Deep Dive | April 22, 2025 Premium Economic Sentiment Shows First Uptick in Eight Weeks; Plus, Drugstore and Pharmacy Shopping in Focus: US Consumer Survey InsightsThe decline in US consumers’ economic expectations has finally come to an end, new survey findings reveal. In addition to diving into consumer sentiment data, this report spotlights drugstore and pharmacy shopping trends, uncovering popular retailers and products. Read More
Market Outlook | April 16, 2025 Premium Market Outlook: US Foodservice—Growth To Improve Amid Value-Focused InitiativesIn this Market Outlook, we explore the size and trajectory of the US foodservice sector (also known as the food-away-from-home sector) and key factors impacting growth. We also detail the overall sector’s competitive landscape and present key themes we are watching in 2025 and beyond. Read More
Event Coverage | April 15, 2025 Premium Retail Technology Show 2025: Hearing About Sustainability, Smart Fashion, QR Codes, Unified Commerce and MoreWe offer highlights from the Retail Technology Show 2025, with insights from the likes of John Lewis, Shein, Tesco and more. We touch on environmental sustainability, QR codes and the deployment of AI (artificial intelligence) and unified commerce. Read More
Event Coverage | April 14, 2025 Premium Walmart Investment Community Meeting 2025: From Low-Margin Retailer to Diversified, Digital Profit Engine, But Tariffs Create UncertaintyWe present insights from Walmart’s Investment Community Meeting 2025, covering its digital businesses, Sam’s Club’s growth plans, and the impacts of tariffs. Read More
Insight Report | April 1, 2025 Premium Dollar Tree To Divest Family Dollar: Here’s What It Means—Consumer + Real Estate Data AnalysisWe offer our take on the sale of the Family Dollar business by Dollar Tree, Inc., which was announced on March 26, 2025. Discover the key factors in Dollar Tree’s integration struggles with Family Dollar and what the acquisition agreement means for Dollar Tree, Family Dollar and other retailers. Read More
Infographic | March 28, 2025 Free Report Three Data Points We’re Watching This Week, Week 13: Dollar Tree, Inc. To Sell Family DollarDiscover key data points we are watching in week 13 of 2025. This week, amid the news that Dollar Tree is selling the Family Dollar business, we offer proprietary US consumer survey data on shopper penetration rates at these dollar stores. Read More
Deep Dive | March 25, 2025 Premium Consumer Sentiment Steadies; Plus, Off-Price and Dollar-Store Shopping in Focus: US Consumer Survey InsightsDive into our survey-driven insights on off-price and dollar-store shopping in the US to uncover shopping rates, popular retailers and the most bought categories. Plus, we continue to track consumer sentiment, with new data this week revealing an end to the decline in financial expectations. Read More
Market Outlook | March 19, 2025 Premium Market Outlook: US Convenience Store Retailing—Charting New Paths Through Structural HeadwindsIn this Market Outlook, we explore the size and trajectory of the US convenience store sector and key factors impacting growth. We also detail the overall sector’s competitive landscape and present key themes we are watching in 2025 and beyond. Read More
Insight Report | March 17, 2025 Premium Sycamore Partners To Acquire Walgreens Boots Alliance—Exploring the Reasons for and Implications of the $23.7 Billion DealWalgreens Boots Alliance announced that it has entered into a definitive agreement to be acquired by Sycamore Partners, a private-equity firm. Explore the reasons behind this decision and dive into our analysis of the implications of the proposed $23.7 billion deal. Read More
Analyst Corner | March 16, 2025 Register for Free Access Analyst Corner—US Convenience Store Retailing: Battling Headwinds and Seeking New Opportunities, with Sujeet NaikIn this week’s Analyst Corner, Sujeet Naik, Analyst, offers selected insights from our upcoming Market Navigator on US convenience store retailing, discussing the key factors set to impact sector sales in 2025. Read More
Analyst Corner | February 23, 2025 Register for Free Access Analyst Corner: Can Technology Adoption Decelerate the Store Closure Trend? Three Recommendations from Manik BhatiaIn this week’s Analyst Corner, Manik Bhatia, Head of Custom Research, offers three recommendations for US retailers to effectively adopt technology solutions in order to drive brick-and-mortar retail success in the face of rising store closures. Read More
Insight Report | February 21, 2025 Premium Chinese New Year 2025 Review: From Shopping to Screens—How Younger Consumers Boosted Spring Festival SpendingHow did consumers celebrate Lunar New Year this year and where did they direct their spending? Explore the impact of Chinese New Year, also known the Spring Festival, including retail trends, consumer preferences and market opportunities that emerged during the holiday. Read More
Infographic | February 21, 2025 Free Report Three Data Points We’re Watching This Week, Week 8From US consumer sentiment and retail sales to grocery store traffic for Amazon, discover key data points we are watching in week 8 of 2025. Read More
Deep Dive | February 20, 2025 Premium Grocery Retailing—US Real Estate Insights: Value and Specialty Grocers Lead Store Expansion as Traditional Retailers Lag BehindBuilding on our Market Navigator on US grocery retailing, we take a deeper dive into the sector’s real estate landscape, exploring retailers’ store portfolios, opening and closure strategies, and recent store traffic data. Read More
Analyst Corner | February 16, 2025 Register for Free Access Analyst Corner: Constrained Consumers Could Soon “Get to the Goods” Again—Evolving In-Store Loss Prevention, with John HarmonIn this week’s Analyst Corner, John Harmon, Managing Director of Technology Research, discusses the challenges that locking up goods as a loss-prevention measure presents for retailers and consumers, and a key technology solution that has finally arrived. Read More