Market Outlook | March 12, 2024 Premium Market Navigator: UK Retail, Including E-Commerce—Consumer Constraints To Fuel Multi-Year Discounter GrowthIn this Market Navigator, Coresight Research explores the UK retail market, including e-commerce. Dive in to gain insights into emerging ideas and opportunities, understand the growth trajectory of the market and explore the competitive landscape. 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
Company Profile | January 25, 2023 Premium Ocado (LSE: OCDO) Company ProfileOcado is a UK-based technology provider and online retailer of clothing, food and beverages, and general merchandise. Headquartered in Hatfield, England, the company operates in Australia, Canada, France, Japan, Spain, Sweden, the UK and the US. 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
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 | July 5, 2022 Premium Market Outlook: Australian Grocery Retailers—Online Grocery Battles To Heat UpIn this Market Outlook, we discuss the Australian grocery sector, 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 | June 24, 2021 Premium The New Age of Customer-First Supply Chains: Introduction—Four Pillars for Building a Resilient and Profitable Supply ChainIntroducing Coresight Research’s new series, entitled The New Age of Customer-First Supply Chains, we outline four pillars to building a resilient and profitable supply chain in retail, built on a foundation of sustainability and the bottom line. Read More
Insight Report | November 12, 2020 Premium Retail Robustness Index: November 2020 Update—Most Metrics Improve SlightlyCoresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. The November update revises the scores based on financial reports and store-reopening announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in October. Read More
Flash Report | October 26, 2020 Register for Free Access Introducing the New Coresight 100: The Companies Reinventing RetailWith 2020 having accelerated the pace of change in retail, we have re-evaluated the Coresight 100, our focus list of the top 100 of the largest and most influential companies in the global retail ecosystem. We introduce the new list of the top companies to watch, which spans eight sectors and now includes select innovators and private companies. Read More
Insight Report | October 31, 2019 Premium Supply Chain Briefing: Smart Routing Helps Streamline Warehousing and Delivery Through AlgorithmsSmart routing, which uses machine learning algorithms to optimize delivery routes, offers many benefits for both retailers and consumers, not least increased efficiency and reduced environmental impact. Read More
Company Earnings Update | September 18, 2019 Register for Free Access Ocado (LSE: OCDO) 3Q19 Trading Update: Surge in Customer Orders; JV on the Right TrackIn 3Q19, Ocado grew retail revenue 11.4% year over year, driven by a 12.1% rise in average orders per week. Read More
Company Earnings Update | July 10, 2019 Register for Free Access Ocado (LSE: OCDO) 1H19 Results: Losses Deepen Due to Andover Disruption; Solutions Growth Hampered by Morrisons HolidayOcado reported 1H19 total sales of £882.3 million up 10.9% year over year with retail and solutions revenues growing 10.2% and 20.6%, year over year, respectively. Read More
Flash Report | March 27, 2019 Register for Free Access Ocado Inks Another International Deal, Signing Up Australia’s Coles Group to the Ocado Smart PlatformOcado Group has signed Australian grocery retailer Coles to its Ocado Smart Platform. The companies will construct two robotic fulfillment centers and Coles will deploy Ocado’s store-picking technology. Read More
Company Earnings Update | March 20, 2019 Register for Free Access Ocado (LSE: OCDO) 1Q19 Trading Update: Strong Underlying Growth Partially Offset by FireOcado reported 1Q19 retail revenue of £404 million, up 11.2% year over year. The company’s average orders per week grew 11.3% year over year, but the average order size was down 0.2% year over year. Read More
Flash Report | February 13, 2019 Register for Free Access Ocado’s First Fully Automated Distribution Center Destroyed by Fire, Threatening Confidence in Its Robotics OfferingFire devastated UK online grocery retailer and technology provider Ocado Group’s first robotic distribution center in Andover, England, which handled 10% of total capacity. Read More
