蘑菇AV

Baby boomers are more brand-loyal than US adults across multiple categories, according to Morning Consult. They show the highest brand loyalty (76%) for groceries and household goods.

US beauty demand is normalizing as price sensitivities creep into purchasing behavior: That鈥檚 good news for e.l.f. Beauty but an added struggle for Coty and Est茅e Lauder, for which China remains a hurdle.

(The delivery app is somewhat of an outlier but competes for the same consumer packaged goods ad dollars as many of the other players listed.). The depth of on-site advertising features is consistent across the board. Virtually all the players make available what are now standard retail media offerings (e.g., search and display, both managed and self-serve).

While Unilever, like other CPG companies, had relied on price hikes to fuel growth most of the past few years, that approach is less effective due to consumers鈥� growing willingness to trade down and pull back spending. Now companies are trying to increase volume to boost revenues; Unilever鈥檚 volumes rose 2.7% YoY in Q4, short of the 3.0% analysts expected.

While major advertisers in consumer packaged goods (CPG), automotive, and retail might maintain some brand-awareness campaigns, performance-driven spending will likely be prioritized. This could slow overall ad spend growth, particularly for categories reliant on imported goods or with complex global supply chains.

Amazon is on a never-ending mission to speed up delivery: The retailer鈥檚 latest initiatives, including smart glasses and streamlined grocery fulfillment, will help cut costs and encourage shoppers to order more鈥攁nd more often.

Franchise Group is the latest retailer to file for bankruptcy: The parent company of banners that include Pet Supplies Plus and The Vitamin Shoppe plans to shutter its American Freight brand.

Chinese consumers aren鈥檛 buying as much beer as they used to: Anheuser-Busch InBev and Carlsberg both reported bigger-than-expected volume declines in Q3.

The percentage of CPG brands spending on four or more RMNs rose to 85% in 2024, up nearly 20 points YoY, according to the Path to Purchase Institute. Challenger brands that might not be locked into multiple joint business partnerships鈥攁nd that are still hungry to learn how their products resonate with different audience segments鈥攁re showing a particular openness to experimenting.