Showing 54 posts

Aldi, Lidl and Grocery Outlet: Impacts in US Grocery

Discounters make an outsized dent in the US grocery market, given the channel’s small size relative to other grocery retail channels and maintained strong growth momentum amid the pandemic. In this report, we discuss the developments of grocery discounters in the US and their impact on traditional grocery retailers, covering Aldi, Lidl and Grocery Outlet.

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Market Outlook: US Grocery Retailers—Shifting Demand and Changing Behaviors

The US grocery market had a strong 2020 compared to discretionary sectors, supported by significant e-commerce spending growth. We examine the size and trajectory of the US grocery market and key factors impacting growth. We also cover the performance and outlook for online grocery, as well as the market’s competitive landscape, retail innovators and themes we are watching in 2021 and beyond.

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US Grocery Private-Label Market Set To Maintain Growth Momentum

Consumer interest in purchasing private-label products continues, with 2020 proving to be a major milestone for private-label evolution. We discuss the segment’s recent growth and market share, as well as the impact of price inflation on private-label sales. We also provide insights into two key trends in the private-label grocery segment in the US and the opportunities that these trends present to retailers.

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US Store Tracker Extra, February 2021: 2,222 Store Closures by Major US Retailers Will Result in 31 Million Square Feet of Closed Retail Space in 2021

The US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements. We include details on closures and openings as a percentage of total store base as well as square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of February 26, 2021, versus the comparable period in 2020.

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Weekly US and UK Store Openings and Closures Tracker 2021, Week 6: Five Below To Open 170 New Stores in 2021

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Aldi, At Home, Five Below, Gertrude Hawk Chocolates, Kmart, Murphy USA, Sears, Skechers, Trader Joe’s and Weis Markets in the US and Aldi, Boohoo, Clarks, Dermstore and The Hut Group in the UK.

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Holiday 2020: UK Retail Wrap-Up—Digitally Adept Retailers Thrive; UK Retail Sales Fall in December

We review UK retail sales and major retailers’ trading updates from the 2020 holiday period. We provide trading updates for a comprehensive list of UK retailers including ASOS, Dixons Carphone, M&S, Next and Sainsbury’s, as well as a timeline of key events in the UK related to Covid-19. Our analysis of the holiday peak from last year can help to gauge the scale and shape of demand as we head further into 2021.

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Retail Robustness Index: December 2020 Update—Shifting Consumer Demand Hits a Number of Top Retailers’ Scores

Coresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. The December update revises the scores based on financial reports and store-reopening announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in November.

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Retail Robustness Index: November 2020 Update—Most Metrics Improve Slightly

Coresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. The November update revises the scores based on financial reports and store-reopening announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in October.

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