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Insight Report | March 17, 2025 Premium

Sycamore Partners To Acquire Walgreens Boots Alliance—Exploring the Reasons for and Implications of the $23.7 Billion Deal

Walgreens Boots Alliance announced that it has entered into a definitive agreement to be acquired by Sycamore Partners, a private-equity firm. Explore the reasons behind this decision and dive into our analysis of the implications of the proposed $23.7 billion deal.

Insight Report | March 12, 2025 Premium

Earnings Insights 4Q24, Week 6: Sales Decline for Kroger, Macy’s, Ross Stores and Other Retailers

Our weekly Earnings Insights reports feature highlights from recent management commentary from major retailers within our Coresight 100 coverage list as they report fourth-quarter 2024 earnings. This week, discover highlights from major companies that reported in the week ended March 9, 2025, including Adidas, Best Buy, Kroger, Macy’s, Prada, Ross Stores and Target.

Deep Dive | March 11, 2025 Premium

Home and Home-Improvement Shopping in Focus; Financial Sentiment Turns Negative: US Consumer Survey Insights

Dive into our survey-driven insights on home and home-improvement shopping in the US to uncover shopping rates, popular retailers and the most bought categories. Plus, we continue to track consumer sentiment, with new data this week revealing a negative turn in consumers’ financial outlook.

Deep Dive | March 5, 2025 Premium

Inflation Awareness Rises; Economic Sentiment Falls to Six-Month Low: US Consumer Survey Insights

What are US consumers’ perceptions of inflation, and how are they changing their spending habits as a result? We analyze new survey findings on consumers’ inflation-combating strategies when shopping for food and nonfood products, and present an update on their expectations for the economy.

Deep Dive | March 4, 2025 Premium

Where Shoppers Live vs. Where They Shop: US Consumer Survey Insights Extra

Dive into regional trends in food and nonfood shopping in the US. We analyze proprietary consumer survey findings to identify the most popular retailers and break down shopper penetration rates across four regions and nine subregions.

Analyst Corner | March 2, 2025

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Analyst Corner—Location, Location, Location: US Regional Shopping Trends with Aditya Kaushik

In this week’s Analyst Corner, Aditya Kaushik, Analyst, draws on proprietary survey findings to reveal regional shopping trends in the US. Discover which retailers are popular for food and nonfood shopping across various regions.

Infographic | February 28, 2025 Free Report

Three Data Points We’re Watching This Week, Week 9: Beauty Shopping in Focus

Discover key data points we are watching in week 9 of 2025. This week, we focus on beauty shopping in the US, presenting highlights from our survey-driven research.

Insight Report | February 26, 2025 Premium

Earnings Insights 4Q24, Week 4: Birkenstock, Hermès, Sprouts and More Post Double-Digit Growth

Our weekly Earnings Insights reports feature highlights from recent management commentary from major retailers within our Coresight 100 coverage list as they report fourth-quarter 2024 earnings. This week, discover highlights from major companies that reported in the week ended February 21, 2025.

Deep Dive | February 26, 2025 Premium

Beauty Shopping in Focus; Economic Sentiment Turns Negative: US Consumer Survey Insights

From the dominance of Walmart and Amazon to the most popular product categories, dive into our survey-driven insights on beauty shopping in the US. Plus, understand how overall consumer sentiment is tracking as expectations for the economy turn negative.

Insight Report | February 21, 2025 Premium

Chinese New Year 2025 Review: From Shopping to Screens—How Younger Consumers Boosted Spring Festival Spending

How did consumers celebrate Lunar New Year this year and where did they direct their spending? Explore the impact of Chinese New Year, also known the Spring Festival, including retail trends, consumer preferences and market opportunities that emerged during the holiday.

Deep Dive | February 20, 2025 Premium

Grocery Retailing—US Real Estate Insights: Value and Specialty Grocers Lead Store Expansion as Traditional Retailers Lag Behind

Building on our Market Navigator on US grocery retailing, we take a deeper dive into the sector’s real estate landscape, exploring retailers’ store portfolios, opening and closure strategies, and recent store traffic data.

Deep Dive | February 13, 2025 Premium

AI Underpins the Tech-Driven Shift in US Grocery, from Smarter Forecasting to Faster Checkout

From AI (artificial intelligence) to ESLs (electronic shopping labels), discover the technology solutions and trends that are revolutionizing US grocery retailing across three critical areas: the supply chain, operations, and the customer experience.

Insight Report | February 13, 2025 Premium

Retail Shrink and ORC: Cargo Theft Hits Record Levels in the US, Retail Crime Costs Soar in the UK

We present the latest developments in retail shrink in the US and Europe, including retail crime costs, cargo theft rates and shoplifting data. Plus, discover news about loss-prevention technologies and dive into recent commentary on shrink from Albertsons and Walgreens.

Deep Dive | February 12, 2025 Premium

Luxury Shopping in Focus; Sentiment Slumps Overall Amid Tariffs: US Consumer Survey Insights

Which luxury brands are popular among US consumers? What are luxury shoppers buying? Dive into our sector-focused insights and discover how overall consumer sentiment is tracking with our new survey findings.

Deep Dive | February 10, 2025 Premium

New Tariffs, New Challenges: How US Trade Policies Could Impact Prices and Profits

What are the implications of the new tariffs implemented by US President Trump, and what measures can retail companies take to lessen their impact? Coresight Research dives into the latest on the tariffs and their impact.