Insight Report | December 14, 2023 Premium Retail Shrink and ORC: US Small Business Owners’ Perspectives on Retail Theft, Plus New Measures To Combat Theft in New York, the UK and AustraliaWe present developments in retail shrink and organized retail crime (ORC) in the UK, US and Australia in November 2023. We also provide commentary on the topic from the recent earnings calls of selected retailers based in the UK, US and Canada. Read More
Insight Report | November 15, 2023 Premium Retail Shrink and ORC: Shoplifting and Theft Patterns from Government Data, Anti-Theft Measures and Retailer CommentaryContinuing our monthly series on retail shrink and organized retail crime (ORC), we analyze recently released administrative data on shoplifting and retail theft in the UK, the US and Australia, and present recent developments and retailer commentary from these regions. Read More
Insight Report | April 26, 2023 Premium Data Dive: What US, European and Australian Retailers Are Saying on CapexIn this Data Dive, we examine what major US, European and Australian companies are reporting on capital expenditures (capex)—their ongoing and planned investments in physical infrastructure such as stores, distribution and technology. Read More
Company Profile | January 21, 2023 Premium Coles (ASX: COL) Company ProfileColes is an Australia-based retailer of fresh food, groceries, general merchandise and liquor. Headquartered in Melbourne, Australia, the company operates 2,480 stores in Australia. Read More
Deep Dive | November 22, 2022 Premium 100 Retail Companies, 10 Years: Analyzing Financial Performance and Winning StrategiesOur analysis of 100 retail companies covers their 10-year financial performance as well as winning strategies to emulate high-performing companies. We analyze sales growth, margins, free cash flow, return on capital and debt levels for small, medium and large companies. Read More
Deep Dive | September 16, 2022 Premium Head-to-Head in Australia Grocery Retailing: Woolworths vs. ColesWoolworths and Coles are heavyweights in Australian grocery retailing. As part of our Head-to-Head series, we provide insights into key elements of their businesses: revenue and margin growth, market share, store portfolios, e-commerce initiatives and growth strategies. Read More
Deep Dive | July 5, 2022 Premium Market Outlook: Australian Grocery Retailers—Online Grocery Battles To Heat UpIn this Market Outlook, we discuss the Australian grocery sector, presenting our market sizing estimates for 2022 and beyond. We explore notable market factors, e-commerce growth, the competitive landscape and retail innovators. Read More