What a TikTok ban really means; CTV platforms compete in live sports

Plus: Kellogg’s, Wendy’s missteps prove now is not the time to experiment with pricing, brand positioning [Insider Intelligence]( [Emarketer Daily]( Daily]( Charts. News. Analysis MARCH 14, 2024 Spotify is adding [music videos]( in select countries. While Spotify video probably won’t kill the audio star, it may not be great for YouTube’s music video traffic. Was this email forwarded to you? Sign up [here](. TOP STORY [The future of live sports is streaming. That means CTV platforms need to stand out]( Every major streaming company—and some not so major ones—is investing in live sports. As they compete for broadcast rights, they’re seeking advertisers. Exclusive inventory is a draw, but benefits like first-party data and the ability to execute on lower-funnel objectives are also helping streamers woo live sports advertisers. [Keep reading]( NEWS AND VIEWS The House passed a potential TikTok ban bill yesterday. Our analysts weighed in: [Jasmine Enberg on where users would go]( “I suspect that TikTok time will be fragmented across platforms, with multiple beneficiaries—including potential contenders that will arise if TikTok were to be banned.” [Max Willens on where Chinese sellers would go]( “They could join Amazon’s marketplace, which now powers 60% of their business, then go hunting for American consumers inside Meta or Pinterest, thanks to some recently forged partnerships, or more broadly across Amazon’s vast advertising ecosystem.” [Jeremy Goldman on what other platforms stand to gain]( “Meta could capture up to 27.5% of TikTok’s US ads, significantly increasing its 2025 revenues. But YouTube and Google also stand to profit, with other ecosystems including Amazon seeing smaller gains.” ANALYSIS [Kellogg’s, Wendy’s missteps prove now is not the time to experiment with pricing, brand positioning]( Despite hopes of consumers’ economic woes easing in 2024, consumers are still struggling with high prices. Knowing how price-sensitive consumers are at this moment, brands need to be extra cautious how they position themselves and their messaging. Otherwise, they could risk angering or alienating consumers, as evidenced by the reaction to recent comments from executives at the WK Kellogg Co and Wendy’s. [Keep reading]( THINGS TO KNOW 📺 [YouTube is revamping its TV app to make videos feel way more interactive]( 🤖 [Amazon will let sellers paste a link so AI can make a product page]( 🛜 [IAB finds data signal losses driving higher ad costs, shifts toward contextual]( 🚦 [Why the rise of generative AI makes direct traffic more important]( PODCAST [Behind the Numbers: The Daily]( Where folks spend their TV money, the US ad market's start to the year, and the WWE puts ads front and center. Tune in on [Apple Podcasts]( [Spotify]( [YouTube]( or wherever you listen to podcasts. [Follow us on Instagram.]( “Behind the Numbers” is made possible by Nielsen. [Listen in]( THE BIG QUESTION Playing catch up: Kraft Heinz’s new campaign says which sauce is the new ketchup? A) Mustard B) Marinara C) Gravy D) Hollandaise [Get the answer]( Email sent to: {EMAIL} If you cannot view the HTML newsletter, [please read it in your browser here](. [Become a Premium Subscriber]( | [Advertise with us]( [Manage your email preferences]( | [Unsubscribe]( | [Terms of Use]( | [Privacy Policy]( ©2024 EMARKETER, One Liberty Plaza 9th Floor, New York, NY 10006 [LiveIntent Logo]( [AdChoices Logo](