一、品牌

迪士尼拟今年关闭至少20%专卖店，专注电商销售

呷哺呷哺：预计2020年度纯利1000万元至2000万元

呷哺呷哺公告称，集团预期2020年度将录得纯利介于约1000万元至2000万元之间，而2019年度则录得纯利约2.9亿元。有关减少乃主要由于爆发新冠肺炎疫情，中央及各地政府随后陆续实施的预防措施以及消费场所限制对集团自2020年1月以来的业务产生了重大影响，尤其是在疫情影响严重的湖北省、北京市及东北地区，集团逾40%的门店位于该等地区。

功能性食品“minayo”完成数千万元Pre-A轮融资

功能性食品品牌“minayo”获得数千万元Pre-A轮融资，本轮融资由北极光创投独家投资，远识资本担任独家财务顾问。本轮融资将主要用于产品矩阵完善、市场投放和品牌升级。2020年初，minayo曾获得来自著名艺人经纪公司乐华娱乐的数百万元天使轮融资。

优衣库回应日本市场降价：日本以外市场没有相关计划

Keep冲刺IPO：最快二季度申请赴美上市

首汽约车：魏东不再担任CEO职务，新任总经理已正式任职

二、互联网平台

趣头条2020年第四季度营收13.02亿元，同比下降21.5%

趣头条发布2020年第四季度及全年财报。财报显示，趣头条2020年第四季度营收13.02亿元，同比下降21.5%，去年同期为16.58亿元。2020年趣头条总营收达52.85亿元，环比增长15.3%。非美国通用会计准则下，第四季度经营性利润达4250万元，实现上市以来的首次季度盈利。此外，财报还公布米读完成1.1亿美元C轮融资。

字节跳动正在为中国市场开发一款类似于Clubhouse的应用程序

Okta斥资65亿美元吞并对手Auth0

谷歌将停止使用个人用户的跨网站身份识别技术

携程2020年四季度营收49.7亿元，全年GMV达3950亿元

携程公布了截至2020年12月31日第四季度及全年的财务业绩。2020年第四季度，携程集团的净营业收入为50亿元人民币。其中，携程住宿预订营业收入为22亿元，全年住宿预订营收达到71亿元。第四季度毛利率达82%，创造连续11个季度以来的新高。2020年，携程集团GMV达3950亿元，全年净营业收入为183亿元人民币。

网易云音乐回应人事变动：李茵已离职，业务调整后仍为集体决策

据媒体报道，原网易云音乐市场副总裁李茵于2月离职，网易云音乐回应称，网易云音乐市场副总裁李茵已于近期离职，网易公司对网易云音乐业务进行调整。调整后，网易云音乐仍将延续此前的管委会集体决策机制。

三、服务机构

“合数科技”完成数千万Pre-B轮融资

苏州合数科技有限公司今日宣布完成数千万Pre-B轮融资，投资方为常熟东南产投，北京岱伯特科技有限公司担任独家财务顾问。

四、案例

完美日记×罗云熙推出丹顶鹤眼影盘

耐克态度短片：只要你想，就按你的来！

近日，耐克发起#按你的来#话题并发布广告片，讲述率男队登场的女子足球员——普布志玛的故事。

蕉内发布首支品牌片《女生的反义词》

蕉内上线首支品牌片《女生的反义词》，由李佳琦献声，赋予各种词语新的反义词。

五、趋势洞察

中国有约1.8万家从事5G相关业务的企业

天眼查大数据显示，中国共有约1.8万家从事5G和工业互联网相关业务的企业。从地域分布来看，辽宁省的相关企业数量最多，达到2000家。广东省和河北省排在二三位。近5年来，中国从事5G和工业互联网相关业务的企业数量稳定增长。以工商登记为准，中国2020年共新增超1300家相关企业，同比上涨39%。

爱彼迎：过去一年累计创收超64.5亿元，女性占比55%

爱彼迎数据显示，全球范围内，爱彼迎女性房东和体验达人数量超200万人。2020年3月至今，运营单套房源且开始接待房客的新房东们，累计创收超过约人民币64.5亿元。其中，女性占比55%，她们共创造了超约人民币38.8亿元的收入。在中国新增房东群体中，女性占比高达59%。重庆（65%）是女房东占比最高的中国城市，随后是成都（63%）、杭州（60%）、深圳（60%）和广州（58%）。

Comcast：2020年互联网流量高峰受COVID-19流行影响增长32%

美国互联网接入服务提供商 Comcast 表示：受 COVID-19 大流行影响，2020 年的互联网流量高峰较大流行前增长了 32%，部分市场甚至大增 50% 。在所有下行流量中，视频流占据了 71%，较 2019 年增加了 70% 。其次是软件下载和网页浏览，分别占 10% 和 8% 。Comcast 总裁 Tony Werner 在一份声明中称，多年来的战略投资，已经获得了回报。从 2017 ~ 2020 年，该公司为改善网络而投资了 150 亿美元。

2020 年的下行流行峰值，较 2019 年增加了 38%，上行流量峰值也较 2019 年增加了 56% 。不过就算上行流量有所增加，流量模式仍高度不对称（下行是上行的 14 倍）。a

六、海外

Google向广告行业传达的信息：我们不会建立自己的第三方Cookie替代品

Google said in a blog post on Wednesday that it won’t use alternative methods to track users online once it ends support for third-party cookies in Chrome – and that it disapproves of using email as an alternative identifier for ad tracking.

In other words, Google is stating for the record that it will not cook up any voodoo tracking magic of its own and that all of its web products will be driven by the privacy-preserving APIs currently in development within the Privacy Sandbox, including FLoC-based cohorts.

The direct implications of Google’s announcement are not immediately clear. Will Google’s pledge not to use or support user-level identifiers for third-party ads in its products only apply to DV360, Google Campaign Manager and Google’s demand partners – or could this also apply to YouTube? The latter is unlikely but, if so, that would be major.

But while the dust settles, Google’s statement does appear to answer one of the biggest open questions that has come up during meetings of the Improving Web Advertising Business Group (IWABG) at the World Wide Web Consortium, which is whether Google plans to, forgive the cliche, eat its own dog food when it comes down to actually applying Privacy Sandbox proposals.

There’s been a great deal of skepticism on that point, especially among ad tech companies that believe Google is aggressively pushing through a series of good-enough-for-thee-but-not-for-me pseudo-solutions that likely won’t deliver as promised.

Pinterest推出以视频为中心的新购物广告产品

Pinterest has three main priorities for 2021 and beyond: video, making its trend data actionable and shopping.

On Wednesday, at Pinterest’s first-ever partner and advertiser summit event, hosted virtually, of course, it made announcements related to all three.

“We had a big year in 2020, and we want our advertisers to know more about the progress we’ve made, what’s driving our growth and how that’s laddering up to the big bets we’re making,” Jon Kaplan, Pinterest’s global head of sales, told AdExchanger.

Pinterest added more than 100 million monthly active users globally in 2020 to hit 459 million, a 37% year-over-year increase. Revenue in the fourth quarter was up 76% YoY to $706 million, and 2020 revenue grew 48% to nearly $1.7 billion.

Although Kaplan declined to share specific numbers, he said that video, including video advertising, is starting to become a “meaningful” percentage of Pinterest’s revenue. Video views in Q4 were up more than 100% over the year, and video uploads increased more than 6x.

With that growth momentum in mind, Pinterest is launching a new video marketing tool called Pinterest Premiere that allows advertisers to own an exclusive video placement in the home feed targeting a specific demographic, interest and/or category during a designated time period.

迪斯尼在线渠道广告业务增长了47％

In yet another sign that streaming is where it’s at, advertising at Disney’s online channels are on pace to overtake the company’s ABC broadcast network as marketers shift spending to more targeted audiences. Per Ad Age, ad sales at Disney’s direct-to-consumer businesses rose 47% to $882 million last quarter, closing in on the $984 million at ABC, which registered a 5% gain. At that pace, online outlets such as Hulu, ESPN+ and ABC.com will soon pass the network. In particular, Hulu’s secret weapon is its “rapid growing, robust advertising business,” according to CEO Bob Chapek. As streaming TV viewership continues to surge, Disney has been consolidating its ad-sales teams over the past few years to create one-stop shopping for marketers across its various networks and platforms which has given a lift to traditional and online outlets. “Advertisers want to follow audiences,” said Rita Ferro, president of advertising sales at Disney. 

2021年数据与营销趋势

Platforms will converge

Cross-platform planning, activation and measurement will become table stakes across digital, TV and video, and this is only set to accelerate once the pandemic is over.

Further, thanks to the evolution and innovation of technology, buy- and sell-side companies will be able to obtain more accurate, cross-platform measurement, gaining insights in real time across TV, digital media and programmatic in 2021. This will allow brands to set benchmarks, make adjustments, make outcome-based measurement and maximise their ROI.

This will be the year that digital and TV media buying teams can finally join together to navigate campaigns and budgets, as CTV really takes off in the UK. Brands will finally be able to include TV as a part of their wider digital metrics.

Identity-based campaigns will become the new gold standard

The end of third-party cookies gives us a great opportunity to make our industry better and stronger than it was before. The success of a fair, competitive and open internet, focused on a value exchange between content providers and consumers, should be what we are all striving for.