Research

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

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.

Company Profile | February 23, 2024 Premium

Costco (NASDAQ: COST) Company Profile

Costco 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).

Market Navigators/Market Outlook | January 11, 2024 Premium

Market Navigator: US Mass Merchandisers, Warehouse Clubs and Discount Stores—Growth Slowdown To Persist Amid Sluggish Discretionary Spending

We present our definitive guide on the US mass merchandiser, warehouse club and discount store market. Delve into emerging opportunities, the competitive landscape, the market’s growth trajectory and more!

Market Navigators/Market Outlook | January 4, 2024 Premium

Research Preview: Market Navigator—US Mass Merchandisers, Warehouse Clubs and Discount Stores

This Research Preview provides an early look at our forthcoming Market Navigator report on US mass merchandisers, warehouse clubs and discount stores. We analyze market growth, the competitive landscape, key themes and more.

Market Navigators/Market Outlook | December 6, 2023 Premium

US Mass Merchandisers, Warehouse Clubs and Discount Stores—Retail 2024 Sector Outlook: Slower Growth; Stronger Focus on Essentials

Discover the prospects for mass merchandise, warehouse club and discount store retailing in the US in 2024, as well as themes to watch in the sector.

Deep Dive | November 15, 2023 Premium

Ebook: Discount Decades

Our Discount Decades ebook explores the world of discount retailing in the US, covering key players across three sectors—apparel (including off-price), grocery (with a focus on limited-range discounters) and dollar stores (and adjacent discount formats). We discuss retailers’ revenues, profitability, store expansions, demographic profiles, success strategies and future growth potential.

Insight Report | November 14, 2023 Premium

Holiday 2023: Hottest Toys—Here’s What Shoppers Are Set To Buy This Season

As part of our holiday 2023 coverage, we discuss the hottest toys for the 2023 holiday season in the US. We discuss these retailers’ initiatives to drive toy sales and outline four key trends that we expect to influence toy gifting in the US during the 2023 holiday season.

Deep Dive | November 8, 2023 Premium

Discount Decades—US Dollar and Discount Stores: Unlocking Their Potential for Future Growth

In this report, part of our new Discount Decades series, we discuss the major players operating in the US dollar and discount stores landscape, discussing their revenues, profitability, store expansions, demographic profiles, success strategies and future growth potential.

Insight Report | November 1, 2023 Premium

Discount Decades—Introduction: Charting the Expansion of US Value Retailing

In this introduction to our new, forward-looking Discount Decades series, we examine the past and promising future of discount retailing, outlining the US discounter landscape and key factors supporting the future growth of these retailers. We also discuss our proprietary survey data, which suggest positive prospects for US value retailing.

Insight Report | August 16, 2023 Premium

US and UK Retail Bankruptcies Latest, August 2023: Wilko Administration Bucks UK Discount Growth Trend

We provide an update on the latest retail bankruptcies in the US and the UK, including developments from Wilko and CPI Luxury Group.

Research Digest | July 24, 2023 Premium

Insights Video: Market Navigator—US Grocery Retailing

In this Insights Video, we present highlights from our Market Navigator on US grocery retailing. We discuss growth drivers and the competitive landscape, and explore key themes in the market.

Market Navigators/Market Outlook | June 26, 2023 Premium

Market Navigator: US Grocery Retailing—Exploring Growth, Inflation, Competition, Trends and Strategies

We present a definitive guide on the US grocery retail market. In this Market Navigator report, we explore market size and trajectory, growth factors, the competitive landscape, consumer survey analysis, themes we are watching, retail innovators in the space, and more.

Market Navigators/Market Outlook | June 19, 2023 Premium

Market Navigator: US Grocery Retailing—Executive Summary

This Executive Summary presents selected highlights from our full Market Navigator on US grocery retailing, covering market growth, the competitive landscape, consumer survey analysis, themes we are watching, and more.

Insight Report | April 28, 2023 Premium

Bed Bath & Beyond: Which Retailers Are Set To Capture Market Share?

We cover the circumstances that led to Bed Bath & Beyond filing for bankruptcy on April 23, 2023, including its key strategic failures and the retailers that will likely benefit from its bankruptcy.

Analyst Corner | April 16, 2023

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Weinswig’s Weekly: Walmart Leans In on Automation To Boost Margins

This week’s note, “From the Desk of Deborah Weinswig,” discusses Walmart’s recently announced plans to accelerate revenue and operating-income growth, with the targeted profitability improvements owing to increasing automation in its supply chain.