蘑菇AV

Some 83% of Gen Z adults typically purchase alcohol at a supermarket or in a liquor store, according to October 2024 data from Attest. Use this chart: Beverage marketers can use this chart to strategize where best to reach consumers with campaigns. Retailers and in-store retail media inventory suppliers can use this to appeal to marketers angling to connect with alcohol-purchasing consumers.

Apart from groceries and cars, most consumer goods categories remain outside the deal鈥檚 scope, and retailers exporting to the US will continue to face the 10% baseline tariff on most goods.

Why it matters: It is hardly a coincidence that Mondelez chose to file suit at a time when private label products are taking over shoppers鈥� grocery carts. Private label sales grew 3.9% in 2024 to national brands鈥� 1%, per data from the Private Label Manufacturers Association (PLMA).

Shopping habits foretell the next phase of digital growth for grocery products.

Stay tuned: Our Retail & Ecommerce Q1 Earnings Report will unpack challenges facing mass merchants, grocery, and other retail sectors.

But Instacart鈥檚 attractiveness as an advertising platform also depends on the health of its core grocery delivery business鈥攚hich could face headwinds as grocers like Kroger invest in their own ecommerce capabilities and consumers look for ways to save on rising grocery bills.

Those perks also compelled grocery chains like Albertsons and Ahold Delhaize to pour resources into ecommerce, eroding their margins. Despite the challenging backdrop, US retail sales still rose 2.8% YoY in Q1, in line with our forecast.

The April 2 policy is expected to boost prices by 1.6%鈥攔oughly a year鈥檚 worth of grocery inflation by CPI standards鈥攁nd all 2025 tariff actions could add another 2.8%. Fresh produce prices are projected to rise 2.2% from the April policy and 4.0% overall.

Ahold Delhaize sees big retail media opportunities in its stores: There鈥檚 good reason for that outlook since we expect 87% of grocery sales to occur offline this year.

Nearly 1 in 4 grocery dollars will go to private labels by 2030: Store brands are gaining popularity as shoppers seek value and CPGs cut back on innovation.

Nearly half (47%) would trust them to choose and buy household essentials within a set budget, followed by 41% for home goods, 38% for food and groceries, and 38% for technology and electronics. But as with genAI writ large, trust is a significant barrier to agentic adoption.

The 10% across鈥憈he鈥慴oard tariff will hit grocery aisles first, pushing up the cost of staples such as avocados, bananas, and coffee. That sticker shock is poised to push Gen Z鈥攁lready the generation most willing to try private鈥憀abel goods, per a December Circana survey鈥攖oward lower鈥慶ost store brands. We expect retailers to follow Albertsons鈥� lead with more private label offerings.

Fetch is already entrenched in the grocery vertical, and last year it launched Fetch Play, which offers rewards for mobile gaming. The expansion into streaming, where most consumers are, is a natural progression. Kochava can track incentives, watch times, and video popularity and share that data with streamers.

However, if grocery prices continue to climb, McDonald鈥檚 value positioning could make it a relative bargain, helping it outperform pricier competitors in the months ahead.

BNPL consumer behavior trends: How consumers use BNPL speaks to the fragility of their financial health, per a LendingTree survey. 41% of BNPL consumers made at least one late payment in the past year, up from 34% the previous year. 25% of BNPL users have used installment loans to buy groceries, up from 11% last year. 23% of BNPL users have held three or more active BNPL loans at one time. 33% see BNPL

Despite having a smaller market share, the US is gaining ground thanks to delivery services, supermarkets, and bargain stores, which suggests that brands are pursuing niche but highly motivated consumers.

FarmboxRx contracts with insurers that pay for healthy groceries on behalf of their members. Patients build rewards and receive more healthy food boxes when they get recommended health screenings and vaccinations that help keep them out of the hospital. Why it matters: There is an overlap of people who fit into both companies鈥� total addressable market.

Roughly 60% of Walmart鈥檚 sales come from necessities like groceries, leaving it less vulnerable to shifts in discretionary spending鈥攁nd better positioned to attract more affluent shoppers in search of deals. Its ecommerce business is also growing by leaps and bounds, thanks to investments in faster delivery, a vastly expanded marketplace assortment, and retail media revenues.

Additionally, 69% of US digital grocery buyers say price is most important to them when choosing an online grocery service, compared with 48% citing delivery speed. 3. Patience is a growing virtue for many consumers. Consumers ranked speed their most important priority for delivery in 2022, according to McKinsey's July 2024 "Voice of Consumer Survey."

The last time Amazon cracked down on seller inventory was during the COVID-19 pandemic, when it sharply reduced capacity to make room for essential goods like groceries and household products. A similar strategy could be at play now as it looks for room to store the orders it pulled forward into Q1 to avoid tariffs.