WPP, one of the world’s biggest advertising agencies, reportedly disclosed a stunning trove of apparently confidential client data in an attempt to defend itself against accusations of operating self-enriching rebate schemes.In court documents, the London-based company filed a 35-page report divulging payments of more than $9 billion from its biggest clients – including name brands like Google, Coca-Cola, Ford and Unilever, according to the Times of London.The inside look at detailed client spending and oth ...

Core Insights - Teads has partnered with Google TV to significantly expand its connected TV (CTV) HomeScreen ad inventory, now reaching over 500 million unique TV devices globally [1][4] - This partnership allows brands to access high-attention placements on Google TV, enhancing their visibility in major markets like the US and UK [1][2] Company Strategy - The collaboration aims to drive impactful results for clients by combining Google TV's extensive reach and premium supply with Teads' creative and omnichannel capabilities [3] - Teads Studio, the company's in-house creative team, optimizes storytelling across screens, turning standard video assets into dynamic, interactive experiences [3] Campaign Performance - Teads has successfully activated over 4,000 CTV HomeScreen campaigns since its launch in 2023, with notable brands like Cartier, Nestlé, and Air France participating [4] - A case study with Michelin demonstrated the effectiveness of high-quality creative in premium CTV environments, resulting in a +7% increase in brand favorability, +8% in perception of safety, and +6% in brand consideration [3]

Core Insights - 1stDibs has released its 2025 Luxury E-Commerce Report, highlighting key trends in luxury categories such as Furniture & Lighting, Art, Watches & Jewelry, Handbags, and Fashion [1][2] Cross-Category Trends - There is a notable resurgence in Y2K and 2000s-era fashion, with "Sex and the City clothing" leading fashion-related searches, particularly after the debut of "And Just Like That" [4][8] - Significant growth in searches for 2000s fashion staples, including a 145% increase for "Prada heels 2009" in Q3 and a 112% increase for "Dior Saddle Bag" in Q1 [5][8] - Interest in classical glamour from early to mid-20th century aesthetics is rising, with Art Deco and Art Nouveau pieces gaining traction, particularly with a 99% increase in searches for "Art deco chandelier" in Q1 [7][8] Fashion Trends - Searches for Patek Philippe watches grew by 28% following new model announcements, while "old mine cut" rings saw a 27% spike after Taylor Swift's engagement ring reveal [8] - Western and Americana styles are gaining popularity, with searches for "navajo rugs" climbing 39% in Q1 and 32% in Q3, and turquoise jewelry seeing a 45% increase in Q3 [11][12] Bridal Trends - Timeless bridal fashion remains in demand, with "wedding gown dresses" being the most-searched clothing term of the year, and a 1950's Tiffany & Co. Emerald Cut Diamond Ring selling for $526,000 [13][14] Category-Specific Trends - Furniture and lighting trends are dominated by early to mid-20th century aesthetics, with a strong preference for Art Nouveau and Art Deco styles [15] - Legacy jewelry houses like Tiffany, Cartier, and Van Cleef & Arpels continue to lead in sales, with Tiffany seeing a 4% increase in orders [17] - Hermès remains a dominant player in the handbag market, with the most expensive sale being a Hermes Kelly 25 listed at $88,990 [8][17]

Market Trends - Cartier's market share with Gen Z is growing [1] - Taylor Swift and Sofia Coppola are contributing to the brand's growth [1]

RT T. Potter (@tpottery_)Just acquired a Guizhou province matcha girl. Adding her to the list of girls:- Marukyu Koyamaen matcha girl (only available in Japan these days)- Korean matcha (Jeju) and skincare (Oliveyoung) girl- Hangzhou Longjing tea girl- Chinese dried krill and jellyfish girl (my Mom’s friend from church)- Taobao package mule girl- Hyundai Card cafe girl- Korean metal tableware girl- Tatami mat girl- Urushi lacquer supply girl- Korean lacquer supply girl (better abalone shell selection imo)- ...

Cartier is upending the luxury-watch market, writes @AndreaFelsted (via @opinion) https://t.co/TYsePzNEv4 ...

Market Trends & Consumer Behavior - Consumers are looking for value and great deals, but still have money and want joy [3] - The US consumer has been solid worldwide, despite anxieties and cross-currents [4] - There's a barbell and bifurcation in the market, with pressure at the low and middle and strength at the high end [10] - Quiet luxury is a continuing trend, with less focus on logos and more emphasis on quality and materials [8] Retail & Payment Strategies - Increased rates of mobile use, with a mix of buy online pickup in store, curbside pickup, and delivery [5] - New ways of payment are very different for younger customers [6] - Digital advertising for Walmart is in the $5 billion range [14] Company Performance & Strategies - Levi's focuses on direct to consumer strategy by opening their own stores globally [1] - Walmart is favored for its value story, delivery, curbside pickup, marketplace model, and digital advertising [14] - Walmart's leading grocery business accounts for 60% of its revenue [15] M&A and IPO - Selective M&A is possible, especially in beauty, skincare, longevity, and niche fragrances [13] - The market is getting better with the consumer on a more stable footing, making M&A totally possible [13] Luxury Market - Jewelry is outperforming the rest of the luxury world, especially gold jewelry [9][10] - Handbag prices have gotten extreme, making jewelry prices compelling [11] - Creative leadership matters in luxury brands, driving desire and new design [7]

Abbott Lyon has got 35% off all items on its website or two for one.Here are a few of the brand’s top highlights:Similar to Tiffany & CoOval Link Chain Bracelet, £55A modern chain with polished oval links. It’s a standout piece that works for everyday styling or a dressed-up moment, making it an effortless, go-to gift for anyone who loves a touch of luxe.Similar to Cartier Essence Gold 23 Watch, £149This watch offers a classic, timeless look with its gorgeous gold tones and minimalist feel. It’s the perfect ...

Tiffany, Cartier and other high-end jewelers face a renewed challenge from fashion houses in the battle for luxury spending, writes @AndreaFelsted (via @opinion) https://t.co/d9UKegT5zj ...

Summary of Perfect Corp Conference Call - October 20, 2025 Company Overview - **Company Name**: Perfect Corp (NYSE: PERF) - **Industry**: Software for Beauty and Fashion - **Headquarters**: Taiwan, with significant presence in North America, EU, Japan, and Mainland China - **Employee Count**: Approximately 400, with about half in R&D [3][4] Revenue Distribution - **Geographical Revenue Breakdown**: - North America: ~50% - EU: ~25% - Rest of the World: ~20% (majority from Japan) [4] Business Model - **Components**: B2B and B2C - **B2C**: Offers a suite of apps under the UCAM brand, including six mobile apps and one online editor [5][6] - **B2B**: Serves major clients like Estee Lauder, Dior, and Sephora, focusing on virtual reality and AI solutions for beauty and fashion [6][7] Product Offerings - **B2C Apps**: - UCAM Makeup and UCAM Perfect are flagship apps generating the most revenue - Newest app: UCAM AI Chat for photo and video editing [10][11] - **B2B Services**: - AI Makeup Virtual Try-On is a key offering - Expansion into skincare diagnostics, which is the fastest-growing segment [13][15] Financial Performance - **2025 Guidance**: Projected revenue growth of 13% to 14.5% - **2024 Performance**: Grew approximately 12.5% in 2023, with Q2 2025 growth over 17% [20][22] - **Gross Margin**: Decline due to increased B2C revenue share, which has lower margins compared to B2B [20] - **Cash Position**: Over $167 million in cash and cash equivalents, allowing for potential M&A and buybacks [21][25] Market Dynamics - **B2B Market**: - Currently facing headwinds due to clients' financial pressures and a slowdown in the beauty industry [24][31] - Potential for growth as many companies have yet to adopt software solutions [30] - **Competition**: - Limited large competitors; L'Oreal's internal software is a notable competitor [27][28] - Perfect Corp's technology is considered superior in accuracy and user experience [29] Strategic Initiatives - **Acquisition**: Acquired Wana Corp, enhancing AR and AI capabilities for luxury brands [19] - **Marketing Strategy**: Engaging with smaller influencers for B2C promotion [37] Key Challenges - **Currency Fluctuations**: Negative impact on margins due to exchange rate changes, particularly with the Taiwanese dollar [22] - **Market Awareness**: Need for increased visibility and understanding of the company's offerings among investors [40][41] Conclusion - Perfect Corp is positioned for growth in both B2B and B2C segments, leveraging AI and AR technologies. The company faces challenges from market dynamics and competition but has a strong cash position to pursue strategic opportunities.