|
NOVEMBER 7, 2025 |
|
Which consumer product category has seen the highest average price increases at major retailers since the beginning of the year? |
|
A) Apparel B) Home C) Health and beauty D) Pets and consumables |
|
|
Was this email forwarded to you? Sign up here. | | | |
|
TOP STORY |
|
|
|
With a crowded market and tightening budgets, brands like Alo, Lululemon, and Nike are finding new ways to stand out. |
|
As consumers return to the office and turn to dupes to save money, it's getting harder to convince them that premium comfort is worth the price tag. Our analyst Emmy Liederman breaks down what spending cuts, weak brand loyalty, and less time spent at home means for these brands, and the lengths they’re taking to stay relevant. |
|
| | | |
|
IN THE NEWS |
Target’s fulfillment pivot improves the in-store experience but may not turn its fortunes around. Rather than rely on its entire store fleet to fulfill the vast majority of ecommerce orders—97.7% in Q2—it has stopped fulfilling online orders entirely from some stores (all stores still handle curbside and in-store pickup orders). Read online |
|
Other headlines: |
-
Starbucks union plans to strike next week on one of the chain’s busiest days of the year. Starbucks Workers United plans to strike in more than 25 cities on Thursday, November 13, if it doesn’t reach a collective bargaining agreement with the company by that date. Read online
-
Ralph Lauren and Tapestry post standout quarters as accessible luxury rebounds. Ralph Lauren and Tapestry reported standout Q3 results as the strength of their brands and product assortments helped insulate them from broader weaknesses in the luxury and apparel industry. Read online
-
E.l.f. Beauty and Coty stumble as consumers rethink beauty budgets. Overall beauty spending is holding up, but how shoppers choose to spend in the category is shifting. Read online | | | |
|
ANALYSIS |
|
|
|
While a federal ruling last month found Google's parent company Alphabet would not have to break up or sell off parts of its business, the verdict spelled out certain changes for how the tech giant conducts its search business. |
|
“I thought it was almost a best-case scenario if you’re Google,” said our analyst Jeremy Goldman on a recent episode of “Behind the Numbers." |
|
|
|
| | | |
|
|
|
Email sent to: |
|
If you cannot view the HTML newsletter, . |
|
|
|
|
|
|
|
|
|
©2025 EMARKETER, One Liberty Plaza 9th Floor, New York, NY 10006 |
|
| | | |
