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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.

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The US Retail Media Market: Understanding the Ad Buyer’s Perspective in CPG

Ad buyers increasingly expect more from retailers’ retail media networks (RMNs), including more personalized and targeted ads. Coresight Research and NIQ explore shortfalls and opportunities in the retail media market, including personalized promotions, from a CPG brand advertiser’s perspective, and discuss their implications for retailers, based on proprietary Coresight Research survey data.

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Earnings Insights 3Q23, Week 1: Deckers, Skechers, L’Oréal and Procter & Gamble Report Solid Results; Amazon Sees Further Improvement in Online Sales

Our weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on third-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended October 29, 2023, which include Amazon, Albertsons, Columbia Sportswear and Deckers Outdoor Corporation.

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US CPG Sales Tracker: Online Food Sales Soar Amid Easing Inflation

The Coresight Research and Circana monthly US CPG Sales Tracker provides our data-driven insights into online sales trends in the US CPG industry—covering the product categories of food & beverage, health & beauty, and general merchandise & homecare. We present five key insights from the four weeks ended September 10, 2023.

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