Grocery Outlet

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Store Tracker | March 7, 2024 Premium

US Store Tracker Extra, February 2024: Tractor Supply Adds 4 Million Square Feet to Openings

Tractor Supply is set to open 4 million square feet of retail space in 2024. Explore the details of its store opening plans and discover other US retailers’ store closure and opening announcements from February 2024, including their square-footage impact.

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.

Store Tracker | September 6, 2023 Premium

US Store Tracker Extra, August 2023: Retailers To Open 78 Million Square Feet of New Retail Space This Year

The US will see 78 million square feet of new retail space open in 2023, with Dollar General contributing an estimated 10.8 million square feet to that figure. We detail retailers’ store closure and opening announcements from August 2023, including their square-footage impact.

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 | June 23, 2022 Premium

Combating Inflation Costs: Analyzing US Retailers’ Pricing and Operational Strategies

This report analyzes US retailers’ pricing and operational strategies in light of rising costs due to inflation. We assess retailers in several sectors including apparel and footwear specialty retail, beauty retail, department stores, food retail, mass retail and off-price retail, presenting what actions they are taking and how their gross margins have been affected.

Deep Dive | March 9, 2022 Premium

US Consumer Tracker Extra: Where Consumers Shop—Purchase Behaviors by Income as Inflation Soars

With consumer prices rising, we examine major food and nonfood retailers’ shopper profiles and consumers’ avoidance of public places by region, based on exclusive Coresight Research data. Our US Consumer Tracker Extra provides a deeper dive into longer-term trends revealed by our weekly survey data.

Insight Report | January 3, 2022 Premium

3Q21 US Retail Inventory Tracker: Inventories Jump Despite Supply Chain Constraints

Our quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 3Q21 and assess how and why levels are changing. This quarter, many retailers posted higher two-year inventory turnover rates on a two-year basis.

Deep Dive | December 23, 2021 Premium

3Q21 US Earnings Season Wrap-Up: Most Brands and Retailers Enjoy Another Strong Quarter

We assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the third quarter of 2021, considering consensus estimates and year-over-year changes.

Insight Report | November 16, 2021 Premium

Earnings Insights 3Q21, Week 3: Tapestry and The RealReal Post Strong Results; Canada Goose Sees Weak Recovery

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended November 7, 2021, including beauty brand Coty, food retailer Grocery Outlet, luxury companies Canada Goose and Tapestry and luxury e-commerce company The RealReal.

Insight Report | October 14, 2021 Premium

Holiday 2021: Outlook for US Grocery

Coresight Research’s Holiday 2021 coverage provides further analysis on the trajectory and trends that we expect to see in US holiday retail this year. In this report, our grocery analysts offer their insights into consumer spending, sales and key trends in the sector as we count down to the holiday peak.

Insight Report | October 6, 2021 Premium

2Q21 US Retail Inventory Tracker: Inventory Turnover Rates Increase Year over Year and on a Two-Year Basis

Our quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 2Q21 and assess how and why levels are changing. This quarter, many retailers posted improved inventory turnover levels year over year and on a two-year basis.

Deep Dive | September 30, 2021 Premium

2Q21 US Earnings Season Wrap-Up: Most Brands and Retailers Post Strong Results

We assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the second quarter of 2021, considering consensus estimates and year-over-year changes.

Company Profile | August 19, 2021 Premium

Grocery Outlet (NASDAQ: GO) Company Profile

Grocery Outlet is a retailer of food and beverages, general merchandise, and health and beauty products. Headquartered in Emeryville, the company operates stores across the US.

Insight Report | August 17, 2021 Premium

Earnings Insights 2Q21, Week 3: eBay and The RealReal Maintain Strong Growth Momentum; Canada Goose Sees Sales Recovery Slow

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended August 15, 2021—namely, eBay, Canada Goose, Grocery Outlet and The RealReal.

Insight Report | July 20, 2021 Premium

Retail Robustness Index: July 2021 Update—Slight Gains Amid Volatility from Management Changes

Coresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand amid the Covid-19 pandemic. The July 2021 update revises the scores based on financial reports and store- and management-related announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in April 2021.