Ä¢¹½AV

Beauty demand is falling back to earth: While beauty spending has been incredibly resilient, consumers are gradually becoming more price-conscious in their buying habits.

Estée Lauder expects net sales to fall up to 12% this quarter: That exceeds the 6.8% decline analysts forecast and shows the need to adapt amid deep staff cuts.

Motor vehicle and parts dealer sales; furniture sales; electronics and appliance sales; building material and garden equipment sales; food and beverage sales; health and personal care sales; gasoline sales; clothing and clothing accessories sales; sporting goods, hobby, book, and physical music sales; general merchandise sales; miscellaneous sales; nonstore sales (i.e., pure-play ecommerce platform sales

We have healthcare and personal care projected to grow at 4.8% this year in 2024. Hair care in particular though, is going to grow at 6.6%. That's for US retail sales according to our forecast. So I think it makes sense that they're expanding their reach by getting into another industry, maybe expanding their audience and maybe getting their current consumer to buy more. Jeremy Goldman (04:06):.

Sustainability awareness is high in Asia-Pacific, where the majority of consumers are open to spending more on eco-friendly products. How can brands and retailers capitalize on the green opportunity—while also doing good for the environment?

Estée Lauder scrutinizes portfolio as losses pile up: The beauty company may sell some brands as it expands its presence on Amazon to reignite growth.

On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of January. Each month, our analysts Arielle Feger, Becky Schilling, and Sara Lebow (aka The Committee) put together a very unofficial list of the top eight retailers they're watching based on which are making the most interesting moves: Who's launching new initiatives? Which partnerships are moving the needle? Which standout marketing campaigns are being created? In this month's episode, Committee members Analyst Arielle Feger and Senior Analyst Sara Lebow will defend their list against Senior Analyst Zak Stambor and Analyst Rachel Wolff, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.

The explosive rise of dupe videos—where shoppers hunt for budget versions of luxury items—is reshaping how retailers compete for customers. With rising financial pressures, shoppers are increasingly turning to store brands and lower-priced alternatives that mimic higher-end products. This shift is not just a matter of necessity but has also evolved into a culture where consumers proudly share their budget-friendly finds.

From avatars to real-life purchases: Roblox’s branded worlds deliver deeper consumer interaction and emerging 3D ad standards for marketers.

ShopMy gains traction in making creator marketing measurable: The platform, which is used by more than 550 brands, raised $77.5 million at a $410 million valuation.

And beauty and personal care products certainly fit into that so they want to be able to offer some of the more upscale or premium brands that those consumers might be looking for. And I think we've seen a similar trend in drug stores. I know when I was growing up, drugstore beauty, particularly hair care, was very affordable and low-priced.

s 12th largest beauty and personal care e-commerce retailer," according to a study by Dash Hudson and NielsenIQ. So maybe it's really popular for some categories, less for others, but that's also fine. That's a fine way to, you have to sell everything. All right, folks, that's all we've got time for for the first half of the show. Time for the second half of the show today in other news.

We forecast that total retail sales growth by product category will be quite high for food and beverage, apparel and accessories, and health and personal care. All of those are around 7% growth for this year. Whereas computer and consumer electronics are much lower at 2.5%. So Zak, can you talk about this trend as it relates to CPG and grocery? Zak Stambor:. Yeah.