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Albertsons struggles to fend off competition from mass merchants and club retailers: The grocer is leaning on promotions, private labels, and its pharmacy business to attract value-focused shoppers.

Tariffs will have a wide ranging impact on prices, consumer sentiment: Warehouse clubs, off-price retailers, and discount grocers could have an edge in this challenging retail environment.

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.

Consumers are eating at home more often: Cooking is on the rise as shoppers look to save.

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.

The Ulta and Target partnership may not last: Ulta is pausing its expansion of Target shop-in-shops this year as it looks to “unlock value” from its existing locations.

Hershey sees LesserEvil as the greater good in healthier snacking: The consumer packaged goods giant is buying the snack brand as part of its push to diversify its offerings.

Domino’s inks deal with DoorDash to expand delivery reach: The partnership will put the pizza chain on track to reach its goal of $1 billion in sales from aggregator platforms by 2026.

Dutch Bros’ secret sauce helps it defy gravity: The coffee chain is thriving at a time when macroeconomic headwinds are creating clear challenges for companies like Starbucks and McDonald’s.

Estée Lauder downplayed the impact of China’s 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 “Behind the Numbers” podcast.

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

National Burrito Day is this Thursday: Chipotle’s success with the made-up holiday has driven competitors like Qdoba, Moe’s Southwest Grill, and even 7-Eleven to offer their own burrito-centric deals.

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.

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’s 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® Jacynth-Bassett.

Economic uncertainty ate into General Mills’ quarterly results: Consumers’ sharp focus on value is causing them to consume fewer snacks.

Alimentation Couche-Tard is determined to buy 7-Eleven parent Seven & i amid c-store headwinds: The two companies are discussing divestitures, but antitrust concerns could scuttle the deal.

50% of US adults are likely to cut back on spending at fast food restaurants if tariffs lead to higher prices, according to a February 2025 CivicScience survey.

Pepsi buys Poppi to hone its appeal to health-conscious consumers: The acquisition comes amid a broader portfolio shift in favor of “better for you” options.