Deep Dive | July 2, 2025 Premium Positivity About Personal Finances Continues; Walmart Leads Mass Merchandisers and Warehouse Clubs: US Consumer Survey InsightsDive 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. Read More
Infographic | June 27, 2025 Free Report Three Data Points We’re Watching This Week, Week 26: US Consumer Survey InsightsDiscover 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. Read More
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 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 improving financial confidence. Read More
Deep Dive | April 29, 2025 Premium Head-to-Head in US Warehouse Club Retailing: Costco vs. Sam’s ClubAs 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. 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
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 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
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
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
Analyst Corner | November 3, 2024 Register for Free Access Analyst Corner: Has Temu Stalled US Dollar Stores’ Growth?—Assessing the Threat with Sujeet NaikIn 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. Read More
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. Read More