Top Stories

  • Walmart Inc. reported its 21st straight quarter of sales growth, with third-quarter comparable sales excluding gas in U.S. stores rising 3.2 percent, compared to analysts’ expectations of a 3.1 percent gain, and the company raised its full-year outlook again. Online U.S. sales jumped 41 percent in the period, as the company rapidly expands its online grocery business. (Bloomberg)
  • One day after the formal launch of Disney+, Walt Disney Co. said 10 million people have signed up, but it’s uncertain how much value each subscriber brings to Disney. For several months ahead of the launch, Disney has offered discounts to the $6.99-per-month price, including giving certain Verizon Communications Inc. customers one year of the streaming service for free. (The Wall Street Journal)
  • As Warner Bros. approaches its centennial, it has refreshed its iconic shield logo with a more modern design, which CEO Ann Sarnoff unveiled on the Burbank, Calif., lot’s storied water tower. The new logo will start appearing on screen in early 2020. (Deadline Hollywood)

Chart Review

Events Calendar (All Times Local)

11/14/2019
Forbes 2019 CMO Summit
Glossy Beauty x Wellness Summit
FIPP World Media Congress
Ad Age Next: Publishing
11/15/2019
Forbes 2019 CMO Summit
Glossy Beauty x Wellness Summit
11/18/2019
Digiday Programmatic Media Summit
Code Media
11/19/2019
Digiday Programmatic Media Summit
Code Media
Marketing Automotive
IAB Direct Brand Summit
View full calendar

The Influencer Report: Engaging Gen Z and Millennials

Based on over 2,000 survey interviews with 13-38 year-olds, Morning Consult’s “The Influencer Report” explores the scale and nature of influencer engagement. We look at where young Americans follow influencers, who they like to follow, why they follow, how much trust they have in influencers, and how much interest they have in becoming influencers themselves.

Download the Free Influencer Report.

Advertising

Internal Memo: Publicis Groupe CEO Arthur Sadoun on Recent New Business Wins
Erik Oster, AgencySpy

In an internal memo from Publicis Groupe CEO Arthur Sadoun obtained by AgencySpy, Sadoun comments on a series of recent new business developments for Publicis Groupe as the year approaches its end.

Budweiser has a new ad that encourages you to drink water in between beers
Megan Graham, CNBC

Budweiser is adding to its responsible drinking campaign with a new spot with actor Anthony Anderson and Lakers shooting guard Danny Green.

Pop-Tarts To Air Its First Super Bowl Commercial
Jeanine Poggi, Ad Age

The breakfast pastry will run a 30-second spot in the first-half of the big game.

Ad buyers hopeful Twitter Topics will improve the platform’s ad targeting
Lara O’Reilly, Digiday

Twitter this week fully rolled out Topics, a new feature that lets users follow popular tweets across broad subject interests like “K-Pop,” “fishing” or “Nascar,” including those from accounts they don’t follow. 

Nestlé Is Doubling Down on Ad Tech
Ronan Shields, Adweek

Nestlé, the consumer-packaged-goods parent of such brands as Gerber, Poland Spring and Haagen-Dazs, recently unveiled its Global Digital Media Center of Competencies (DCoC), which brings together all of its agencies to deliver greater transparency in its media investments.

UK businesses are blocking the word ‘Trump’ so ads don’t appear next to online content about the president
Lucy Handley, CNBC

News articles and other content about President Donald Trump may generate clicks for online publishers but advertisers are not so sure.

Media and Entertainment

Apple Is Considering Bundling Digital Subscriptions as Soon as 2020
Gerry Smith and Mark Gurman, Bloomberg

Apple Inc. is considering bundling its paid internet services, including News+, Apple TV+ and Apple Music, as soon as 2020, in a bid to gain more subscribers, according to people familiar with the matter.

‘People still buy food content’: What food media is doing right in finding sustainable models
Deanna Ting, Digiday

This year, The New York Times’ Cooking subscription business passed 250,000 subscribers in less than two years. 

McClatchy Says So Long to Saturday (Print) Newspapers
Marc Tracy, The New York Times

Subscribers to The Miami Herald, The Fort Worth Star-Telegram and The Charlotte Observer will no longer find a newspaper at the end of their driveway on Saturday mornings.

Nickelodeon and Netflix Ink New Multi-Year Output Deal for Original Animated Features, Shows
Elaine Low, Variety

In an expansion of their relationship, Netflix and Nickelodeon have formed a new multi-year output deal to produce original animated features and television series, based on both existing Nickelodeon characters as well as brand-new ones.

Social Media and Technology

Facebook includes Instagram in its transparency report for the first time
Zoe Schiffer, The Verge

Facebook is including Instagram in its transparency report for the first time, releasing data on how the company moderates content related to child exploitation, self-harm, terrorist propaganda, and drug and firearm sales.

TikTok Is Running Ads Targeting Potential Facebook Advertisers
Shoshana Wodinsky, Adweek

Multiple campaigns across Google search point to possible attempt to sway marketers.

PR and Marketing

WeWork losses jumped ahead of failed IPO
Eric Platt. The Financial Times

New figures reveal acceleration in office openings that led to cash crunch.

Unlike Its Competitors, Clorox Is Building Its Own Direct-to-Consumer Business In-House
Ann-Marie Alcántara, Adweek

For a 106-year-old brand, The Clorox Company is taking an unconventional approach to the direct-to-consumer model.

McDonald’s Finds a Flaw in Ordering Kiosks: No Cash Accepted
Leslie Patton, Bloomberg

McDonald’s Corp. has pitched self-ordering kiosks as a key part of its plans to boost sales by improving technology and renovating restaurants. But it turns out the kiosks aren’t much use for a significant slice of McDonald’s customers: cash payers.

Ex-Uber Team Starts a Kitchen Rental Business to Rival Travis Kalanick’s
Lizette Chapman, Bloomberg

A new startup called Virtual Kitchen plans to announce a $15 million investment and an expansion.

AARP executive on ‘OK boomer’: ‘Okay, millennials, but we’re the people that actually have the money’
Lateshia Beachum, The Washington Post

A senior vice president at AARP, formerly known as the Association of American Retired Persons, appeared to provide a retort to the “OK boomer” phrase that has taken millennials and Gen Z by storm: “Okay, millennials, but we’re the people that actually have the money.”

Building the Glossier of the Black Hair Market
Tamison O’Connor, The Business of Fashion

With her new DTC beauty brand, Radswan, blogger-turned-entrepreneur Freddie Harrel is pitching clip-in textured hair extensions and wigs to the digitally savvy black consumer.

‘Brands don’t need Amazon.’ Nike’s departure could prompt others to leave, analysts say
Lauren Thomas, CNBC

Nike’s decision to end its Amazon pilot has some speculating about whether other brands will follow suit.

George Kent’s blue Nalgene was the real star of the impeachment hearing
Chloe Bryan, Mashable

If you’re testifying during the first public impeachment hearing of 2019, it’s important to stay hydrated. 

Welcome to the Age of Dwell Time
Christopher Schaberg, Slate

In airports and online, companies want to maximize the hours you spend as a consumer.

Opinions, Editorials, Perspectives and Research

Why are brands so bad at apologizing?
Terry Nguyen, Vox

Thanks to the internet, apologies look, feel, and sound far different from how they used to. They come in formats that seem unimaginable even just a decade ago: a screenshot of a Notes app, a teary-eyed confessional on YouTube, or a long-winded tech company blog post.

Truth In Advertising: Why Brands Are Held To Higher Standards Than Politicians
Andrew Frank, Ad Age

And 5 things commercial marketers should consider with social media ads.

What Do Teens Learn Online Today? That Identity Is a Work in Progress
Elizabeth Weil, The New York Times

On April 26, 2018, a 15-year-old named Antonio Garza sat in front of her mirror in her bedroom in Austin, Tex., turned on her phone and started talking to herself as she did her makeup.

Fashion? They’re Over It
Ruth La Ferla, The New York Times

For plenty of shoppers, dodging trends is a trend.

Morning Consult