Publicis vs WPP: Why One Agency Is at Multi-Year Highs While the Other Collapsed 62%

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.

2025 Agency Scorecard - Publicis vs WPP

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.

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