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Brand Intel: The weekly signal

The shortcut to industry moves that matter for marketers.

 

5 FEBRUARY 2026

his week’s marketing landscape is defined by a "Creative vs. Systemic" split. While brands like Lego and BIC are using tactile nostalgia to break through digital fatigue, Google and Shopify are rewriting the back-end of commerce via the new Universal Commerce Protocol.

Lego & Crocs: Stepping into "Playful Utility"

Lego and Crocs have officially launched a multi-year partnership, starting with the Lego Brick Clog. This collaboration features an innovative "brick-like" outsole and oversized studs for customization, targeting the high-growth "Kidult" market. The strategic shift here is a masterclass in cross-generational appeal. By merging a functional staple with a creative icon, these brands are capturing adults who value both nostalgia and self-expression, proving that "play" is a powerful premium-pricing lever in 2026.
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Lego & Crocs: Stepping into

Seletti & BIC: The 12:1 Scale of Nostalgia

Italian design house Seletti has reimagined the iconic BIC Cristal pen as a 178cm tall lamp to mark the pen's 75th anniversary. By scaling the classic writing tool to 12 times its original size, BIC is effectively elevating its identity from "disposable stationery" to "permanent cultural artifact." This taps into the "Object as Icon" trend, where large-scale physical design creates a "thumb-stopping" effect in the real world that AI-generated digital art often struggles to replicate.  Read their idea here.

Seletti & BIC: The 12:1 Scale of Nostalgia

UK Regulatory Shift: CMA Draws the Line on AI Search

On January 28, the UK’s Competition and Markets Authority (CMA) proposed new rules requiring Google to let UK publishers opt out of "AI Overviews" without losing their position in traditional search results. This is a landmark moment for UK marketers. It signals a move toward a "Fair Exchange" economy, where brands may soon have more control over whether AI engines can summarize their content for free or if they must "pay to play" for that visibility

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Google’s "AI Mode" & The Universal Commerce Protocol

Google has officially launched "Shopping in AI Mode" in the UK—a conversational search interface powered by the Universal Commerce Protocol (UCP). Developed alongside Shopify, UCP is an open standard that allows AI agents to discover products and execute checkouts directly within a chat. We are entering the era of "Agentic Commerce," where the priority for marketers shifts from visual UX to ensuring product data is machine-readable so AI assistants can finalize sales on a user's behalf.

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Other related read

ASOS: Reducing Design Cycles by 80% with GenAI

The UK fashion giant ASOS has upskilled over 100 designers in Generative AI through a partnership with the startup Fermat. This allows designers to turn rough sketches into photorealistic visuals in seconds. This proves that AI’s greatest impact is moving "upstream" into the creative process. By saving 75–80% of ideation time, ASOS can now react to "Core-core" and "aesthetic" trends on social media in days rather than months, fundamentally changing the speed of UK retail.

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Social Shift: Threads Surpasses X on UK Mobile

New data shows Threads has officially overtaken X (Twitter) in daily active UK mobile users. While X remains the hub for desktop "breaking news," Threads has become the "daily habit" for mobile users. For UK agencies, the "real-time" social spend is migrating. Threads’ growth suggests that the mobile-first "Town Square" is becoming more moderated and Meta-centric, requiring a re-evaluation of where brands should host their "live" conversations.

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Marketing Brief: Quick answer for this week signals:

How should UK agencies prepare for Google’s "AI Mode"? Agencies must pivot from keyword-matching to "Agentic Readiness." This involves ensuring product data is compatible with the Universal Commerce Protocol (UCP) and structuring brand content as direct, factual responses that AI assistants can easily cite during conversational searches.

What is the real-world impact of the ASOS AI shift? It marks a transition from "Marketing AI" to "Operational AI." By reducing ideation-to-sample times by 80%, ASOS can bypass traditional fashion seasons, allowing the brand to turn viral social media trends into physical inventory in days rather than months.

Where is the "Town Square" shifting for UK mobile users? While X (Twitter) remains a hub for desktop-based professional news, Threads has officially become the dominant mobile "habit" for UK consumers in 2026. Brands should prioritize Threads for daily community engagement, as it now holds the highest "attention density" for mobile-first audiences.

Summary: The 2026 Marketing Reset

This week’s news confirms that brands must now operate in a Dual-Marketing Reality. You must win the human heart through tactile, nostalgic creativity (like Lego and BIC) while simultaneously winning the AI "wallet" by ensuring your brand data is structured for protocols like UCP. Whether it's the CMA fighting for publisher rights or Threads winning the mobile war, the shift from "digital presence" to "systemic integration" is now complete.

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