CPG

Same-store sales are rising at many QSRs: They’re benefiting from some consumers trading down from pricier restaurants and others looking for an affordable option as grocery prices rise.

China’s COVID strategy continues to hurt retail sales: Estée Lauder and Canada Goose are among the high-end brands pointing to China’s policy as a reason they’re lowering their outlooks.

Diageo becomes latest brand to aim for inclusivity: 1,200 of its marketers will be trained in inclusive design, followed by a rollout to agency partners.

Aldi US plays catch-up with its new ecommerce platform: The discount grocer aims to narrow the gap by letting shoppers buy online.

Few CPG brands are posting strong volume growth: But price hikes and shrinkflation are helping companies like Kraft Heinz, Coca-Cola, and Procter & Gamble generate strong earnings.

Jack in the Box’s takeout-only concept reflects changing customer habits: The chain is doubling down on takeout and drive-thrus to enhance convenience as more households turn to fast food.

The price of groceries has reached a historic high. In August 2022, the US consumer price index found the cost of food was up 11.4% year-over-year (YoY), the largest 12-month increase since May 1979.

Instacart adds new options to its self-service interface: Its new shoppable videos could bolster spend and cheer the platform up over its much-delayed IPO.

“Social is everything we do. It’s the connective tissue.” That was the message from Meghan Myszkowski, global head of social media for Xbox and Game Pass, at Advertising Week New York. But social media is constantly changing, making brand relevance often hard to achieve. Here’s what brands should keep in mind.

The rumors of rapid grocery’s demise are exaggerated—but not by much: While startups struggle to make the model profitable, Uber Eats and DoorDash see an opportunity.

Instacart puts its IPO plans on ice: With Wall Street looking for safe bets and consumers adjusting their shopping habits, there’s little appetite for an Instacart IPO right now.

Amazon takes on Trader Joe’s with private label: The ecommerce giant is relying on pumpkin spice and other seasonal products to grow sales for its own food brand, Aplenty.

Economic uncertainty puts pressure on meal kit companies: HelloFresh and Blue Apron are cutting costs and looking for new revenue opportunities as demand softens

Kroger’s acquisition of Albertsons faces an uphill battle: The move would help Kroger scale its business and retail media network, but reduced competition could raise prices for consumers.

DoorDash’s latest ad moves are designed with CPGs in mind: The delivery platform launched several new tools to make it easier for brands to build, manage, and measure campaigns.

On today's episode, in our "Retail Me This, Retail Me That" segment, we discuss the best-in-class examples of retailers who are leading the charge in experiential retail, in-store technology, and high-touch customer service. Then for "Red-Hot Retail," our analysts give us their very specific—and potentially risky—predictions about where brick-and-mortar stores are likely headed. Join our analyst Sara Lebow as she hosts director of Briefings Jeremy Goldman and analyst Yory Wurmser.

Inflation creates a roadblock for plant-based meat companies: Beyond Meat and Impossible Foods are cutting employees as high prices cause sales to fall.

Burger King, McDonald’s, and Crispy Fantasy (yes, this is work-friendly) have all launched marketing campaigns that make what’s old new again.

Amazon is at a grocery inflection point, battling Walmart and Instacart for ecommerce dominance in the US. While each has its own strengths, Amazon’s ecommerce background gives it a leg up in tech.

17 years later, Sephora reenters the UK: But market turmoil and a cost-of-living crisis may prevent the beauty retailer from making a triumphant return.