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JULY 30, 2026 |
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In this edition: |
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TOP STORY |
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Demand for luxury goods is resilient despite disruption in the Middle East and global economic uncertainty. |
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Solid Q2 results from LVMH, Kering, Hermès, and Richemont—along with smaller luxury companies like Zegna, Mulberry, and Burberry—show that consumers continue to buy prestige brands, even as their attention shifts to investment pieces like jewelry and handbags over beauty and ready-to-wear. |
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IN THE NEWS |
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Starbucks fuels growth with menu innovation and loyalty. US comparable sales increased 7.9% in the quarter ended June 28, with a 4.2% rise in transactions and 3.6% ticket growth. |
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P&G's revenue miss shows limits of CPG pricing power. Flat fiscal Q4 volumes suggest that the company’s advantage is narrowing even for staple goods like diapers and detergent that shoppers are less likely to trade down from. |
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Rapid delivery is becoming grocery’s baseline. Nearly 2 in 5 (37.9%) online grocery shoppers said they used a rapid delivery service for “most” or “all, or almost all” of their purchases over the past year, per Coresight Research data. |
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EMARKETER EVENTS |
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Featured Event | On-Demand |
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The New Rules of Brand Discovery: What AI Means for Marketers |
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What determines whether AI recommends your brand? Join EMARKETER’s Stephanie Paterik and Blake Droesch to learn how AI is reshaping brand discovery and what marketers can do to strengthen visibility, with new insights from the AI Visibility Index. |
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Featured Event | September 15 | NYC |
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The Future of Digital |
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The agenda is live! Check out the full lineup of sessions featuring EMARKETER analysts, fresh forecast data, and leaders from top brands like Gotham FC, Colgate-Palmolive, SharkNinja, LG Electronics, and more. Join us at City Winery NYC on Sept. 15 and be part of the conversation shaping what’s next in digital. |
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ANALYSIS |
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Live sports was supposed to be streaming's killer app. The content that would justify the subscriptions, lock in the loyal audiences, and finally settle the cord-cutting debate in favor of digital. And by raw adoption numbers, the bet has paid off. |
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The trouble is that arriving somewhere doesn't mean you can find what you're looking for once you get there. |
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QUIZ |
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Which generation is most likely to say owning a physical copy of the media they buy is very important? |
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A) Gen Z B) Millennials C) Gen X D) Baby boomers |
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