Deep Dive | May 2, 2023 Premium US Consumer Tracker: A Potential Shift from Services to Retail?US consumers are not visiting restaurants as frequently as previously, likely due to inflation. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment, based on proprietary survey data. Read More
Insight Report | April 26, 2023 Premium Data Dive: What US, European and Australian Retailers Are Saying on CapexIn this Data Dive, we examine what major US, European and Australian companies are reporting on capital expenditures (capex)—their ongoing and planned investments in physical infrastructure such as stores, distribution and technology. Read More
Deep Dive | March 2, 2023 Premium European Grocery Retail Dynamics Amid Broader Inflationary TrendsEuropean consumers and retailers are under pressure amid an energy crisis and mounting concerns over a possible economic downturn. We discuss EU and UK grocery retail sales and inflation metrics in the context of broader inflationary pressures. Read More
Company Profile | January 27, 2023 Premium Koninklijke Ahold Delhaize N.V. (ENXTAM: AD) Company ProfileAhold Delhaize is a Netherlands-based retailer of food and beverages, fuel, general merchandise, health and beauty, and pharmaceutical products. Headquartered in Zaandam, it operates stores in Belgium, the Czech Republic, Greece, Indonesia, Luxembourg, the Netherlands, Portugal, Serbia and the US. Read More
Store Tracker | December 1, 2022 Premium US Store Tracker Extra, November 2022: Retailers Open 80 Million Square Feet of New Retail SpaceThe US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements and details on closures and openings as a percentage of total store base and square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of November 25, 2022, versus the comparable period in 2021. Read More
Deep Dive | November 22, 2022 Premium 100 Retail Companies, 10 Years: Analyzing Financial Performance and Winning StrategiesOur analysis of 100 retail companies covers their 10-year financial performance as well as winning strategies to emulate high-performing companies. We analyze sales growth, margins, free cash flow, return on capital and debt levels for small, medium and large companies. Read More
Store Tracker | November 18, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 46: US Openings Down 1% Year over YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Ahold Delhaize, Allbirds and Dillard’s, among others, in the US and B&M, Co-op and Jack & Jones among others, in the UK. Read More
Deep Dive | November 14, 2022 Premium E-Commerce Outlook: US Grocery—Inflation Triggers Slowdown in GrowthAlthough grocery e-commerce is undergoing a correction in 2022 following its impressive two-year streak, its long-term growth potential remains intact. In this E-Commerce Outlook, we examine the size and trajectory of the US grocery e-commerce market, and detail the competitive landscape, retail innovators and themes we are watching in 2022 and beyond. Read More
Deep Dive | August 9, 2022 Premium US Grocery: Private Labels Rebound as Inflation RagesWith grocery inflation taking a toll on US consumers’ finances, many are turning to private labels as they prioritize value over name recognition. We explore five key trends in the US grocery private-label market. Read More
Market Outlook | August 1, 2022 Premium Market Outlook: US Grocery—Surging Inflation Disrupts Grocery RetailIn this Market Outlook, we discuss US grocery, presenting our market sizing estimates for 2022 and beyond. We explore notable market factors, e-commerce growth, the competitive landscape and retail innovators. Read More
Deep Dive | July 26, 2022 Premium US Consumer Tracker: What Consumers Didn’t Do This Week Could Help Ease InflationSummer travel may have peaked, helping reduce pressure on gas prices. Our US Consumer Tracker survey analysis presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail. Read More
Deep Dive | July 13, 2022 Premium America’s Biggest Grocery Retailers: Assessing Performance and StrategyWe explore the competitive landscape of the US grocery market by analyzing performance metrics for the top eight US grocery retailers. We also analyze the companies’ propositions and business strategies. Read More
Deep Dive | June 28, 2022 Premium US Consumer Tracker: Consumers Shop More In Person as Avoidance DropsConsumers are shopping more in-person as overall avoidance drops. The latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Deep Dive | June 23, 2022 Premium Combating Inflation Costs: Analyzing US Retailers’ Pricing and Operational StrategiesThis report analyzes US retailers’ pricing and operational strategies in light of rising costs due to inflation. We assess retailers in several sectors including apparel and footwear specialty retail, beauty retail, department stores, food retail, mass retail and off-price retail, presenting what actions they are taking and how their gross margins have been affected. Read More
Deep Dive | June 22, 2022 Premium US Consumer Tracker: Consumers Further Shift Spending To ExperiencesConsumer spending is shifting toward travel and experiences, even as inflation forces shoppers to cut back on groceries. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
