Costco Wholesale Corporation

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Deep Dive | May 2, 2024 Premium

How US Consumers Are Shopping for Groceries: Revealing Opportunities in Promotions and Private Label

CPG brands and grocery retailers are currently operating in a volatile environment, one that presents unique challenges and numerous opportunities. We discuss key ongoing consumer shopping trends in the US grocery landscape, using proprietary Coresight Research consumer survey data, as well as data from Circana and Placer.ai.

Deep Dive | April 25, 2024 Premium

Revealing Divisions in Consumer Sentiment: US Consumer Survey Insights Extra

How are consumers feeling about their personal finances and the overall US economy? This month’s US Consumer Survey Insights Extra report explores proprietary survey data on how consumers are feeling about their finances and the economy, broken down by income, age group and geography.

Insight Report | April 18, 2024 Premium

Retail Shrink and ORC: Is Self-Checkout on the Way Out? US Retailers Scale Back To Fight Theft

Continuing our regular series on retail shrink and organized retail crime (ORC), we focus this month on developments from the US and the UK. We discuss recent legislative changes, retailer announcements and news about loss-prevention technologies. Plus, discover insights on the scaling back of self-checkout from retailer earnings calls.

Insight Report | April 4, 2024 Premium

4Q23 US Retail Inventory Insights: Inventory Turnover Ratios Grow Following the Holiday Season

In our quarterly US Retail Inventory Insights series, we analyze inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 4Q23 and assess why levels may have changed from the year-ago period.

Insight Report | February 29, 2024 Premium

Kroger-Albertsons Merger in Jeopardy as FTC Sues To Block the Deal

The FTC has filed a lawsuit to block the Kroger-Albertsons merger. We detail this development and its implications for national grocery chains, regional grocers and CPG suppliers.

Insight Report | January 25, 2024 Premium

Retail Shrink and ORC: Cart-Based Loss Is on the Rise; New Tech Solutions Seek To Address Retail Theft

Continuing our monthly series on retail shrink and organized retail crime (ORC), we present recent developments from the UK and the US as well as news about loss-prevention technologies. We also provide commentary on the topic from the recent earnings calls of selected retailers in North America.

Insight Report | January 24, 2024 Premium

Holiday 2023: US Retail Wrap-Up—Strong Performance in E-Commerce and Clothing Sectors Drives Growth

Coresight Research concludes our coverage of the 2023 holiday season in US retail with our annual wrap-up report, drawing on proprietary consumer survey data, store-visit (traffic) data from Placer.ai, trading updates from selected retailers and retail sales data from the US Census Bureau.

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!

Event Coverage | January 10, 2024 Premium

CES 2024 Day One: Elevance Health, Intel, L’Oréal and Walmart Drive Customer-Centric Innovation

We present highlights from the first day of CES 2024, which featured a “State of the Industry” address by the CTA. Keynotes from major retailers provided insights on AI (artificial intelligence), customer-centric innovation, sustainability and more.

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.

Insight Report | January 3, 2024 Premium

3Q23 US Retail Inventory Insights: Positive Factors Pave the Way for Better Inventory Turnover in the Holiday Quarter

In our quarterly US Retail Inventory Insights reports (formerly US Retail Inventory Tracker), we analyze inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 3Q23 and assess why levels may have changed from the year-ago period.

Store Tracker | December 22, 2023 Premium

Weekly US and UK Store Openings and Closures Tracker 2023, Week 51: Previewing Plans for 2024—Dollar General (US) and Asda (UK) To Lead Store Openings

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Michaels and Asda, among others, and previews retailers’ plans for 2024.

Insight Report | December 20, 2023 Premium

Holiday 2023: US Holiday Homestretch—Amazon and Off-Pricers Poised To Win This Season

As the end of the 2023 holiday shopping season approaches, we take stock of the latest metrics, leveraging proprietary survey data, retail sales results and shopper traffic data.

Insight Report | December 15, 2023 Premium

Holiday 2023: Exclusive Black Friday and Cyber Monday Survey Findings

We discuss retail performance in the US on Black Friday and Cyber Monday with the help of our proprietary survey data. We also offer wider learnings for holiday 2023 and the retail environment in general.

Deep Dive | December 14, 2023 Premium

Mass Merchandisers Gain from Cyber Monday: US Consumer Survey Insights 2023, Week 50

We assess the impact of Cyber Monday sales on shopper penetration rates. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment.