E.l.f.’s Rhode acquisition is driving outsize growth as Estée fights to stay relevant.

Smaller beauty brands are shaking up the retail space by achieving faster-growing sales than their big name competitors. Independently owned and operated brands with under $300 million in revenue, called "indie beauty brands" by NielsenIQ in a new report, are rising fast online and outpacing their conglomerate competitors in-store.

The Canadian retailer aims to entice shoppers with brands from across the continent.

The company expects a challenging operating environment due to geopolitical tensions and volatility.

In the coming year, experts believe retailers will aim to consolidate their operations and link retail media silos with broader organizations.

The retailer is partnering with Korean beauty giant Olive Young to grow its selection and keep Ulta and Amazon at bay.

A spike in consumer interest, changing social expectations, and perception has brands and retailers leaning into men's fragrances. "The days of guys only wanting a classic, masculine scent are gone," said Sarah Armstrong, associate content manager at Axe US."Guys are looking for excitement in the fragrance category, wanting to explore new scent cues," she said. "For example, we've seen more gourmand, sweet fragrances come to market over the last few years."

Old Navy wants to stand out for consumers with convenience, now offering same-day delivery on items including jeans, beanies, and dress shoes through DoorDash. “It’s a classic win-win,” said Nishith Rastogi, founder and CEO of Locus, a logistics tech provider recently acquired by IKEA parent company Ingka Group. “The retailer gets speed, and the platform gets density and stronger utilization across its network.”

Future-proofing against—and capitalizing on—advances in consumer-facing AI will be the overarching theme for retailers in 2026.

Automation, new commerce models, and a fresh generation of consumers are transforming the rules of connection and creativity. Explore the 11 trends shaping the digital future.

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.

Our inaugural Pulse of the Consumer: Personal Care and Beauty Survey explores how US shoppers discover, research, and purchase products across channels.

Google is enhancing its retail ad offerings with loyalty-driven personalization tools aimed at retention. New features include personalized pricing and shipping perks for loyalty members, a “loyalty mode” in Google Ads’ retention goal to optimize for high-lifetime-value customers, and personalized annotations in Performance Max campaigns. Sephora, an early adopter, reported a 20% lift in click-through rates from loyalty-focused annotations. The launch comes as loyalty ranks high on shoppers’ holiday priorities and as CMOs lean on loyalty programs to bolster first-party data. With Amazon pulling away from Google, the updates position Ads as a retention engine in the retail fight.

The news: Paze notched a major partnership with Worldpay to expand its merchant network, per a press release. Our take: Groundwork has been set for Paze to take off. We predicted that Paze would make significant gains in 2025, and this partnership will help Paze establish its online presence and customer familiarity for strong back-to-school and holiday shopping spend.

In April, Walmart led the retail rankings thanks to its advanced grid-based delivery system and an elevated in-store beauty experience. Amazon followed closely with the testing of a new AI-powered “Buy For Me” feature designed to simplify purchases. Meanwhile, Temu and Shein adjusted their pricing strategies due to rising import costs, risking their low-price appeal. Here are the eight most interesting retailers and brands from last month, as ranked on our “Behind the Numbers” podcast.

Walmart announces lengthy beauty sale as it looks to protect its advantage: The retailer is expanding its assortment and refining the in-store experience to appeal to a wider variety of shoppers.

K-beauty demand is soaring: South Korea outpaced France as the top source of US cosmetics imports in 2024.

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.

Retail media’s rapid growth has spurred nonretail verticals to harness their first-party data to fuel their own commerce media networks. Retail media spending still dominates the commerce media landscape, but distinct challenger cohorts are finding their footing.