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Key stat: Price inclination for food away from home was up 3.8% YoY in October 2024, higher than the 1.1% increase in inflation for food at home, according to data from the US Department of Labor鈥檚 Bureau of Labor Statistics.

Solid December sales cap a year of healthy retail growth: But 2025 could be a different story, as tariff concerns keep all but the wealthiest consumers from spending freely.

Visit insiderintelligence.com/analystaccess to find out how you can book interactive presentations on retail media networks, CPGs and more. Welcome back from the break. Now it's time for pop-up rankings where we take a look at specific examples and we rank them. Today we'll be ranking four other grocery private label brands that people go out of their way to purchase.

Macy鈥檚 had a mixed Q3: Sales at its luxury Bloomingdale鈥檚 and Bluemercury labels rose, but its namesake brand is struggling to attract shoppers

In the US, the consumer packaged goods industry spends about $50 billion annually on advertising. Some argue long-term public health benefits outweigh short-term economic costs. The UK government hopes reducing obesity through ad restrictions will ease pressure on the National Health Service. Cultural differences shape approaches. Global attitudes toward advertising restrictions vary.

Amazon sees a big opportunity in beauty: The retail giant is hosting the Summer Beauty Haul sales event to capture shoppers鈥� attention, boost retail media spend, and drive sales.

Google is working on an AI agent project, though they just at CES announced a Google automotive AI agent for Mercedes Benz, which that's going to be a consumer product. OpenAI plans to release AI agents this year but they're moving slowly, again for that same reason I mentioned earlier about the risk involved of bad actors taking over an AI agent and doing malicious things with them.

Beauty is proving resilient to the cost-of-living crisis as shoppers splurge on premium products to boost their mood and skin health. But it won鈥檛 escape unscathed, with consumers already streamlining their beauty regimes and searching for bargains online.

I admittedly did not know them by heart, but just in terms of CPG ad spending is going to be up 15.5% this year. Alcohol is going to lag behind at 11.5%. This is for the US and then non-alcoholic is growing at 13% and it's about twice as big as alcohol and so as Blake was saying, there's a lot of reasons for that. Sara Lebow:.

Amazon rolls out US grocery subscription as it tries to halt Walmart鈥檚 momentum: But the offering鈥檚 high cost relative to those of competitors could limit its impact on Amazon鈥檚 grocery business.

Sales growth for cosmetics and beauty will increase at more than twice the rate online than through physical retail channels this year, according to our February 2024 forecast. While ecommerce is stealing market share, its sales only tell a portion of the buying story. Physical stores are still key to discovering beauty products and brands, finding the right shades, and testing formulations鈥攁nd Walmart is making use of its omnichannel footprint to take advantage. Here鈥檚 how.

鈥淭here's a big change in the luxury market. The consumers are still there, but they're being more selective about what they buy and when they buy it,鈥� our analyst Sky Canaves said on an episode of the 鈥淏ehind the Numbers: Reimagining Retail鈥� podcast. Expanding into new markets and raising prices isn鈥檛 always an option for luxury brands, but there are other areas of opportunity. Here are three ways luxury brands can fuel discovery, spark engagement, and develop loyalty.

On today's podcast episode, in our "Retail Me This, Retail Me That" segment, we discuss the role of the store for the beauty space, Walmart's involvement in this product category, and how TikTok is changing things. Then, for "Pop-Up Rankings," we rank the top three social media trends that have influenced beauty products and how they're marketed. Join our analyst Sara Lebow as she hosts analysts Sky Canaves and Carina Perkins.

Self-reported spending is down 6% among US teens (which includes Gen Alpha and Gen Z consumers), but they are still shelling out on beauty, according to Piper Sandler鈥檚 latest Taking Stock with Teens survey.

Before the pandemic, online alcohol sales rates were in close proportion to the rest of food and beverage. But the pandemic-induced digital grocery boom accelerated the pace of ecommerce penetration among food and beverage sales. For many reasons, alcohol did not keep up with this larger category trend.

The lipstick effect may not be fading after all: Despite Ulta鈥檚 slowdown warning, L鈥橭r茅al鈥檚 North American sales rose 12.3% in Q1, and Sephora鈥檚 business has been 鈥減retty strong.鈥�

The beauty and cosmetics sector brought in $94.36 billion in consumer spending last year, claiming the title of the fastest-growing retail category in the US, per our The US Beauty Consumer report. With most consumers planning to boost their beauty budgets in 2024, the sector鈥檚 defiance against cautious spending habits is set to continue, driven by the enduring 鈥渓ipstick effect,鈥� the rise of dupes and Chinese-associated ecommerce giants, and more.

Aldi opened more US stores in 2022 and 2023 than any other grocery chain, according to February 2024 data from JLL and RetailStat.

Clinique is the latest prestige beauty brand to make the leap to Amazon: The partnership signals the retailer鈥檚 growing clout. It鈥檚 set to overtake Walmart as the US鈥� top beauty retailer by 2025.

Ulta Beauty is using in-store vending machines to bring more joy to the shopping experience, and AI enables it to analyze more customer data for personalization. The retailer is also training its store associates to engage younger beauty consumers.

US sales of store brand beauty products grew 10.5% in 2023, according to February 2024 data from the Private Label Manufacturers Association and Circana.

As many as 25 celebrities and influencers have launched beauty brands over the course of the last three years, according to Business Insider. While some (like Rare Beauty by Selena Gomez) have exploded, others (particularly those founded by social media influencers) are having a hard time finding their footing. What does it take to build a successful celebrity beauty brand?