Showing 124 posts

Mass Merchandisers, Warehouse Clubs and Discount Stores: Themes, Concepts and Innovators—Target at a Crossroads, Dollar Stores Revive and Warehouse Clubs Gain Momentum

Building on our Market Navigator on US mass merchandisers, warehouse clubs and discount stores, we explore the key trends and themes we are watching in the space, such as Target’s transition, dollar stores revival and private label growth. We also showcase our blue-sky thinking for the sector and the retail innovators we are watching.

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2Q25 Retail Inventory Insights: Diverging Strategies Amid Tariff Impacts in the Pre-Holiday Build-Up

Our quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. Discover inventory turnover ratios by sector and for selected major retailers in the second quarter of 2025. Dive into key commentary on inventory trends, planning and challenges—with insights on tariffs, diverging supply chain strategies, AI (artificial intelligence)-driven tools and more.

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US Store Tracker Extra, March 2025: US Total Closed Retail Space Exceeds 100 Million Square Feet

In March 2025, closures by Big Lots, Forever 21 and Macy’s caused total US closed retail space for the year to push past 100 million square feet, according to Coresight Research estimates. Discover US retailers’ latest store closure and opening announcements, as well as the square-footage impacts of these developments, with our monthly US Store Tracker Extra series.

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