What's Inside

Welcome to Analyst Corner! Every Sunday, a member of the Coresight Research team discusses upcoming or recent research and their thoughts on interesting topics in their area of expertise.

This week, Sujeet Naik, Analyst, offers data-driven insights on whether online marketplace Temu has played a role in the recent underperformance of dollar stores in the US.

We also highlight our key research from the past week and reports to look out for in the coming week, so you don’t miss out.

Companies mentioned in this report include: Dollar Tree/Family Dollar, Dollar General, Temu

Other relevant research:

• Our full research report on this topic: US Dollar Stores Face a Slowdown—Is Temu To Blame?
• Retail Industry Analysis: What Can Retailers Learn from Shein and Temu?
• Off-Price and Dollar-Store Shopping in Focus—TJX and Dollar Tree Rank as Top Choices: US Consumer Survey Insights
• Read previous Analyst Corner reports, including last week’s report, which discussed the outlook for GenAI (generative artificial intelligence).