Google has run four spam updates in 2026 and now defines spam to include manipulating its generative AI answers, while stressing that scaled low-value content is the problem regardless of how it is made. Survey data suggests human oversight and original research, not AI speed, separate content that performs.
As Google completes its third-party cookie deprecation and Meta's Advantage+ absorbs more DTC ad spend, brands are debating whether investing in first-party data infrastructure is a genuine competitive advantage or costly overhead only large players can justify. The stakes are highest heading into Q4 2026, when signal loss is reshaping how performance marketers measure ROAS, build audiences, and attribute new customer acquisition.
Amazon's demand-side platform is pulling DTC ad budgets away from Meta and Google by offering purchase-intent data no other platform can match — but its real value depends heavily on whether a brand already sells on Amazon.
Frustrated by stubbornly high Meta CPMs and murky Advantage+ reporting, a growing number of direct-to-consumer brands are diverting performance ad dollars into connected television. Early movers in home goods, fitness equipment, personal care, pet care, and subscription food report measurable lift — but the channel demands a patience and planning discipline that conflicts with how most DTC growth teams are wired.
