

Episode 23: Globant, Packaged Goods Ad Trends + Ads101 on Agencies
5 snips Feb 21, 2025
Tim Nollen, an analyst at Macquarie Securities with a focus on advertising and media, dives into the dynamic world of the packaged goods industry. He discusses the shift towards non-alcoholic beverages and the advertising strategies adapting to this trend, such as influencer marketing. Nollen highlights the role of AI in creative processes, the profitability of media planning, and the complexities in agency structures. The conversation is rich with insights into how technology is challenging traditional models, shaping the future of advertising.
AI Snips
Chapters
Transcript
Episode notes
Agency Value in a Fragmented Market
- Agencies benefit from media fragmentation and complexity.
- They act as neutral intermediaries, helping brands navigate the advertising landscape.
Fragmentation and Competition
- Fragmentation in the agency model, like separating media and creative, can boost competition.
- This separation eliminates internal competition stresses.
People-Based Service in a Tech World
- Agencies are people-based businesses in a tech-dominated industry.
- They offer essential services that software and data businesses can't replicate.