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.
Sales picked up at Dollar Tree and Dollar General in Q3: The companies both see a clear path forward by revamping their stores and merchandise mix.
Kroger’s private labels resonate with shoppers: Growth outpaced national brands during the quarter and helped the retailer stand out.
In November, retailers made strategic moves across grocery, apparel, and beauty. Amazon turned Black Friday into a weeklong event and launched its Shein competitor, Haul. Meanwhile, e.l.f. Beauty strengthened its value proposition through a new Dollar General partnership, while Kroger announced plans for specialized Asian experience stores in North Texas. Here are our eight unofficial picks for the most interesting retailers in November.
Coca-Cola narrows its sustainability ambitions: The change dovetails with several other companies backing away from DEI initiatives amid shifting political winds.
Key stat: Price inclination for food away from home was up 3.8% YoY in October 2024, higher than the 1.1% increase in inflation for food at home, according to data from the US Department of Labor’s Bureau of Labor Statistics.
McDonald’s will focus on “McValue” in 2025: The fast-food chain plans to extend its $5 value menu and add deals as the QSR price war rages on.
Target had a rough Q3: The retailer is struggling to adjust to the macroeconomic environment, and its challenges aren’t going to get easier anytime soon.
7-Eleven plans to open 115 larger-store formats by year-end, offering customers an expanded assortment of food options. The retailer also plans to add 51 new fresh food SKUs by the end of 2025.
US beauty demand is normalizing as price sensitivities creep into purchasing behavior: That’s good news for e.l.f. Beauty but an added struggle for Coty and Estée Lauder, for which China remains a hurdle.
84% of US adults believe private label foods are more affordable, according to an August 2024 survey from Ipsos. Nearly as many say private label quality is just as good as, or better than, name brands.
The phrase “retail apocalypse” once dominated industry conversation, Ethan Chernofsky, senior vice president of marketing at Placer.ai said during the ĢAV Summit on November 1. “We were convinced [that] the store was dying,” Chernofsky said. “It was a thing of the past, and we were going to move to this fully online environment.”
For October’s Unofficial Most Interesting Retailers list, we’re looking at eight retailers hoping to escape the ghastly realm of spooky deserted shopping centers and zombie malls. Gap, Amazon Fresh, and Victoria’s Secret lead our trick-or-treat bag of comeback brands.
Grocers experiment with new formats and products to target Asian, Hispanic consumers: Kroger, Walmart, and Save A Lot are among the retailers looking to attract a more diverse audience.
On today’s podcast episode, we discuss why mega-pharmacies are struggling, why 7-Eleven is closing and opening a lot of stores, and what the new model of convenience will look like. Tune in to the discussion with Senior Director of Podcasts and host Marcus Johnson and Senior Analysts Blake Droesch and Rajiv Leventhal.
On today's podcast episode, we discuss a special edition of the unofficial list of the retailers who have made a comeback (from the dead). This month, our analysts Arielle Feger, Becky Schilling, and Sara Lebow (aka The Committee) put together a very unofficial list of the top eight retailers who have most impressively come back from the brink, and how they did it. In this month's episode, Committee members Senior Analyst Sara Lebow and Senior Director of Content Becky Schilling will defend their list against Senior Analyst Sky Canaves and Principal Analyst Sarah Marzano, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.
Kraft Heinz expects US consumers’ trade-down behaviors to linger into 2025: The CPG company hopes to offset private labels’ rise with pop-culture partnerships, new products, and increased distribution in dollar and club stores.
McDonald’s value focus paid off in Q3: But challenges remain as the company needs to dig out from the recent E. coli outbreak.
Restaurants, food brands adapt to Gen Z tastes with “swicy,” diverse product offerings: Companies ranging from PepsiCo to Starbucks are looking to capitalize on younger consumers’ desire for dining out and grocery treats.
On today's podcast episode, we discuss why it has become so hard to get a read on consumer sentiment, the indicators we pay closest attention to to try and make sense of it, and how we expect consumers to feel for the remainder of the year. Tune in to the discussion with host Marcus Johnson, Director of Briefings Jeremy Goldman and Analyst Zak Stambor.