As the second-largest ecommerce category, grocery has evolved from an emerging segment to a cornerstone of online retail. Download our full analyst report to discover where opportunities exist in this maturing market. |
MARCH 14, 2025 |
True or false? Most consumers will pay more for services that save them time, even as inflation persists. |
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TOP STORY |
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A lot happens in a week, so every Friday we're going to analyze all the new data and provide you with some of the key takeaways. Welcome to the Friday 5. |
This week, teens want ads with products in action, consumers aren’t giving brands negative feedback, and St. Patrick’s Day doesn’t interest consumers as much as other holidays. |
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IN THE NEWS |
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Dollar General expects its core customer to be under significant pressure in 2025 as worsening economic conditions and inflation make it difficult for those shoppers to afford necessities. |
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“Many of our customers report they only have enough money for basic essentials, with some noting that they have had to sacrifice even on the necessities,” CEO Todd Vasos said.
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Those pressures led customer traffic to decline 1.1% YoY in Q4, although a 2.3% increase in average transaction size pushed same-store sales growth into positive territory. |
Our view: Dollar General’s warning about the health of its core consumer underscores the difficult terrain retailers must navigate in 2025, as tariffs and economic volatility tank confidence and push shoppers’ budgets to the limit. |
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ANALYSIS |
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NextRoll, in partnership with Audigent, recently used Google's Protected Audience API (PAAPI) advertising tool to generate nearly 5 million impressions in a privacy-safe way. As third-party cookies disappear, this new use case shows that large scale reach is still possible. |
Over two weeks, leveraging first-party data from Audigent, NextRoll targeted an interest group—made up of users with a common interest—across Google's Privacy Sandbox inventory, gathering millions of impressions on 42,000 domains. |
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