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CPG

Clinique is the latest prestige beauty brand to make the leap to Amazon: The partnership signals the retailer’s growing clout. It’s set to overtake Walmart as the US’ top beauty retailer by 2025.

The fight for grocery dollars is heating up. Retailers that offer shoppers the right assortment of products at the lowest prices are likely to win. In order to keep dollar and discount stores from stealing share, other retailers need to borrow their pricing and merchandising strategies to connect with cash-strapped consumers.

Following performance measurement is the most important factor in allocating budget to retail media, according to 56% of US consumer packaged goods (CPG) manufacturers, per a December 2023 survey from Skai and Path to Purchase Institute.

Last year, Kroger found success embracing omnichannel shoppers and personalizing digital promotions, which helped it grow its identical sales (without fuel) 0.9% YoY. Looking ahead, the retailer is counting on its digitally engaged customers to fuel its retail media network, which Kroger expects to grow 20% next year.

Value is top of mind for grocery-shopping consumers: Aldi, Dollar General, Grocery Outlet, and Walmart will open more stores to attract cost-conscious shoppers.

Nearly a third (32%) of US consumers plan to celebrate St. Patrick’s Day this year, per Numerator. Of those, 91% say they expect to buy something for their St. Patrick’s celebration, with food and alcohol being the top items purchased.

On today's podcast episode, we discuss what comes after the end of search as we know it, what generative AI (genAI) is best at today, who the right partner for Paramount+ is, what Ikea's plans to save the mall entail, the most popular alcoholic drinks in the US, and more. Tune in to the discussion with our director of reports editing Rahul Chadha and analysts Ross Benes and Max Willens.

Knowing how price-sensitive consumers are at this moment, brands need to be extra cautious how they position themselves and their messaging. Otherwise, they could risk angering or alienating consumers, as evidenced by the reaction to recent comments from executives at the WK Kellogg Co and Wendy’s.

There are certain products that just seem perfect for going viral on social media. Some, like the mystery flavors of Coca-Cola Creations or Mustard Skittles, are made for consumers who will try anything once. While others, like the sneaker collab between Nike and Tiffany & Co. appeal to consumers who want to show off.

This year’s Super Bowl was marked by quite a few celebrity-filled commercials, but one caught our attention above all others—not just for its perfectly chosen star-studded cast, but for its ability to keep the conversation going after the game was over

Brands and retailers are responding to shifts in alcohol consumption, particularly those of the growing Gen Z demographic as they establish habits and steer the industry’s future. With younger people drinking less and mid-level beverages waning in popularity, product diversification is becoming an even bigger business imperative.

On today's podcast episode, in our "Retail Me This, Retail Me That" segment, we discuss how buying alcohol online is different, what Uber’s shutdown of Drizly means for its retail media business, and how consumption habits are changing. Then for "Red-Hot Retail," our analysts give us four spicy predictions about the future of alcohol. Join our analyst Sara Lebow as she hosts analyst Blake Droesch and director of Briefings Jeremy Goldman.

Instacart’s ad growth slowed in Q4: That could create problems for the company as it relies more heavily on ads to offset softening grocery delivery demand.

Ulta Beauty is using in-store vending machines to bring more joy to the shopping experience, and AI enables it to analyze more customer data for personalization. The retailer is also training its store associates to engage younger beauty consumers.

The “The Sopranos” turns 25 this year, and the “mob wife” look—big hair, fur coats, animal prints, and lots of gold jewelry—is back and trending on TikTok.

US grocery store displays averaged 80.3 per store in 2023, a decline 10.2 from 2018, according to Q3 2023 data from Circana.

Gen Alpha’s obsession with skincare is driving beauty sales: Younger shoppers are gravitating toward premium brands and spending more time browsing the aisles at Sephora.

Last week, Target announced it was adding 1,000 new wellness-related products, some of which are priced at just $1.99.The retailer also launched an “online wellness destination” that consumers can visit for product recommendations, deals, meal inspirations, and wellness tips and tricks.

Amazon Fresh could get a refresh to conquer the grocery market, Finesse uses AI to reduce fashion waste, and Claire’s leans on content to engage Gen Zalphas. Meanwhile, Macy’s downsizes, e.l.f. Beauty aims to go viral, and Walmart makes strides in media. Here are six retailers that are most likely to makeover, reinvent, go viral, and more, as predicted by our analysts in a recent “Reimagining Retail” podcast episode.

Third-party grocery intermediaries lost share to grocer platforms in 2023, securing 15.2% of US digital grocery sales in Q4, down from 18.3% in Q1, according to December 2023 data from Incisiv and Wynshop.