CPG

Traffic is up at Aldi and Lidl: With the cost of rent, car insurance, and electricity continuing to rise, consumers are looking to save on groceries.

Tesco leans into value: The UK’s largest grocer plans to grow its profits by offering many ways for consumers to save.

Digital grocery will become the largest ecommerce category by 2026, according to our US Digital Grocery 2024 report. To grow their share of digital grocery sales, brands need to understand what motivates consumers to buy groceries online, how the digital grocery experience can be improved, and where growth opportunities lie.

Aldi opened more US stores in 2022 and 2023 than any other grocery chain, according to February 2024 data from JLL and RetailStat.

Prime Energy and Bodyarmor pressured to Gatorade to innovate: Growing competition has driven Gatorade to branch into new categories, including unflavored water.

US sales of store brand beauty products grew 10.5% in 2023, according to February 2024 data from the Private Label Manufacturers Association and Circana.

Retail media complicates price talks between retailers and suppliers: Hardline tactics like pulling products from shelves can make brands reluctant to invest in RMNs, forcing concessions.

McDonald’s learned a tough lesson about its global franchise model: The company bought all 225 of its franchised restaurants in Israel to give it firm control over its brand.

A rebrand can be intensive, but guiding principles like establishing clear goals and metrics from the start will help teams measure success. Gathering customer feedback is another essential step to managing a rebrand.

Conagra demand picks up: The company beat top- and bottom-line expectations after lowering prices and increasing promotions in key categories to attract cost-conscious consumers.

Ulta’s consumer spending warning sends shockwaves through beauty industry: Financial pressures and competition are weighing on the retailer’s sales, but other indicators suggest healthy growth in 2024.

PubMatic's strategic alliance with Instacart boosts programmatic advertising: The initiative merges retail media data with advanced targeting for improved ad impact.

More consumers are shopping online for household essentials, including food and beverages and health, personal care, and beauty products. The two categories are expected to see the most growth in their share of ecommerce sales from now until the end of our forecast period in 2028. Here’s a closer look at the state of US ecommerce, why household goods are fueling the market, and the consumer behavior steering it all.

Amazon takes the bells and whistles out of its brick-and-mortar grocery experience: Amazon Fresh stores will no longer feature Just Walk Out as the retailer focuses on making its stores more inviting.

The company bolsters security and offers credit monitoring after hackers leak data on the dark web. Lawsuits and fines may be on the horizon.

Two weeks have passed since Amazon’s Big Spring Sale, but its success is unclear. Amazon’s first-ever Big Spring Sale took place from March 20-25, offering discounts on seasonal items like spring fashion, fitness products, and cleaning and yard work essentials.

Kroger will close three ecommerce fulfillment centers amid profitability focus: Underperformance led the grocer to pull back on grocery delivery in Florida and Texas.

Clinique is the latest prestige beauty brand to make the leap to Amazon: The partnership signals the retailer’s growing clout. It’s set to overtake Walmart as the US’ top beauty retailer by 2025.

Price cuts are helping upmarket UK grocers win back share: While grocery inflation is at a two-year low, shoppers continue to be highly responsive to deals.