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Discount and value-focused retailers, like Walmart and Dollar General, will continue to benefit from consumers trading down in the grocery category, while luxury retailers like LVMH Moet Hennessy Louis Vuitton and Capri Holdings are bullish as China recovers from pandemic lockdowns. This was originally featured in the Retail Daily newsletter.

Starbucks has not been doing well for a long time, and even though they've tried to do quote, unquote, innovation, their ex-CEO came in from a CPG background and they thought maybe that would help at least with a different sort of sense of products maybe at the grocery store, and even that hasn't really worked in their favor.

Consumers ranked the two at the bottom of the list, and Droesch said it鈥檚 not because of the pharmacy model or lack of sustainability efforts but rather consumers hear more from big-box retailers and grocery stores. People spend a lot of their budget on food and beverage, so they are more aware of those retailers鈥� sustainability messaging.

KDDI sees an opportunity to integrate its digital capabilities with the convenience store's 15,000 sites, to provide logistics bases to support online shopping services to the country's aging population. Good move, Man-Chung? Man-Chung Cheung:.

The company said revenues grew 39.8% YoY in Q1, noting orders from convenience stores and groceries grew faster than other deliveries in the US. But Instacart鈥檚 focus on retail media may be impacting its core delivery business: The number of grocery orders it facilitated in the latest quarter fell 2% YoY.

Quick consumer adoption of new technology has been a hallmark of China鈥檚 digital economy; think mobile payments, online shopping, super apps, and livestreaming ecommerce. In 2024, tech companies will launch an exuberant number of AI applications, but only those that offer true value to consumers will survive. Asia-Pacific offers the metaverse a second life.

I think online shoppers frequently cite difficulty finding things. Finding the products that they're looking for as the top challenge of shopping online and maybe one of the reasons why people prefer to shop in stores. They can see what's in front of them and figure out what they want a little faster. And I think books are a great example.

The combined company would have significant purchasing power to help it compete with Walmart, which accounts for 21.3% of US grocery sales, per Numerator. Kroger accounts for 10.2% and Albertsons 5.8%. However, the deal faces antitrust scrutiny as observers worry about the move鈥檚 potential to reduce competition and raise prices. Est茅e Lauder outmaneuvered Kering to acquire Tom Ford.

On today鈥檚 episode, we discuss what bank CMOs want, the types of customers they are looking for, and if the marketing teams they lead are shifting focus from brand messaging and corporate communications to the middle and lower marketing funnels their product teams target. In our "Headlines" segment, we discuss how bank marketers are building campaigns to reach Gen Zers across the digital ecosystem. In "Story by Numbers," we review bank CMOs' acquisition strategies and their focus on the marketing funnel. And in "What鈥檚 Next," we chat about banks strategies to acquire new customers. Join the conversation with host Rob Rubin and Joseph Pagano, vice president of marketing solutions consulting services at TransUnion.

Part of that is a result of higher prices for things like groceries that are bringing in consumers making more than $100,000 a year to shop at Walmart for groceries. But while they're there, they might look to other categories that they regularly buy.

Will it be like when you get your groceries delivered and they present different alternatives to what you initially bought, maybe you can move it to 8:00 PM, they've got an 8:00 PM or it's not a history museum, but there is a cool art gallery nearby. But that concept I think is fascinating in terms of the changing way that we might start booking things. Oscar Orozco:. Oh, we're seeing it.

On today's episode, in our "Retail Me This, Retail Me That" segment, we discuss how pet care is moving online, the best pet services retailers are offering, and how recession-proof the category is. Then, for "Pop-Up Rankings," we rank the top four loyalty drivers from pet retailers that other businesses can emulate. Join our analyst Sara Lebow as she hosts vice president of content Suzy Davidkhanian and director of Briefings Jeremy Goldman.

But the plan backfired after influencers started posting their trip videos online, where commenters began speculating that influencers weren鈥檛 shown the whole picture and that Shein was 鈥渦sing them鈥� for damage control.

And you know Walgreens as the pharmacy, you know Amazon for shipping you things in 30 seconds, you know Kroger for buying groceries.

Walmart's low prices omitted an attractive destination for groceries among wealthy households. So, groceries are a sector where I think any level of income will be very happy to cut costs, but the fact that it's made such a dent with wealthy consumers or more affluent consumers, is pretty interesting because it's interesting that that is what has attracted this demographic.

They're trying to move into grocery and CPG. And I haven't seen the evidence yet that it's working out particularly well. I don't know if consumers are looking at DoorDash and thinking, I'm going to use that for grocery delivery. But they will do it for Gopuff. That's what Gopuff is known for. So why not just buy your way into that market?

Many retailers are predicting that consumer spending patterns in 2024 could be similar to 2023鈥攑ulling back on discretionary categories and sometimes essentials like groceries. So far, discount and dollar stores have benefited from tightened consumer spending, but that success isn鈥檛 guaranteed in the new year. Here鈥檚 how three low-price retailers are planning to appeal to consumers and keep sales up in the months ahead.

A lot of digital retail media spending is hand in hand with these more traditional forms of marketing.

No. 4: Digital Money Management. Category Value: 13.9% of total points. FIs are missing key opportunities in Digital Money Management. Only two features were offered by more than two FIs, despite demand for the category increasing versus last year.

Jennifer King of Stanford University, she had a slide deck that I was looking at and it discusses dark patterns and manipulative design and in it she was outlining manipulative design in the physical world, grocery stores, and points to a few examples.

Online sales may be slowing, but ecommerce still accounts for over a third of total retail sales in the UK. Retailers must continue developing both their in-store and online experiences and ensure they reduce friction throughout the shopping journey wherever possible. Investing in private label could also pay dividends.

As soon as consumers start to tighten their belts because their costs of groceries and other essentials are eating up a bigger share of their wallet, they cut back on basically the expenditures like dining out and going to do things.

I don't know if this is exactly true, but if it's not, soon enough Instacart will be showing you carrots for your favorite grocery of the year and spinach is number two, stuff like that. Marcus Johnson:. You know what?

On today's episode, we discuss what to make of Amazon's 2% decline in online store sales, how to interpret its advertising service's 19% revenue growth, and why the company is rethinking its Amazon Fresh strategy. "In Other News," we talk about how Pinterest views the future of shoppable video and how malls are resurging. Tune in to the discussion with our analyst Andrew Lipsman.

And interestingly, they're even starting to bring some of the technologies that have taken off online and bringing them into store. They announced a partnership with L'Oreal to have L'Oreal products scannable with a QR code that lets you do virtual hair color, and this is taking place in Walmart stores. So it's very interesting just how they're all over the place.