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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.

Deep Dive | May 8, 2023 Premium

Amazon Apparel US Consumer Survey 2023: Understanding Amazon Fashion and Why Consumers Choose It

Our sixth annual survey of US clothing and footwear shoppers explores their preferences and habits on Amazon.com. How many consumers shop Amazon Fashion? What do apparel shoppers think of Amazon’s offerings? How does Amazon stack up against the competition in terms of shopper numbers? Learn the answers to these questions and more as we delve into emerging and multiyear trends.

Deep Dive | November 22, 2022 Premium

100 Retail Companies, 10 Years: Analyzing Financial Performance and Winning Strategies

Our 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.

Deep Dive | July 26, 2022 Premium

US Consumer Tracker: What Consumers Didn’t Do This Week Could Help Ease Inflation

Summer travel may have peaked, helping reduce pressure on gas prices. Our US Consumer Tracker survey analysis presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail.

Deep Dive | July 19, 2022 Premium

US Consumer Tracker: Shoppers Settle into Summer

Shoppers are settling into the summer, with the avoidance rate remaining steady for public places overall. Our US Consumer Tracker survey analysis presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail.

Deep Dive | July 12, 2022 Premium

US Consumer Tracker: How Did Consumers Celebrate Independence Day?

Fewer US consumers avoided public places over the Fourth of July holiday weekend, with many choosing to dine out or visit coffee shops. Our US Consumer Tracker survey analysis presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail.

Deep Dive | July 5, 2022 Premium

US Consumer Tracker: The Summer of Travel Rages On

US consumers continue to travel more. Our US Consumer Tracker survey analysis presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail.

Deep Dive | June 28, 2022 Premium

US Consumer Tracker: Consumers Shop More In Person as Avoidance Drops

Consumers are shopping more in-person as overall avoidance drops. The latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail.

Deep Dive | June 22, 2022 Premium

US Consumer Tracker: Consumers Further Shift Spending To Experiences

Consumer spending is shifting toward travel and experiences, even as inflation forces shoppers to cut back on groceries. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail.

Deep Dive | June 14, 2022 Premium

US Consumer Tracker: Are Consumers Postponing Travel Plans?

While most trends held steady, our data show that taking and planning trips has declined in the past four weeks, perhaps due to the inflationary squeeze on consumers’ budgets. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail.

Deep Dive | June 7, 2022 Premium

US Consumer Tracker: Shoppers Feel the Impact of Rising Grocery Prices

Forty-year-high inflation is dampening consumers’ grocery shopping patterns and discretionary spending. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail.

Deep Dive | May 31, 2022 Premium

US Consumer Tracker: Conflicted Shoppers React to Rising Covid-19 Cases and Rising Temperatures

Consumer behavior shows the conflict between rising Covid-19 cases and warmer weather. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail.

Deep Dive | May 24, 2022 Premium

US Consumer Tracker: In-Store Spending Falters as Avoidance Rises Once More

In-store shopping is already feeling the impact of rising Covid-19 cases. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail.

Deep Dive | May 17, 2022 Premium

US Consumer Tracker: Dollar Stores Surge as Inflation Forces Focus on Value

As inflation bites, more consumers are turning to dollar stores for both grocery and nonfood purchases. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail.

Deep Dive | May 10, 2022 Premium

US Consumer Tracker: Inflation Update—Consumers Change Their Playbook

Consumers are adopting new shopping strategies to respond to record levels of inflation. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail.