Health & wellness as shopper trigger
Protein, GLP-1, and Smaller Packs: Health Is Now the Shopper's Default Filter in 2026
Circana and Food Dive data put GLP-1 household penetration at 23 percent today and 35 percent by 2030, but the bigger commercial signal is the broad health lens those drugs have normalised across the entire shopper base.
Oral GLP-1s, Protein Demand, and Clean Label: How Health Is Hardwiring a New Shopper Default in 2026
As oral GLP-1 medications extend appetite suppression for years and protein demand keeps climbing, health is no longer a segment filter but the shopper's baseline expectation across every category.
GLP-1, Protein Demand, and Pack Shifts: How Health Is Rewriting the Shopper's Default Settings in 2026
GLP-1 adoption, rising protein demand, and single-portion pack shifts are restructuring what shoppers reach for, forcing brands to rethink their portfolio architecture now rather than later.
GLP-1, Protein, and Portion Shifts: Health Is Now the Shopper's Default Lens
GLP-1 adoption, surging protein demand, and single-portion pack shifts are reshaping what shoppers buy, how much they buy, and which brands win their basket in 2026.
Pricing, promotion & value at shelf
Rollbacks, Resets, and Regulatory Risk: How Value-Driven Shopping Is Reshaping Pricing Strategy in 2026
Walmart's 7,200 rollbacks, Target's largest food reset in a decade, and a French Senate investigation into retailer pricing power all point to the same structural pressure bearing down on brand and category teams this year.
The 2026 Pricing Reset: EDLP Migration, Shrinkflation Risk, and the Promo Intensity Trap
With food inflation accelerating on both sides of the Atlantic and regulatory heat rising on pack-size changes, commercial leaders face a pricing and promotion architecture that is being tested from every direction at once.
Value at the Breaking Point: The 2026 Pricing and Promotion Reset Every Commercial Leader Needs to Act On Now
Shoppers are migrating to cheaper stores, not just cheaper brands, while input-cost waves from geopolitical shocks threaten a second inflation surge across FMCG in 2026.
Value at the Breaking Point: What 2026 Pricing Signals Mean for Your Shelf Strategy
Shoppers across the US and Europe are anxious, cautious, and hunting for value, and retailers from Sprouts to Danone are already repricing, repromoting, and repositioning to meet them.
Retail media networks
Retail Media Networks in 2026: The $140 Billion Market Where Proof Still Lags the Spend
CPG brands are routing nearly 40 percent of ad budgets through retail media networks, but incrementality measurement has not caught up with the money, and that gap is where budget gets wasted.
Retail Media in 2026: The $140 Billion Market Where Measurement Still Lags the Money
CPG brands are directing 39 percent of ad spend through retail media networks and expect to reach 50 percent, but the tools to prove what that money actually buys remain underdeveloped.
Retail Media Networks in 2026: Where the Budget Is Going and What You Still Cannot Measure
CPG brands are sending close to 40 percent of their ad budgets into retail media networks, but the tools to prove what that spending actually buys are still catching up to the dollars.
Retail Media Networks in 2026: The Budget Is Massive and the Proof Is Still Thin
CPG brands are on track to direct half of all ad spend through retail media networks, but the measurement tools needed to justify that allocation are nowhere near ready.
Private label dynamics
Private Label in 2026: Share Holds, Premium Accelerates, and the Cost Wave Makes the Gap Wider
With Western European retailer-brand share near 30 percent and US share above 21 percent, private label is no longer retreating after inflation. The premium tier is pulling ahead, and a second cost wave is making national brands harder to justify at shelf.
Private Label in 2026: Share Sticks, Premium Tier Accelerates, and the Gap Between Retailer Brands and National Brands Is Narrowing Fast
Western European retailer-brand share sits near 30 percent and the US is above 21 percent. The real story is what is happening at the top of the range, where premium private label is pulling in shoppers who were never just looking for the cheapest option.
Private Label in 2026: Share Gains Stick, Premium Tier Accelerates, and Retailer Brands Get Serious
Western Europe's private label share is closing in on 30 percent and the US is past 21 percent, but the real story is what is happening at the premium end of the shelf and who is investing to own it.