The contrast between Publicis and WPP tells the story of agency survival in the AI era. One invested in data assets and AI capabilities. The other didn’t.
Publicis: The Winner
- Stock down 25% YTD — but analyst ratings at multi-year highs
- Invested heavily in Epsilon acquisition (first-party data)
- Lotame acquisition (data management platform)
- AI capabilities lead the sector
- Won Coca-Cola’s US and Canada media business from WPP
WPP: The Cautionary Tale
- Stock down 62% YTD
- Market cap collapsed from £24B to £3.1B
- Exiting FTSE 100 after 27 years
- Lost major accounts including Coca-Cola
- Two profit warnings
- New CEO declared previous trajectory “unacceptable”
The Strategic Difference:
Publicis bet on data + AI. WPP optimized legacy operations. The market is making clear distinctions between agencies adapting to the new reality and those struggling to keep pace.
This is part of a comprehensive analysis. Read the full analysis on The Business Engineer.









