions to join a planned rescue of JCPenney, which Simon and Brookfield have agreed to buy out of bankruptcy in a deal valued at $1.75 billion, according to two people directly familiar with the matter. 

Inside Pinterest, more tales of workplace discrimination
Zoe Schiffer, The Verge

Four people who worked on Pinterest’s finance team speak out about an unequal culture.

Marketers Are Failing to Personalize to Lower Income Consumers
Patrick Kulp, Adweek

Lower earners have untapped spending potential, new study contends.

A New Shopping Holiday Aims to Avoid a Void Under the Tree
Lauren Coleman-Lochner and Jordyn Holman, Bloomberg

A group is introducing a new shopping holiday for a much-needed boost — or at least to help prevent things from getting worse. More than two dozen major retailers have signed on, says Deborah Weinswig, a retail consultant who masterminded the new event.

Anheuser-Busch InBev slashing number of property deals as industry transforms
Terry Lefton, Sports Business Journal

It’s a shot across the bow from the sponsor that has long been sports’ biggest sugar daddy: Anheuser-Busch InBev recently began paring its extensive sponsorship portfolio by around 25%.

Cabins and RV Rentals Carve Out Their Niche During the Pandemic
David Cohen, Adweek

Brands including Getaway, Outdoorsy, RVshare make their push on Facebook, Instagram.

Beauty Influencer Events Are Making a Comeback
Cheryl Wischhover, Business of Fashion

A few beauty brands have taken advantage of LA’s weather, space and concentration of influencers to stage the pandemic’s first live product launch events. Others are finding success with virtual ‘parties.’

United Sued for Packing NFL Charters With Young, Blond Crews
Robert Burnson, Bloomberg

United Airlines Holdings Inc. packs its charter flights for sports teams with young, blond crews and bars older flight attendants from working the plum routes, according to a new lawsuit.

The revivals of the Ford Bronco and Jeep Wagoneer are actually about American anxiety
Jeff Beer, Fast Company

How two major launches are looking to the past to sell their car companies’ future.

The return of the sweater vest
Mycah Hazel, Vox

Ironically, though the sweater vest is having its moment amid the firestorm of 2020, luxury brands initially pushed the trend during a much simpler time (think Harambe memes, dabbing, rainbow bagels): the summer of 2016. 

Opinions, Editorials, Perspectives and Research

Travis Scott Meets McDonald’s (It’s Lit!)
Jon Caramanica, The New York Times

A partnership between the rapper and the fast-food chain is a melding of the merchandising minds.

Congress Must Protect Consumers from Unsafe Counterfeit Goods
Ed Desmond, Morning Consult

Criminal networks have long profited from anonymously selling counterfeit toys online. But now, with record numbers of people doing their shopping primarily online amid the pandemic, the risk of families unknowingly purchasing fake toys is even greater.

The Woman Taking Over TikTok at the Toughest Time
Mike Isaac and Taylor Lorenz, The New York Times

Vanessa Pappas is keeping a focus on the app’s community of creators and users as it deals with pressure from President Trump, Beijing and a possible sale.

How to save TV ads from extinction
Adam Epstein, Quartz

Brands don’t directly finance specific TV shows anymore, but their ads are still the lifeblood of the industry.

Morning Consult