“THE BRIEFING”

The food delivery apps are on a mission to leverage their delivery network outside of delivering you Goop or What-a-burger on a Wednesday night. Last week DoorDash announced a partnership with FootLocker, and now UberEats will return your unwanted oversized computer monitor for your new office (ask Jai). Refunds happen immediately, and your UberEats rider will pick it up without you ever leaving that aforementioned swanky new office (again, ask Jai).

The running sneaker brand has been quietly growing its clothing range in a category expansion that has grown 75% just last year. The collection with Zendaya marks the “next chapter” according to Alex Griffin, On’s chief marketing officer.

Experiential retail and marketing for DTC brands is continuing to build hype. So much so that Rhode and Method built retail experiences near but not in Coachella this year.

As live shopping becomes one of the biggest trends in DTC as TikTok creators present more and more experiences in the sector, the original and biggest has folded, filing Chapter 11 to try and reduce its $6 Billion debt.

“THE SPOTLIGHT”

Meta is on track to overtake Google in global ad revenue for the first time in 2026. According to Emarketer, it’s projected to generate $243B this year, just ahead of Google’s $239B. If it holds, it would mark the first time Google loses the top spot.

The growth rates tell the real story: Meta is expanding at 24.1%, while Google is growing at 11.9%. Meta credits this momentum to its AI-powered recommendation systems and Reels, with Reels now surpassing a $50B annual run rate and Advantage+ approaching $60B.

From an e-commerce perspective, this is worth watching closely. Meta’s increasingly automated ad products are making it easier for brands—especially smaller operators—to scale without large teams or deep expertise.

Looking ahead, there’s another layer to this shift. As AEO (Answer Engine Optimization) grows and platforms like ChatGPT become key discovery channels, ad dollars are starting to move into conversational interfaces. When ChatGPT opens up advertising, it could create even more pain for Google’s ad product, and potentially a lot of gain for e-commerce brands alike.

AI traffic is booming, and shockingly, it’s converting too. AI traffic to US retailers rose 393% in Q1 according to a new report from Adobe Digital Insights.

Adobe’s data also found that AI traffic converted 42% better than living, breathing humans in March 2026 which sets a new record in an inflection point that has been positive since September 2025.

Shoppers also spend more time on the website (48% longer) and browse more pages (13% more pages per visit), the data shows.

Read the full analysis HERE.

“THE OPS”

Each week we feature recent hires, showcasing top brands partnering with human brilliance to build their brand. This week’s hires include:

  • Paid Social Strategy

    A health brand specialising in the new wellness trend of Peptides/GLP-1 has hired a paid social strategist.
    $5,500 flat rate

  • Meta Advertising Consultant

    One of the largest and trendiest co-working brands in the USA has hired a Meta Advertising Consultant to help scale their growing list of locations.
    $2,000 a month

  • Copywriter and Brand Marketer

    A well-known breakfast cereal brand has hired a copywriter to help with messaging and brand.
    $6,000 flat fee

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