AdGrowthWeekly | Issue No. 53

When DTC Outgrows Digital

AdGROWTH WEEKLY

August 6, 2026

After a few months on the road, I'm finally back in the office. As much as I enjoy the summer, this stretch between the World Cup and the start of football season leaves me with a little extra time on my hands, which, for better or worse, means I'm able to help out on the newsletter again!

One topic that has been coming up a ton recently is when a DTC brand should move beyond digital-only marketing. It's easy to assume the answer is rising CACs or declining ROAS, but I don't think that's the real signal. More often than not, digital is doing what it's supposed to do. The issue is that brands with ambitious growth goals eventually need more demand than digital alone can create.

That’s an important distinction. Digital performance marketing is exceptional at capturing existing demand, but it was never designed to create all of the future demand a fast-growing brand will need. At some point, the conversation shifts from optimizing campaigns to expanding the audience. That's when channels like podcasts, CTV, and eventually television become less about replacing digital and more about feeding it.

These conversations are what motivated me to write this week's LinkedIn post, "When High-Growth DTC Brands Need More Than Digital." In it, I discuss why podcasts are often the first step beyond the walled gardens, why CTV serves as a natural bridge to television, and why brands that want to keep accelerating growth eventually need to think less about deterministic attribution and more about incrementality, media mix, and building demand that digital can capture later.

The key is not to treat mid and upper funnel marketing channels just as brand builders, but also as performance drivers, holding them accountable just as we hold digital channels accountable. Making them work together is the key to driving scalable and sustainable growth.

Excited to continue these conversations and help more brands find the balance that works!

See you next week.

-Kris

PARTNER PULSE

How FOX Made National Feel Local

FOX is rethinking how national sports campaigns are delivered at the local level. During the 2026 Stanley Cup Playoffs, the network used dynamic creative technology to customize national advertising across individual NHL markets, serving localized messaging that reflected each team's playoff run rather than relying on a single creative execution nationwide. The approach allowed campaigns to remain nationally scaled while delivering market-specific relevance across participating hockey markets. By combining national media distribution with localized creative, FOX demonstrated how dynamic ad technology is increasingly being applied to live sports, enabling advertisers to tailor messaging without sacrificing the efficiency and reach of a national television buy.

Disney Sells Out the Super Bowl

Disney has wrapped its 2026–2027 upfront with double-digit growth in advertising commitments compared to last year and has already sold out all commercial inventory for Super Bowl LXI, months ahead of the game. The Super Bowl lineup includes 58 brands across 34 advertising categories, one of the broadest mixes of advertisers in the event's history, with nine companies making their Super Bowl debut. Pricing for 30-second spots reportedly ranged from $8 million to $9 million, reflecting continued demand for premium live sports inventory. Beyond the game itself, Disney also secured major sponsorship commitments tied to Super Bowl week, including integrations across ESPN, ABC, and other company properties, underscoring the continued strength of live sports as one of television's most sought-after advertising environments.

INDUSTRY TRENDS & INSIGHTS

Walmart's Biggest TV Bet Yet

Walmart is moving beyond retail media to own a larger share of the TV advertising ecosystem, combining its $2.3 billion acquisition of Vizio with a planned $1.2 billion deal for Vibe.co to build a more end-to-end platform. Vizio brings smart TV distribution, operating system control, and ACR data across millions of households, while Vibe. coco adds a self-service layer for planning and activating CTV campaigns. Together, these assets connect TV inventory, audience data, and ad execution with Walmart’s transaction-level purchase data across both ecommerce and physical stores. The result is a system that links ad exposure more directly to consumer spending behavior, as retailers continue expanding into media infrastructure that spans content, distribution, and measurement.

A+E Enters a New Era

Hearst is taking full control of A+E Global Media after buying out Disney’s 50% stake for roughly $1.2 billion, officially ending a joint venture that dates back to 1984. The deal brings networks like History, A&E, Lifetime, FYI, and Vice TV entirely under Hearst’s ownership, along with a global footprint reaching more than 414 million households across 200 territories in 40 languages. The move comes as Disney continues to step back from traditional TV assets to focus on streaming and sports, while Hearst consolidates a portfolio centered on nonfiction and lifestyle programming. With full ownership now in place, A+E Global Media operates under a single strategic direction, giving Hearst complete control over its content, distribution, and long-term positioning in the global television market.

Disney Joins the FAST Race

Disney is exploring a move into free ad-supported streaming, signaling that one of the industry's largest subscription platforms is evaluating ways to expand beyond its traditional paid model. Company executives said they are considering launching free streaming channels or a free tier to reach more price-sensitive viewers and create additional advertising inventory. No launch timeline has been announced. The discussions come as Disney continues to reshape its direct-to-consumer business, with Disney+ and Hulu generating $5.5 billion in quarterly revenue, up 11% year over year, while streaming advertising inventory is nearing full capacity. If introduced, a free offering would place Disney alongside companies such as Fox's Tubi, Paramount's Pluto TV, and The Roku Channel, further reflecting the growing role of ad-supported streaming in the broader television ecosystem.

WHERE TO BE

eTail Boston 2026: Sheraton Boston, MA: August 10-12, 2026

GROW NY: Center 415, NY: August 19, 2026

Groceryshop 2026:Mandalay Bay, LV: September 22-24 2026 

Shoptalk Fall: Music City Center, TN: September 29-October 1, 2026