TRD Issue 85 - Briefing: Surveillance Pricing, Social Commerce, and Luxury's Slowdown
FTC investigates AI pricing practices, LVMH signals luxury slowdown, Temu merchants protest fines, and social platforms seek new revenue streams with publishers.
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TRD Issue 84 - Briefing: Meta, Google, and Amazon Lead Major Market Moves in AI and Digital Health
Meta releases its largest open AI model while Google keeps cookies alive. Amazon expands its digital health presence as tech giants make strategic moves in AI and privacy.
TRD Issue 83 - Briefing: AI Agents, EssilorLuxottica-Supreme Deal & The RMN Gold Rush
Inside AI agents' murky definition, EssilorLuxottica's streetwear gambit, the truth about consumer spending, and why every company suddenly wants to be an ad network.
TRD Issue 82 - Briefing: Retail's Premium Push + AI's Limitations
In an inflationary market, leaders like P&G and Unilever bet on premium pricing. Plus: Why today's AI has its limitations.
TRD Issue 81 - Briefing: Amazon Goes Temu, FamilyMart Expands in Retail Media
When giants pivot, markets shake. Amazon's copying Temu, Nike's reversing course, Oracle's cutting losses, and FamilyMart in Japan expanding retail media.
TRD Issue 80 - Briefing: Premium beauty brands embrace Amazon, China's EC goes global, SEA tightens EC rules
From Amazon's beauty surge to retail media's evolution: how luxury brands embrace e-commerce, Meta's AI challenges, and Asia's changing retail landscape reshape digital commerce.
TRD Issue 79 - Briefing: Financial Firms Join Ad Race, Amazon Sellers Adapt, as APAC Embraces Seamless Retail
From fintech's ad ambitions to Amazon's fee shake-up: How retailers and platforms find new revenue streams as APAC retail evolves toward seamless commerce.
TRD Issue 78 - Briefing: Gen Z's Thrift, Temu's Rise, and Apple's Boring AI Edge
Gen Z flocks to off-price retailers, Temu challenges Amazon, Apple's practical AI gains traction. ByteDance cuts jobs, and Watsons expands stores in Asia's evolving retail landscape.
TRD Issue 77 - Briefing: Shareable AI Searches, Foot Locker's Optimism, and Taiwan's E-wallet Race
AI revolutionizes search, PayPal enters the ad market, and Asian e-commerce heats up. Perplexity AI, Foot Locker, Coupang, and digital payments shape retail's future.
TRD Issue 76 - Briefing: Elon’s xAI, Retail Price Wars, Recovery Signs, and Digital Disruptions
Retailers slash prices as foot traffic rebounds. Amazon leads online, but Walmart gains ground. DTC brands pivot strategies. Adani eyes e-commerce expansion in India.
TRD Issue 75 - Briefing: Inflation’s Soft Landing, Shopee’s Logistic Move, TikTok Shop’s Growing Pain, and AI Safety at OpenAI
Shopee bets big on in-house logistics, TikTok Shop faces hurdles, OpenAI shifts focus, and economists predict a softer inflation landing. Retail adapts to new realities.
TRD Issue 70 - Briefing: OpenAI's Tokyo Hub, Andrew Ng Joins Amazon, US Retail Growth, YouTube Shopping Updates
OpenAI expands in Tokyo, Andrew Ng joins Amazon, TikTok Shop grows in Vietnam, YouTube updates shopping features, and Rakuten streamlines payments in Japan.
TRD Issue 74 - Briefing: AI-Powered Google Search, Robotic Warehouses, and Food Delivery Acquisitions in Taiwan
GenAI reshapes search, Amazon's robot army grows, luxury goes mobile, shoppable ads hit streaming, and Uber's big food delivery move in Taiwan.
TRD Issue 73 - Briefing: Meta Ads Rumor Explained, CVS RMN Bet on Measurement, AI Creatives, Instacart Partnership, CPG Shelf-Stable Shift
Meta's AI ad tool sparks innovation and concern. CVS tackles measurement. Save Mart partners with Instacart. CPG brands shift to shelf-stable. Marketers urged to adapt amid ad challenges.