The FDA declined to approve one of its key drugs. Back to you. >> Wow, Julia, thank you. >>> Meanwhile, the consumer discretionary sector hit a

record high today, up more than 12% in November. Our next guest runs a firm that uses AI and real-time consumer data to help clients acquire and retain

customers.  It can also give us an early sense of which categories are hot and not. Joining us now is Chairman and CEO, David Steinberg. It's great to have you.

Before we get into the data, I have to ask a question about the company and the stock. The stock was hit by a short-seller report earlier this month. One of the claims raised in

that report is that Zeta has consent forms on websites that are getting people to hand over more data than they intend. Are you involved in the consent forms at all?

Would you frame differently what these practices are? What should investors know about that? >> Let me start by saying the report was filled with misstatements.

IT DEPARTMENT EVEN GOT OUR AUDIT CORRECTLY. WE PUBLISHED OUR AUDIT FOR EVERY DOCUMENT WE PUT OUT THERE. I HAD TO ASK SOMEBODY WHAT A CONSENT FARM WAS IN ORDER TO

RESPOND INITIALLY. NO, WE NEVER DO CONSENT FARMS. OUR ORGANIZATION IS ONE OF THE MOST POWERFUL AS IT RELATES TO OUR DATA. WE HAVE SPENT HUNDREDS OF

MILLIONS OF DOLLARS OVER THE YEARS IN ACQUIRING COMPANIES THAT CREATE FIRST-PARTY DATA, WHERE WE PARTNER WITH THE CONSUMER. THE CONSUMER IS ALWAYS GETTING A VALUE EXCHANGE, WHETHER THEY'RE

GETTING A NEWSLETTER OR ABLE TO COMMENT ON A SITE, OR SHARE DIFFERENT CONTENT TO THEIR SOCIAL GRAPH. A CONSENT FARM IS WHEN SOMEBODY IS RUNNING MISLEADING ADS TO

GET SOMEBODY TO SIGN UP FOR SOMETHING THAT THEY HAVE NO INTENTION OF GIVING THEM. >> OKAY. >> WE NEVER DO THAT, AND WE HAVE NEVER DONE THAT, JON.

>> WELL, THANK YOU FOR GIVING A SUBSTANTIVE ANSWER TO THAT QUESTION. NOW LET'S TALK ABOUT THE HOLIDAY SEASON. OVER THE PAST COUPLE OF YEARS, THERE'S BEEN A SHIFT IN

Consumer spending towards experiences. Now the consumer credit stretch. What should we expect to see this season and how is it going to affect retailers?

>> And so it's interesting. We think it is more of a barbell effect, if you think about it. Right now we're seeing a big uptick in consumers looking for

discounts in retailers where you can't get bulk or wholesale-type products on the internet. And so 99-cent stores and other savings. And then we're seeing a big

uptick in luxury goods. 21% uptick in luxury goods in the United States. So I think it is very interesting. We think there's going to be a return to retail because of

this move to discount wants, while simultaneously seeing people at the higher end going into stores and buying online. >> We are right up at the end

of the hour, but I want to sneak in one more. Last season, especially loyalty was very important. A lot of companies that use AI and software to drive that did

WELL. IS IT GOING TO BE AS IMPORTANT THIS YEAR? >> WE THINK IT'S GOING TO BE A BLOWOUT QUARTER FOR COMPANIES USING ARTIFICIAL INTELLIGENCE LIKE ZETA.

WE'RE SEEING BIG UPTICKS IN HOW ORGANIZATIONS ARE USING A.I. FOR PERSONALIZATION TO THE CONSUMER, AND AROUND MORE EFFICIENT AND EFFECTIVE MARKETING. WITH THE ELECTION, IT SHORTENED

THE CYCLE WHERE PEOPLE ARE GIVING MIND SHARE TO THE HOLIDAYS. THEN THANKSGIVING IS LATE THIS YEAR. MARKETERS ARE REALLY GOING INTO OVERDRIVE RIGHT NOW. WE ARE SEEING THAT IN ZETA AND

IN A MEANINGFUL WAY. >> DO YOU THINK THIS BLACK FRIDAY, AMAZON PRIME DAY FOOTBALL THING IS GOING TO WORK? >> IT IS HARD TO BET AGAINST AMAZON. THEY TEND TO DO A REALLY GOOD

JOB. AND YOU'RE PUTTING FOOTBALL TOGETHER

Zeta Global CEO David Steinberg responds to short report

CNBC Television

소비자 재량 부문은 사상 최고치를 기록했습니다.

제타의 주식은 공매도 신고로 인해 영향을 받았습니다.

제타의 동의서가 의도한 것보다 더 많은 데이터를 수집한다고 주장한 보고서입니다.

CEO는 보고서에 허위 진술이 포함되어 있다며 보고서의 주장을 부인했습니다.

CEO가 Zeta의 데이터 수집 관행과 소비자 가치 교환에 대해 설명합니다.

경험 및 신용 제약에 대한 소비자 지출의 변화에 대해 논의합니다.

할인 및 명품에 대한 지출이 증가하는 '바벨 효과'를 예측합니다.

할인 추구 및 사치품 구매로 인해 소매업으로 복귀할 것이라는 기대감.

연말연시 시즌에 AI와 로열티 프로그램의 중요성

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Zeta와 같은 AI 기반 기업의 강세 분기 예측.

소비자 개인화 및 마케팅 효율성을 위한 AI 사용 증가.

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블랙 프라이데이, 아마존 프라임 데이, 축구 프로모션의 결합 효과에 대해 논의합니다.

Zeta Global CEO David Steinberg responds to short report

Zeta Global CEO David Steinberg responds to short report

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