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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.

In April, Walmart led the retail rankings thanks to its advanced grid-based delivery system and an elevated in-store beauty experience. Amazon followed closely with the testing of a new AI-powered 鈥淏uy For Me鈥� feature designed to simplify purchases. Meanwhile, Temu and Shein adjusted their pricing strategies due to rising import costs, risking their low-price appeal. Here are the eight most interesting retailers and brands from last month, as ranked on our 鈥淏ehind the Numbers鈥� podcast.

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.

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

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.

How can retailers in grocery, the second-largest ecommerce category, optimize their online business to succeed?

The beauty industry is shifting its approach to aging consumers, moving beyond traditional anti-aging messaging to embrace more inclusive, health-focused approaches. "Ageism is the only 'ism' that every person can experience. Aging is a universal experience," said Jacynth Bassett, founder and CEO of Ageism Is Never In Style, on a recent "Behind the Numbers" podcast.

Constellation Brands imports all of its beer from Mexico: That puts the Modelo parent in a challenging position in wake of US tariffs on imported canned beer and empty aluminum cans.

This week, Walmart wins the hearts of US grocery shoppers, secondhand retailers could see a tariff bump, and home is where the breakfast is.

On today鈥檚 podcast episode, we discuss how the beauty industry is venturing into untapped markets, how the conversation of ageism in beauty fits or diverges with the greater trend away from diversity and inclusion, and how brands market to older people while staying relevant with younger audiences. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Principal Analyst Sky Canaves, Analyst Arielle Feger, and CEO and Founder of Ageism Is Never In Style庐 Jacynth-Bassett.

Most consumer packaged goods (CPG) brands sell through third parties like big box retailers or grocery stores, limiting access to customer data. But loyalty programs create a direct line to first-party data, which 40% of US advertisers cite as their primary strategy to maintain targeting effectiveness in 2025, according to November 2024 data from Proximic.

Every step of the grocery shopping journey is being digitized; how do consumers feel about it?

Ulta lost beauty market share for the first time in 2024: The retailer is relying on a new marketplace, enhanced omnichannel experiences, and international expansion to recover sales.

Est茅e Lauder downplayed the impact of China鈥檚 gray market crackdown on sales, lawsuit alleges: The beauty company is accused of misleading investors about the severity of the headwinds it faced.

Est茅e Lauder partners with India鈥檚 government to boost local beauty brands: The company is the latest to invest in the country as interest in premium beauty soars.

Grocery sales shifting online is a lasting legacy of the pandemic: We expect 13.7% of grocery sales to occur online this year, more than double the 6.2% share in prepandemic 2019.