EPISODE · Sep 7, 2026 · 5 MIN
The Market Prices the PepsiCo Win
from Advertising in Five
Publicis Shares Rise on Reported PepsiCo Media Win. Press reports say PepsiCo moved its global media account from Omnicom to Publicis, sending Publicis shares up as much as 4.2%, a shift of that size would reset this year's new-business rankings. (Morningstar, Market Screener) Adweek Reports Turnaround Signals at WPP and S4. Adweek's latest Agencies Advantage read puts Publicis still in the lead while WPP and S4 show signs of recovery, a shift that bears on which networks make client pitch lists. (Adweek) Adobe Names Anil Chakravarthy as Next CEO. Adobe is reported to have named Anil Chakravarthy to succeed Shantanu Narayen, handing the creative and marketing software stack agencies build on to a new chief executive. (YourStory.com, Market Screener, FortuneIndia) Digiday Flags Possible Correction in Influencer Marketing. Digiday's Future of TV Briefing reports signs that influencer marketing may face an economic correction, a question agencies and brand teams will weigh while setting 2027 creator budgets. (Digiday, Digiday) Also moving today: Essity calls global creative review after major US femcare acquisitions - More About Advertising (More About Advertising) Saatchi & Saatchi wins Australian Retirement Trust pitch (Mumbrella) Regulatory developments can lead to more questions": Industry on Dentsu's tax searches (storyboard18.com, storyboard18.com) Adobe Acquires Indian AI Marketing Startup Rilo to Expand Automated Workflow Tools (Tekedia, Yahoo! Finance, Indian Startup News) Havas study reveals half of Australians identify as gamers (Mumbrella) Get Advertising in Five in your inbox every weekday: https://advertisinginfive.com
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What this episode covers
Morningstar reports Publicis shares rose as much as 4.2 percent after press reports that PepsiCo picked the group for its global media account, while Omnicom closed 5 percent lower; Adweek argues WPP and S4 Capital are showing early signs their turnarounds are taking root. Adobe has named Anil Chakravarthy chief executive from December 1, with Shantanu Narayen moving to executive chair, and Digiday's Future of TV Briefing argues automated brand-to-creator dealings could push influencer pricing toward a correction. Also moving: Essity's global creative review, Saatchi and Saatchi's Australian Retirement Trust win, and Indian tax searches at premises linked to Dentsu Media Group.
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The Market Prices the PepsiCo Win
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