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Deep Dive | July 2, 2025 Premium

Positivity About Personal Finances Continues; Walmart Leads Mass Merchandisers and Warehouse Clubs: US Consumer Survey Insights

Dive into our survey-driven insights on mass merchandiser and warehouse club shopping in the US to uncover popular retailers and the most bought categories. Plus, we continue to track consumer sentiment, with new data this week revealing greater divergence between financial and economic expectations.

Infographic | June 27, 2025 Free Report

Three Data Points We’re Watching This Week, Week 26: US Consumer Survey Insights

Discover key data points we are watching in week 26 of 2025. This week, we present highlights from our US consumer survey analysis, covering financial optimism, and off-price and dollar-store shopping.

Deep Dive | June 25, 2025 Premium

Financial Confidence Reaches Five-Month High; TJX Dominates Off-Price Retail; Dollar Tree Leads Dollar Stores: US Consumer Survey Insights

Dive 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 improving financial confidence.

Deep Dive | April 29, 2025 Premium

Head-to-Head in US Warehouse Club Retailing: Costco vs. Sam’s Club

As part of our Head-to-Head series, we dive into the competition between the two market leaders in US warehouse club retailing: Costco and Sam’s Club. How do the two companies stack up, and which is best positioned for future growth and success? Explore metrics such as revenue growth, shopper profiles, brick-and-mortar expansion and tech strategies.

Event Coverage | April 14, 2025 Premium

Walmart Investment Community Meeting 2025: From Low-Margin Retailer to Diversified, Digital Profit Engine, But Tariffs Create Uncertainty

We present insights from Walmart’s Investment Community Meeting 2025, covering its digital businesses, Sam’s Club’s growth plans, and the impacts of tariffs.

Insight Report | April 1, 2025 Premium

Dollar Tree To Divest Family Dollar: Here’s What It Means—Consumer + Real Estate Data Analysis

We 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.

Infographic | March 28, 2025 Free Report

Three Data Points We’re Watching This Week, Week 13: Dollar Tree, Inc. To Sell Family Dollar

Discover 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.

Deep Dive | March 25, 2025 Premium

Consumer Sentiment Steadies; Plus, Off-Price and Dollar-Store Shopping in Focus: US Consumer Survey Insights

Dive 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.

Infographic | January 17, 2025 Free Report

Three Data Points We’re Watching This Week, Week 3: Retailer Focus

Discover 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.

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 Insights

Dive 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.

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.

Market Outlook | December 10, 2024 Premium

US Mass Merchandisers, Warehouse Clubs and Discount Stores—Retail 2025 Sector Outlook: Essentials To Fuel Revenue Growth

Discover 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.

Deep Dive | November 18, 2024 Premium

Holiday 2024: Hottest Toys—Creativity-Boosting Toys and Promotions To Rule the Season

We 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.

Analyst Corner | November 3, 2024

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Analyst Corner: Has Temu Stalled US Dollar Stores’ Growth?—Assessing the Threat with Sujeet Naik

In this week’s Analyst Corner, Sujeet Naik, Analyst, offers data-driven insights on whether online marketplace Temu has played a role in the recent underperformance of dollar stores in the US.

Insight Report | October 24, 2024 Premium

US Dollar Stores Face a Slowdown—Is Temu To Blame?

Historically, dollar stores have been known to thrive during tough economic times; however, US dollar-store chains are currently experiencing sluggish growth. Is Temu a principal reason for this weakness? We analyze proprietary survey data to find out.