Aldi’s Winn-Dixie acquisition marks a departure for the discount grocer: The deal will allow Aldi to experiment with larger stores, but it could force a shift in its private label strategy.
Though growth is slowing, digital grocery will continue to fuel overall ecommerce growth in the US. “Growth is no longer driven by new adopters, but heavy digital grocery users,” our analyst Blake Droesch said on a recent “Reimagining Retail” podcast episode. Here’s how retailers like Instacart, Amazon, and Walmart can capitalize on frequent buyers.
On today's episode, in our "Retail Me This, Retail Me That" segment, we discuss the changes in how US consumers buy groceries, strategies for building future growth in grocery, and who has the best shot at winning. Then in a newish segment, "Loyalty Point, Counter Point," we present arguments both in favor of and against Uber and DoorDash being able to push even further into grocery. Join our analyst Sara Lebow as she hosts analyst Blake Droesch and director of content Becky Shilling.
Target’s struggles continued in Q2 as discretionary spending stays under pressure: The retailer suffered its first revenue drop in six years as shoppers shifted more spending to essentials.
DoorDash’s grocery business is booming, and Instacart is leaning on advertising to tide it over as its delivery volumes are down. Perhaps taking a cue from both, Uber Eats continues to add non-restaurant delivery partners while also building out its advertising platform.
Packaged craft beer sales are down 3% YoY: The industry is struggling to deal with a host of challenges, including consumers’ shifting preferences and inflation.
Farfetch is quietly winding down its beauty division: The luxury ecommerce retailer’s big bet on beauty is fizzling out due to stiff competition and shoppers’ preference for physical retail.
On today's episode, we discuss whether Amazon can keep expenses down while also keeping customers happy, where the company will place its bets on grocery, and how its advertising arm has performed of late. "In Other News," we talk about why most retailers site searches aren't working and how many streaming viewers will watch ads to save a few bucks. Tune in to the discussion with our director of Briefings Jeremy Goldman and analyst Zak Stambor.
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.