Reasons to Read

Discover the latest data-driven insights into CPG e-commerce acceleration, category performance and the growing divergence between essential and discretionary spending.

Read this report to discover answers to these and other questions:

• What is driving continued growth in the US CPG market, and how much of this expansion is supported by pricing and mix rather than true volume growth?
• How is the balance between essential and discretionary categories shifting, and why are food and beverages emerging as the primary engine of growth?
• Which CPG categories and subcategories are outperforming, particularly in e-commerce—and what is driving standout growth in these areas?
• How are consumer trade-down behavior and affordability pressures impacting discretionary categories, including health & beauty and general merchandise?
• What role are inflation, energy costs and supply chain pressures playing in shaping CPG pricing and demand dynamics, and how sustainable is current growth?

Companies mentioned in this report include: Amazon, Colgate-Palmolive, Procter & Gamble, TikTok, Ulta Beauty, PepsiCo, Danone, Kimberly-Clark.

Data in this report include: Year-over-year growth rates for CPG e-commerce and in-store sales; Breakdown of CPG sales growth by department; Insights into food & beverage market growth and beauty category growth.

Other relevant research:

• More reports in our US CPG Sales Tracker series
• Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles