Product TypeDeep Dive Product TypeDeep Dive | February 7, 2023 Premium US Consumer Tracker: Modest Valentine’s Day Spending LikelyHow do consumers plan to spend for Valentine’s Day? Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment.Read More
Product TypeDeep Dive Product TypeDeep Dive | January 31, 2023 Premium US Consumer Tracker: Amazon Records January SlowdownShifts in Amazon’s share of nonfood shoppers see the online giant struggle to compete with Walmart. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment.Read More
Product TypeCompany Profile Product TypeCompany Profile | January 27, 2023 Premium Kroger (NYSE: KR) Company ProfileKroger is a retailer of groceries. Headquartered in Cincinnati, Ohio, the company operates stores in the US.Read More
Product TypeDeep Dive Product TypeDeep Dive | January 24, 2023 Premium US Consumer Tracker: Consumers Settle in to Winter HabitsWe assess how US consumers are responding to macroeconomic pressures. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment.Read More
Product TypeInsight Report Product TypeInsight Report | January 4, 2023 Premium 3Q22 US Retail Inventory Tracker: Most Retailers See Inventory Growth SlowOur quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 3Q22 and assess how and why levels are changing. This quarter, overall inventory turnover rates were slightly down from the year-ago quarter. Read More
Product TypeDeep Dive Product TypeDeep Dive | December 20, 2022 Premium 3Q22 US Earnings Season Wrap-Up: A Mixed Quarter for Retail Amid Inflationary PressuresThis report offers analysis of the third quarter of 2022 performance of Coresight 100 companies mostly based in the US. We assess the recent performance of selected retailers, brands and e-commerce platforms in terms of revenues, earnings per share and comps.Read More
Product TypeDeep Dive Product TypeDeep Dive | December 20, 2022 Premium US Grocery Discounters: Price Competition IntensifiesWe discuss the US grocery discounter landscape, focusing on prominent players Aldi, Save A Lot, Grocery Outlet and Lidl. We assess their growth momentum, store expansion strategies and e-commerce initiatives, and the implications for other grocery retailers. Read More
Product TypeDeep Dive Product TypeDeep 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
Product TypeDeep Dive Product TypeDeep 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
Product TypeInsight Report Product TypeInsight Report | October 3, 2022 Premium 2Q22 US Retail Inventory Tracker: Heading into the Second Half with Inventories Up StronglyOur quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 2Q22 and assess how and why levels are changing. This quarter, overall inventory turnover rates were slightly down year over year.Read More
Product TypeDeep Dive Product TypeDeep 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
Product TypeInsight Report Product TypeInsight Report | August 8, 2022 Premium Dining Out vs. Eating In—Four Key Trends in US Consumer BehaviorWe present four trends in the changing dynamics around food retail and foodservice in the US, using data sourced from national statistics and our proprietary surveys of US consumers. Read More
Product TypeMarket Outlook Product TypeMarket 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
Product TypeDeep Dive Product TypeDeep 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
Product TypeDeep Dive Product TypeDeep 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
