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CPG

QSRs resume the value wars in 2025: McDonald’s, Taco Bell, and Wendy’s are among the many fast-food chains leaning on deals to drive traffic.

Albertsons looks ahead: With the proposed Kroger merger in the rearview mirror, the grocer raised its annual profit forecast and mapped out its growth plans.

Instacart announces slew of partnerships to combat slowing growth: The delivery platform is adding new retail partners and expanding its ad reach.

Washington will have an outsized influence on what consumers eat this year: A new surgeon general’s warning, growing trade wars, and a crackdown on processed food could shift consumption patterns.

While our analysts have shared their major trends for the year ahead, the newsletter team has a few additional thoughts. In 2025, we think retailers will focus on personalized in-store experiences and technology to boost foot traffic and engagement while Amazon brings its AI assistant, Rufus, to brick-and-mortar locations. Discount retailers will struggle to retain customers, leading them to diversify or launch marketplaces to stay competitive.

25% tariffs on Mexican imports could shake up the struggling beer industry: Modelo owner Constellation Brand would be hit hard, while Molson Coors could seize the opportunity to grow share.

Lidl delivered its most successful UK Christmas season on record: The discount grocer’s revenues rose 7% in the four weeks leading up to Christmas.

Over half (54%) of US holiday shoppers expect to give clothing or accessories as gifts this year, the most popular gift category, according to a November 2024 survey from the National Retail Federation (NRF) conducted by Prosper Insights and Analytics.

Back in January, the Retail Daily newsletter editors made some retail predictions for 2024. While we were right about Amazon opening fulfillment centers out of physical stores, we were wrong about more digitally native brands partnering with Amazon. Want the full rundown? Here’s how we did.

One-third of consumers drank more nonalcoholic beverages this year: Nonalcoholic beer is the fastest-growing sector of the sluggish beer market.

Traveling for the holidays? Here are four episodes of our "Reimagining Retail" podcast for your listening pleasure.

Private labels gather steam: Consumers are buying more private label products than they were a year ago—seeing them as being on par with name brands.

YouTube creators evolve into mainstream powerhouses: Creator-led brands and billion-dollar businesses challenge traditional media’s dominance.

Though beauty is a crowded category,11:11 Beauty is hoping Paris Hilton’s multigenerational appeal could help it break through the noise, and power a content flywheel.

Lowe’s has a blueprint to drive long-term growth: The home improvement retailer plans to expand its physical footprint and lean on a marketplace to broaden its online product assortment.

Albertsons blames Kroger for blocked merger: The grocer is seeking billions in damages, claiming the latter failed to make necessary concessions to appease regulators.

FTC scores another antitrust victory after judge blocks Kroger-Albertsons merger: The deal would reduce grocery competition and raise prices for shoppers, the court decided.

Fifty-eight percent of US households are “extremely concerned” about inflation: While grocery price growth has normalized, the rapid increases over the past few years continue to influence shopping behaviors.

Mondelez pursues Hershey’s acquisition to shore up chocolate business: The CPG company hopes the second time’s the charm as it looks to offset skyrocketing cocoa costs and capitalize on growth opportunities.

As the digital grocery landscape grows more crowded, retailers must meet consumers' expectations around product selection, mobile app features, and fulfillment. “Digital grocery is no longer an emerging category,” said our analyst Blake Droesch. “It’s grown really fast over the last couple of years, and the market is pretty mature at this point.” Here are three ways retailers can stay competitive, according to our Digital Grocery Opportunity report.