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Analyst Corner | October 20, 2024

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Analyst Corner: Has the Downfall of US Drugstores Begun?—with Madhav Pitaliya

In this week’s Analyst Corner, Madhav Pitaliya, Analyst, discusses concerning developments from major drugstore and pharmacy retailers, and dives into the various issues that they are grappling with, including regulatory pressures, low reimbursement rates, and competition from the direct-to-consumer (DTC) model.

Deep Dive | October 18, 2024 Premium

Holiday 2024: US Consumer Survey and Retail Outlook—Early Shopping and Deal-Seeking To Define the Season

Where, 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.

Event Coverage | October 18, 2024

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Shoptalk Fall 2024 Day Two: Understanding Supply Chain Trends and Enhancing Sustainability Drives Business Success

We present insights from the second day of Shoptalk Fall 2024, with highlights covering the supply chain, sustainability, AI (artificial intelligence) strategies and more.

Store Tracker | October 18, 2024 Premium

Weekly US and UK Store Openings and Closures Tracker 2024, Week 42: 7-Eleven and Walgreens To Close Nearly 400 Additional Stores

Our Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week includes highlights from 7-Eleven, Albertsons and Walgreens Boots Alliance, among other major retailers.

Infographic | October 18, 2024 Free Report

Three Data Points We’re Watching This Week, Week 42: Global Focus

Discover key data points we are watching in week 42 of 2024. This week, we take a global focus, with data spanning Amazon Prime Big Deal Days in the US, Golden Week in China and Flipkart’s Big Billion Days in India.

Insight Report | October 17, 2024 Premium

September 2024 US Retail Sales: Retail Sales Growth Eases Further as Sectors See Mixed Growth

In September 2024, US retail sales (excluding gasoline and automobiles) grew by over 2% year over year, easing from the growth seen in August. Using data from the US Census Bureau, we look at total growth trends and performance by sector.

Insight Report | October 17, 2024 Premium

China’s National Day Golden Week 2024: Wrap-Up—A Comeback for Consumption?

Golden Week is a week-long national holiday in China, one characterized by travel and tourism spending. We analyze consumption and tourism trends observed during Golden Week 2024, examining what the results of the holiday week mean for the Chinese economy as a whole.

Event Coverage | October 17, 2024

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Shoptalk Fall 2024 Day One: Conquer Unified Commerce and Picture Your AI-Powered World

We present insights from the first day of Shoptalk Fall 2024, with highlights covering unified commerce, AI (artificial intelligence) strategies, retail media and more.

Deep Dive | October 17, 2024 Premium

Is China’s Stimulus Package Boosting Consumer Sentiment?: China Consumer Survey Insights

Diving into new survey data, we assess Chinese consumers’ expectations for their personal finances and the economy, considering recent efforts by China to grow the economy. We also present an update on consumer behavior and shopping trends.

Insight Report | October 16, 2024 Premium

Holiday 2024: Amazon Prime Big Deal Days and Competitor Promotions—First Thoughts on Holiday Implications

Dive into data-driven insights on the impacts of promotional events on the shape of holiday demand, covering Amazon Prime Big Deal Days, Target Circle Week and Walmart Holiday Deals. We also assess what Amazon reported for its event this year.

Insight Report | October 16, 2024 Premium

Retail Shrink and ORC: Expert Roundtable Shares Strategies To Combat Retail Theft

We present the latest developments in retail shrink, including insights from an expert roundtable on loss-prevention technology in the UK as well as new legislation in the US. Plus, dive into recent commentary on shrink from selected retailers.

Insight Report | October 16, 2024 Premium

Flipkart Big Billion Days 2024: Wrap-Up—Event Focuses on Value and Fast Delivery

India-based online marketplace Flipkart—majority owned by Walmart—held the 11th edition of its annual flagship shopping event, Big Billion Days, on September 27–October 6, 2024. We present key insights into BBD 2024, based on our observations and a company statement released by Flipkart.

Deep Dive | October 15, 2024 Premium

Holiday 2024—Shoppers Are Buying Decorations, Toys and Apparel: US Consumer Survey Insights

Beginning 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.

Deep Dive | October 15, 2024 Premium

Data and AI in Retail Media—Collaboration and Data Cleansing Illuminate the Way Forward

We explore how AI (artificial intelligence) can help brands, ad buyers and retailers solve retail media-related problems, as well as the benefits traditional AI can bring to the retail media market as a whole and potential applications for generative AI (GenAI).

Insight Report | October 14, 2024 Premium

China Retail Insights: Countdown to Singles’ Day 2024, One Month To Go—Major Platforms Seek To Boost Growth by Supporting Merchants

We shed light on the Singles’ Day plans of major Chinese e-commerce platforms Alibaba and JD.com as well as short-video/e-commerce platforms Douyin and Kuaishou, including their timelines, investment plans and other strategies for the shopping festival this year.