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Audio
| Jul 12, 2023
Reddit lets users block content from specific advertisers: While the change could improve user experience, it may also jeopardize Reddit’s main revenue source.
Article
| Mar 17, 2025
Third-party grocery intermediaries lost share to grocer platforms in 2023, securing 15.2% of US digital grocery sales in Q4, down from 18.3% in Q1, according to December 2023 data from Incisiv and Wynshop.
Article
| Jan 24, 2024
Amazon Fresh could get a refresh to conquer the grocery market, Finesse uses AI to reduce fashion waste, and Claire’s leans on content to engage Gen Zalphas. Meanwhile, Macy’s downsizes, e.l.f. Beauty aims to go viral, and Walmart makes strides in media. Here are six retailers that are most likely to makeover, reinvent, go viral, and more, as predicted by our analysts in a recent “Reimagining Retail” podcast episode.
Article
| Jan 25, 2024
Value is top of mind for grocery-shopping consumers: Aldi, Dollar General, Grocery Outlet, and Walmart will open more stores to attract cost-conscious shoppers.
Article
| Mar 8, 2024
Delays in core features could stall everything from Vision Pro to smart home devices, just as rivals double down on smarter assistants.
Article
| Mar 10, 2025
Our analysts have already made their big predictions for the year ahead, but the newsletter team has a few more to add to the list. As Amazon hits the gas on grocery, it may use its Amazon Fresh stores for fulfillment. Plus, we think beauty will get personal, Amazon could give digitally native brands a helping hand, and a healing economy could spell trouble for discount stores.
Article
| Jan 5, 2024
So, the key thing is that this is increasingly for consumer goods. They're finding that they can basically have a really nice attribution loop in terms of spending money with Amazon and being able to track the sales tied to it. They're spending more on average on these ads, but they're getting more in return and people are coming back.
Audio
| Aug 10, 2023
The Ozempic effect could have wide-ranging implications beyond the food industry—if it exists: Apparel makers, beauty brands, and airlines could capitalize as GLP-1 adoption grows, but only if users stick to the meds.
Article
| Dec 5, 2023
Consumers' definition of value is evolving as they demand not just the lowest prices, but quality and convenience too.
Gen Z beauty shoppers prioritize innovation and sustainability over price, grocery shoppers seek high-quality products at lower prices, and high fees deter online purchases. Loyalty programs should be tailored to offer consumers the kind of rewards they want most, but not at the expense of brand identity.
Here are five key stats to help brands understand what consumers value and stay competitive.
Article
| Jun 6, 2024
Grocery spending is slowly shifting online as consumers seek convenience: More shoppers are leveraging grocers’ ecommerce options as well as delivery platforms like DoorDash and Uber Eats.
Article
| Nov 6, 2023
Since the pandemic, online ordering and delivery have become table stakes for the grocery industry. Retailers like Albertsons have begun to develop tools and capabilities that provide added value for customers, focusing on creating a more convenient experience.
“Consumers think about food 226 times a day, that’s a lot of cognitive load,” said Jill Pavlovich, senior vice president of digital shopping experiences at Albertsons Cos. “So we want to take the experience from a transactional one to a helpful set of tools that can help people manage this.”
Albertsons leveraged customer data to identify areas for improvement across its website and mobile app.
Article
| Jun 17, 2024
TikTok’s potential ban isn’t putting brands off TikTok Shop: The platform’s sales potential is driving companies like Rare Beauty and Tarte Cosmetics to deepen their investment.
Article
| Apr 29, 2024
Amazon is the biggest retail media network in the US, accounting for three-quarters of retail media revenue share, per our forecast. But its limited grocery footprint leaves an opportunity for competition. Here are recent updates in grocery retail media, and a prediction on the future of in-store retail media.
Article
| Jul 24, 2023
Instacart and Uber team up to keep DoorDash at bay: Instacart hopes the deal will protect its grocery business and widen consumer appeal, while Uber looks for new customers.
Article
| May 7, 2024
In an unlikely collaboration, Zappos and Sephora join forces: The partnership gives Sephora access to Zappos’ considerable shopper base, but may benefit the latter more as demand for beauty grows.
Article
| Apr 3, 2023
Instacart’s ad growth slowed in Q4: That could create problems for the company as it relies more heavily on ads to offset softening grocery delivery demand.
Article
| Feb 14, 2024
Instacart’s revenues and profits spiked in 2022, helped by its growing ad business: That could speed up the timeline for the grocery delivery company’s long-awaited IPO.
Article
| Mar 2, 2023
Dupe culture goes mainstream: Target and e.l.f. Beauty are among the companies benefiting from Gen Zers’ affinity for cheaper versions of premium products.
Article
| May 20, 2024
Gen Z teens cut spending in response to inflation: Shoppers in this cohort are shopping more often at off-price and ecommerce retailers to save money, although the beauty category is as resilient as ever.
Article
| Oct 11, 2023
While retail sales growth is expected to slow this year, ecommerce sales will grow by double digits to reach $1.148 trillion, buoyed by online grocery, health and personal care, and online resale. Here are five charts on the categories, retailers, and channels driving ecommerce growth
Article
| Apr 10, 2023
Traffic is up at Aldi and Lidl: With the cost of rent, car insurance, and electricity continuing to rise, consumers are looking to save on groceries.
Article
| Apr 10, 2024
With over 34 million members, Sephora’s Beauty Insider loyalty program is generally regarded as one of the best loyalty programs in the US. To keep customers coming back, Sephora is balancing gamified experiences with the classic rewards that it knows customers like.
Here are five tips from Emmy Brown Berlind, senior vice president and general manager of loyalty at Sephora, on how retailers can level up their loyalty programs and deliver a best-in-class experience.
Article
| Oct 20, 2023
Kroger’s sales sag as grocery prices stabilize: That new state of play could drive the grocer to look to high-margin retail media to drive growth.
Article
| Sep 8, 2023
Costco’s fiscal Q4 earnings report, with total revenues of $78.94 billion, offers a glimpse into shifting consumer priorities: its shoppers are now favoring essentials, opting for groceries and gasoline, while luxury and other discretionary items have taken a backseat.
Article
| Oct 19, 2023