A lot happens in a week, so every Friday we're going to analyze all the new data and provide you with some of the key takeaways. Welcome to the Friday 5. This week, teens want ads with products in action, consumers aren’t giving brands negative feedback, and St. Patrick’s Day doesn’t interest consumers as much as other holidays.
Ulta lost beauty market share for the first time in 2024: The retailer is relying on a new marketplace, enhanced omnichannel experiences, and international expansion to recover sales.
Starbucks to add seating, power outlets to its cafes: Making those locations more welcoming is a vital piece of CEO Brian Niccol’s turnaround strategy.
Estée Lauder partners with India’s government to boost local beauty brands: The company is the latest to invest in the country as interest in premium beauty soars.
Less than 10% of shoppers don’t expect to make any changes to their shopping habits due to tariffs, according to February 2025 data from Numerator.
Grocery sales shifting online is a lasting legacy of the pandemic: We expect 13.7% of grocery sales to occur online this year, more than double the 6.2% share in prepandemic 2019.
Total spirits revenues dropped 1.1% last year: The Trump administration’s tariffs will only intensify the industry’s challenges.
A lot happens in a week, so every Friday we're going to analyze all the new data and provide you with some of the key takeaways. Welcome to the Friday 5. This week, the economic blackout day made an impact, ecommerce buoys beauty, and luxury spending continues.
NWSL secures key women-led sponsorships: E.l.f. Cosmetics and Unwell partner with the soccer league, marking a shift in how beauty and lifestyle brands invest in sports.
Private label is key to Kroger’s growth prospects this year: The grocer is relying on its owned brands to attract deal-seeking shoppers.
On today’s podcast episode, we discuss what a tariff even is, what might happen when they’re implemented, and how best to prepare for them. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Principal Analysts Paul Briggs and Matteo Ceurvels, and Analyst Rachel Wolff.
Walmart bought a mall, Coca-Cola launched a soda, and Nike partnered with SKIMS in February, marking some of the month’s most interesting retail moves. Here are the eight most interesting retailers and brands from last month, as ranked on our “Behind the Numbers” podcast.
Brand strength bubbles up: Even as inflation squeezes budgets, many consumers are not trading down from name-brand sodas.
Old is the new new: Across food and fashion retail, brands lean on nostalgic goods and practices to win over shoppers as inflation worries rise.
Foot traffic to Aldi stores grew 12.3% YoY in Q4 2024, over twice the growth of low-cost competitor Trader Joe’s, according to data from Placer.ai.
On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of February. Each month, our analysts Arielle Feger, Becky Schilling, and Sara Lebow (aka The Committee) put together a very unofficial list of the top eight retailers they're watching based on which are making the most interesting moves: Who's launching new initiatives? Which partnerships are moving the needle? Which standout marketing campaigns are being created? In this month's episode, Committee members Analyst Arielle Feger and Senior Analyst Sara Lebow will defend their list against Vice President Suzy Davidkhanian and Senior Analyst Blake Droesch, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.
McDonald’s zigs when others zag: Rather than follow the lead of Denny's and Waffle House in adding an egg surcharge, the fast food giant is slashing the price of its Egg McMuffin.
Instacart projects healthy order growth thanks to Uber partnership, affordability initiatives: But profitability is under pressure as ad growth slows and basket sizes shrink.
Ecommerce penetration of beauty and personal care sales is rising: 41% of category sales take place on platforms like Amazon and TikTok Shop as consumers respond to virality and convenience.
Unilever is unhappy with turnaround progress: The CPG company abruptly replaced CEO Hein Schumacher as it pushes for a faster recovery.