Uber is pursuing aggressive cross-platform integration to boost revenue, noting that customers who use both its mobility and delivery services spend three times more and stay longer. With only 20% of users currently overlapping, the company is pushing its Uber One membership and personalized offers to bridge the gap. Delivery growth remains strong, with bookings up 24% YoY, and Uber is expanding into grocery and retail through partnerships with major brands and new promotions like “Fresh Days.” Overall, Uber’s record trip volumes and strong earnings outlook highlight sustained demand for convenience and position the company for continued growth.

Aldi will put its name on every private label product it stocks—over 90% of its assortment—as part of the largest packaging refresh in company history. Aldi’s decision to stamp its name across nearly every product it sells reflects a fundamental shift in how shoppers perceive private labels. Once primarily chosen for their price point, private labels are now drawing consumers with quality, variety, and attractive packaging.

Aldi plans to invest £1.6 billion ($2 billion) in the UK over the next two years as it looks to take advantage of shoppers’ “demand for discount” and cement its position as one of the country’s largest grocers. Aldi and other discount grocers are shaking up the supermarket landscape, both in the UK and US, through their rapid expansion and array of affordable—and more exciting—products. Their success gives competitors a blueprint to keep shoppers from trading down. That includes investing in a tiered selection of private-label products, lowering prices where possible, and satisfying consumers’ desire for at-home indulgences.

Aldi will open a store in New York City’s Times Square next year as part of its aggressive expansion strategy, per media reports. The 25,000-square-foot shop will be located in The Ellery, a new luxury apartment building near the edge of the highly-trafficked neighborhood—making clear the discount grocer’s intentions of wooing more affluent shoppers as it grows its presence in major US cities.

Mondelez accuses Aldi of “blatantly” copying packaging for private labels: The snackmaker’s frustration comes as store brands gobble up market share.

Private label brands are set for another surge in momentum as consumers become increasingly concerned about the impact of tariffs.

Tariffs will have a wide ranging impact on prices, consumer sentiment: Warehouse clubs, off-price retailers, and discount grocers could have an edge in this challenging retail environment.

This deck provides critical data to help retailers benchmark their own ecommerce sales against the wider market.

Our benchmarking report series provides critical data to help retailers calibrate their own retail and ecommerce sales against the wider market.

While our analysts have shared their major trends for the year ahead, the newsletter team has a few additional thoughts. In 2025, we think retailers will focus on personalized in-store experiences and technology to boost foot traffic and engagement while Amazon brings its AI assistant, Rufus, to brick-and-mortar locations. Discount retailers will struggle to retain customers, leading them to diversify or launch marketplaces to stay competitive.

Consumers focused on value in 2024: Retailers and brands like Aldi, e.l.f. Beauty, Temu, and Walmart benefited from consumers' growing cost consciousness.

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.

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.

After years of turbulence, UK ecommerce sales are growing again, albeit slowly. And there won’t be a significant shift over the next five years.

Aldi is partnering with Instacart to deploy the latter’s Connected Stores solution. The partnership comes at a time when consumers are increasingly turning to discount retailers for low prices amid a tough economic climate.

Loyalty programs are back in the spotlight in Western Europe as consumers seek savings and brands look to boost revenues and gather first-party data.

Kroger leans into value: The grocer is hosting a big sale about a month before a crucial court hearing on its proposed merger with Albertsons.

By focusing on deals, value, and experiences, retailers can build a perception of value that resonates with discerning consumers. “The unremarkable retailers and brands are going to struggle because consumers are only spending when it's enjoyable, when they derive some pleasure from the purchase,” our analyst Zak Stambor said on the ”Behind the Numbers” podcast.

On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of May. 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 Arielle Feger and Sara Lebow will defend their list against analysts Sky Canaves and Zak Stambor, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.

Dupe culture goes mainstream: Target and e.l.f. Beauty are among the companies benefiting from Gen Zers’ affinity for cheaper versions of premium products.