Store Tracker | November 7, 2024 Premium US Store Tracker Extra, October 2024: Drugstore Chains Drive Total Closed Space to 99 Million Square FeetStore closures announced by CVS Health, Ulta Beauty, Walgreens Boots Alliance and others will drive total closed retail space in 2024 to nearly 99 million square feet in the US. Read about the latest store openings and closures as of the end of October 2024, including their square-footage impact. Read More
Store Tracker | November 6, 2024 Premium Canada Store Openings and Closures Tracker 2024: Closures Outpace OpeningsThe Canada Store Openings and Closures Tracker series reports on announced and actual store openings and closures in Canada. In this report, we include highlights from Alimentation Couch-Tard, Loblaw Companies, Sobey’s and more. Read More
Insight Report | November 6, 2024 Premium Earnings Insights 3Q24, Week 2: Sales Decline at Carter’s, Estée Lauder and HerbalifeOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on third-quarter 2024 earnings from companies that reported in the week ended November 3, 2024, including Carter’s, Crocs, Deckers Outdoor, Estée Lauder, Floor & Decor and Sprouts Farmers Market, among others. Read More
Insight Report | November 5, 2024 Premium VF Corporation Investor Day 2024: New Strategic Focus on Scalability and Financial ResilienceDiscover insights from VF Corporation’s Investor Day 2024, covering the company’s financial targets and strategic growth plans for FY25-28. Read More
Deep Dive | November 5, 2024 Premium Holiday 2024—Deck the Halls! Holiday Shopping Accelerates, with Décor Top of the List: US Consumer Survey InsightsWe analyze new survey findings to track US consumers’ shopping behavior through the holiday season. Which retailers are popular, and what are holiday shoppers buying? Dive into this weekly report series to find out, and uncover overall consumer sentiment. Read More
Market Outlook | November 4, 2024 Premium Research Preview: Market Navigator—US Retail and E-CommerceWe offer an early look at our forthcoming Market Navigator on the US retail and e-commerce market. Gain insights into emerging ideas and opportunities in the market, understand the competitive landscape and explore proprietary survey data. Read More
Infographic | November 4, 2024 Premium Holiday Survey Bites: US Consumers’ Holiday Travel PlansDiscover proprietary survey data on US consumers’ expectations and behavior during the holiday season. In this graphic, we spotlight travel, presenting consumers’ plans for out-of-town trips. 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
Deep Dive | November 1, 2024 Premium Health Check: Quantifying the Physical and Mental Health of the US ConsumerWe examine the state of the health of US consumers, focusing on the most common health issues impacting adults in the country, such as chronic and mental health conditions, as well as challenges stemming from an aging population (among other market factors). Read More
Store Tracker | November 1, 2024 Premium Weekly US and UK Store Openings and Closures Tracker 2024, Week 44: US Store Closures Climb 60% Year Over Year to Highest Level Since 2020Our Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week, we highlight the huge rise in US store closures and detail recent announcements from major retailers including Amazon and Skechers USA. Non-store-closure news includes the appointment of a new CEO at Ross Stores. Read More
Infographic | November 1, 2024 Free Report Three Data Points We’re Watching This Week, Week 44: Wellness and SustainabilityDiscover key data points we are watching in week 44 of 2024. This week, we focus on wellness and sustainability, offering US consumer survey findings on GLP-1 users’ behavior and consumer attitudes to sustainability, as well as data on food waste in grocery retail. Read More
Infographic | October 31, 2024 Premium RetailTech Bites: What US Consumers Think About Retail Technologies—Electronic Shelf Labels, Facial-Recognition Software, GenAIDiscover proprietary survey data on US consumers’ awareness and perceptions of electronic shelf labels, facial-recognition software and GenAI (generative artificial intelligence). Read More
Deep Dive | October 31, 2024 Premium The Rise of GLP-1 Drugs: Unveiling New Horizons in the US Healthcare SpaceWe explore the implications of GLP-1 (glucagon-like peptide-1) drugs on the US healthcare industry, as well as various retail sectors, examining their role in driving retail growth and redefining modern healthcare approaches. Read More
Insight Report | October 30, 2024 Premium Earnings Insights 3Q24, Week 1: Costco, P&G, Tractor Supply Company and Walgreens Among the Companies Reporting Positive Sales GrowthOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on third-quarter 2024 earnings from companies that reported in the week ended October 27, 2024, including Albertsons, Procter & Gamble and Walgreens Boots Alliance, among others. Read More
Deep Dive | October 30, 2024 Premium Sustainability in Focus—Middle-Income Millennials Choose Eco-Friendly Retailers: US Consumer Survey Insights ExtraHow much do US consumers care about sustainability in retail? This US Consumer Survey Insights Extra report presents our annual analysis of shoppers’ sustainability concerns. Discover the impact of sustainability on consumers’ decisions when shopping for essential and discretionary products, and dive into variations by consumer demographic. Read More