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DoorDash makes $3.6 billion bid for Deliveroo despite global economic uncertainty: The delivery company hopes to broaden its international reach at a time when consumers are cutting restaurant spend.

Walmart promises support for tariff-hit Chinese manufacturers: The retailer will help suppliers get in front of domestic shoppers as it tries to stay on Beijing鈥檚 good side.

The insight: The gap between Target and its mass merchant competitors Amazon and Walmart is widening. While Amazon and Walmart are consolidating their grip on consumer spending after investments in value and convenience, Target鈥檚 largely discretionary assortment and diversity, equity, and inclusion (DEI) controversies are sharply curbing its appeal. Our take: Shoppers are prioritizing necessities over discretionary goods and favoring retailers that offer value and convenience.

TikTok Shop leans on top brands, live shopping to boost holiday sales: The platform will feature exclusive products from brands like Benefit Cosmetics and celebrity-led livestreams alongside Cyber Five discounts.

JD.com challenges Meituan鈥檚 food delivery dominance: The Chinese ecommerce giant will hire 100,000 workers to help break the latter鈥檚 hold on the industry.

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.

Could in-store health clinics drive grocery sales? A new report seems to think so. But the broader challenges of the retail clinic business model will likely be too difficult to overcome.

It also shows how tough it is for issuers to stay competitive in this segment, especially without higher-tiered cards or other consumer products or fees to offset losses. This article is part of 蘑菇AV鈥檚 client-only subscription Briefings鈥攄aily newsletters authored by industry analysts who are experts in marketing, advertising, media, and tech trends.

At Cannes Lions 2025, commerce media partnerships once again reigned supreme. Once the domain of digital shelf tactics and retail data, commerce media is now reshaping how brands show up across social platforms, connected TV (CTV), and in-store displays. This year鈥檚 festival offered a glimpse into a more integrated, AI-driven future鈥攐ne where conversational ads, programmatic pipes, and real-world touchpoints blur the lines between media and purchase.

ByteDance restructures TikTok Shop鈥檚 US operations: The move reflects growing dissatisfaction with the unit鈥檚 performance, as well as a potential change in strategy as uncertainty threatens growth.

Marketplaces play a major role in beauty and clothing, while grocery shoppers rely on in-store visits. Retailers must balance both online and in-store strategies, leveraging loyalty programs and fast delivery to stay competitive.

In this report, CMOs share how they鈥檙e transforming influencer strategies to deliver business impact鈥攁nd what solution providers can do to help.

There are now more than 80 retail media networks (RMNs) in the US. The volume of RMNs, combined with the dominance of Amazon and other established competitors, makes it challenging for new and niche RMNs to capture share.

Drugstores鈥� decline is hurting the US beauty market: Both Coty and L鈥橭r茅al linked the sector鈥檚 challenges to softer beauty demand, although sales broadly remain healthy as ecommerce and specialty retailers pick up the slack.

The Ulta and Target partnership may not last: Ulta is pausing its expansion of Target shop-in-shops this year as it looks to 鈥渦nlock value鈥� from its existing locations.

Inflation causes Gen Z shoppers to rethink when and where they shop: Growing financial strain is forcing shoppers to adjust their spending habits.

Processed foods will be under the spotlight: Politicians and political appointees are becoming increasingly vocal about the health risks from highly-processed foods, which could create a headwind for CPG companies. California Governor Gavin Newsom issued an executive order to investigate the adverse effects of such foods.