Insight Report | January 24, 2025 Premium Holiday 2024: UK Retail Wrap-Up—Cautious Spending and Late Shopping Fuel Volatile Peak TradingUnderstand holiday 2024 retail performance in the UK with our analysis of sales metrics and major retailers’ trading updates. Read More
Infographic | January 24, 2025 Free Report Three Data Points We’re Watching This Week, Week 4: US Store Openings and Closures—2024 ReviewHow much retail space opened versus closed in the US in 2024? Discover key data points we are watching in week 4 of 2025, with a focus on the physical retail landscape. Read More
Analyst Corner | January 19, 2025 Register for Free Access Analyst Corner—Trimming Waistlines and Spending: Exploring New Data on GLP-1’s Impact on Consumer Purchases, with John MercerIn this week’s Analyst Corner, John Mercer, Head of Global Research and Managing Director of Data-Driven Research, discusses new data on the impacts of GLP-1 weight-loss medications on consumers’ grocery spending. Read More
Infographic | January 17, 2025 Free Report Three Data Points We’re Watching This Week, Week 3: Retailer FocusDiscover key data points we are watching in week 3 of 2025. This week, we focus on revenues and shopper penetration for three retailers this week: Aldi, Catalyst Brands and Walmart. Read More
Deep Dive | January 16, 2025 Premium Head-to-Head in Global Discount Grocery Retailing: Aldi vs. LidlAldi and Lidl are two prominent German discount grocery chains that have gained significant popularity worldwide. As part of our Head-to-Head series, we provide insights into the two companies’ business and growth strategies, brand usage and e-commerce initiatives. Read More
Deep Dive | January 14, 2025 Premium Mass Merchandiser and Warehouse Club Shopping in Focus—Walmart Leads; High Purchase Rates for Daily Essentials: US Consumer Survey InsightsDive into our survey-based analysis of US consumer sentiment and shopping behavior, covering our latest data on mass merchandisers and warehouse clubs specifically. Find out which retailers in the sector are most popular and what sector shoppers are purchasing. Read More
Insight Report | December 23, 2024 Premium Party City and Big Lots To Close All Stores: What’s the $100 Billion Elephant in the Room?Two major US retailers, Big Lots and Party City, are closing. Big Lots stated that it will conduct an out-of-business sale following the failure of a deal to sell the company, while Party City plans to close all its stores. We argue that these closures are indicative of an underrecognized pressure on retailers, which we identify as totaling about $100 billion in scale. Read More
Insight Report | December 16, 2024 Premium The Collapse of the Kroger-Albertsons Merger: Implications for the US Grocery and CPG MarketsEarlier this month, the $25 billion merger between Albertsons and Kroger (announced in October 2022) was blocked by two judges. With the merger now terminated, we examine the implications of its collapse across the US grocery and CPG (consumer packaged goods) sectors. Read More
Analyst Corner | December 15, 2024 Register for Free Access Analyst Corner—Potential US Tariffs: Explore the Likely Impacts on Three Retail Sectors with Aditya KaushikHow will the proposed US tariffs impact retailers and consumers in apparel, electronics and food retailing? In this week’s Analyst Corner, Aditya Kaushik, Analyst, offers highlights from our recent research report on the implications of the potential tariffs. Read More
Market Outlook | December 13, 2024 Premium US Drugstores—Retail 2025 Sector Outlook: Low-Single-Digit Sales Growth Amid a Focus on Cutting CostsDiscover directional market insights and themes to watch in US drugstore and pharmacy retailing in 2025. We touch on the aging US population, GLP-1 medications, retail media, private-label goods and more. Read More
Market Outlook | December 10, 2024 Premium US Grocery—Retail 2025 Sector Outlook: Volume Growth Headwinds To ContinueDiscover directional market insights and themes to watch in US food and grocery retailing in 2025. We touch on GLP-1 drugs, private-label penetration, sustainability, the digitalization of stores and more. Read More
Market Outlook | December 10, 2024 Premium US Mass Merchandisers, Warehouse Clubs and Discount Stores—Retail 2025 Sector Outlook: Essentials To Fuel Revenue GrowthDiscover directional market insights and themes to watch in US mass merchandise, warehouse club and discount retailing in 2025. We touch on trade tensions, physical expansion, demand for value-based pricing and more. Read More
Insight Report | November 21, 2024 Premium A Focus on Value and Inclusivity via Generic Medications: Global Learnings in HealthcareWe explore the approaches that different countries—including China and India—are taking to enhance their healthcare systems and navigate the dynamic global healthcare market. Read More
Deep Dive | November 18, 2024 Premium Holiday 2024: Hottest Toys—Creativity-Boosting Toys and Promotions To Rule the SeasonWe discuss the hottest toys in the US retail space based on the “top toys” lists from Amazon, Target and Walmart, among others. We also discuss these retailers’ initiatives to drive toy sales and present key trends that we expect to influence toy gifting this holiday season. Read More
Company Profile | November 16, 2024 Premium Tesco (LSE: TSCO) Company ProfileTesco is a UK-based grocer that offers consumers groceries, fuel and various general merchandise products. Headquartered in Hertfordshire, England, the company currently operates 4,542 stores in the UK and central Europe, excluding franchise stores. Read More
