Retail media networks
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 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.
Social commerce & live shopping
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.
Pricing, promotion & value at shelf
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.