甲方

娃哈哈，也开奶茶店了

最近，娃哈哈准备卖奶茶的消息不胫而走。据说，目前娃哈哈已经与一家企业成立了合资公司，以轻资产加盟方式布局茶饮店市场。

消息称瑞幸咖啡仍在快速开店，二季度平均每日开10家门

在自曝财务造假事件后，瑞幸咖啡仍在快速在中国开店。数据显示，截至5月12日，瑞幸咖啡二季度平均每天在中国开10家门店，门店总数已达6912家。瑞幸咖啡今年二季度的开店速度与一季度相比有所放缓，但比上年同期快。

德芙和Molly结“萌”

德芙与泡泡玛特联手推出“可以吃的盲盒潮物”，内含两款小清新限定 Molly、三款 Molly“侧颜杀”巧克力，消费者还可以登陆德芙天猫旗舰店开启「更大大大大的宝藏」。

中国再关90家门店，悦诗风吟节节退败

曾经遍布各大商场，并深受年轻女性喜爱的韩系美妆品牌——悦诗风吟（英文Innisfree），它的母公司爱茉莉太平洋计划，2020年再关闭至少90家在中国的亏损门店，这些门店主要集中在一二线城市。而早在2019年，悦诗风吟就已经关闭过40家门店。

没钱打广告，未来一年品牌的关键词是：促销卖货

销量下滑带来的直接结果是，今年诸如百威这样的大广告主都把原本的媒介曝光预算省掉，把重点用在能实际卖货的效果广告上。如今直接表态的广告主越来越多，百威、可口可乐、百事可乐等过去有充足媒介曝光预算的品牌，今年都收紧了腰包，开始踏实卖货了。

梨视频APP被全网下架

5月8日，媒体报道称梨视频被全网下架，用户在App Store和安卓应用商店仅能搜索到“梨视频专业版”。对此，有公司内部人士回应称，“是技术整改。”“内容生产+广告盈利”，梨视频是典型的媒体商业模式。

成熟模式之下，梨视频的隐忧一直都存在。首先，伴随短视频产品的升级迭代，以及广告市场遇冷的大环境，梨视频广告的转化收益自然是在走下坡路。梨视频也尝试过破局商业模式，2018年梨视频与淘宝组建合资公司，推出全新视频IP“淘宝吃货”，通过生产优质内容带货淘宝美食商品。

李彦宏将开启百度直播首秀

百度宣布，李彦宏今晚8点将在百度App进行首次直播，与樊登读书创始人樊登对谈“家·书”。

董明珠将在京东搭档王自如直播带货

董明珠将于5月15日20点在京东联合王自如进行直播，直播现场将品评包括空调、冰洗、生活电器等逾几十种格力产品。在此之前，董明珠已经参与两次直播，其中在5月10日的快手直播带货中，开卖30分钟3个产品销售额破1亿。

美团市值超7000亿港元

美团点评现涨2.20%，市值达7032.87亿港元。

商务部：第二届“双品网购节”总销售额达1825亿元

商务部新闻发言人高峰介绍，4月28日至5月10日举行的第二届“双品网购节”促销活动期间，参与电商企业达115家，品牌超十万个，网络店铺超百万家，总销售额达1825.1亿元，较首届活动增长超过1.37倍，带动同期全国网络零售额超过4300亿元，同比增长20.8%，其中实物商品网络零售额超过3800亿元，同比增长33.3%，活动参与商品获好评率达98%以上，有力促进消费回补和潜力释放。

乙方

电通推出dentsumcgarrybowen品牌，加强创意服务

电通安吉斯集团中国5月14日正式宣布推出兼具创意服务与品牌解决方案的创意代理品牌dentsumcgarrybowen，它结合了北京电通和mcgarrybowen中国，提供创意领先的品牌转型服务。dentsumcgarrybowen中国将由石川惠太领导，他将向电通安吉斯集团中国首席执行官刘佩英以及dentsumcgarrybowen全球联合总裁Merlee Jayme和Jon Dupuis报告。据悉，dentsumcgarrybowen是电通安吉斯集团新组建的创意业务线的一部分。该业务线涵盖创意、内容、设计与消费者体验等服务的品牌，其中也包括安索帕。

媒介

Facebook任命隐私委员会成员

Facebook此前被曝光了不计其数侵犯消费者隐私的丑闻，美国联邦贸易委员会对这些丑闻进行了调查，并对Facebook开出了50亿美元的罚款单，并要求该公司进行多项整改，其中的一个措施是组建董事会隐私委员会。5月13日，Facebook宣布隶属于董事会的隐私委员会的成员（均为现任董事）是佩吉·阿尔福德、南希·基勒弗和罗伯特·M·金米特，其中基勒弗担任委员会主席。

爱奇艺和好看视频打通

5月13日，爱奇艺号与百度好看视频宣布双方在内容一键分发等方面实现互通互联。在基础资源共享方面，爱奇艺号与好看视频实现了账号关联及发布打通，创作者无论通过爱奇艺号还是百家号上传视频内容，都可以在爱奇艺与好看视频一键同步分发。在粉丝、私域等方面，双方未来将打通各自平台的粉丝、评论、私信等数据通道，让创作者可以直接查看到爱奇艺号与百家号的粉丝数、评论等内容。

广东明确：影剧院等娱乐场所可有条件开放

据南方日报，广东印发广东省新型冠状病毒肺炎疫情防控指挥部关于做好新冠肺炎疫情常态化防控工作的实施意见。针对市民普遍关心的娱乐休闲场所是否可开放的问题，意见指出，各地需按照相关技术指南，在落实防控措施前提下，全面开放商场、超市、宾馆、餐馆等生活场所；采取预约、限流等方式，开放公园、旅游景点、运动场所和图书馆、博物馆、美术馆等室内场馆，以及影剧院、游艺厅等密闭式娱乐休闲场所，可举办各类必要的会议、会展活动等。

趋势

触宝大数据：2020年Q1东南亚市场APP排行榜

东南亚地区在新年的第一季度由于疫情期间对外管制并不严格，因此在线时长增长趋势并不明显。

音乐类应用中用户除了单方面进行音乐获取之外，榜单中40%都有K歌互动分享的功能，东南亚用户以年轻用户为主，这类用户非常需要通过发布UGC进行社交互动提升自我在群体中的影响力，凸显自我价值。

摄影类应用中视频编辑工具比重持续上升，用户对于短视频编辑的需求正在增长。健康健身类应用中减脂塑形，无器械低门槛运动的应用活跃度上升。

海外

IRi：追踪美国消费者在冠状病毒流行期间的行为报告

购物和消费行为：

1、由于医疗和家庭护理领域的非食品类库存显示出减少的迹象，餐饮库存将继续增加；

2、消费者正在购买更多新鲜食品。

3、大型渠道的酒类和烟草的销量也在上升。

4、尽管食品储藏之旅推动了最强劲的增长，但随着购物者努力满足其所有需求，所有的购5、买旅途都大大增加了。

6、电子商务销售额继续保持强劲增长，但在过去几周里失去了全渠道的份额，因为购物者更可能依赖实体店进行恐慌性进货。

海外

随着家庭健身激增，ObéFitness的会员人数增加了10倍

A pandemic isn’t exactly how Obé Fitness, a startup providing at-home workout classes, expected to achieve hockey-stick growth.

But with gyms closed and people cooped up at home, Obé Fitness’s membership increased by a factor of 10.

For co-founder Mark Mullett, the disease that’s caused this surge has also cost a steep personal toll. “To see explosive growth in the business when I know three people who have passed way due to this – it’s a lot to process,” he said.

But Mullett and co-founder Ashley Mills are embracing their mission to keep people physically and mentally healthy. They’re also evolving their offering to accommodate the needs of their membership during a pandemic

Obé Fitness has since rethought its overall workout offerings, adding workout classes designed for kids and classes for seniors. It also expanded into meditation to help people cope with their new normal.

CTV和流媒体平台受到消费者关注，却导致广告代理公司数字和广播团队之间分歧复杂化

The introduction of connected TV (CTV) and streaming platforms has enriched consumers’ lives and pushed content to new heights, but on the back end, it has created a land of confusion within some brands and the advertising agencies that support them.

Both broadcast and digital teams have a stake in the game, but executives are in some cases wrestling to determine which team – digital or broadcast – will ultimately own CTV within the agency. The two teams individually bring unique advantages to the table, yet many are struggling as digital teams try to adapt to be more like broadcast teams, and broadcast teams attempt to translate digital to make it more comparable to the broadcast world that is their point of reference.

So, the question remains, who within the advertising agency owns the media budgets for video ads shown on web-enabled streaming or on-demand programming? The answer is not black and white.

万维网联盟（W3C）针对Criteo提出SPARROW隐私建议，举行了首次电话会议

Hear the birds chirping?

No, not those birds.

On Monday, the Worldwide Web Consortium (W3C) working group for digital advertising standards had its first call where it discussed a new privacy proposal by Criteo called SPARROW (Secure Private Advertising Remotely Run On Webserver), according to three sources who participated.

The SPARROW proposal is a response to Google’s privacy framework called TURTLEDOVE (Two Uncorrelated Requests, Then Locally-Executed Decision On Victory), which replaced a first effort called PIGIN (Private Interest Groups, Including Noise).

None of these are real-world technologies, yet. They’ve been added to the Google privacy sandbox, where the Google ads and Chrome teams are testing advertising and privacy technologies for when the browser deprecates third-party cookies in about two years.

Google is open to enhancements of its TURTLEDOVE framework, but said SPARROW doesn’t meet its privacy standards, according to people on the call.

关于第三方cookie结束你需要知道的一切

The death of the third-party cookie is fast approaching, and the industry can see the end of the road when it comes to their ability to buy and sell ads that use individualized targeting.

Google announced in January this year that by 2022, Chrome would no longer support the use of third-party cookies. Other browsers — Mozilla’s Firefox and Apple’s Safari — have already removed third-party cookies and national and local governments have enacted privacy laws to regulate the collection, use and sharing of online identifiers. But Chrome is the most popular browser, making this move for many really the nail in the coffin.

The move, Google said, is designed to encourage publishers, advertisers and others help Google create a new set of privacy-focused open web standards.

Still, publishers and marketers remain in the dark about how this will impact their businesses.

Here’s Digiday’s primer on all you need to know about life after the third-party cookie.

01

The death of the cookie

When Google announced that it was taking third-party cookies off of its Chrome browser in January — following the changes towards privacy that Apple’s Safari and Mozilla’s Firefox browsers have made in the past few years — publishers and marketers said the writing had been on the wall for years.Google says that the end of the cookie will make web browsing more secure for users. But the proposed shift is likely to send tremors across an entire online ad ecosystem that has long relied on cookies to target and track advertising.