I think it's a huge vote of confidence for beauty, which we've talked about before how successful beauty has been as a category, and I think it's a smart move from H&M since their beauty is known for being affordable. Arielle Feger (08:38):. Absolutely. I think about Kohl's and their Sephora shop-in-shops.
Audio
| Sep 25, 2024
Chart
| Oct 1, 2024
Source: Harris Williams
Chart
| Oct 1, 2024
Source: Harris Williams
Chart
| Oct 1, 2024
Source: Harris Williams
Fenty Beauty successfully launched a new lip gloss product based on community voting and design input. Walmart enhanced its product development by collaborating with platform creators on back-to-school merchandise. Forever 21 used virtual item performance data to guide physical product development decisions.
Article
| Jan 24, 2025
The ecommerce giant also revamped 26 Amazon Fresh fulfillment centers to include a wider array of products, including items from Whole Foods Market and Amazon.com. Amazon is building a micro fulfillment center attached to a Whole Foods location in Pennsylvania, enabling Whole Foods shoppers to order items from Amazon’s website and Amazon Fresh and pick them up in store.
Article
| Dec 23, 2024
Beauty and Drunk Elephant to build relationships with that valuable consumer segment. Our take: To reverse the company’s slump, de La Faverie plans to accelerate product launches and sharpen its marketing strategies to reach shoppers more effectively. But the big question remains—can Estée Lauder move fast enough to stay ahead of shifting consumer tastes?
Article
| Feb 4, 2025
Social commerce is gaining momentum in the UK—with sales set to double by 2028—as major brands join TikTok and as more people shop on social platforms.
Report
| Nov 12, 2024
Toiletries and cosmetics include diapers, skincare such as cleansers and moisturizers, contraceptives, cosmetics and makeup, deodorant, toothpaste, razors, and haircare. Alcoholic beverages include hard seltzers, liquor, beer, wine, champagne, and cocktails/malt beverages.
Report
| Oct 2, 2024
The explosive rise of dupe videos—where shoppers hunt for budget versions of luxury items—is reshaping how retailers compete for customers. With rising financial pressures, shoppers are increasingly turning to store brands and lower-priced alternatives that mimic higher-end products. This shift is not just a matter of necessity but has also evolved into a culture where consumers proudly share their budget-friendly finds.
Article
| Jan 29, 2025
While luxury sales are slowing as consumers flock to cheaper retailers for apparel, beauty, and other goods, luxury retailers with off-price brands, like Neiman Marcus Last Call and Nordstrom Rack, are seeing store visits climb.
Article
| Sep 4, 2024
“Social, mobile, and video all play important roles in the Gen Z shopping experience, and their influence extends to offline channels like stores, where young shoppers seek out novel experiences that they can't get online, along with a sense of real-world community that can offer a respite from their always-online lives,” said our analyst Sky Canaves.
Article
| Jan 9, 2025
The beauty retailer launched a Hulu "Get Ready With Me"-style show featuring celebrities, adapting popular short-form social media formats for streaming. This represents a subtle approach to branded content that could help draw viewers, contrasting with more overt retail entertainment initiatives.
Article
| Feb 3, 2025
And the reason I think they're interesting is because they're taking this really interesting approach to combating dupe culture, which is a growing problem that a lot of beauty brands are facing, given that shoppers just want cheaper versions of name brand products. But they're launching this campaign called Legendary. For a Reason. They're bringing in Kate Moss. So it's a pretty bold-faced campaign.
Audio
| Jan 29, 2025
China’s economic malaise has triggered DZ’ penny-pinching tendencies, forcing retailers and quick-service restaurants into a fierce price war that is hurting profitability and fueling deflation. The country’s largest ecommerce retailers—Alibaba, JD.com, and Pinduoduo—are investing billions of yuan to lower prices for consumers, with mixed results.
Article
| Dec 30, 2024
From Temu’s rise to their interest in dupes, Gen Z prioritized affordability and convenience in 2024. Gen Z consumers also showed interest in in-person shopping, but crowded stores may be limiting their trips to brick-and-mortar retail.
Article
| Dec 17, 2024
Article
| Nov 12, 2024
High-income shoppers have more flexibility in their spending decisions. Hence, they can afford to deliberate on a new brand or product before making their final purchase, especially if they can hold out for higher quality. As such, the source of product discovery often differs from the purchase channel. This deck will:.
Report
| Nov 5, 2024
On the advertising front, Instacart’s Carrot Ads is growing its B2B reach by partnering with food service ecommerce platform Cut+Dry. What it means: The new partnerships signal Instacart’s priorities in 2025 as it contends with slower growth.
Article
| Jan 8, 2025
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.
Article
| Dec 9, 2024
Chart
| Jan 21, 2025
Source: admanGo
Infinite Reality’s latest move suggests the metaverse isn’t done just yet: The company is buying virtual shopping platform Obsess in a move aimed at reimagining how brands connect with consumers online.
Article
| Jan 23, 2025
Cosmetics has emerged as a fast-growing advertising category in sports as women become more visible. Name, image, and likeness (NIL) rules have created unprecedented opportunities for elevating women's sports stars. “We're seeing a whole host of new advertising categories that haven't historically been in sports,” Genius Sports CRO Josh Linforth noted during a recent ĢAV webinar.
Article
| Dec 25, 2024
Macy’s had a mixed Q3: Sales at its luxury Bloomingdale’s and Bluemercury labels rose, but its namesake brand is struggling to attract shoppers
Article
| Nov 25, 2024
"I think it is key to why they continue to hold fickle Gen Z's attention when it comes to beauty.". The other nominees in this category were Temu, TikTok Shop, and Crocs. Innovator of the year award. The winner was Sam's Club for its incorporation of technology, including the Scan & Go app, into the shopping experience. Other nominees in this category were TikTop Shop, Amazon, and Claire's.
Article
| Dec 20, 2024