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.
Sustainability claims & regulation
The EU Green Claims Directive Is Arriving: What Brands Must Stop Saying by September 2026
With the EU Green Claims Directive enforceable from September 2026, brands face a hard choice between verifiable specificity and legal exposure across every SKU in EU distribution.
The EU Green Claims Directive Is Nine Months Away and Most Brands Are Not Ready
With enforcement starting September 2026, vague sustainability language on pack and in advertising shifts from a reputational risk to a legal one, and the brands that stay quiet face a different problem entirely.
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.
Social commerce & live shopping
TikTok Shop at $20 Billion: The Margin Reality CPG Brands Cannot Keep Ignoring
Livestream sessions are now a genuine FMCG discovery channel, but creator fees, platform commissions, and promotional depth mean most CPG brands are funding awareness, not profit.
TikTok Shop at $20 Billion: What CPG Brands Still Get Wrong About Social Commerce Margins
Livestream sessions are now a genuine FMCG discovery channel, but most brands are running social commerce as a subsidized awareness play while the margin leaves with the creator.
TikTok Shop, Livestream FMCG, and the Margin Gap CPG Brands Are Not Closing
Social commerce is now a genuine FMCG discovery channel, but most CPG brands are funding awareness at the cost of margin and calling it a growth strategy.
Social Commerce in 2026: TikTok Shop's $20B Moment and the Margin Reality CPG Brands Are Avoiding
TikTok Shop is crossing $20 billion in gross sales, live shopping is pulling FMCG shoppers into impulse discovery, but the margin math behind creator-led commerce is harder than the brand-awareness story most CPG teams are telling internally.