46 stories from 14 sources
The week in Consumer Packaged Goods
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Beauty demand was resilient at Ulta but weaker store traffic pressured Bath & Body Works, while potential tariffs threatened low-priced cosmetics. K-beauty added a competitive and channel angle, moving from a challenge to France's leadership to APR's planned Costco launch.
Innovation appeared less as isolated product work than as an enterprise process, with H&H relying on launches to defend China demand. AI and consumer data extended that logic into plant operations and event marketing, making execution and measurement part of the innovation agenda.
Rising input costs hit both profitability and pricing choices: Mixue's profit fell despite revenue growth, while sugar inflation threatened packaged-food margins. Costco, by contrast, kept its $4.99 chicken as a traffic tool through vertical integration, showing the operational burden of defending value.
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