Marketing 10 February 2026 - 4 May 2026

Reckitt Benckiser’s China Speed Bet Puts Durex, Lysol Maker Back in Market Focus
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Reckitt Benckiser’s China Speed Bet Puts Durex, Lysol Maker Back in Market Focus

Reckitt Benckiser said ecommerce and social commerce now account for 80% of its China sales, up from 30% six years ago, with China revenue nearing £1 billion after 11 quarters of double-digit growth. The company bought back £9 million in shares on May 7. Reckitt missed first-quarter revenue forecasts in April and warned of lower first-half margins, citing weak demand and higher costs.
May 9, 2026
Unilever’s India Rally Puts Its Price-Hike Plan Under Fresh Scrutiny
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Unilever’s India Rally Puts Its Price-Hike Plan Under Fresh Scrutiny

Hindustan Unilever shares climbed 2.6% to ₹2,309.05 on Monday, outpacing India’s market after Unilever’s global cost warnings and price hike plans. Unilever reported 7% sales growth in India and began a €1.5 billion share buyback. The company faces €750–900 million in expected cost inflation this year, with price increases likely to continue. Unilever’s London shares rose 2.56% on Friday to £44.07.
May 4, 2026
Adobe AI Agents Take Aim at Corporate Marketing as OpenAI and Anthropic Pressure Mounts
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Adobe AI Agents Take Aim at Corporate Marketing as OpenAI and Anthropic Pressure Mounts

Adobe launched CX Enterprise, an AI suite for corporate clients, at its Las Vegas Summit on Monday. The product uses AI agents to automate and personalize digital marketing, aiming to counter competition from AI-native firms. Adobe shares rose 1.4% to $247.96 after the announcement, though they remain down about 30% this year. CX Enterprise will integrate with platforms including AWS, Microsoft, NVIDIA, and OpenAI.
April 20, 2026
AppLovin stock climbs as Axon expands AI-generated interactive ads and automated video tests
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AppLovin stock climbs as Axon expands AI-generated interactive ads and automated video tests

AppLovin shares rose about 4% after the company said it is expanding access to AI-generated interactive ads on its Axon platform and testing automated video creation. The company plans a broader rollout of these features early in the second quarter. AppLovin reported a “significant share” of HTML ad spend now comes from AI-generated ads. The company remains under SEC investigation.
March 5, 2026
Pinterest stock dives 18% after weak forecast as tariff-hit retailers cut ads
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Pinterest stock dives 18% after weak forecast as tariff-hit retailers cut ads

Pinterest shares fell 18% to $15.19 in midday New York trading Friday after the company forecast first-quarter revenue below Wall Street estimates, citing lower ad spending by major U.S. retailers facing tariff pressures. The stock touched $13.87 at session lows, with over 41 million shares traded. Pinterest’s outlook triggered at least 24 brokerage price target cuts. The company ended 2025 with 619 million monthly active users.
February 13, 2026
Pinterest earnings: Stock drops on weak Q1 revenue outlook as AI pivot faces a tougher ad fight
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Pinterest earnings: Stock drops on weak Q1 revenue outlook as AI pivot faces a tougher ad fight

Pinterest forecast first-quarter revenue of $951 million to $971 million, missing analysts’ $980.1 million estimate. Shares dropped about 12% in after-hours trading following the outlook. Fourth-quarter revenue rose 14% to $1.319 billion, with monthly active users reaching 619 million. The company recently announced job cuts affecting less than 15% of its workforce.
February 12, 2026
TD Bank’s Super Bowl robot ad kicks off “More Human” rebrand across Canada and U.S.
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TD Bank’s Super Bowl robot ad kicks off “More Human” rebrand across Canada and U.S.

TD Bank Group has launched its “More Human” brand platform in Canada and the U.S., led by a 60-second Super Bowl ad called “The Delivery.” The campaign aims to unify TD’s identity across both countries and highlight a personal touch in digital banking. EMARKETER estimated the Super Bowl spot could cost up to $20 million. TD says the rollout will include new features like real-time fraud alerts.
February 12, 2026
Coca-Cola stock slides today after muted 2026 outlook and a BodyArmor write-down
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Coca-Cola stock slides today after muted 2026 outlook and a BodyArmor write-down

Coca-Cola shares fell 2% to $76.37 after the company missed quarterly revenue estimates and issued a 2026 outlook seen as cautious by analysts. Fourth-quarter revenue reached $11.82 billion, below forecasts, while adjusted earnings per share beat expectations at 58 cents. Operating income dropped 32% after a $960 million BodyArmor trademark impairment. Coke projects 2026 organic revenue growth of 4%-5% and EPS growth of 7%-8%.
February 10, 2026