Automotive Sector ChallengesTougher automotive comparisons and a more uncertain national brand outlook may conspire to limit core growth, with auto potentially getting a double hit from interest rate uncertainty and muted incentive spend.
Growth ConfidenceConfidence in growth in 2025 continues to be muted, although certain sporting events could help prevent a shrinkage for the full year.
Revenue VisibilityManagement did pull their full year media expense guidance, suggesting that the range of revenue outcomes is substantially wider than previously anticipated, and that visibility remains extremely limited.