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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.

Wonder acquires a media company, Unilever dedicates more spend to influencers, and Ulta launches a third-party marketplace. Here are the eight most interesting retailers and brands from last month, as ranked on our 鈥淏ehind the Numbers鈥� podcast.

That鈥檚 helping to win over new generations of consumers who care more about how well a product works than its brand name鈥攁nd who are also investing in other Korean exports, like K-dramas and pop music.

Categories with the highest mobile penetration include personal care (77%), groceries (68.2%), and apparel (60.8%), which Adobe Digital Insights lead analyst Vivek Pandya attributed to the fact that 鈥渃onsumers have embraced mobile shopping for purchases that are more frequent and lower in price.鈥�.

As of November, TikTok Shop was the US鈥� 12th largest beauty and personal care ecommerce retailer, according to a study by Dash Hudson and NielsenIQ. On the other hand, the platform has a counterfeit problem.

Nearly two-thirds (62%) of DoorDash users are currently ordering consumables鈥攚hich include groceries, alcohol, pet care, personal care, and household products鈥攎ore often than they did last year, the company said. Convenience wins out: While cost concerns continue to inform shoppers鈥� grocery habits, convenience is also becoming a key purchase consideration.

No retailer has benefited more from that change than Amazon, which grew its health, beauty, and personal care sales 28.2% YoY last year. Go further: Read our Beauty Path to Purchase report.

Stores lead in conversion for shoppers buying new brands and products across food and beverage, household supplies, and health and personal care. But ecommerce still plays a role: More than one-third of shoppers who purchased a new food and beverage item did so online. Beauty and furniture and home goods were evenly split.

As an established generation more likely to downsize than dramatically grow their household, boomers have redirected digital purchases toward personal care and their animal companions. Outdoor supplies and pharmacy/health products are two of the few categories that either meet or exceed the index when compared with the total population.

Brick-and-mortar Walmart locations are the top destination for US consumers to shop for beauty and personal care items, according to Jungle Scout鈥檚 Q2 Consumer Trends report. Clothing shoppers prefer to buy in-store as well, though the most popular in-store destination was listed as 鈥渁nother retailer鈥� that was not Walmart or Target. 2. Grocery shoppers rely on the physical store.

Kimberly-Clark had a better-than-expected volume recovery in its North American personal care and consumer tissue segments, with volumes up by 1% and 2%, respectively. Danone said it was winning back market share from private labels thanks to its strategy of offering shoppers a wide array of products across price points. On the other hand: Not every CPG brand is successfully winning back consumers.

YoY growth in several categories, including food and beverage (7.1%), apparel and accessories (6.7%), and health and personal care (6.7%), are expected to remain strong, due in part to inflation. Several retailers have offered modest outlooks for fiscal 2023. For example, Walmart expects US comparable sales to grow between 2% and 2.5% for the full year, excluding fuel sales.

The categories that will see the largest holiday retail sales growth in the US are food and beverage (10.0%), apparel, footwear and accessories (6.6%), and health and personal care (6.6%), per our forecast. 3. Mobile commerce drives holiday ecommerce growth.

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.

The shifting retail landscape: Adobe鈥檚 report found that shoppers chose cheaper products across a number of categories, including personal care, electronics, apparel, furniture, and grocery.

When it comes to product discovery, social media and brand websites are more likely used for Gen Z health and personal care shoppers than for older generations, according to Insider Intelligence data. Put it to work: Help Gen Z self-improve. Develop educational content and work with creators that lean into wellness. This was originally featured in the eMarketer Daily newsletter.

Essential categories like grocery and health and personal care are growing their share of online sales whereas categories like home improvement or large appliances will decline or see minimal online sales growth. On the flip side, in-store shopping is going through a rough patch as anti-theft measures and store closures detract from the customer experience.

CPG and consumer products includes food and beverage products, household products, packaged goods, tobacco, personal care products, toiletries, and cosmetic products. Entertainment includes amusement and recreation, box office, film, music, OTT video platforms, sporting events and ticketing, and video games (excluding video game hardware).