Insight Report | November 15, 2023 Premium Retail Shrink and ORC: Shoplifting and Theft Patterns from Government Data, Anti-Theft Measures and Retailer CommentaryContinuing our monthly series on retail shrink and organized retail crime (ORC), we analyze recently released administrative data on shoplifting and retail theft in the UK, the US and Australia, and present recent developments and retailer commentary from these regions. Read More
Market Outlook | August 2, 2023 Premium Market Outlook: UK Grocery—Inflation Drives Value Growth Amidst Volume DeclineIn this Market Outlook, we discuss the growth trajectory of the UK grocery retail market amid inflation, and explore the competitive landscape and key trends affecting consumer behavior. 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 25, 2023 Premium Tesco (LSE: TSCO) Company ProfileTesco is a UK-based retailer of apparel and footwear, food and beverages, fuel, general merchandise, and health and beauty products. Headquartered in Hertfordshire, the company operates stores in the Czech Republic, Hungary, Slovakia, India, Ireland and the UK. Read More
Insight Report | January 23, 2023 Premium Holiday 2022: UK Retail Wrap-UpWe conclude our coverage of the 2022 holiday season in UK retail, drawing on trading updates from major retailers and retail sales data from the Office for National Statistics (ONS). Read More
Deep Dive | December 20, 2022 Premium Market Outlook: UK Grocery Retailing—Inflation Pressures Stunt Market GrowthIn this Market Outlook, we discuss the growth trajectory of the UK grocery market as inflation stunts growth, and explore the competitive landscape and key trends affecting consumer behavior. 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 4, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 44: US Closures Down 54% 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 Ace Hardware, Aldi and Boot Barn, among others, in the US and Clarks, Deichmann and Matalan, among others, in the UK. Read More
Market Outlook | October 25, 2022 Premium Market Outlook: Grocery Retail in India—Growth Led by Convenience and WellnessIn this Market Outlook, we provide an overview of India’s grocery retail market, including major market factors—such as consumers’ spending on food and non-alcoholic beverages—the competitive landscape and themes we are watching in 2023 and beyond. Read More
Store Tracker | May 6, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 18: US Store Closures Down 58% 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 Barnes & Noble, Daiso Japan and Hermès in the US and Evans Cycles, Loake Shoemaker and Regatta in the UK. Read More
Store Tracker | April 22, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 16: US Store Openings Approach 4,000Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, features highlights from Uniqlo, Walmart and West Elm in the US and Dunelm, Sweaty Betty and Tesco in the UK. Read More
Deep Dive | April 14, 2022 Premium UK Checkout-Free Stores: Our Observations from Amazon Fresh, Sainsbury’s SmartShop Pick & Go and Tesco GetGoIn this report, we present our key observations from store visits to Amazon Fresh, Tesco GetGo and Sainsbury’s Smartshop Pick & Go stores in Holborn, all of which use checkout-free technology. Read More
Insight Report | February 23, 2022 Premium Quick Commerce in Europe: Expansion Meets Consolidation in Rapid DeliveryFollowing unprecedented growth in the quick-commerce space in the last 18 months, we are seeing increased demand for rapid delivery in Europe. In this report, we assess key emerging trends in quick commerce in Europe and the market prospects. We also present our growth estimates for market and discuss the primary quick-commerce models in operation. Read More
Store Tracker | February 4, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 5: Store Expansion Plans Takes US Openings Past 2,000Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Academy Sports and Outdoors, Gucci, and Sears Hometown in the US, and Harrods, Kurt Geiger and Tesco in the UK. Read More