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
Event Coverage | October 22, 2024 Register for Free Access Groceryshop 2024: Wrap-Up—Exciting Tech Abounds, but the Physical Store Remains the Center of CommerceGroceryshop 2024 took place during October 7–9, 2024, in Las Vegas, Nevada, US. We present our top takeaways from the conference, across vital themes in the grocery space, such as artificial intelligence (AI) retail media, unified shopping experiences, new growth opportunities, and collaboration and partnerships. Read More
Deep Dive | July 30, 2024 Premium Mass Merchandiser and Warehouse Club Shopping in Focus—Walmart Leads but Costco Gains in Latest Quarter: US Consumer Survey InsightsWhat mass merchandisers and warehouse clubs are popular among US consumers? What are shoppers buying at these retailers? We analyze new survey findings to assess US consumers’ behaviors and sentiment—this week, with an added focus on mass merchandisers and warehouse clubs. Read More
Deep Dive | July 23, 2024 Premium Off-Price and Dollar-Store Shopping in Focus—TJX and Dollar Tree Rank as Top Choices: US Consumer Survey InsightsWhere and what are off-price and dollar-store shoppers buying? We analyze new survey findings to assess US consumers’ behaviors and sentiment—this week, with an added focus on the off-price and dollar-store retail sectors. Read More
Insight Report | June 11, 2024 Premium Earnings Insights 1Q24, Week 7: The Latest Financial Commentary from Costco, Dollar Tree, Lululemon, PVH Corp. and MoreOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on first-quarter 2024 earnings from companies that reported in the week ended June 9, 2024, including Bath & Body Works, Big Lots, Costco Wholesale, Dollar Tree, Five Below, Lululemon and PVH Corp. Read More
Insight Report | May 13, 2024 Premium Walmart To Shut Down Health Centers and Virtual Care Services—Exploring The Reasons and ImplicationsOn April 30, 2024, Walmart announced that it plans to close all its Walmart Health centers and stop offering virtual care services. We explore the reasons behind Walmart’s recent decision and the implications of the decision on retailers across the US. Read More
Insight Report | April 12, 2024 Premium 99 Cents Only and Family Dollar Store Closures: Implications from Shopper Profiles and Store LocationsUS discount retailer 99 Cents Only plans to close all stores, while Dollar Tree, Inc. plans to close nearly 1,000 Family Dollar stores in the next several years. We review shopper profiles, store maps and store formats to assess the impacts and opportunities arising from these dollar-store closures. Read More
Insight Report | March 21, 2024 Premium Data Dive: When Will US Grocery Unit Growth Turn Positive?US grocery retailing has seen unit volume sales decline almost continuously, year over year, since early 2021. In this Data Dive, we review recent data and commentary on grocery CPG unit volume sales and provide our expectations on when we are likely to see an inflection point in growth. Read More
Company Profile | February 23, 2024 Premium Costco (NASDAQ: COST) Company ProfileCostco is a US-based retailer of food and beverages, fuel, health and beauty products, general merchandise and pharmaceuticals. Headquartered in Issaquah, Washington, the company operates stores in Australia, Canada, China, France, Iceland, Japan, Korea, Mexico, Spain, Taiwan, the UK and the US (including Puerto Rico). Read More
