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
Insight Report | February 17, 2022 Premium Instacart’s Next Growth Steps: IPO, Acquisitions, Rapid Delivery and MoreInstacart is reportedly preparing for an IPO (initial public offering) in 2022. We examine the grocery delivery provider’s actions to diversify its service offerings beyond logistics, covering recent acquisitions and initiatives in fulfillment as a service and rapid delivery. Read More
Deep Dive | November 12, 2021 Premium Last-Mile Transformation: Agility and Efficiency Take PriorityContinuing our series titled The New Age of Customer-First Supply Chains, we explore how retailers can reshape the last mile to be more agile, efficient and responsive to consumer demand. We cover last-mile transformation strategies including dark stores, delivery platforms, micro-fulfillment centers, BOPIS and more. Read More
Insight Report | November 10, 2021 Premium Digital Retail Media—a New Opportunity for US GroceryThe grocery e-commerce platforms that US consumers turned to in 2020 now present a significant opportunity for retailers, even as consumers return to stores. We examine the retail media strategies grocery retailers are pursuing, and where they will lead. Read More
Insight Report | November 5, 2021 Free Report From Quick Commerce to Instant Needs: Exploring Business Models in Rapid DeliveryThe online grocery boom in 2020 supported the emergence of a micro-industry of instant-needs players. We explore the spectrum of business models in the quick-commerce retail space and explore business model differences and economics. We also discuss key players in the market. Read More
Market Outlook | October 12, 2021 Premium E-Commerce Outlook: US Grocery—Inflation, Retail Media and Instant CommerceAs part of our E-Commerce Outlook series, we assess the online grocery market in the US and provide an outlook for the sector moving forward. We discuss market growth, the competitive landscape, retail innovators and themes we are watching in 2021 and beyond. Read More
Insight Report | September 29, 2021 Premium US Grocery—Redefining Loyalty via E-Commerce SubscriptionsAfter 2020’s e-commerce boom, US grocery shopping looks set to stay online, and amid increased competition, retailers are seeking to secure shoppers’ loyalty with subscription packages. Our survey findings offer insights into how this new landscape is developing and what most attracts online grocery shoppers. Read More
Company Profile | August 23, 2021 Premium Instacart (Maplebear Inc.) Company ProfileInstacart is a US-based provider of online delivery and pickup services for apparel, general merchandise, groceries and prescriptions. Headquartered in San Francisco, the company operates across 5,500 cities in the US and Canada. Read More
Insight Report | July 20, 2021 Premium Retail Robustness Index: July 2021 Update—Slight Gains Amid Volatility from Management ChangesCoresight 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. Read More
Insight Report | July 5, 2021 Premium US Hyperlocal Delivery Providers To Sustain Growth Although Challenges Lie AheadDemand for hyperlocal delivery exploded during the pandemic in the US. We believe that providers of such services have staying power as consumers increasingly expect, and rely on, quick and convenient grocery delivery. We discuss three trends in the US hyperlocal delivery space and the impacts of key challenges for brands and retailers. Read More
Deep Dive | January 5, 2021 Premium US Grocery E-Commerce: Sustained Shifts in Fulfillment and Service Models To Drive Long-Term GrowthCovid-19 has catalyzed the widespread adoption of online shopping in grocery, driving fundamental, lasting changes in consumer behavior. In this report, we provide an essential briefing on recent shifts in the US grocery e-commerce market and present an outlook for the future, with a focus on fulfillment and service models—including BOPIS and curbside pickup. Read More
Insight Report | December 10, 2020 Premium Retail Robustness Index: December 2020 Update—Shifting Consumer Demand Hits a Number of Top Retailers’ ScoresCoresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. The December update revises the scores based on financial reports and store-reopening announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in November. Read More
Insight Report | November 12, 2020 Premium Retail Robustness Index: November 2020 Update—Most Metrics Improve SlightlyCoresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. The November update revises the scores based on financial reports and store-reopening announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in October. Read More
Flash Report | October 26, 2020 Register for Free Access Introducing the New Coresight 100: The Companies Reinventing RetailWith 2020 having accelerated the pace of change in retail, we have re-evaluated the Coresight 100, our focus list of the top 100 of the largest and most influential companies in the global retail ecosystem. We introduce the new list of the top companies to watch, which spans eight sectors and now includes select innovators and private companies. Read More