Madison and Wall Podcast Ep. 65: TikTok's US Sale, Alt. DSPs, Nielsen vs. the VAB and New Economic Data
Dec 19, 2025
The hosts dive into TikTok's potential U.S. sale and its impact on advertisers, exploring how app migration and algorithm changes could shift strategies. They also dissect the ongoing dispute between Nielsen and the VAB regarding TV ratings and budgets. Retail media revenue boosts profit margins for retailers, a trend highlighted in their analysis of new economic data. Lastly, they provide insights on the emerging landscape of alternative DSPs, including market share estimates for leading players.
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Hot Chocolate Hunt In New York
- Brian Wieser hunted for hot chocolate in New York and found Riva Reno Gelato with flambeed marshmallow.
- He invites listeners to recommend other great hot chocolate spots for future visits.
Retail Margins Boosted By Retail Media
- Retailer profit margins have risen modestly and persistently since pre-pandemic years.
- Brian Wieser links much of that gain to high-margin retail media revenue shifting the profit mix.
Macro Data Shows Resilience
- Recent economic data shows retail sales holding up, slight unemployment rise from more job-seeking, and Eurozone inflation near 2%.
- Luke Stillman and Brian Wieser conclude macro conditions look broadly okay despite risks.