Madison and Wall Podcast Ep. 35: TV Upfronts, Retail Sales, Netflix Data, Dentsu + Globant and More
May 16, 2025
The podcast explores intriguing retail sales data, highlighting a surprising 9.4% rise in automotive sales amidst economic challenges. The discussion includes Walmart's burgeoning advertising business and insights on consumer behavior. The hosts also dive into Netflix's growth in ad-supported subscribers, providing a snapshot of shifting viewer preferences. Additionally, they analyze market dynamics and the implications of pulled-forward demand, offering a balanced view of optimism versus reality in today’s economy.
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Brian's Travel and Run Anecdote
- Brian Wieser shares travel experiences from Boston, Toronto, and New York amid a busy schedule.
- He enjoyed an eight-mile run in Toronto, highlighting a personal moment during his travels.
Retail Sales Data Insights
- Recent retail sales and Walmart commentary suggest upcoming economic pain despite current optimism.
- Pulling forward demand distorts data, especially with growth in autos, food services, and e-commerce sectors.
Seek Flexibility in Upfronts
- Marketers should seek flexibility in upfront advertising deals due to uncertainty.
- Expect options to become crucial in negotiations to avoid overcommitment.