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FEBRUARY 19, 2026 |
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In this edition: |
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TOP STORY |
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The US Supreme Court appears poised to rule as early as February 20 that President Donald Trump lacks the emergency authority to impose many of his administration’s tariffs under the International Emergency Economic Powers Act (IEEPA), including the so-called “Liberation Day” duties and levies on Canada, Mexico, and China. |
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IN THE NEWS |
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TikTok Shop pauses fulfillment overhaul after seller backlash. The policy would have limited merchants to using TikTok’s own fulfillment services or a select group of approved partners. |
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DoorDash’s delivery momentum clashes with rising costs. Some of DoorDash’s initatives—like advertising and grocery—are crucial growth drivers, while others—like autonomous delivery and restaurant reservations—are expensive experiments. |
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The fragrance ‘super cycle’ appears to be over, but growth will remain strong. We forecast US fragrance sales will rise 4.6% this year, with gains slowing annually through 2030, when growth reaches 3.9%. |
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With housing still soft, Home Depot and Lowe's focus on cost controls. Both retailers lowered their full-year 2025 outlook in November, citing reduced demand for big-ticket projects. |
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ANALYSIS |
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There's no shortage of digital trends poised to take the marketing industry spotlight in 2026, with experts closely tracking consumers' podcasting behavior and how agentic AI evolves. |
"Standards around advertising agents are going to take off in 2026, leading to a real revolution in advertising," predicts our analyst Yory Wurmser in a recent episode of " Behind the Numbers." |
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QUIZ |
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PepsiCo has introduced a limited-edition lineup of Flavor Swap chips that remix some of its most iconic flavors. Which of the following is not part of the Flavor Swap collection? |
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A) Doritos Cool Ranch Ruffles B) Doritos Nacho Cheese Funyuns C) Lays Sweet Southern Heat Barbecue Cheetos D) Ruffles Cheddar and Sour Cream Doritos |
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