Event Coverage | April 11, 2023 Premium Walmart Investor Community Meeting 2023: Leveraging Automation, Targeting $130 Billion in Additional Sales in the Next Five YearsWe present key insights from Walmart’s Investor Community Meeting 2023, covering the company’s plans to leverage automation in the supply chain as a strategy to boost productivity as well as details on the growth strategies for its three business divisions: Sam’s Club, Walmart International and Walmart US. Read More
Insight Report | April 11, 2023 Premium 4Q22 US Retail Inventory Tracker: Inventory Turnover Ratios Improve for Many RetailersOur quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 4Q22 and assess how and why levels are changing across various sectors. Read More
Insight Report | March 21, 2023 Premium The Last-Mile Race Intensifies: Target and Walmart Pave the Way in Delivery InnovationAs consumer demand for convenience and speed in the last mile grows, we discuss the innovative delivery initiatives of leading US retailers Target and Walmart—covering drones, sortation centers and more. Read More
Insight Report | March 15, 2023 Premium Walmart To Expand Its Health Footprint, Plans To Nearly Double Its Healthcare Centers by 2025Walmart Health plans to expand into two more US states and open 28 new Walmart Health centers in 2024, bringing its US total to over 75 centers. We dive into where the company will expand, what the new centers will offer and what other retailers are doing in the healthcare segment. Read More
Insight Report | March 7, 2023 Premium Data Dive: The Grocery-Store Categories Where US Shoppers Are Cutting Purchases the MostIn this Data Dive, we assess which CPG (consumer packaged goods)/grocery-store categories are seeing the steepest unit declines as US shoppers cut their volume purchases in grocery retail and adjacent sectors. Read More
Company Profile | February 13, 2023 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
Company Profile | January 27, 2023 Premium Target Corporation (NYSE: TGT) Company ProfileTarget is a retailer of apparel and accessories, beauty, food and beverage, hardlines, home furnishings and décor, and household essentials. Headquartered in Minneapolis, Minnesota, the company operates stores in US. Read More
Company Profile | January 21, 2023 Premium Big Lots (NYSE: BIG) Company ProfileBig Lots is a retailer of apparel, food and beverage, general merchandise, and health and beauty products. Headquartered in Columbus, Ohio, the company operates stores in the US. Read More
Company Profile | January 21, 2023 Premium BJ’s Wholesale Club (NYSE: BJ) Company ProfileBJ’s Wholesale Club is a retailer of food and beverages, fuel, general merchandise, health and beauty, and pharmacy products. Headquartered in Westborough, Massachusetts, the company operates stores in the US. Read More
Deep Dive | January 12, 2023 Premium Head-to-Head in US Warehouse Club Retailing: Costco vs. Sam’s ClubAs part of our Head-to-Head series, we compare Costco and Sam’s Club, the two leading warehouse clubs in the US. We provide insights into five key elements of their businesses, covering revenue and margin growth, shopper profiles and their brick-and-mortar and digital strategies. Read More
Insight Report | January 4, 2023 Premium 3Q22 US Retail Inventory Tracker: Most Retailers See Inventory Growth SlowOur quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 3Q22 and assess how and why levels are changing. This quarter, overall inventory turnover rates were slightly down from the year-ago quarter. Read More
Deep Dive | December 20, 2022 Premium US Grocery Discounters: Price Competition IntensifiesWe discuss the US grocery discounter landscape, focusing on prominent players Aldi, Save A Lot, Grocery Outlet and Lidl. We assess their growth momentum, store expansion strategies and e-commerce initiatives, and the implications for other grocery retailers. Read More
Deep Dive | December 20, 2022 Premium US Consumer Tracker: Shoppers Turn to Stores We examine US shopper behavior as the holiday approaches. Our weekly US Consumer Tracker presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail. Read More
Deep Dive | December 13, 2022 Premium US Consumer Tracker: Cyber Monday Bolsters Amazon’s Competition with WalmartWe examine US shopper behavior over Black Friday and Cyber Monday, and look ahead to the holiday period. Our weekly US Consumer Tracker presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail. Read More
Company Profile | December 9, 2022 Premium Dollar Tree (NASDAQ: DLTR) Company ProfileDollar Tree is a US-based retailer of apparel, food and beverage, general merchandise, and health and beauty products. Headquartered in Chesapeake, Virginia, the company operates stores in Canada and the US. Read More