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Amazon Fresh could get a refresh to conquer the grocery market, Finesse uses AI to reduce fashion waste, and Claire鈥檚 leans on content to engage Gen Zalphas. Meanwhile, Macy鈥檚 downsizes, e.l.f. Beauty aims to go viral, and Walmart makes strides in media. Here are six retailers that are most likely to makeover, reinvent, go viral, and more, as predicted by our analysts in a recent 鈥淩eimagining Retail鈥� podcast episode.

Our analysts have already made their big predictions for the year ahead, but the newsletter team has a few more to add to the list. As Amazon hits the gas on grocery, it may use its Amazon Fresh stores for fulfillment. Plus, we think beauty will get personal, Amazon could give digitally native brands a helping hand, and a healing economy could spell trouble for discount stores.

With over 34 million members, Sephora鈥檚 Beauty Insider loyalty program is generally regarded as one of the best loyalty programs in the US. To keep customers coming back, Sephora is balancing gamified experiences with the classic rewards that it knows customers like. Here are five tips from Emmy Brown Berlind, senior vice president and general manager of loyalty at Sephora, on how retailers can level up their loyalty programs and deliver a best-in-class experience.

Insider Intelligence spoke with Kate Biancamano, director of events and experiential marketing at Sephora, about expanding the beauty brand鈥檚 offerings into the virtual world.

According to Piper Sandler鈥檚 45th semi-annual survey of US teen consumers, Gen Z spending was up 2% YoY to $2,419 annually. We dig into some of the key findings from the survey and offer our perspective, including why Ulta Beauty is proof the 鈥渓ipstick effect鈥� is in full swing and how Amazon can keep up with platforms like TikTok.

Consumer spending patterns shifted in 2023: Retailers like Walmart, TJ Maxx, and E.l.f Beauty benefited from consumers growing cost consciousness.

Forty-four percent of US adults plan to spend their normal amount on health and beauty products this year, according to a MetaPack survey. More than two-thirds said they鈥檙e not changing their spending on apparel (39%) or on DIY and gardening (34%).

While Amazon Prime Day was bigger than ever this year, one key category took a hit. Electronics sales decreased by 5% from last Prime Day, while growth shot past 25% in home, garden, and tools, as well as in beauty and health.

Victoria鈥檚 Secret, Party City, and Lush Cosmetics are the newest retail partners DoorDash has added to its platform as it expands beyond restaurant delivery to offer customers on-demand delivery for alcohol, grocery, and convenience items.

The IAB revised its retail media ad spend growth forecast from 21.8% in November 2023 to 25.1% in August 2024 due to high consumer packaged goods (CPG) and beauty spend. Retail media networks can position themselves as an attractive solution for both concerns due to their rich first-party data and growing off-site partnerships.

The news: Luxury ecommerce retailer Mytheresa is doubling down on China, even as the country鈥檚 economic malaise causes sales of luxury goods to plummet. The company announced a new Chinese name, 鈥淢ei Lin Shi,鈥� which translates to 鈥渂别补耻迟测,鈥� 鈥渟election,鈥� and 鈥渨orld,鈥� which the retailer says 鈥減erfectly embodies鈥� its mission of offering luxury enthusiasts a highly curated selection of top brands.

Unilever is in the process of selling its ice cream unit, alongside two of its prestige beauty brands, as it focuses on its 30 biggest (and most profitable) lines. General Mills agreed to sell its North American yogurt business鈥攚hich includes the Yoplait and Go-Gurt brands鈥攖o French dairy companies Groupe Lactalis and Sodiaal for $2.1 billion.

Healthcare and pharma companies are embracing D2C business models to get their medications, treatments, and services to more consumers without industry middlemen restricting access. Concurrently, patients are becoming more price-conscious healthcare shoppers, propelling more D2C activity next year.

In 2024, retail mcommerce sales will increase 12.7% YoY compared with 8.7% for overall ecommerce. But retail mobile ad spending will increase by a slightly lower rate of 11.6%.