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Happy Monday! New Week, New Update
MARKETS
Year to Date for the markets
The Nasdaq and S&P are both growing well. Bitcoin is the only one that is down so far. But the big winner this year is Dollarama.
Data from Google Finance
Why Dollarama Is Up 44% This Year
In a year where prices keep rising and shoppers are looking for deals, Dollarama has become a big winner.
Image: Dollarama
Here are the simple reasons Dollarama is booming:
1. More People Want Cheaper Options
Life is expensive right now.
Canadians are choosing low-cost stores, and Dollarama is the first stop.
2. They Keep Opening New Stores
Dollarama is expanding across Canada and Latin America.
More stores = more customers = more revenue.
3. They Buy Products at Very Low Cost
Buying in bulk helps Dollarama keep prices low and profits high.
Value Coach Takeaway
Dollarama proves one thing: In tough times, simple businesses win.
If you’re a business owner, here’s the lesson:
Keep your product essential.
Keep your pricing fair.
Grow slowly but consistently.
Build a business that works in good times and bad.
BUSINESS WORLD
Netflix x Warner Bros: Big Deal Explained
Netflix just signed a major deal with Warner Bros, and it’s great news for viewers.
Image: Variety
What’s happening?
Netflix agreed to buy Warner Bros Discovery’s film studios, TV studios, and streaming business (including HBO Max / HBO) in a blockbuster deal.
What This Means?
Netflix gains control over a massive library of movies and TV, including big names from Warner Bros, HBO, DC, and more.
How much did it Cost?
The deal is worth about US $72.0 billion in equity value.
Under the agreement, each Warner Bros Discovery (WBD) shareholder gets US $23.25 in cash + US $4.50 in Netflix stock per share, a total of US $27.75 per share.
Value Coach Takeaway
When a company controls great content, it controls attention.
Welcome to the ATTENTION ECONOMY!
Why AI Isn’t Replacing Affiliate Marketing After All
“AI will make affiliate marketing irrelevant.”
Our research shows the opposite.
Shoppers use AI to explore options, but they trust creators, communities, and reviews before buying. With less than 10 percent clicking AI links, affiliate content now shapes both conversions and AI recommendations.
Shoppers are adding to cart for the holidays
Over the next year, Roku predicts that 100% of the streaming audience will see ads. For growth marketers in 2026, CTV will remain an important “safe space” as AI creates widespread disruption in the search and social channels. Plus, easier access to self-serve CTV ad buying tools and targeting options will lead to a surge in locally-targeted streaming campaigns.
Read our guide to find out why growth marketers should make sure CTV is part of their 2026 media mix.