蘑菇AV

Consumers typically buy consumer packaged goods (CPG) more frequently and often in-store, making those purchases different from general merchandise. Nonetheless, ad-buying on retail media networks (RMNs) is somewhat more established with more sophisticated options for CPG than for general merchandise because retail media has been a staple of CPG ad-buying for longer. That means CPG ad-buying habits could be a model for future trends in retail media.

In today鈥檚 episode of The Banking & Payments Show podcast, we talk about the most (and least) impactful ways that the new Trump administration might impact the banking sector, and the unintended consequences on mortgage rates and the mortgage industry if tariffs raise the cost of consumer goods and construction materials. Join the discussion with host and Head of Business Development, Rob Rubin, economics correspondent at Politico, Victoria Guida, and our Principal Analyst, Tiffani Montez.

Mondelez pursues Hershey鈥檚 acquisition to shore up chocolate business: The CPG company hopes the second time鈥檚 the charm as it looks to offset skyrocketing cocoa costs and capitalize on growth opportunities.

Retail media has swallowed up the shopper and trade marketing budgets of CPG brands. Incrementality is the top KPI for RMN advertisers, but it鈥檚 not the only one.

Over 80% of ad spending in the US for technology and electronics (87.1%), retail (82.9%), and consumer packaged goods (80.2%) is directed toward digital media, according to 蘑菇AV鈥檚 August 2024 forecast.

Kraft Heinz expects US consumers鈥� trade-down behaviors to linger into 2025: The CPG company hopes to offset private labels鈥� rise with pop-culture partnerships, new products, and increased distribution in dollar and club stores.

Even as ecommerce alcohol sales rise, physical stores continue to dominate the path to purchase. Nonalcoholic beverages and Dry January are also picking up steam.

Walmart announces lengthy beauty sale as it looks to protect its advantage: The retailer is expanding its assortment and refining the in-store experience to appeal to a wider variety of shoppers.

Tariffs imperil beauty industry just as post-pandemic boom slows: Costs are expected to spike as duties hit key imports, leaving brands scrambling to maintain sales without alienating price-conscious buyers.

Whether brands are aligning their product with comfort food, launching fragrances, or prioritizing scent in their retail spaces, marketers are embracing multisensory experiences as another way to stand out in the digital noise.

Global gains power L鈥橭r茅al past expectations as US market cools: CEO Nicolas Hieronimus flagged slowing beauty demand and US retailer constraints but noted the brand is well positioned to handle tariff-driven disruptions.

SNAP rollbacks could shrink grocery baskets and curb discretionary spend: With household spending already under strain, further benefit cuts risk triggering a broader pullback in consumer demand.

E.l.f. Beauty has built its brand on democratizing access to beauty products by maintaining affordability in an increasingly expensive market, as well as creating a company culture that values diversity and disruption. This prioritization of diversity stands out as other brands like Target and Walmart roll back diversity, equity, and inclusion initiatives.

K-beauty demand is soaring: South Korea outpaced France as the top source of US cosmetics imports in 2024.