Softening consumer confidence hasn’t dented beauty demand, according to executives from Ulta Beauty and Estée Lauder. Engagement with the category “remained healthy in Q3,” Ulta CEO Kecia Steelman said, noting that sales rose across both mass and prestige products. The US consumer is “resilient,” Estée Lauder CEO Stephane de la Faverie said, though he acknowledged signs of price sensitivity. The strength isn’t isolated to Estée Lauder and Ulta: Beauty sales accelerated in Q3, according to Circana, showing that shoppers are prioritizing self-care amid uncertainty. However, while shoppers are keen to buy, they are managing their budgets and focusing on value.
Kroger lowered the top end of its full-year sales outlook as rising price sensitivity among lower- and middle-income shoppers weighs on spending. Consumers’ growing focus on value is leading to more trips, smaller baskets, and greater reliance on promotions and private labels. These patterns are driving Kroger to intensify price cuts and promotions to keep shoppers from trading down.
On today’s podcast episode, we discuss what’s still holding Amazon back in grocery — and what could finally move the needle. Listen to the discussion with Vice President of Content and host Suzy Davidkhanian, Principal Analyst Sky Canaves, and Senior Analyst Blake Droesch.
San Francisco’s city attorney sued 10 major foodmakers, including Kraft Heinz, PepsiCo, and Mondelez, over their production and marketing of ultraprocessed foods. This marks the first governmental lawsuit over ultraprocessed products, escalating the regulatory and public pressure food companies face to cut additives and make their assortments healthier. Foodmakers will need to change their manufacturing and marketing practices as public opinion turns against ultraprocessed foods and governments—both local and federal—begin to exert more pressure.
Amazon is testing ultra-fast delivery for fresh groceries and other household essentials in some areas of Seattle and Philadelphia. The service, called Amazon Now, allows shoppers in eligible neighborhoods to receive thousands of items in 30 minutes or less. While Amazon continues to invest in its brick-and-mortar grocery business, enhancing its ecommerce initiatives appears to be taking precedence. Speeding up delivery could help Amazon extend its foothold in grocery while keeping shoppers wedded to its platform, but our forecast expects its share of digital grocery sales to dip as Walmart, pure-play grocers, and intermediary delivery platforms grow their piece of the pie.
Households with GLP-1 users could account for 35% of food and beverage sales by 2030, up from 23% today, per Circana. Rising GLP-1 usage is reshaping grocery spending, with profound implications for foodmakers and grocers. As GLP-1s grow more accessible—thanks to microdosing, efforts to make the drugs more affordable, and the pending release of a weight-loss pill—their impact will be more deeply felt beyond food to sectors including apparel, wellness, beauty, and restaurants.
Kohl’s topped Q3 expectations and raised its outlook, crediting stronger product assortments, better value through promotions, and improved in-store and digital experiences for helping it win back customers. The company also named interim CEO Michael Bender to the job permanently. Bender, the third person to hold that role in roughly three years, plans to sharpen Kohl's product assortment, offer more proprietary clothing and home goods, and make stores easier to shop to appeal to customers who are “increasingly savvy and are seeking more value.” Kohl’s was upbeat that its recovery is gaining momentum, but it has more work to do to turn sales declines into gains.
Convenience stores are playing catch-up as they jump into retail media, exploiting their local reach to offer advertisers new ways to connect with shoppers. The brick-and-mortar landscape is highly fragmented—unlike ecommerce, where just a few players dominate. That provides an opening for convenience stores to become valued retail media partners. Their dense footprints, frequent visits, and strong ability to influence impulse buys can give brands targeted and measurable insights. C-store RMNs that can tie ad exposure to sales, use loyalty data, and offer multiple ways to surface ads are best positioned to deliver reliable performance to advertisers.
Speaking with EMARKETER at Web Summit, Vast chief astronaut and former NASA commander Drew Feustel described how the company’s Haven 1 station is designed to shift low Earth orbit from a research environment to a commercial manufacturing platform. Building on decades of ISS science, Vast aims to serve industries like biotech, pharmaceuticals, and advanced materials that benefit from microgravity’s unique conditions. With the space economy expected to reach $1.8 trillion by 2035, Feustel says the next leap is scaling production—from artificial retinas to specialty crystals—into repeatable, revenue-generating processes. For brands and investors, orbit is becoming a legitimate industrial supply chain.
Bath & Body Works’ new CEO is overhauling the company’s strategy as it struggles to revive sales and win over younger consumers despite being a major player in the fast-growing fragrance space. CEO Daniel Heaf aims to fix a “slow and inefficient” organization with a four-part plan: refocusing on core categories, expanding ecommerce (including launching on Amazon in 2026), reclaiming cultural relevance through targeted promotions and influencer partnerships, and streamlining operations to unlock $250 million in savings.
Convenience stores are transforming into fast-casual dining destinations, increasingly competing with quick-service restaurants for shoppers seeking affordable, healthy meals. And while consumer perceptions of these stores continue to improve, concerns around food safety and hygiene remain potential barriers. To succeed, convenience chains can adopt strategies such as adding prep-time labels to grab-and-go items to underscore freshness and maintaining clearly visible cleanliness standards throughout the store.
Earlier this month, celebrity and influencer Shay Mitchell launched rini, a line of “clinically backed” and “scientifically proven” beauty face masks for kids. Although rini has attached itself to rising beauty trends, consumers and marketers across social platforms are criticising the way the brand is targeting an audience who might still be mastering their ABCs.
Kroger is overhauling its ecommerce strategy, closing three Ocado automated fulfillment centers after underperformance and leaning more on stores and third-party partners like Instacart, DoorDash, and Uber. Though initially costly, Kroger expects $400 million in ecommerce profit gains by 2026, helping fund price cuts and store improvements. The shift highlights the high cost of competing with Amazon and Walmart on delivery speed and the appeal of using delivery platforms' existing last-mile networks. The new model should cut costs, add flexibility, and support a stronger customer experience as online demand grows.
7-Eleven is making bold moves that contradict retail wisdom, expanding its footprint despite declining same-store sales and traffic. "It's not that they're opening a ton of new stores, it's just they're rejigging their footprint," said our analyst Blake Droesch on a recent episode of “Behind the Numbers.”
50.3% of US grocery shoppers say they'd use in-store digital tools if instant savings and coupons were exclusive to those tools, according to July 2025 data from Amazon Ads and EMARKETER.
From grocery aisles to gig apps, the biggest names in commerce are converging on the same conclusion: Grocery has grown into the ultimate testbed for convenience, loyalty, and AI-driven efficiency.
Quick commerce startup Gopuff raised $250 million at an $8.5 billion valuation—a significant downgrade from the $15 billion it commanded four years ago. Gopuff claims to be in the “strongest financial position in company history,” with record revenues and continued growth for its core businesses. To get to that point, the company has forged partnerships with companies like Amazon, Starbucks, and Disney, a strategy that has broadened its audience and the appeal of its advertising platform. However, consumers’ reluctance to use quick commerce platforms, coupled with competition from DoorDash and Uber, could hamper Gopuff’s growth prospects.
Airbnb and Instacart plan to launch a pilot program that would enable guests in select cities to order grocery delivery before and during their stays, per Bloomberg. The partnership is a win-win, offering Airbnb the chance to improve the guest experience, and giving Instacart an opportunity to expand its reach and boost ad revenues. As competition between delivery platforms heats up, deals like these are poised to become more common as companies look for new ways to win over customers.
"The magic where I see it is all that you have done through the year actually get puts into practice and see the result during the holiday season," said Minyi Su, marketing lead at Bluemercury, during a recent episode of "Behind the Numbers."
Foodmakers are relying on a combination of novelty, limited-edition releases, and pop culture tie-ins to keep shoppers interested in their wares. In recent weeks, Kraft released apple pie-flavored mac and cheese, Taco Bell introduced a Mountain Dew-flavored pie, and Hostess rolled out Wicked-themed cupcakes. Delivering a steady stream of fresh and unusual products is one way for food companies to keep private labels from further encroaching on their market share. It’s also an effective way to get the attention of younger consumers, whose desire for novelty and enthusiasm for limited-time offers helps spur impulse purchases.