Weinswig’s Weekly | September 24, 2023 Register for Free Access Weinswig’s Weekly: Hearing from Kroger and Ahold Delhaize at GroceryshopThis week’s note, “From the Desk of Deborah Weinswig,” discusses highlights from Groceryshop 2023, including what we heard from the CEOs of Kroger and Ahold Delhaize USA. Read More
Store Tracker | September 22, 2023 Premium Weekly US and UK Store Openings and Closures Tracker 2023, Week 38: US Store Closures Up Three-Quarters vs. Last YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Hobby Lobby and Decathlon, among others. Read More
Insight Report | September 21, 2023 Free Report Groceryshop 2023 Day Three: Opportunities in Grocery in 2023 and BeyondWe present insights from the third and final day of Groceryshop 2023, an annual event which helps businesses navigate the evolving grocery landscape by exploring the latest business models, advanced technologies and shifting consumer behaviors. Read More
Deep Dive | September 21, 2023 Premium 2Q23 US Earnings Season Wrap-Up: A Mixed Picture Due to Weak Demand and Higher Interest RatesCoresight Research offers analysis of the second quarter of 2023 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, considering consensus estimates and year-over-year changes. Read More
Insight Report | September 21, 2023 Free Report Groceryshop 2023 Day Two: Technology and Partnerships in the Grocery SpaceWe present insights from the second day of Groceryshop 2023, an annual event which helps businesses navigate the evolving grocery landscape by exploring the latest business models, advanced technologies and shifting consumer behaviors. Read More
Insight Report | September 20, 2023 Premium US and UK Retail Bankruptcies Latest, September 2023: US Convenience and Apparel See BankruptciesWe provide an update on the latest retail bankruptcies in the US and the UK, including developments from Mega Co-op, Soft Surroundings and Wilko. Read More
Insight Report | September 20, 2023 Free Report Groceryshop 2023 Day One: Startup Pitch Winners, Generative AI, Unified Shopping and MoreWe present insights from the first day of Groceryshop 2023, which helps businesses navigate the evolving grocery landscape, exploring the latest business models, advanced technologies and shifting consumer behaviors. Read More
Deep Dive | September 18, 2023 Premium Consumer Financial Health Stays Strong: US Consumer Survey Insights 2023, Week 38We focus on US consumers’ financial health and the implications for US retail. Our weekly US Consumer Survey Insights (formerly US Consumer Tracker) series presents an update on US consumers’ behaviors and sentiment. Read More
Deep Dive | September 18, 2023 Premium Focus on Meaningful Consumption: China Consumer Survey InsightsWe assess how meaningful consumption impacts Chinese consumers shopping habits. Our weekly China Consumer Survey Insights series (formerly China Consumer Tracker) presents an update on Chinese consumers’ behaviors and sentiment. Read More
Weinswig’s Weekly | September 17, 2023 Register for Free Access Weinswig’s Weekly: Apple Pivots to Plan “C” with the iPhone 15This week’s note, “From the Desk of Deborah Weinswig,” discusses the impacts for consumers of hardware changes in Apple’s iPhone 15—namely, its adoption of the USB-C connector and the new A17 processor. Read More
Store Tracker | September 15, 2023 Premium Weekly US and UK Store Openings and Closures Tracker 2023, Week 37: Wilko Again Drives UK ClosuresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Alimentation Couche-Tard and Wilko, among others. Read More
Insight Report | September 14, 2023 Premium August 2023 US Retail Sales: Consistent Consumer Spending Drives Moderate Sales GrowthIn August 2023, US retail sales (excluding gasoline and automobiles) grew 3.2% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Event Presentation | September 14, 2023 Premium US Retail and E-Commerce—Uncovering Opportunities in a Changing Landscape: Highlights from the Market NavigatorIn this presentation, we offer key highlights from our Market Navigator on the US retail and e-commerce market, covering growth drivers, the competitive landscape, key themes and more. Read More
Insight Report | September 13, 2023 Premium Kroger and Albertsons To Divest 413 Stores to C&S Wholesale Grocers in a $1.9 Billion DealKroger and Albertsons have entered into a definitive agreement with C&S Wholesale Grocers to sell physical locations in the US. We detail the agreement and the geographies that will likely see store divestitures, based on our analysis of the grocery companies’ store locations. Read More
Insight Report | September 13, 2023 Free Report Groceryshop 2023 “Shark Reef” Startup Pitch Competition: Preview—12 Innovators, Four Areas of Retail DisruptionWe preview the Groceryshop 2023 “Shark Reef” Startup Pitch competition, presenting the 12 participating technology innovators, which span four areas of retail disruption: artificial intelligence (AI), inventory management and supply chain, marketing and loyalty, and e-commerce fulfillment. Coresight Research is a research partner of Groceryshop 2023. Read More
