Netflix’s $2B Ad Bet, Grocery Growth, and PepsiCo’s Protein Play

Kate and Jeff dive into the week’s biggest stories in media, marketing, and consumer trends. They explore Netflix’s ambitious $2 billion ad revenue goal, Albertsons’ impressive e-commerce growth, and PepsiCo’s focus on protein-packed strategies. The duo also unpacks key economic updates, including inflation and retail sales data, and reflects on the decline of late-night TV. Packed with insights, this episode offers a fresh look at how brands are adapting to today’s shifting landscape.

00:00 - Introduction
01:00 - Inflation, Retail Sales, and Economic Trends
07:15 - Albertsons’ E-Commerce Growth and Media Strategy
12:42 - PepsiCo’s Protein Push and Marketing Shifts
15:24 - Netflix’s $2B Ad Goal and Streaming Success
23:43 - Late-Night TV Decline and Industry Trends

Links: https://www.nytimes.com/2025/07/16/business/tariffs-recession-economists.html