Technology & Innovation Message to CPG CEOs: Lower Your EPS Targets Significantly! with RBC Capital Markets’ Nik Modi The CPG Guys are joined in this episode by returning guest Nik Modi, Co-Head of Global Consumer & Retail Research at RBC Capital Markets. In this episode, Nik discusses his recent communication equity research newsletter called “Attention CPG Management/Boards: It’s Time to Cut EPS Significantly” Nik argues that cutting numbers significantly would not only provide […] The CPG Guys April 26, 2025April 26, 2025 < 1 min read Technology & InnovationAIResults & InvestmentMarketing: Social MediaPodcastsShoppersBrokersOperations & Supply ChainConsumers 0 Saving Bookmark this article Bookmarked
Data & Insights Turn Up the Music, Turn Up Your Sales What’s the soundtrack to your sales success? We’re curious – what tunes are getting your customers in the mood to buy? This week, we’re diving into how the right in-store music could boost your sales by up to 37% (yes, really!) and why Havenly is making bold moves into brick-and-mortar while others hesitate during these […] Trakwell.ai (formerly Doorcounts) April 26, 2025April 26, 2025 4 min read Data & InsightsTechnology & InnovationAIDeliveryShoppersAssociatesDept. NonfoodCustomer ExperienceCompetitionStrategyMarketing: In StoreConsumersStreamingExecutivesLegal & CriminalDept. Toys & GamesPredictions and ForecastsBrick and MortarTargetEconomyReturnsResults & InvestmentGovernmentDept. ApparelMars Inc.Marketing: PrintMarketing: Digital MediaMarketing: BroadcastHoliday & EventsThick Data 0 Saving Bookmark this article Bookmarked
Agencies & Vendors From Corporate Exec to Brand Owner – and Straight Onto Walmart Shelves One of the things Alex Yale loves about being an entrepreneur is that whatever work he invests into the business, he gets back. Every action he takes is one meant to directly benefit the brand. He’s not pulled into other people’s projects, and his calendar is not filled with other people’s meetings. Yale At the […] RangeMe April 26, 2025April 26, 2025 5 min read VendorsWalmartDept. NonfoodData & InsightsResults & InvestmentOperations & Supply ChainPackagingBrick and MortarExecutivesStrategyAmazonMarketing: Social MediaMerchandisingTechnology & InnovationConsultingDept. Natural / OrganicPredictions and ForecastsHealth & WellnessMarketing: BrandAssociatesMarketing: UGC 0 Saving Bookmark this article Bookmarked
Technology & Innovation Zippin hails launch frenzy with 15 stores live in 10 weeks as Walk-up at Capital One Arena goes live Autonomous stores specialist Zippin reports that it has launched 15 locations over a 10 week period. In a LinkedIn post, Krishna Motukuri, Co-founder at Zippin, said: “Some of these were expansions in venues we already had Zippin stores, and some were in new venues. Some were indoors, some were outdoors. Many were Walk-ups or Lanes, […] Retail Technology Innovation Hub April 25, 2025April 25, 2025 2 min read Technology & InnovationBrick and MortarData & InsightsMarketing: Social MediaResults & InvestmentTrends: TechDept. BeverageOmnichannelDeliveryTescoTech: CashierlessOperations & Supply ChainInclusivityCOVID19Marketing: Loyalty & SubscriptionInternational - UKDept. GroceryTwitter 0 Saving Bookmark this article Bookmarked
Trends & External Forces Beyond Looks to Raise Money, Increase Brand Awareness with Overstock Digital Token Beyond, Inc. Executive Chairman Marcus Lemonis — who also recently took on the role of Principal Executive Officer — is making good on his promise to shift the company’s focus toward “an affinity and data monetization model with a strong technology focus.” Just one month after his appointment as PEO, Beyond subsidiary Commercial Strategies has […] Retail TouchPoints April 24, 2025April 24, 2025 3 min read Results & InvestmentTechnology & InnovationExecutivesBrokersData & InsightsPredictions and ForecastsMarketing: Social MediablockchainBrick and MortarMarketing: TradePricing & PromotionsStrategyBed Bath & BeyondAcquisition 0 Saving Bookmark this article Bookmarked
Trends & External Forces Pepsi Is Preparing for Financial Fallout Related to Tariffs Pepsi anticipates tariffs will hurt its bottom line and will make some adjustments. RetailWire April 24, 2025April 24, 2025 < 1 min read PepsiCoGovernmentResults & Investment 0 Saving Bookmark this article Bookmarked
Technology & Innovation AI in MENA Healthcare: Innovation, Investment, and a Rapidly Growing Market From digital diagnostics to smart hospital systems, the Middle East and North Africa (MENA) region is experiencing a major shift in healthcare. What’s powering this transformation? The growing adoption of Artificial Intelligence (AI) technologies across hospitals, clinics, and medical research centers is playing a key role. BCC Research April 24, 2025April 24, 2025 < 1 min read Technology & InnovationAIHealth & WellnessResults & InvestmentMarketing: Social Media 0 Saving Bookmark this article Bookmarked
Trends & External Forces SAVE THE DATE: Drug Channels Leadership Forum, March 16-18, 2026 After a blockbuster inaugural event and tremendous feedback from attendees, we’re excited to announce that the Drug Channels Leadership Forum (DCLF) returns on March 16–18, 2026, at the Turnberry Resort & Spa in Miami. This one-of-a-kind, off-the-record event convenes senior leaders across the drug channel to address today’s most pressing industry issues. 👉 Request Your Invitation […] Drug Channels April 24, 2025April 24, 2025 3 min read Predictions and ForecastsData & InsightsExecutivesTechnology & InnovationMarketing: Social MediaHealth & WellnessResults & InvestmentReturnsStrategyDept. PharmacyESG and CSRConsultingShoppersMeta (Facebook)GovernmentBrokers 0 Saving Bookmark this article Bookmarked
Corporate Finance PepsiCo cuts earnings forecast as it predicts ‘uncertainty’ in tariffs, consumer spending PepsiCo cut its forecast for its core constant currency earnings per share, citing new tariffs. CNBC April 24, 2025April 24, 2025 < 1 min read PepsiCoResults & InvestmentPredictions and ForecastsGovernmentConsumers 0 Saving Bookmark this article Bookmarked
CPG: HBC Procter & Gamble CEO says price hikes are ‘likely,’ as Tide owner cuts outlook due to tariffs, uncertainty Procter & Gamble’s quarterly earnings topped estimates, but its revenue fell short of expectations. CNBC April 24, 2025April 24, 2025 < 1 min read Procter & GambleGovernmentExecutivesResults & Investment 0 Saving Bookmark this article Bookmarked
Trends & External Forces NewstrAid releases ‘Mindful May’ calendar to champion mental health and wellbeing Industry charity NewstrAid has unveiled its brand-new Mindful May calendar – a tool designed to support positive mental health and wellbeing across the newstrade community. Filled with daily activities that encourage emotional self-care, the calendar has been sent to everyone currently receiving financial support from… This story continues at NewstrAid releases ‘Mindful May’ calendar to […] Talking Retail April 24, 2025April 24, 2025 < 1 min read Health & WellnessResults & InvestmentPhilanthropy 0 Saving Bookmark this article Bookmarked
Data & Insights Estée Lauder revamps IT leadership with transformation in mind The global cosmetics company recruited Brian Franz from investment firm State Street to be its first chief technology, data and analytics officer. RetailDive April 23, 2025April 23, 2025 < 1 min read Data & InsightsTechnology & InnovationResults & Investment 0 Saving Bookmark this article Bookmarked
Department: Beverage Rubicon announces new campaign Rubicon has announced a major new campaign designed to drive shoppers to soft drinks’ chillers throughout the summer. As part of Rubicon’s annual £7m brand investment, the heavyweight ‘Big Flavour Behaviour’ campaign will run from May through to July, reaching 90% of 16 to 34-year-olds… This story continues at Rubicon announces new campaign Or just […] Talking Retail April 23, 2025April 23, 2025 < 1 min read ShoppersResults & InvestmentDept. Beverage 0 Saving Bookmark this article Bookmarked
Operations & Supply Chain ‘There’s a Boost for That’ campaign returns Boost has unveiled the next stage of its ‘There’s a Boost for That’ campaign, reinforcing the message that there is a Boost for any occasion where shoppers are in need of an energy pick-me-up. Backed by a £2m brand investment, the campaign will be unmissable… This story continues at ‘There’s a Boost for That’ campaign […] Talking Retail April 23, 2025April 23, 2025 < 1 min read ReturnsShoppersResults & Investment 0 Saving Bookmark this article Bookmarked
Media & Marketing Nordstrom to cut Rack, Last Chance from loyalty points program [[{“value”:” Dive Brief Instead, customers shopping at the off-price and Last Chance banners can receive a 5% discount on eligible purchases with a Nordstrom credit card. Published April 23, 2025 By Howard Ruben Customers can still earn points at Nordstrom and Nordstrom Local while using their Nordstrom credit card. Daphne Howland/Retail Dive “}]] RetailDive April 23, 2025April 23, 2025 < 1 min read Marketing: Loyalty & SubscriptionMarketing: Social MediaTargetResults & Investment 0 Saving Bookmark this article Bookmarked
Channel: Ecommerce & Digital 7-Eleven Fresh Food Forward How Food Innovation, Strategic Investment & Customer-Centric Execution Will Drive Growth As the convenience store industry evolves to meet the demands of a more food-savvy, on-the-go consumer, 7-Eleven is doubling down on fresh food, digital delivery, and proprietary innovation—and it’s not just catching up. It’s moving Fresh Food Forward. The C-Store Food Evolution: By […] Grocerant Guru April 23, 2025April 23, 2025 4 min read Dept. GroceryConsumers7-Eleven & SpeedwayDept. FreshData & InsightsDept. PerimeterDeliveryRestaurantsShoppersTechnology & InnovationStrategyBrick and MortarOwned Brands (Private Label)Dept. FuelDept. BeverageMarketing: In StoreTrends: Food and BeverageResults & InvestmentStore LocationEconomyExecutivesGovernmentMerchandisingPredictions and ForecastsDept. DeliUnilever 0 Saving Bookmark this article Bookmarked
Trends & External Forces Tuesday Eye-Openers With brief, occasional, italicized and sometimes gratuitous commentary… • HHS To Ban Synthetic Food Dyes in Food By End of 2026 From the New York Times: “In his first attempt to significantly change the nation’s food supply, Robert F. Kennedy Jr., the health secretary, will direct food manufacturers to phase out eight petroleum-based food dyes […] MorningNewsBeat April 22, 2025April 22, 2025 7 min read Technology & InnovationGovernmentAIDept. GroceryEconomyResults & InvestmentTargetInternationalWalgreensShoppersData & InsightsHealth & WellnessInclusivityPredictions and ForecastsRegional GroceryExecutivesLegal & CriminalPepsiCoInternational - North AmericaKraftHeinzReturnsWeatherVendorsSpartanNashMeijerDept. NonfoodDept. Natural / OrganicOperations & Supply ChainBrick and MortarInsight ProvidersGeneral MillsAssociatesKellogg'sDept. PharmacyStore LocationBig DataConsumersDept. BeverageDept. FreshStrategyPackagingHoliday & Events 0 Saving Bookmark this article Bookmarked
Corporate Finance The Container Store lays off 2% of workforce, pauses capital projects [[{“value”:” Dive Brief The retailer, which exited bankruptcy in the new year, is working on a turnaround with less debt and a more streamlined operation. Published April 22, 2025 • Updated 2 hours ago The Container Store cited soft consumer demand in previous earnings reports, before the Trump administration’s latest rounds of tariffs. Courtesy of The […] RetailDive April 22, 2025April 22, 2025 < 1 min read Results & InvestmentAssociatesMarketing: Social MediaGovernmentConsumersBankruptcy 0 Saving Bookmark this article Bookmarked
Technology & Innovation How AI is Helping a Brooklyn Thrift Store Amp Up Both Sales and Environmental Impact Nestled in a back parking lot of the industrial waterfront that lines Brooklyn’s Gowanus Canal is an absolutely fantastic thrift store of the old school — a sprawling warehouse filled to the brim with used goods organized in a somewhat jumbled manner by general category. Big Reuse’s unassuming exterior blends in perfectly with the loading […] Retail TouchPoints April 22, 2025April 22, 2025 8 min read Technology & InnovationAIRecommerceDept. ApparelDept. BeverageESG and CSRMarketing: In StoreReturnsBrick and MortarSustainabilityShopifyVendorsEconomyOperations & Supply ChainWalmartMarketing: Social MediaAssociatesConsumersTech: CashierlessDept. GroceryMerchandisingDept. Natural / OrganicShoppersResults & InvestmentPricing & PromotionsExecutivesHealth & WellnessLegal & CriminalDept. Nonfood 0 Saving Bookmark this article Bookmarked
Media & Marketing You’ve Got a Retail Startup and Zero Cash—Now What? So, you’ve launched a retail business with little more than a dream, a half-maxed credit card, and a lot of caffeine. You’re not alone. Most retail founders start with almost nothing. Zero cash isn’t the end, it’s the start of a very specific kind of hustle. What matters now is how smart you get with […] Retail Minded April 22, 2025April 22, 2025 4 min read Marketing: Social MediaESG and CSROperations & Supply ChainPackagingTikTokDept. NonfoodColgate-PalmoliveMeta (Facebook)Pop UpsResults & InvestmentTechnology & InnovationBrick and Mortar 0 Saving Bookmark this article Bookmarked
Technology & Innovation How Financial Institutions Use Market Research to Drive Smarter Decisions In today’s fast-moving economic environment, financial institutions—from investment banks to hedge funds—face growing pressure to make decisions backed by reliable and timely information. Whether it’s evaluating emerging sectors, identifying risk in existing portfolios, or planning new market entries, access to accurate market intelligence is essential. BCC Research April 21, 2025April 21, 2025 < 1 min read Technology & InnovationResults & InvestmentStrategyMarketing: Social MediaESG and CSREconomy 0 Saving Bookmark this article Bookmarked
Trends & External Forces Billions of pretax healthcare funds go to waste each year. Retailers want to cash in. [[“value”:” This audio is auto-generated. Please let us know if you have feedback. If potential consumer spending dollars are going unused, retailers would like to know about it. But for retailers selling products eligible for medical flexible spending and health savings accounts in the United States, getting consumers to spend this allocated money is harder […] RetailDive April 21, 2025April 21, 2025 5 min read Health & WellnessConsumersDept. HBCTechnology & InnovationData & InsightsGovernmentShoppersMerchandisingCOVID19TargetInsight ProvidersAssociatesDept. NonfoodResults & InvestmentExecutivesBrick and MortarMarketing: In StoreMarketing: OOHOperations & Supply ChainPricing & PromotionsPredictions and Forecasts 0 Saving Bookmark this article Bookmarked
Data & Insights Exit. Exits are as important as entrances. We are told first impressions are important. They are, but so are are endings. Here is a perspective on three types of exits. Exiting Careers. Exit Economics. Exiting Existence. 1. Exiting Careers. “Every career has a midnight hour. The smart people exit at five to twelve” Sanjay Khosla ( […] Rishad Tobaccowala April 20, 2025April 20, 2025 4 min read Data & InsightsShoppersLegal & CriminalMarketing: Loyalty & SubscriptionResults & InvestmentPricing & PromotionsPredictions and ForecastsMarketing: Social MediaKraftHeinzGovernmentGeneral BusinessExecutivesDept. Nonfood 0 Saving Bookmark this article Bookmarked
Acquisitions, Divestitures & Mergers The Capital One and Discover Merger Will Not Affect Customers, at Least Not Yet With the recent government regulatory approval, the Capital One and Discover merger can move forward. RetailWire April 18, 2025April 18, 2025 < 1 min read Results & InvestmentMergersGovernment 0 Saving Bookmark this article Bookmarked
Corporate Finance Franchise Group Sells Vitamin Shoppe to Private Equity Firms The Vitamin Shoppe has been sold to Kingswood Capital Management and Performance Investment Partners in a deal that Bloomberg Law has valued at $193.5 million. The acquisition of the health and supplements retailer, which operates more than 650 stores, is expected to close later in Q2 2025. In November 2024 Vitamin Shoppe’s parent company Franchise […] Retail TouchPoints April 18, 2025April 18, 2025 < 1 min read Brick and MortarResults & InvestmentMarketing: Social MediaBankruptcyOmnichannelOperations & Supply ChainAcquisitionTechnology & InnovationDept. NonfoodDept. PetHealth & WellnessMarketing: In Store 0 Saving Bookmark this article Bookmarked
Corporate Finance The Vitamin Shoppe to be sold to private equity for nearly $195M Kingswood Capital Management and Performance Investment Partners have agreed to acquire the vitamin and supplements retailer from Franchise Group. RetailDive April 18, 2025April 18, 2025 < 1 min read Results & InvestmentAcquisition 0 Saving Bookmark this article Bookmarked
Operations & Supply Chain Mattress Firm Adopts AI-Powered Inventory, Forecasting and Supply Chain Solution Mattress Firm has selected Invent.ai to provide AI-driven inventory solutions for demand forecasting, store and DC replenishment and merchandise financial planning (MFP). The move is designed to improve both the retailer’s supply chain operations and strategic planning for its 2,200+ stores. “We were impressed with expected ROI modeling and accelerated time to value,” said Deborah […] Retail TouchPoints April 18, 2025April 18, 2025 < 1 min read Technology & InnovationAIOperations & Supply ChainAcquisitionMarketing: Social MediaStrategyMergersMerchandisingInternationalResults & InvestmentGovernmentExecutivesBrick and Mortar 0 Saving Bookmark this article Bookmarked
Media & Marketing Michaels Expands Party Assortment, Enhances In-Store Event Offerings Michaels is stepping into the gap left by the recent demise of Party City with plans to add 500 new party supply products, additional balloon options and enhancements to its in-store events. The party supplies assortment enlargement, both in stores and online, will begin in August 2025. The 300+ new balloon options include premade balloon […] Retail TouchPoints April 17, 2025April 17, 2025 2 min read Marketing: In StoreMerchandisingMarketing: Social MediaFood DeliveryDoorDashBrick and MortarInstacartDeliveryResults & InvestmentInternational - North AmericaBOPIS 0 Saving Bookmark this article Bookmarked
Technology & Innovation Spur raises $4.5 million from various investors to build out agentic AI solution for online retailers Spur, which provides e-commerce retailers and travel booking platforms with AI powered quality testing that emulates real consumer shopping behaviour, has secured $4.5 million from investors including First Round, Pear VC, Neo, Conviction, Liquid2Ventures, and Predictive Venture Partners. This takes the total raised to date to $4.625 million. Other notable angel investors in the round […] Retail Technology Innovation Hub April 17, 2025April 17, 2025 3 min read Technology & InnovationAIShoppersExecutivesData & InsightsInternational - UKOmnichannelMarketing: Social MediaDept. NonfoodConsumersAssociatesChatGPTTwitterMeta (Facebook)Operations & Supply ChainResults & InvestmentStore LocationTrends: Tech 0 Saving Bookmark this article Bookmarked
Department: Food Your Views: “Differentiated in a Sea of Retail Sameness” MNB reader Bob Wheatley weighed in on a piece I wrote about the importance of supermarkets actually emphasizing food: Was in an exploratory meeting at one time with the newly appointed CEO of a higher quality grocery chain, talking about strategies to build their brand and business. We were of like minds about the mindset […] MorningNewsBeat April 17, 2025April 17, 2025 5 min read Dept. GroceryDept. FreshResults & InvestmentDept. DeliDept. Fresh PreparedConsumersShoppersDept. NonfoodMarketing: In StoreGovernmentNestleMarketing: Social MediaMarketing: BroadcastDept. BakeryExecutivesESG and CSRDept. PerimeterTechnology & InnovationOperations & Supply Chain 0 Saving Bookmark this article Bookmarked
Channel: Ecommerce & Digital Channel: Mass Data & Insights Technology & Innovation Walmart will use geospatial tech to power delivery The data-science capability redefines the retailer’s delivery maps to expand the channel’s reach and accessibility. Written by Grocery Dive April 17, 2025April 18, 2025 Saving Bookmark this article Bookmarked
Data & Insights Retailer Media Agencies & Vendors Data & Insights Technology & Innovation Why Kroger’s former chief data officer is starting an AI-focused firm Todd James recently left the grocer’s 84.51° data analysis unit to start a firm that helps companies solve common problems related to artificial intelligence. Written by Grocery Dive April 17, 2025April 18, 2025 Saving Bookmark this article Bookmarked
Operations & Supply Chain International Technology & Innovation Trends & External Forces Operations & Supply Chain Q1 2025 Top Retail Trends What happened in retail in Q1? (A lot!) What’s up: 🔺 Tariffs 🔺 Supply chain shifts 🔺 AI adoption 🔺 Value-oriented retailers’ store counts What’s down 🔻 Retailers with declining relevance 🔻 The status quo and certainty 🔻 DEI programs Written by Lisa Goller March 24, 2025March 24, 2025 Saving Bookmark this article Bookmarked
Channel: Drug Department: HBC Acquisitions, Divestitures & Mergers Corporate Strategy Corporate Finance Media & Marketing Retailer Media Retail Ecosystem Shopper & Customer Trends & External Forces Retail Operations Associates & Employees Stores & Formats Walgreens Agrees to $10B Sycamore Partners Acquisition Walgreens Boots Alliance (WBA) has finalized a deal with private equity firm Sycamore Partners to take the company private after being in the stock market for nearly 100 years. Sycamore will pay $11.45 per share in cash for the Walgreens business, according to a company announcement. Shareholders can receive up to $3 more per share […] Written by Retail TouchPoints March 7, 2025March 7, 2025 Saving Bookmark this article Bookmarked
Channel: Grocery Corporate Strategy Kroger CEO Rodney McMullen resigns after ethics review His departure follows a company board investigation into conduct “unrelated to the business,” the grocer said. Written by Grocery Dive March 3, 2025March 3, 2025 Saving Bookmark this article Bookmarked