US sales of private label grocery brands grew 3.9% in 2024, outpacing the 1.0% growth of national brands, according to the Private Label Manufacturers Association (PLMA).
Article
| May 20, 2025
Forecasts
| Jun 18, 2025
Source: ĢAV Forecast
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.
Article
| Dec 16, 2024
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.
Article
| May 7, 2025
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.
Report
| Jan 27, 2025
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.
Article
| May 1, 2025
Chart
| Jun 1, 2025
Source: Amazon; Walmart; Target; The Home Depot; Ross Stores; Nordstrom; TJX Companies; Kohl's; Burlington; Company earnings
What consumers think: The decision to remove artificial dyes is a pragmatic way for CPGs to align their portfolios with consumers’ increasingly health-conscious preferences and the shifting regulatory landscape. The vast majority—79%—of consumers somewhat or strongly support the FDA’s push to eliminate certain dyes from the US food supply, per a CivicScience survey.
Article
| Jun 27, 2025
Interest in staples like frozen foods, snacks, canned goods, and dairy products also declined—a problem for CPG brands that have relied on outsize spending from Hispanics to drive growth. Shoppers are also pulling back sharply from brands based on their (perceived) immigration stances.
Article
| Jun 11, 2025
The GLP-1 craze is too big of a market opportunity to pass up for many companies in the food, consumer packaged goods (CPG), health, wellness, and fitness markets. Editor’s Note: GLP-1 (glucagon-like peptide-1) agonists are a class of medications approved by the Food and Drug Administration (FDA) to manage Type 2 diabetes, obesity, and heart disease.
Report
| Jun 4, 2025
Beauty’s run of strong retail sales growth is winding down, but new audiences and sales channels will offer opportunities for savvy brands and retailers to regain momentum.
Report
| Jan 10, 2025
Growth rates will decline, but digital grocery will remain a key focus for retailers looking to drive incremental sales dollars in ecommerce.
Report
| Jan 9, 2025
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.
Article
| Apr 21, 2025
Brands in categories where loyalty is lower, such as consumer packaged goods (CPG) and electronics, are particularly at risk. Shoppers want to be rewarded for their loyalty. Price and quality remain at the forefront when it comes to purchasing decisions.
Report
| Apr 17, 2025
Global gains power L’Oréal 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.
Article
| Apr 18, 2025
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.
Article
| Apr 17, 2025
The news: TikTok tweens and teens who make popular “Get ready with me” skincare routine videos may be harming their skin. The takeaway: Amid the closer social media scrutiny, skincare health brands should be clear about products that are not made for young skin. Social media teams need to be aware and proactive when interacting with tween and teen content creators.
Article
| Jun 10, 2025
The news: Eight years after acquiring Whole Foods, Amazon is moving to more fully integrate the grocer into its core business, Business Insider reports. Our take: Amazon is clearly aware of the friction—and the opportunity—in its grocery ecosystem.
Article
| Jun 12, 2025
Amazon's sales share will continue to grow in key product categories. But food and beverage remains a rare weak spot for the ecommerce giant.
Report
| Apr 28, 2025
The news: US retail sales fell more than expected in May from April, the latest sign that tariff fears and economic volatility are affecting consumer spending.
Our take: While May’s retail sales data largely show that consumers are hanging in, the situation remains unpredictable—especially given the fact that tariff-driven price hikes have yet to kick in for a multitude of everyday purchases, including groceries and apparel.
Article
| Jun 17, 2025
Despite political pressure, McDonald’s is standing by its commitment to inclusion. While it recently replaced “DEI” language with “inclusion,” its initiatives remain intact, per Bloomberg. That contrasts with brands like Target, Nike, and JPMorgan Chase, which have scaled back DEI and climate efforts amid conservative backlash. McDonald’s cosmetic rebranding reflects a strategic calculation: investing in programs it views as beneficial for business and essential to long-term brand equity, especially with key demographics. If it avoids major backlash, McDonald’s could offer a model for other brands weighing how to uphold values while managing political and reputational risk.
Article
| Jun 6, 2025
Forecasts
| May 28, 2025
Source: ĢAV Forecast
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| May 13, 2025
Source: ĢAV Forecast
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| May 13, 2025
Source: ĢAV Forecast
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| Jun 1, 2025
Source: ĢAV Forecast