Send us a text

Pinterest just had one of its worst trading days ever, and blamed tariffs.

We dig into what’s really behind the drop:

• Why ad revenue might be a Pinterest problem, not a tariff problem
• How user behavior has shifted away from “mood board” culture
• What it would take for Pinterest to stay relevant in an AI-driven shopping world

Plus, Namaan and Jenny Rae debate whether Pinterest’s next move is reinvention or acquisition.

 Partner Links:

• Learn more about NordStellar's Threat Exposure Management Program; unlock 20% off with code BLACKFRIDAY20 until Dec. 10, 2025

Chapters

• 03:12 Pinterest's Earnings Report and Ad Revenue Concerns
• 06:25 The Impact of Tariffs on Pinterest's Business Model
• 08:57 Competition from Chatbots and AI in User Engagement
• 11:53 The Future of Pinterest: AI-Powered Shopping Assistant
• 14:54 Challenges of Being an Intermediary in the Age of AI
• 17:47 Potential for Pinterest to Become a Tastemaker

• Listen to the Market Outsiders podcast, the new daily show with the Management Consulted team

Connect With Management Consulted

• Schedule free 15min consultation with the MC Team.
• Watch the video version of the podcast on YouTube!
• Follow us on LinkedIn, Instagram, and TikTok for the latest updates and industry insights!
• Join an upcoming live event - case interviews demos, expert panels, and more.
• Email us (team@managementconsulted.com) with questions or feedback.