#oversaturation

#oversaturation

The ETF holds 50 positions, but the top two dominate in a way that makes the rest almost incidental. Johnson & Johnson carries a 25.4% weight, and Eli Lilly and Company sits at 21.4%. Together they account for roughly 46.8% of the entire fund.

Heat looks like validation, and validation looks like safety. It is hard to ignore a sector when customers start leaning forward at the same time investors do. Still, the more cycles I have lived through in competitive technology businesses, the more I see heat as an optical illusion. It sharpens whatever is easiest to notice and blurs the underlying mechanics that determine who or what holds control.

We're still increasing pricing based on the most up-to-date tariff announcements from India and the U.S., because it's not going back down to zero. It's still elevated. The cost of our goods has also shot up, because gold has almost doubled since last year.

When you work in the operating world, you are in the weeds of your business. For example, at SoFi I knew all the nuances of different types of student loan forbearance programs and at Brex I knew the minutiae of the Mastercard transaction chargeback rules. This contrasts with my experience as a private equity investor where I look at purchasing a business ranging from a chain of laundromats to Ancestry.com within the same month.

In the UK, 70 may not gurantee quality, but it tends to mean you are getting a blockbuster or "AAA" - a big-budget game made by a large team, built around cutting-edge graphics, sprawling worlds and dozens of hours of gameplay. In 2025 Nintendo set a new benchmark for game prices when it listed major Switch titles such as Mario Kart World at 74.99 (launching in the US at $79.99).

Musée d'Orsay hosted an exhibit last year called "Art is in the Street," which cataloged "the spectacular rise of the illustrated poster in Paris during the second half of the 19th century." The prints were lithographs - drawings made on limestone with greasy pencils, which were then exposed to water and inverted onto sheets of paper. Typically, each color got its own stone. The finished product was a firework of oily yellows and reds.

Yet rights holders are also meant to protect the value of their products-a value that's currently being chipped away by an endless stream of clips, highlights and post-game interviews. All this churn comes at the expense of creativity, social media talent - and, fundamentally, consumer engagement. The result is the enshittification of sports marketing. Let me explain. So much for creativity

As prices climb, shoppers aren't just spending less-they're spending differently. Nearly half are buying smaller quantities or trading down to lower-cost options, such as canned fruit instead of fresh, according to Capgemini's report, "What matters to today's consumers 2026." It's not about cutting things out entirely-it's about making budgets stretch. Low- and middle-income households are especially deal-focused right now: more coupons, more frequent but smaller trips, and fewer meals out.

Marketers spend billions trying to persuade consumers that a product is right for them. But our research shows that sometimes the most effective way to market something is to say that it isn't for them. In other words, effective marketing can mean discouraging the wrong customers rather than convincing everyone to buy. We call this "dissuasive framing." Instead of saying a product is perfect for everyone, a company is up front about who it might not be for.

CMSWire's Marketing & Customer Experience Leadership channel is the go-to hub for actionable research, editorial and opinion for CMOs, aspiring CMOs and today's customer experience innovators.

A new study published in Marketing Science has found that some of the most widely considered online advertising safety and fairness policies may actually boost ad platform revenues while improving fairness outcomes. The policies at the center of the study are around ads that are designed to help ensure that women, minorities and other protected classes are not disproportionately excluded from job, education and financial opportunities. The study, "Is Fair Advertising Good for Platforms?" by Di Yuan of Auburn University, Manmohan Aseri of the University of Maryland and Tridas Mukhopadhyay of Carnegie Mellon University, investigated whether policies intended to equalize exposure to economic-opportunity advertisements help or hurt ad platforms financially.