How CPG challenger brands are setting category marketing trends
From Liquid Death’s use of AI to Graza’s packaging, upstarts are finding ways to take market share from legacy rivals with larger media budgets.
Edition of Friday, October 23, 2026
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Archive →Marketing Leadership
SparkToro Questions AI Visibility As Marketing Strategy
Should every marketer be putting 80% of their effort into AI visibility? Should we be throwing billions at tracking AI recommendations? Should companies restructure their budgets around appearing in AI tools? Probably not. Three new studies came out in the…
News
Sharp Tech on Video: Netflix Angst, the End of the Internet, and Meta’s VR Glasses
Sharp Tech is, for the first time, available on video. You have two ways to consume it: YouTube, and here on Stratechery
Category & Markets
AI Trade Faces Earnings Test: Market Snapshot
Some of the world's biggest tech names delivered earnings this week that drew mixed reactions from investors. The results come as jitters over the trade increasingly shift from cash flows and profits to how the technology’s massive build-out is being…
Category & Markets
Korea EXIM Bank Postpones Yen Bond as Market Volatility Jumps
The Export-Import Bank of Korea postponed a planned yen bond sale after a sharp increase in bond-market volatility made it difficult to achieve its targeted issuance size while maintaining planned pricing.
Brand
The ambitious EA Sports rebrand looks great from every angle
Brand check: DixonBaxi have released their superb rebranding of EAFC27 – a work blending iconic branding with sports and gaming culture.
PR & Narrative
PR Daily Offers Crisis Measurement Advice
Avoid volume. Measure velocity instead. It’s fun to measure a successful campaign and to understand how you positively moved the needle. It’s just as vital, if less pleasant, to quantify the fallout of a crisis. That goes way beyond measuring media mentions…
