Kroger Co.

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Insight Report | March 7, 2024 Premium

Generative AI Latest: The Copilots Are Now Flying the Plane

Continuing our Generative AI Latest series, we present recent announcements in the GenAI (generative artificial intelligence) space globally—including new applications and infrastructure, and the launch of new GenAI copilots with advanced capabilities.

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.

Event Coverage | January 17, 2024 Premium

Day Three at NRF 2024: Retail’s Big Show—Lessons from Macy’s, Shein, Temu and More

We present highlights from the third and final day of NRF 2024: Retail’s Big Show, covering lessons learned from Shein and Temu, the ways in which retailers can address issues and add value to their businesses simultaneously, and insights on personalization and sustainability, among other topics.

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.

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.

Insight Report | December 14, 2023 Premium

Retail Shrink and ORC: US Small Business Owners’ Perspectives on Retail Theft, Plus New Measures To Combat Theft in New York, the UK and Australia

We present developments in retail shrink and organized retail crime (ORC) in the UK, US and Australia in November 2023. We also provide commentary on the topic from the recent earnings calls of selected retailers based in the UK, US and Canada.

Deep Dive | December 14, 2023 Premium

3Q23 US Earnings Season Wrap-Up: Mixed Performances Amid Weak Demand and Economic Uncertainty

We analyze the recent performance of selected retailers, brands and e-commerce platforms in the third quarter of 2023, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.

Insight Report | December 7, 2023 Premium

Earnings Insights 3Q23, Week 6: Dollar Tree, PVH and Ulta Beauty Report Positive Sales Growth; Big Lots, Kroger and Petco See Sales Decline

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended December 3, 2023, including Academy Sports and Outdoors, Dollar Tree, Foot Locker, Kroger, Petco and Ulta Beauty.

Market Outlook | December 6, 2023 Premium

US Grocery—Retail 2024 Sector Outlook: Growth To Soften Amid Declining Inflation

Discover the prospects for grocery retailing in the US in 2024, as well as themes to watch in the sector.

Insight Report | December 4, 2023 Premium

Holiday 2023: Delving Into Key Service Category Trends in the US

We discuss key service category trends for the 2023 holiday season in the US, drawing from our proprietary survey data and store traffic information from Placer.ai, a third-party location analytics provider.

Insight Report | November 28, 2023 Premium

Five Ways AI Is Being Used in Grocery Retail

How is AI (artificial intelligence) transforming retail? As part of a five-report series, we present five key applications of AI in the grocery sector, covering food-waste reduction, warehouse automation, livestreaming and more.

Insight Report | November 22, 2023 Premium

Holiday 2023: US Retail Update—What We’ve Seen So Far as Retail Heads into Black Friday

What’s happened in the holiday season so far? We provide an update on US retail trends, considering retail sales, company commentary and shopper traffic. We also discuss the prospects for Black Friday retailing.

Deep Dive | November 3, 2023 Premium

Discount Decades—US Grocery Discounters: Poised for Growth Amid Inflation and Economic Uncertainty

As part of our new, forward-looking Discount Decades series, we discuss the future of the main players operating in the US grocery discounter landscape, namely Aldi US, Save A Lot, Grocery Outlet and Lidl US. We discuss their revenues, profitability, store expansion, demographic profiles and success strategies, and assess their potential for future growth.

Insight Report | October 20, 2023 Premium

Rite Aid Bankruptcy: What Does It Mean for Rivals?

Rite Aid filed for bankruptcy on October 15, 2023. We cover the reasons behind it and the bankruptcy’s implications for Rite Aid’s competitors.

Insight Report | October 10, 2023 Premium

Insights Video: Key Themes from Groceryshop 2023

In this Insights Video, we present highlights from our coverage of Groceryshop 2023, across themes including unified shopping experiences, future-proofing and new growth opportunities. Coresight Research is a research partner of Groceryshop 2023.