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鈥淥ut-of-home鈥檚 beauty is its proximity,鈥� said Steve Nicklin, senior vice president of marketing and analytics at the Out of Home Advertising Association (OAAA). 鈥淲e're also intercepting consumers when they're most likely to act.鈥�

So really when it comes to their investments in the physical space, it's really all about just investing in omnichannel so you can meet the shoppers where they are when it comes to these types of CPG products and then continue to be able to court advertising dollars from CPG brands.

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.

Join over 100,000 subscribers that have access to thousands of forecasts, charts, and insights around key topics, like Amazon Prime Day 2023, marketplace growth, direct selling strategies for CPG brands, and the impact of TikTok Shop, all developed and derived from a rigorous and proprietary methodology you can count on.

TikTok鈥檚 potential ban isn鈥檛 putting brands off TikTok Shop: The platform鈥檚 sales potential is driving companies like Rare Beauty and Tarte Cosmetics to deepen their investment.

Retailers like Dollar General, Walmart, and Target are rethinking the self-checkout experience, scaling back on kiosks or removing self-checkout from their locations altogether. But considering 55% of US adults prefer to get through their in-store grocery shopping as fast as possible (according to a November 2023 survey from Kearney) it鈥檚 unlikely self-checkout will be leaving stores anytime soon. Here are five stats on self-checkout, including how and why consumers like to use it, the reason some retailers are pulling back, and what the future holds for the technology.

Shopping has spread across the entire social ecosystem. Our survey of social shoppers found that the kinds of goods and services people buy differ meaningfully across the platforms.

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.

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.

Amazon Fresh could get a refresh to conquer the grocery market, Finesse uses AI to reduce fashion waste, and Claire鈥檚 leans on content to engage Gen Zalphas. Meanwhile, Macy鈥檚 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 鈥淩eimagining Retail鈥� podcast episode.

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.

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.

The Ozempic effect could have wide-ranging implications beyond the food industry鈥攊f it exists: Apparel makers, beauty brands, and airlines could capitalize as GLP-1 adoption grows, but only if users stick to the meds.

Grocery spending is slowly shifting online as consumers seek convenience: More shoppers are leveraging grocers鈥� ecommerce options as well as delivery platforms like DoorDash and Uber Eats.

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.

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.

Instacart鈥檚 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.

In an unlikely collaboration, Zappos and Sephora join forces: The partnership gives Sephora access to Zappos鈥� considerable shopper base, but may benefit the latter more as demand for beauty grows.

The days of heady growth are over for rapid grocery startups: The once-frothy sector is now down to a handful of players and facing steep competition from Uber and Doordash.

Instacart鈥檚 revenues and profits spiked in 2022, helped by its growing ad business: That could speed up the timeline for the grocery delivery company鈥檚 long-awaited IPO.

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.

Which categories performed best in 2022鈥攁nd which struggled? Inflation drove consumers to spend more on essentials like groceries, at the expense of discretionary categories.

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