Insight Report | December 11, 2024 Premium Earnings Insights 3Q24, Week 7: Comp Sales Growth for Dollar General, Dollar Tree, Kroger and MoreOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on third-quarter 2024 earnings from companies that reported in the week ended December 8, 2024, including Dollar Tree and Kroger, among others. Read More
Deep Dive | December 10, 2024 Premium Holiday 2024—Black Friday Boosts Seasonal Shopping: US Consumer Survey InsightsDid Black Friday make a splash? Which retailers attracted shoppers? We analyze new survey findings on US consumers’ shopping behavior during Black Friday as well as holiday shopping trends. Find out which retailers and categories are dominating the holiday season. Plus, we assess overall consumer sentiment regarding their personal finances and the economy. Read More
Deep Dive | December 4, 2024 Premium Holiday 2024—Amazon Reigns While Apparel Shines: US Consumer Survey InsightsAmazon attracts holiday shoppers. We analyze new survey findings on US consumers’ shopping behavior this holiday season. Find out what holiday shoppers are buying and where they are shopping. Plus, we assess overall consumer sentiment regarding their personal finances and the economy. Read More
Deep Dive | November 26, 2024 Premium Holiday 2024—Festive Fever as Holiday Shopping Heats Up: US Consumer Survey InsightsMore shoppers join the festive fun! We analyze new survey findings to track US consumers’ shopping behavior through the holiday season. Find out what holiday shoppers are buying and where they are shopping. Plus, we assess overall consumer sentiment regarding their personal finances and the economy. Read More
Deep Dive | November 19, 2024 Premium Holiday 2024—Apparel Demand Strengthens as the Holiday Peak Draws Closer: US Consumer Survey InsightsWe analyze new survey findings to track US consumers’ shopping behavior through the holiday season. Find out what holiday shoppers are buying and where they are shopping. Plus, we assess overall consumer sentiment regarding their personal finances and the economy. Read More
Deep Dive | November 12, 2024 Premium Holiday 2024—Food Finds Favor for Festive Spending: US Consumer Survey InsightsWe analyze new survey findings to track US consumers’ shopping behavior through the fourth quarter. Are consumers getting into the festive spirit? Find out what holiday shoppers are buying and where they are shopping. Plus, we assess overall consumer sentiment to help retailers get ahead this holiday season. Read More
Deep Dive | November 5, 2024 Premium Holiday 2024—Deck the Halls! Holiday Shopping Accelerates, with Décor Top of the List: US Consumer Survey InsightsWe analyze new survey findings to track US consumers’ shopping behavior through the holiday season. Which retailers are popular, and what are holiday shoppers buying? Dive into this weekly report series to find out, and uncover overall consumer sentiment. Read More
Deep Dive | October 29, 2024 Premium Holiday 2024—Toys Are in Demand This Week: US Consumer Survey InsightsWe analyze new survey findings to track US consumers’ shopping behavior through the holiday season. Which retailers are popular, and what are holiday shoppers buying? Dive into this weekly report series to find out, and uncover overall consumer sentiment. Read More
Deep Dive | October 23, 2024 Premium Holiday 2024—Half of Holiday Shoppers Buy from Amazon: US Consumer Survey InsightsWe analyze new survey findings to track US consumers’ shopping behavior through the holiday season. Which retailers are popular, and what are holiday shoppers buying? Dive into this weekly report series to find out, and uncover overall consumer sentiment. Read More
Deep Dive | October 18, 2024 Premium Holiday 2024: US Consumer Survey and Retail Outlook—Early Shopping and Deal-Seeking To Define the SeasonWhere, when and how will US consumers spend for holiday 2024? We analyze proprietary survey data to offer critical insights on the shape of demand and consumers’ shopping expectations for the holiday season. Read More
Deep Dive | October 15, 2024 Premium Holiday 2024—Shoppers Are Buying Decorations, Toys and Apparel: US Consumer Survey InsightsBeginning our focus on holiday shopping trends for the final quarter of 2024, we analyze new survey findings to discover how many US consumers have recently shopped for the holiday season, where they shopped and what they purchased. We also continue our weekly analysis of overall consumer behavior and sentiment. Read More
Deep Dive | October 4, 2024 Premium Seasonal Shopping, 4Q24—Shoppers’ Latest Holiday Expectations: US Consumer Survey Insights ExtraWill US consumers celebrate or spend on key shopping holidays in the fourth quarter this year? This month’s US Consumer Survey Insights Extra—Seasonal Shopping report analyzes consumer expectations for Amazon’s Prime Big Deal Days, Halloween, Singles’ Day, Black Friday and the end-of-year holiday season. Read More
Analyst Corner | August 11, 2024 Register for Free Access Analyst Corner—Deal Dynamics: The Upward Trajectory of the US Off-Price Market, with Anand KumarIn this week’s Analyst Corner, Anand Kumar, Associate Director of Retail Research, outlines our projections for off-price retailing in the US and discusses key factors shaping the growth of the market. Read More
Deep Dive | July 23, 2024 Premium Off-Price and Dollar-Store Shopping in Focus—TJX and Dollar Tree Rank as Top Choices: US Consumer Survey InsightsWhere and what are off-price and dollar-store shoppers buying? We analyze new survey findings to assess US consumers’ behaviors and sentiment—this week, with an added focus on the off-price and dollar-store retail sectors. Read More
Insight Report | July 8, 2024 Premium 1Q24 US Retail Inventory Insights: Inventory Turnover Ratios Improve Amid Economic ResilienceOur quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. In this report, delve into trends by sector and inventory turnover ratios among major US retailers in 1Q24, and discover key management commentary on inventory levels. Read More