Retailers and brands are racing to deploy AI across the shopping journey, but trust, quality, and execution will define who wins.

SNAP rollbacks could shrink grocery baskets and curb discretionary spend: With household spending already under strain, further benefit cuts risk triggering a broader pullback in consumer demand.

Private label sales growth outpaced national brands last year: Consumers' growing appetite for value is driving grocers to elevate their brands to compete against established names.

Retailers that aimed to be media giants are hitting headwinds as ad growth slows. To stay competitive, retail media networks must rethink org structure, sharpen media skills, and plan smartly to thrive in a more challenging landscape.

Consumers’ value focus is an expansion opportunity for Costco, BJ’s: The two plan to open dozens of stores to capitalize on demand for warehouse retailers.

Private label is key to Kroger’s growth prospects this year: The grocer is relying on its owned brands to attract deal-seeking shoppers.

Instacart projects healthy order growth thanks to Uber partnership, affordability initiatives: But profitability is under pressure as ad growth slows and basket sizes shrink.

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.

Charlotte Tilbury takes aim at dupe culture: The brand’s latest campaign encourages shoppers to buy the real thing, even as retailers and manufacturers double down on cheaper alternatives.

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

The Consumer Electronics Show (CES) starts tomorrow, but companies have already begun announcing their latest consumer technology innovations. Here are two recent announcements and what they could mean for retail media.

Value was the name of the game in 2024 as retailers scrambled to keep consumers shopping. But that wasn’t the only thing on retailers’ minds this year.

The FTC’s case against Southern Glazer’s could have profound implications for large retailers like Walmart and Costco: A successful suit could limit their ability to negotiate lower prices with suppliers, narrowing their advantage over smaller retailers.

Albertsons blames Kroger for blocked merger: The grocer is seeking billions in damages, claiming the latter failed to make necessary concessions to appease regulators.

FTC scores another antitrust victory after judge blocks Kroger-Albertsons merger: The deal would reduce grocery competition and raise prices for shoppers, the court decided.

Fifty-eight percent of US households are “extremely concerned” about inflation: While grocery price growth has normalized, the rapid increases over the past few years continue to influence shopping behaviors.

Kroger’s private labels resonate with shoppers: Growth outpaced national brands during the quarter and helped the retailer stand out.

In November, retailers made strategic moves across grocery, apparel, and beauty. Amazon turned Black Friday into a weeklong event and launched its Shein competitor, Haul. Meanwhile, e.l.f. Beauty strengthened its value proposition through a new Dollar General partnership, while Kroger announced plans for specialized Asian experience stores in North Texas. Here are our eight unofficial picks for the most interesting retailers in November.

On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of November. 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 of Content Suzy Davidkhanian and Senior Director of Briefings Jeremy Goldman, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.

As the US population diversifies, retailers like Kroger and Save A Lot are opening new stores catering to Hispanic and Asian consumers for a more personalized and engaging shopping experience.