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Est茅e 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.

Sales growth in the fast-moving consumer goods (FMCG) category on Douyin was even more noticeable, per Nielsen, with strongest growth in the food staples, mother and baby goods, and dairy product categories. Retail livestreaming ecommerce sales growth is far outpacing total retail ecommerce.

Private labels ate into national brands鈥� share in 2024: That reflects a continued trend as store brand unit sales have risen 2.3% since 2021, while national brands have declined 6.8%.

Our take: Delta has ample reason to be optimistic鈥攕pending from wealthy consumers has been resilient across sectors, from CPG to luxury, as easing inflation and stock market gains boost sentiment.

On today鈥檚 podcast episode, we discuss how Amazon has made themselves even more essential to customers, why 鈥渢hey can鈥檛 make physical stores work鈥�, and how its advertising business is getting on. Tune in to the episode with Senior Director of Podcasts and host Marcus Johnson, Analyst Rachel Wolff, and Senior Director of Briefings Jeremy Goldman. Listen everywhere and watch on YouTube and Spotify.

Ecommerce sales have returned to modest growth in Western Europe as the economic outlook brightens and more people embrace the convenience of shopping via mobile phone.

Tesco Media & Insight recently launched Connected Store Brand Lift, which leverages Tesco鈥檚 proprietary 90,000-strong consumer panel to help consumer packaged goods (CPG) brands understand consumer recall and sentiment after campaigns. Advertisers can add their own bespoke questions to the survey, which is posed to a test-and-control group to give more certainty around the results.

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

This report presents five of the most intriguing and/or under-the-radar forecasts for 2025 that clients should be aware of, as compiled by our forecasting team.

In addition to performance metrics and cost efficiency, audience reach and quality is a top factor in consumer packaged goods (CPG) brands and agencies' decision to continue working with their retail media partners, according to an April 2024 survey from Path to Purchase Institute and Goodway Group.

After years of turbulence, UK ecommerce sales are growing again, albeit slowly. And there won鈥檛 be a significant shift over the next five years.

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.

Retail and CPG advertisers are shaping social ad offerings. While social claims a sizable portion of most advertisers鈥� budgets, two advertising categories鈥攔etail and CPG鈥攁re responsible for an outsized share of social ad spending in the US. Retail and CPG will account for nearly half of all US social ad spending in 2024.

Despite accounting for just 14% of US households, Hispanics are responsible for 16% of CPG growth, per Circana, with the demographic鈥檚 dollar and unit CPG sales outpacing those of non-Hispanic households. Our take: Grocers have to take stock of demographic shifts to ensure they can meet the rapidly evolving needs of local consumers.

Walmart partners with Burger King to beef up Walmart+ perks: While the retailer focuses on appealing to its core customer base, Amazon makes a move for holiday and grocery sales.

US paid retail membership fee revenues will be higher than ever before in 2025, reaching $46.39 billion, according to our May 2024 forecast. That鈥檚 an increase of 10.8% YoY, with over half (51.8%) of these revenues going to Amazon.

Hy-Vee promotes head of retail media to be CMO: The fast-growing sector is providing a new path to corporate leadership.

The stimulus plan includes spending-inducing initiatives in sectors such as tourism, childcare, and education; smart cities; and trade-in programs for purchasing consumer goods. In the midterm, retail sales will gradually strengthen, increasing 4.0% in 2026 and 4.4% by 2028.

More than 181 million people in the US will be Amazon Prime members this year, representing nearly 7 in 10 (73.7%) US internet users, according to our July 2024 forecast. Many of them turn to influencers before checking out; others can be won over by better discounts from competitor retailers; while some favor Amazon for fashion over groceries.

Key takeaway: While traffic scale is important, our 2023 CPG Retail Media Networks Perception Benchmark found that traffic quality was the most important attribute of a RMN to CPG ad buyers.

US CPG Industry Ad Spending 2024 (Subscription required). US Ecommerce Forecast 2024(Subscription required). Methodology: Data is from the October 2024 Ipsos report titled "What the Future: Food." 1,120 US adults were surveyed during August 29-30, 2024.

Retail ended 2024 on a high note as mobile shopping drove ecommerce sales and stores staged a comeback. Will the 2025 holiday season be as fruitful?

Consumer spending for the 2025 back-to-school shopping season will slow for the second year in a row as growth aligns with full-year retail. Ecommerce and K-12-focused purchases will drive overall spending.

Gen Z will be the fastest-growing group of digital buyers in 2025. In addition, they鈥檙e more willing than previous generations to switch brands. So, brands and retailers should focus on enticing them while also retaining existing customers.

Starbucks鈥� dominance is under threat as Dutch Bros鈥� growth surges: The coffee giant is struggling to stem a sales slump as the latter鈥檚 colorful drinks and service win it more customers.