www.spotsndots.com Subscriptions: $350 per year. This publication cannot be distributed beyond the office of the actual subscriber. Need us? 888-884-2630 or [email protected] The Daily News of TV Sales Wednesday, February 26, 2020 Copyright 2020. NBC MOVING AWAY FROM DEMOGRAPHIC GUARANTEES NETWORK EYES CROSS-PLATFORM GUARANTEE ADVERTISER NEWS NBCUniversal is hoping 2020 will be the year the TV ad Walmart is launching a new service that allows third- marketplace rethinks its reliance on broad age and sex party vendors to hire the retailer to store, pack and ship demographics to sell ads, Ad Age reports. items for customers, a move that could better position To this end, NBCU is approaching the upfront marketplace the big-box retailer to compete against Amazon, CNBC with four ways for brands to do business with its portfolio that reports. Through Walmart Fulfillment Services, third-party work toward stepping back from legacy metrics. vendors that sell clothing or other items in Walmart.com’s As more viewers consume content on a multitude of screens marketplace can pay to have the retailer handle the logistics and through various platforms, it has been a challenge for TV of getting items to a customer’s door. They currently have networks to monetize all of those eyeballs. to use a third-party to handle fulfillment or Traditional media companies have also do it themselves. The company launched a spent the last several years attempting to pilot of the service a few months ago with a compete with the Googles and Facebooks mix of brands across categories, including of the world by introducing ad products that footwear, apparel and electronics... Macy’s allow marketers to use data to target very specific consumers. same-store sales fell 0.5 percent in the fourth quarter, but But advertisers have been slow to completely move away the department store operator posted earnings of $2.12 per from historical metrics. share versus the $1.96 expected by Wall Street as it was Much of the TV industry agrees that the use of demographics aided by a “meaningful sales uptick” in the 10 days heading is antiquated in an era where brands have a vast amount of into Christmas, CNBC reports... Home Depot posted a 5.2 data at their disposal that allows them to target audiences percent increase in same-store sales, well ahead of the 4.7 at a much more granular level. It becomes even more percent consensus among analysts, The Street reports. frustrating when you take into account that a large chunk of The home improvement chain’s earnings per share were 18 the audience watching live linear TV is over the age of 50 cents above Wall Street’s expectations, coming in at $2.28... and thus not counted in traditional 18-49 demo guarantees. General Mills’ 301 venture capital fund has joined with DFE So, during this year’s ad haggle, NBCU will look to take Capital Management in leading a $9 million Series A funding initial steps away from those metrics. round for Pet Plate, a startup that delivers freshly-cooked For marketers that still want to maintain demo guarantees, meals for dogs to their humans’ homes, according to the NBCU will look to strike deals that allow them to deliver these Minneapolis Star Tribune... McDonald’s is auctioning off demos from anywhere across the company’s portfolio. This an 18-karat gold cup with diamond and jewels worth $90,000 would allow NBCU to push demand across platforms and on eBay, USA Today reports. Proceeds from the sale of the make up for any shortfall of linear TV. Golden Shamrock Shake cup will go to support the work “We know some advertisers still want to retain Nielsen of Ronald McDonald House Charities. The auction ends age and gender metrics. We are OK with that but allow us March 6... Amazon has opened Amazon Go Grocery, its to tap into the entirety of our assets,” says Tom Winiarski, first full-size checkout-free grocery store, in Seattle’s Capitol executive VP, planning and monetization, NBCU. Hill neighborhood, The Seattle Times reports. The new store NBCU is also looking to guarantee on adults 18-plus instead will have a much larger footprint and stock about five times of on the traditional 18-49 demographic. This would help more products than the Amazon Go convenience stores and, NBCU account for, and monetize, older audiences, while while shoppers won’t have to stop to check out, the store advertisers would still have full input on where and when the will be staffed with employees to keep shelves stocked and ads are running. “It would just make it easier to deliver broad providing customer service... Apple has reopened 29 of its reach,” Winiarski says. 42 stores in China that were shuttered amid the coronavirus For those who are doing big sponsorships of live events outbreak, though most are operating on shorter hours. or integrations into a program, these deals would still be Bloomberg reports the company expects revenue for the guaranteed on demos. current quarter to fall short of forecasts and cited the store Advertisers would also be able to continue to target more closures as a major reason... Victoria’s Secret’s share of specific consumers through NBCU’s AdSmart product. the lingerie market has dipped significantly in recent years In January, NBCU announced its One Platform, which will and a host of established retailers and emerging brands allow marketers to find audiences and optimize campaigns are vying for customers who are increasingly focused on across both linear TV and digital. This is something they comfort, Modern Retail reports. According to Coresight had to do individually in the past. While an actual platform Research, Victoria’s Secret’s market share was 24 percent won’t be available during this year’s ad haggle, advertisers in 2018, down from 31.7 percent five years prior. Aerie has will now be able to apply advanced targeting across NBCU’s won fans and grown sales with a body-positive message, entire portfolio to get unduplicated reach, Winiarski says. and retailers including Kohl’s, Walmart and Target have revamped their lingerie departments to change with the (Continued on Page 3) times. NETWORK NEWS AVAILS Oliver Hudson (Splitting Up Together) and Malin WYFF 4, the Hearst Television NBC affiliate in beautiful Akerman (Billions) are set to star in the CBS comedy pilot Greenville, S.C., seeks a superstar Account Executive. The Three of Us. Written by Frank Pines, The Three of Us We are looking for an experienced sales follows adult siblings — two of them played by Hudson and professional who can excel with some of the top Akerman — who are children of divorce and must circle accounts on the station while achieving goals the wagons when their sister’s husband unexpectedly across all platforms. Do you have a commitment announces he wants to call it quits on their marriage... to excellence, the ability to own transactional Riverdale is saying goodbye to not one, but two parental business, a track record of New Business figures. Skeet Ulrich and Marisol Nichols will no longer success, and like to have fun? Then come work at one of the appear on The CW teen drama after the fourth season. best television stations and best cities in the country. Google There is no word yet on how and when “Greenville, SC Top 10” and see why they will be written off the show. The everyone wants to live here! Click HERE pair have appeared on Riverdale since Bernie Sanders won big in to apply. EOE. Season 1. Ulrich plays Jughead Jones’ Nevada on Saturday and (Cole Sprouse) father F. P. Jones, is now considered to be See your ad here tomorrow! CLICK while Nichols played Hermione Lodge, the front-runner. That’s HERE for details. the mother of Veronica Lodge (Camila right: There’s a 78-year- Mendes)… Amanda Warren (Three old man running in front. THIS AND THAT Billboards Outside Ebbing, Missouri) A new Netflix feature lists the service’s is set as a series regular opposite Jimmy Kimmel 10 most popular titles for a user’s country Patrick Dempsey in the CBS political on any given day, as well as providing drama pilot Ways & Means (fka The specific top-10 lists for movies and Whip). Written by Republican political consultant Mike shows. That’s according to The Hollywood Reporter, which Murphy and Ed Redlich, Ways & Means centers on a says the company remains unwilling to provide specific powerful congressional leader (Dempsey) who has lost viewership numbers... Robert Iger has stepped aside as faith in politics. He finds himself working secretly with an CEO of Disney, though he will retain significant power over idealistic young congresswoman from the opposing party the company that he expanded into Hollywood’s biggest and to subvert the hopelessly gridlocked system he helped most powerful entertainment conglomerate over a more than create. Together, they’ll attempt to save American politics 14-year tenure. Disney yesterday named the company’s — if they don’t get caught... Liza Lapira (9JKL, Cooper head of parks and resorts, Bob Chapek, CEO effective Barrett’s Guide to Surviving Life) is set as a lead in the immediately. But The Wall Street Journal reports Iger will CBS drama pilot The Equalizer, a re-imagining of the stay on as executive chairman, overseeing the company’s classic 1980s series, with Queen Latifah starring and creative endeavors through the end of next year, when his executive producing. Written by Andrew Marlowe and contract expires. Terri Miller, who will serve as showrunners, The Equalizer stars Queen Latifah as Robyn McCall, an enigmatic figure PACE OF HOME PRICE GROWTH PICKED UP IN DEC. who uses her extensive skills to help those with nowhere The pace of home price growth sped up in December, else to turn. This is a new take on the character played by marking a full eight years of price increases in American Edward Woodward on the original 1985-89 CBS series homes for sale, The Wall Street Journal reports. and by Denzel Washington in the movie franchise... A Average home prices in major metropolitan areas rose 3.8 new attorney is joining the ranks on the CBS courthouse percent in the year ended in December, accelerating up drama series All Rise. Ryan Michelle Bathe (First Wives from 3.5 percent the prior month and 3.3 percent in October, Club) is set to recur opposite Simone Missick and Wilson according to the S&P CoreLogic Case-Shiller National Bethel on the series from writer Greg Spottiswood. All Home Price Index. The 20-city index posted a 2.9 percent Rise follows the chaotic, hopeful and sometimes absurd gain annually, up from 2.5 percent the month prior. All 20 lives of its judges, prosecutors and public defenders, as cities saw price increases. they work with bailiffs, clerks and cops to get justice for Economists surveyed by the newspaper had expected the the people of Los Angeles amidst a flawed legal process... 20-city index to gain 2.9 percent for December. Stella Baker (Tell Me Your Secrets) is set as the titular The pace of growth has been growing for several months lead in The CW drama pilot The Republic of Sarah, now after a slow start to 2019. “The U.S. housing market from writer-producer Jeffrey Paul King. In The Republic continued its trend of stable growth in December,” said Craig of Sarah, faced with the destruction of her town at the Lazzara, a managing director at S&P Dow Jones Indices. hands of a greedy mining company, rebellious high school U.S. cities measured by the index with the largest price history teacher Sarah Cooper (Baker) utilizes an obscure growth included Phoenix; Tampa, Fla.; and Charlotte, N.C., cartographical loophole to declare independence. Now where prices have increased by more than 5 percent annually. she must lead a young group of misfits as they attempt Prices in the largest U.S. cities are growing slower than in the to start their own country from scratch. The project was country at large, the report found, with sales prices increasing redeveloped by The CW this season after going to pilot at by only 2.4 percent in S&P’s 10-city composite index. CBS last season with Sarah Drew as the title character. The housing market has received a boost over the last year in It’s the first starring role for Baker, who is a 2018 graduate the form of historically low mortgage interest rates, coinciding of the Yale School of Drama. with an increase in home sales as measured annually. 2/26/2020

The Daily News of TV Sales @ www.spotsndots.com PAGE 2 SURVEY: YOUNGER SHOPPERS DRIVING RETURNS ACCOUNT ACTIONS A new survey reveals a small percentage of shoppers are Reddit has picked Interpublic Group’s R/GA as agency responsible for a large portion of returns, Drug Store News of record as it plans the brand’s first major marketing push reports. in its 15-year history, Ad Age reports. Since July, Reddit According to a new survey of 2019 holiday shoppers from evaluated about a dozen possible agency partners. R/GA’s omnichannel solutions provider goTRG, people who reported San Francisco office is taking the lead and is responsible returning five or more items during the 2019 season made up for crafting the brand campaign, according to David Corns, just 16.3 percent of all holiday shoppers, but accounted for R/GA San Francisco’s senior VP and managing director. 40.69 percent of all items returned. The agency has been going after more internet and tech People who returned items during the 2019 holiday season, businesses, and recently added Slack, Airbnb and Google on average, returned 2.59 items. However, on average, to the client roster, Corns says. Reddit claims it has 430 million younger consumers returned more items, monthly users, ranking it among the top 5 with a spike among consumers older than Age 12: Fell off bike at websites in the United States... Discover 60. high velocity on gravel has named WPP’s Grey New York as People age 18-29 who returned items road. Biked 5 miles home. its creative agency-of-record following a averaged 3.08 items during the 2019 review that kicked off in October 2019. holiday season; those in the 30-44 age Age 42: Used wrong The news comes weeks after the credit range who returned items averaged 2.63 pillow. Back non- card company aired two Super Bowl during the 2019 holiday season; in the functional for 2 days. spots created by former AOR the Martin 45-60 range, the average was 2.32 items; Agency. Under the partnership, Grey and in the over-60 range, the average was FunnyTweeter.com New York will be tasked with developing 2.64 items. creative and strategic work across media The age group most likely to return an and partnership platforms. Discover item during the 2019 holiday season was consumers aged Financial Services spends around $167 million on 30-44, with 70.45 percent of them returning at least one item. measured media in the U.S., according to research company The age group least likely to return an item was consumers Comvergence. over 60, as only 55.71 percent of them returned at least one item. STUDY: ONLINE PAYMENT FRAUD TO COST $200B+ Younger consumers were more likely to have returned The ongoing high level of data breaches and fraud innovation multiple items. Consumers 44 and younger were 35 percent techniques is driving high losses for e-commerce and other more likely to have returned two or more items than people types of businesses. 45 and older. A new study from Juniper Research has found that e-commerce businesses along with airline ticketing, money NBC MOVING AWAY FROM DEMO GUARANTEES transfer and banking services will cumulatively lose more than (Continued from Page 1) $200 billion to online payment fraud between 2020 and 2024. The ad community recognizes the need for NBCU to move The increases will be driven by the increased sophistication away from legacy metrics. But there will certainly be plenty of of fraud attempts and the rising number of attack vectors, brands that do not want to abandon demographics and give according to Juniper. up the low base rates they have been grandfathered into, or The report, Online Payment Fraud: Emerging Threats, that are simply scared to move away from the way they have Segment Analysis & Market Forecasts 2020-2024, found been operating in TV for decades. the increasing ubiquity of digital payments provides an ever- “TV is held to a higher standard than something like Google increasing attack surface for fraudsters. and Facebook,” a media buyer says, adding that advertisers The research recommends that payments industry go to Google to get a massive amount of impressions. But stakeholders focus on an omnichannel fraud approach to that’s not the same reason marketers advertise on TV. mitigate these challenges. TV buyers have historically bought TV by specific day parts MONDAY NIELSEN RATINGS - LIVE + SAME DAY and programs. NBC’s plan, the buyer says, “moves us closer to a Google model.”

U.S. URGED TO PREPARE FOR CORONAVIRUS The U.S. Centers for Disease Control and Prevention (CDC) yesterday alerted Americans to begin preparing for the spread of coronavirus in the U.S. after infections surfaced in several more countries, Reuters reports. The announcement signaled a change in tone for the Atlanta-based U.S. health agency, which had largely been focused on efforts to stop the virus from entering the country and quarantining individuals traveling from China. Believed to have originated from illegal wildlife sold in the Chinese city of Wuhan late last year, the new coronavirus has infected some 80,000 people and killed close to 2,700 in China. 2/26/2020

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