Kraft Heinz expects US consumers’ trade-down behaviors to linger into 2025: The CPG company hopes to offset private labels’ rise with pop-culture partnerships, new products, and increased distribution in dollar and club stores.

Hermès’ strong Q3 performance makes it a luxury outlier: The company’s double-digit growth was in stark contrast to Kering’s slump, as weak global demand weighed on sales.

Streaming cancellations rise as costs climb: Major platforms like Netflix and Disney+ are adapting with new strategies.

The year of streaming price hikes: Streaming services became more expensive than ever in 2023, leading to a focus on bundles and cheaper AVOD tiers.

Private labels are narrowing the gap with national brands: Nearly five in 10 shoppers prefer store brands due to quality and variety.

The average price of Ralph Lauren products is up 80% since 2018: The apparel company is focused on elevating its brand perception.

On today's episode, we discuss how recent YouTube TV price hikes will affect subscriptions, whether streaming TV actually costs less than cable, and if a sports streaming hub is a viable product. "In Other News," we talk about what Roblox's new ad rules will do to the metaverse and why Walmart+, Walmart's membership program, is resonating with high-income shoppers. Tune in to the discussion with our analyst Daniel Konstantinovic.

Slowing but persistent inflation continues to strain US consumers’ buying power: Real wages fell in February as prices for groceries, recreation, and airfare continued to rise.

Grocers are less willing to put up with price hikes as inflation eases: Whole Foods is the latest retailer to ask suppliers to lower prices to relieve pressure on consumers.

Procter & Gamble is determined to push through price hikes: Despite falling sales volumes and softening demand, the CPG giant plans to continue raising prices to cover its costs.

On today's episode, we discuss what to make of the economy's mixed signals, how young people's time spent using social media is changing, the verdict on virtual events' place in our lives, what streaming TV price hikes really mean, how much of a hit Twitter has taken to its bottom line in recent months, a few fascinating recent breakthroughs in science, and more. Tune in to the discussion with our analysts Suzy Davidkhanian, Blake Droesch, and Paul Verna.

Brands and retailers face threats to their pricing power: An FTC investigation into PepsiCo and Coca-Cola’s pricing practices, coupled with consumers’ cost sensitivity, could limit companies’ abilities to dictate prices.

With inflation on the rise and supply chains in disarray, consumers are checking their grocery lists twice. In the US, 38% of adults are cutting down on how often they buy meat, poultry, or fish, while about one-quarter are purchasing snacks, dessert foods, or prepared foods less.