DoorDash partners with Lyft: The combination should make the delivery service a stronger competitor to Uber, which offers members of its Uber One service free food delivery and discounted rides.
Chinese consumers aren’t buying as much beer as they used to: Anheuser-Busch InBev and Carlsberg both reported bigger-than-expected volume declines in Q3.
On today's podcast episode, we discuss a special edition of the unofficial list of the retailers who have made a comeback (from the dead). This month, our analysts Arielle Feger, Becky Schilling, and Sara Lebow (aka The Committee) put together a very unofficial list of the top eight retailers who have most impressively come back from the brink, and how they did it. In this month's episode, Committee members Senior Analyst Sara Lebow and Senior Director of Content Becky Schilling will defend their list against Senior Analyst Sky Canaves and Principal Analyst Sarah Marzano, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.
Kraft Heinz expects US consumers’ trade-down behaviors to linger into 2025: The CPG company hopes to offset private labels’ rise with pop-culture partnerships, new products, and increased distribution in dollar and club stores.
Prestige fragrance sales soar as Gen Zers embrace scent wardrobes: That trend helped Spanish beauty company Puig deliver double-digit growth in its perfume division in Q3.
New Starbucks CEO Brian Niccol has his work cut out for him: One can look to his former employer, Chipotle, to see how he can sharpen the coffee chain’s focus.
McDonald’s value focus paid off in Q3: But challenges remain as the company needs to dig out from the recent E. coli outbreak.
Grocery prices remain front of mind for many consumers: That presents an opportunity for value-oriented merchants such as Aldi, Target, and Walmart to steal share by offering low prices for Thanksgiving staples.
7-Eleven to open 500 larger, food-focused stores by 2027: The struggling c-store chain hopes that more food options and a larger product assortment will restore traffic and sales.
Fenty Beauty makes a play for gamers: The brand partnered with Netflix's “Arcane” animated series that’s based on the “League of Legends” video game to roll out a gamer-inspired collection.
Every step of the grocery shopping journey is being digitized; how do consumers feel about it?
It’s a tough time to be a mid-market restaurant chain: Consumers’ pullback on dining out has led Denny’s, TGI Friday’s, and Shari’s to close locations.
Keurig hopes to capitalize on energy drink boom with Ghost acquisition: The CPG company leaned into the category after weaker-than-expected Q3 sales.
Sensei raises $16 million in seed round: The retail tech provider has its sights set on bringing automated, contactless stores to Europe.
Starbucks CEO Brian Niccol emphasizes need for fundamental strategic overhaul amid sales slide: The company’s US comparable transactions fell 10% YoY in Q4 as promotions and new products failed to win over customers.
Restaurants, food brands adapt to Gen Z tastes with “swicy,” diverse product offerings: Companies ranging from PepsiCo to Starbucks are looking to capitalize on younger consumers’ desire for dining out and grocery treats.
On today's podcast episode, we discuss why it has become so hard to get a read on consumer sentiment, the indicators we pay closest attention to to try and make sense of it, and how we expect consumers to feel for the remainder of the year. Tune in to the discussion with host Marcus Johnson, Director of Briefings Jeremy Goldman and Analyst Zak Stambor.
Amazon tests yet another grocery format: Amazon Grocery, which is located next to a Whole Foods Market, aims to fill the hole left by the sister brand’s restrictions on certain ingredients.
Nestlé and P&G have diverging views of the US consumer: While P&G’s customers are happy to shell out for premium, effective products, Nestlé is losing ground to private labels.
The double-digit growth in US consumer packaged goods (CPG) digital ad spend will come to a halt next year and hover around just 6% through 2026, per our forecast.