CPG

Walmart is in a good spot right now: The retailer’s share of grocery sales keeps growing, which is providing fuel for it to build upon its retail media business.

AB InBev’s craft-like beer and beverage footprint is shrinking: The company is selling eight brands to Canadian cannabis company Tilray as it looks to boost its bottom line.

Gen Z women trust beauty influencers: Roughly eight in 10 Gen Z women shop for creators’ beauty and personal care recommendations.

AB InBev’s US revenues fell 10.5% in Q2 thanks to Bud Light backlash: The brewer now faces a difficult battle to regain share as Molson Coors, Constellation Brands make inroads with consumers.

Over half of consumers aren’t interested in ghost kitchens: The survey results come at the same time that many restaurants are sunsetting their virtual brands.

Even the most frequent digital grocery buyers (defined as those who make more than one online purchase per month) purchase groceries both in stores and online. But they are more likely to purchase perishables online and forgo buying certain categories in stores.

Amazon is giving its grocery business a much needed refresh: The retailer is opening up delivery to non-Prime members, revamping Fresh stores, and streamlining the online ordering process.

Walmart expands in-store retail media opportunities: The big-box retailer is giving advertisers more opportunities to reach physical shoppers with digital screens, audio ads, and sampling.

Starbucks missed Q3 revenue expectations as price increases weighed on sales: But a strong recovery in China helped the coffee chain make up for softer sales in North America.

On today's episode, we discuss what to make of Twitter changing its name to X, whether Walmart is crushing Amazon in the grocery wars, what a billboard in your living room would look like, what Gen Z has done to the purchase funnel, why Airbnb doesn't have a loyalty program, what the most popular museums around the world are, and more. Tune in to the discussion with our vice president of content Suzy Davidkhanian and analysts Blake Droesch and Carina Perkins.

L’Oréal’s surging sales underscore the power of the lipstick effect: The company reported growth across all geographies and product divisions, with especially strong performances in Europe and in its Consumer Products business.

QSR customers pinch pennies: McDonald’s savvy marketing and strong value proposition helped it deliver strong Q2 results, while Chipotle’s high prices led it to fall just short of expectations.

Unilever, Nestlé, Keurig Dr Pepper signal slowing price hikes: But that may not be enough to win back market share from private labels.

Grubhub+ rewards members for picking up their orders: That’s one of the new features for the revamped program that Grubhub estimates will save members an additional 20% per month.

Albertsons hit its marks in Q1: The company is leaning into private labels, growing its loyalty program, and boosting its digital sales.

Generative AI helps brands distill consumer insights to create personalized products while AR virtual try-on solutions give customers the ability to try before buying. Beauty brands like Ulta Beauty and Sephora are finding ways to draw consumers into their apps with exclusive content or services.

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.

Domino’s customers are particularly price sensitive: That explains why small price increases can have an outsize impact on sales.

Walmart is reaping the benefits of Walmart+: And it has clear opportunities to unlock even greater growth.

On today's episode, we discuss whether Threads can keep up its momentum, if TikTok Music can compete in the music streaming world, how engagement with the Women's World Cup will look, what to make of the Burger King rebrand, whether US consumers actually shop on social media platforms, who invented the first-ever hybrid car, and more. Tune in to the discussion with our analysts Ross Benes, Blake Droesch, and Max Willens.