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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.

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• 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

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