More companies are looking to shed underperforming assets or overhaul their business structures to strengthen their businesses in an uncertain environment. Yum, Starbucks, and AB Foods are among those either looking to sell or restructure to better position themselves for growth. With the global economy on increasingly shaky footing due to geopolitical tensions and trade disputes, it’s no surprise that companies are moving to mitigate risk either by slimming down or seeking partners to help extract greater strategic value from their assets.

Unilever said its core business grew in Q3 as sales in North America rose for the fifth straight quarter, fueled by demand for new deodorants and beauty products. Unilever’s focus as it restructures reflects a wider industry trend: Companies are expanding their beauty, well-being, and personal care product offerings to meet demand for clean, natural, and sustainable goods and position themselves as lifestyle brands. Earlier this week, Lysol maker Reckitt Benckiser reported rising Q3 sales as consumers bought its self-care and germ-protection products. Unilever will need to keep leaning into premium products and digital engagement to keep up with consumer changes in everyday wellness.

Beauty brands are expanding their fragrance offerings to serve younger consumers who are flocking to premium and mass-market scents even as they cut back on other purchases. The fragrance market is also expanding into new product categories and looking to drive eco-friendly innovation. Companies that win on this crowded battlefield will be those willing to innovate boldly for Gen Z consumers, who crave novelty and personalization. Beauty retailers can respond to this opportunity by hosting in-store or virtual workshops on scent layering—or offering AI tools to help build their fragrance collections.

As brands broadly step away from diversity, equity, and inclusion (DEI) commitments, consumers are looking to those who stay the course. While the pressure to scale back DEI efforts is real, the backlash from doing so can be significant.

Consumer goods giants Kraft Heinz and Unilever are moving to stimulate demand in a challenging sales climate by increasing marketing spending on their most popular products. Both companies are betting on marketing to spur demand and improve brand equity in a slower-growth climate. But the question is whether stepped-up marketing will be enough to overcome rising consumer caution, particularly in categories like snacks and personal care, where purchases are more discretionary in a tariff-driven environment. Increased investments in promotions could pressure margins in coming quarters.

The news: Brands are ramping up influencer investment and creator rates are skyrocketing following Unilever’s commitment to allocate half of its advertising budget on an “influencer-first” strategy. Numerous influencer and social agencies “unanimously” claimed a notable increase in client spend on influencer marketing since Unilever’s announcement, per sources cited by The Drum. Our take: Unilever has accelerated a trend that was already in motion, signaling the broader shift among advertisers toward influencer-led strategies that deliver consistent engagement and targeted reach among key demographics.

The news: Influencer marketing spending is increasing steadily in the US and worldwide, representing a key area of growth as audiences turn to the creators they trust for purchase decisions. In a conversation with EMARKTER, Arthur Leopold, head of the creator content ad platform Agentio, discussed why audiences are turning to influencers, how technology is changing the game, and where influencer marketing is heading. Our take: Influencer marketing continues to be a core focus for advertisers in a consumer landscape dominated by social media—but as more brands invest in influencers, advertisers need to keep key considerations in mind.

The news: Unilever acquired men’s personal care brand Dr. Squatch—which recently made headlines for offering soap containing actress Sydney Sweeney’s bathwater— for an undisclosed amount as it looks to establish a greater foothold in the fast-growing category. It’s a notable move for a company that is otherwise shedding brands to speed its turnaround, and a clear sign that Unilever counts men’s personal care as one of the “premium and high growth spaces” to prioritize. Our take: While men are hardly a monolithic entity, their optimism about the economy makes them more likely than women to increase their spending this year. At the same time, shifting consumption habits are turning male consumers into a more valuable commodity—as Saks and Unilever see only too clearly.

Publicis purchases influencer marketing platform Captiv8: The deal highlights that marketers are seeing influencers as a must-have for brand growth.

A trade war between two of the world’s largest consumer markets would cause significant disruption for consumers, retailers, and brands in Europe.

Tariff-related price hikes are coming, CPGs warn: P&G, Keurig Dr Pepper, and Nestlé are among the companies planning to raise prices to offset cost increases.

Wonder acquires a media company, Unilever dedicates more spend to influencers, and Ulta launches a third-party marketplace. Here are the eight most interesting retailers and brands from last month, as ranked on our “Behind the Numbers” podcast.

Unilever, Publicis emphasize AI: The companies are incorporating AI technology into their marketing efforts while maintaining a cautious approach that’s paying off.

From partnership matching to payments, its AI agent slashes the nine-hour grind of creator outreach to five minutes.

Unilever invests big in social channels: The company plans to spend half of its media budget on a new strategy that puts influencers front and center of its marketing.

Unilever is unhappy with turnaround progress: The CPG company abruptly replaced CEO Hein Schumacher as it pushes for a faster recovery.

Unilever’s 30 largest brands grew 5.3% YoY in Q4: That significantly outpaced the company’s overall 4% growth rate, which was just shy of analysts’ expectations.

Tensions between Ben & Jerry’s and Unilever reach a boiling point: The ice cream brand sued its parent company for breaking its promise to allow the subsidiary to set its own social mission.

Keurig hopes to capitalize on energy drink boom with Ghost acquisition: The CPG company leaned into the category after weaker-than-expected Q3 sales.

Conagra’s Q1 miss reflects the challenging environment for CPGs: The company’s sales and volumes declined as shoppers’ shift to private labels looks set to last.