July 19, 2026 Analyst Corner Register for Free Access Analyst Corner: Amazon Joins Walmart in the 10%-Market-Share Club, with John MercerOur main yearly outlook for the US retail market finds that, for the first time, two retail companies have each crossed the threshold of capturing more than 10% of total US retail sales. These “consolidators” are marked by scale, convenience and price competitiveness, supported by higher-margin nonretail revenues.
July 12, 2026 Analyst Corner Register for Free Access Analyst Corner: Findings from Our Ninth Annual US Online Grocery Consumer Survey, with Sujeet NaikOnline grocery shopping is evolving as AI, quick commerce and subscriptions transform consumer habits. Explore key findings from our 2026 survey now.
July 10, 2026 Event Presentation Premium US Online Grocery Insights: Premium Subscriber Call—PresentationDiscover how US online grocery is evolving as AI-powered shopping assistants, rapid delivery and subscription programs reshape shopper expectations, fulfillment strategies and retail competition, in this slide deck.
July 6, 2026 Deep Dive Premium US Online Grocery Survey 2026: Delivery Pulls Ahead as Quick Commerce and AI Redefine Grocery ShoppingUS Online Grocery Survey 2026 reveals how AI, rapid delivery and subscriptions are reshaping shopper habits and grocery e-commerce growth.
July 2, 2026 Insight Report Premium Kroger Targets Regional Expansion with $1.65 Billion Giant Eagle AcquisitionKroger’s Giant Eagle acquisition drives US grocery consolidation with a $1.65 billion deal that expands Kroger’s scale, stores and regional dominance.
July 2, 2026 Insight Report Premium US CPG Sales Tracker: Essentials Drive Growth as Pricing Pressures EaseUnderstand how US CPG growth is evolving as easing inflation reshapes pricing dynamics, shifts momentum toward volume-driven expansion and concentrates demand in essential, high-frequency categories.
June 18, 2026 Insight Report Premium US CPG Sales Tracker: Food and Beverages Drive Growth Amid Persistent Market ImbalanceUnderstand how resilient US CPG sales are evolving amid persistent inflation, shifting consumer priorities and structural imbalances across categories.
June 2, 2026 Insight Report Premium Retail’s Tariff Refunds at Risk? US Government To Appeal Universal Refund RulingThe U.S. Department of Justice filed a notice that it will appeal a judge’s authority to instruct universal refunds of tariffs previously collected under the International Emergency Economic Powers Act. What does this mean for retail companies? We explore the details and implications.
May 29, 2026 Event Presentation Premium The US Consumer: Inflation, Gas Prices, Sentiment and Learnings from Earnings SeasonWe assess the forces impacting the US consumer economy and retail sector, drawing on data on inflation, consumer sentiment, consumer spending and retail sales, as well as company earnings results and commentary. In this presentation, we discuss how US consumers are growing their spending in retail despite inflationary headwinds.
May 26, 2026 Deep Dive Premium Assessing Amazon’s Grocery Strategy: How Amazon Is Positioning Itself to Dominate the Future of US Food RetailDiscover Amazon’s strategy for dominating the US grocery market, with key insights on retail positioning and future growth opportunities.
May 25, 2026 Insight Report Premium Target’s Supply Chain Reset: What Jeff England’s Appointment Means for Its Turnaround AheadTarget’s supply chain reset taps Walmart veteran Jeff England to strengthen inventory discipline, fulfillment speed and turnaround execution.
May 6, 2026 Event Coverage Premium Seven & i Holdings IR Day Spring 2026: Store Modernization, Fresh Food, Digital Growth and Global Expansion Drive the 2030 RoadmapSeven & i Holdings Spring IR Day 2026 outlines its 2030 roadmap, covering fresh food, 7NOW, store upgrades, franchising and global expansion strategy.
May 3, 2026 Analyst Corner Register for Free Access Analyst Corner: How US Consumers Are Shopping for Groceries in 2026, with Sujeet NaikExplore how inflation and geopolitical shifts are reshaping US grocery shopping habits in 2026, and what this means for retailers and consumers.
April 30, 2026 Deep Dive Premium How US Consumers Are Shopping for Groceries: Prioritizing Value, Convenience and Private Labels Amid Macroeconomic PressuresExplore how US consumers are adapting grocery shopping habits, emphasizing value, convenience and private labels in response to economic pressures.
April 21, 2026 Insight Report Premium Energy Shock: As Gasoline Prices Decline, When Will Peak CPI Hit?US gasoline prices are currently heading downward as oil prices are rolling off their peak. However, broader inflation lags energy shocks. We assess when the CPI peak may occur and which retail seasons that would impact.
