On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of February. 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 Analyst Arielle Feger and Senior Analyst Sara Lebow will defend their list against Vice President Suzy Davidkhanian and Senior Analyst Blake Droesch, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.

On today’s special edition podcast, we discuss the evolution of creator content, how content is migrating off social channels, brand partnerships and the implications of AI on content. Join Vice President and Principal Analyst, Jasmine Enberg as she hosts Nicole Weltman, Head of Social from Taco Bell, Bryan Reisberg, Creator, CEO, and Co-Founder of Little Chonk, and Sarah Crockett, Senior Vice President and CMO of DSW. Listen everywhere and watch on YouTube and Spotify.

Growth rates will decline, but digital grocery will remain a key focus for retailers looking to drive incremental sales dollars in ecommerce.

On today’s podcast episode, we discuss why mega-pharmacies are struggling, why 7-Eleven is closing and opening a lot of stores, and what the new model of convenience will look like. Tune in to the discussion with Senior Director of Podcasts and host Marcus Johnson and Senior Analysts Blake Droesch and Rajiv Leventhal.

Amazon will continue to gain market share, but new competition from Temu, Walmart, and other retailers could stunt future dominance.

Growth has slowed, but bright spots remain in key categories.

To survive the era of subscription fatigue, brands and retailers need to invest in models that bring customers value and convenience.

Health and personal care will drive growth but won’t be enough to improve Amazon’s share of the overall US ecommerce market.

US ecommerce growth will come from large retail categories with historically low online sales share. And growth will stay healthy even as traditional drivers of online sales take a backseat to emerging categories.

Inflation in the UK is easing but remains near a 40-year high. That’s tamping down consumer spending across all categories—with total retail sales set to grow by just 1.7% in 2023, versus a pre-pandemic growth rate of around 4%.

Amazon will account for 38.2% of all US ecommerce sales this year, per our estimates. In addition to dominating the books, music, and video category, Amazon will capture 50.3% of computer and consumer electronics ecommerce sales and 47.0% of office equipment and supplies ecommerce sales in the US.

In 2022, US meal-kit subscription services will deliver $7.63 billion in digital sales to make up 22.8% of the country’s subscription ecommerce sales. The meal-kit subscription market has seen slowing growth since mushrooming by 85.0% in 2020, though its 17.0% increase this year is healthy nonetheless.

US food and beverage ecommerce sales will approach $80 billion in 2022, up 20.7% from nearly $65 billion last year. While the growth is impressive, it’s far slower than the 99.0% surge the category saw in 2020, when wary consumers pivoted to buying online at the onset of the pandemic.

US digital grocery sales grew 63.9% year over year during the pandemic in 2020. In 2021, sales will reach $122.39 billion. This report details the emerging trends in digital grocery and the implications for key players in the space.

McDonald’s, Apple led in spending among US out-of-home advertisers in 2020

Premixed cocktails are having a moment

The CPG industry will increase its investments in digital advertising this year as strong sales of essential goods and personal care products—particularly on ecommerce platforms—gave advertisers reasons to keep spending during the pandemic.