Retailers

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Deep Dive | December 17, 2024 Databank Members

Holiday 2024—Festive Shoppers Increasingly Focus on Fashion and Food: US Consumer Survey Insights

We analyze new survey findings on US consumers’ shopping behavior this holiday season. Find out what holiday shoppers are buying and where they are shopping. Plus, we assess overall consumer sentiment regarding their personal finances and the economy.

Market Navigators/Market Outlook | December 17, 2024 Premium

US Home and Home Improvement—Retail 2025 Sector Outlook: A Modest Recovery with a Focus on Pro

Discover directional market insights and themes to watch in US home and home-improvement retailing in 2025. We touch on interest rates, home prices, expanded loyalty programs and more.

Insight Report | December 16, 2024 Premium

The Collapse of the Kroger-Albertsons Merger: Implications for the US Grocery and CPG Markets

Earlier this month, the $25 billion merger between Albertsons and Kroger (announced in October 2022) was blocked by two judges. With the merger now terminated, we examine the implications of its collapse across the US grocery and CPG (consumer packaged goods) sectors.

Store Tracker | December 13, 2024 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2024, Week 50: Dollar Tree’s Expansion Spree Pushes US Store Openings Closer to 6,000

Our Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week, we highlight Dollar Tree’s major expansion, and detail other recent store announcements from major retailers. Non-store-closure news includes management changes at Five Below and J.Crew, among others.

Market Navigators/Market Outlook | December 13, 2024 Premium

US Drugstores—Retail 2025 Sector Outlook: Low-Single-Digit Sales Growth Amid a Focus on Cutting Costs

Discover directional market insights and themes to watch in US drugstore and pharmacy retailing in 2025. We touch on the aging US population, GLP-1 medications, retail media, private-label goods and more.

Market Navigators/Market Outlook | December 12, 2024 Premium

US Apparel and Footwear—Retail 2025 Sector Outlook: Low-Single-Digit Growth Expected, with E-Commerce Capturing Share

Discover directional market insights and themes to watch in US apparel and footwear retailing in 2025. We touch on the casualization trend, GLP-1 drugs, immersive experiences, inclusive offerings and more.

Deep Dive | December 12, 2024 Premium

Proposed US Tariffs and Their Impacts—Price Hikes Likely, Making Diverse Supply Chains a Must

During his campaign, US President-elect Donald Trump proposed a 60% tariff on Chinese imports and a 10%–20% tariff on all products imported from other US trading partners. We discuss the anticipated impact of the potential tariffs on both US retailers and consumers.

Insight Report | December 11, 2024 Premium

Earnings Insights 3Q24, Week 7: Comp Sales Growth for Dollar General, Dollar Tree, Kroger and More

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on third-quarter 2024 earnings from companies that reported in the week ended December 8, 2024, including Dollar Tree and Kroger, among others.

Market Navigators/Market Outlook | December 10, 2024 Premium

US Grocery—Retail 2025 Sector Outlook: Volume Growth Headwinds To Continue

Discover directional market insights and themes to watch in US food and grocery retailing in 2025. We touch on GLP-1 drugs, private-label penetration, sustainability, the digitalization of stores and more.

Market Navigators/Market Outlook | December 10, 2024 Premium

US Mass Merchandisers, Warehouse Clubs and Discount Stores—Retail 2025 Sector Outlook: Essentials To Fuel Revenue Growth

Discover directional market insights and themes to watch in US mass merchandise, warehouse club and discount retailing in 2025. We touch on trade tensions, physical expansion, demand for value-based pricing and more.

Deep Dive | December 10, 2024 Databank Members

Holiday 2024—Black Friday Boosts Seasonal Shopping: US Consumer Survey Insights

Did Black Friday make a splash? Which retailers attracted shoppers? We analyze new survey findings on US consumers’ shopping behavior during Black Friday as well as holiday shopping trends. Find out which retailers and categories are dominating the holiday season. Plus, we assess overall consumer sentiment regarding their personal finances and the economy.

Market Navigators/Market Outlook | December 9, 2024 Premium

Retail 2025: What Will Redefine US Retail?—Coresight Research Predictions

Our flagship annual report—part of our Retail 2025 series of outlook reports—details key predictions around trends that Coresight Research expects to transform US retail, covering GenAI, retail media, GLP-1 drugs and more!

Store Tracker | December 6, 2024 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2024, Week 49: UK Closures Down 30% Year Over Year

Our Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week, we highlight additional closures by Alimentation Couche-Tard and openings by Harbor Freight Tools, and detail other recent store announcements from major retailers. Non-store-closure news includes management changes at Capri Holdings.

Insight Report | December 6, 2024 Premium

Retail Around the World: Black Friday 2024—Coresight Research Observations

As part of our coverage of the 2024 holiday season, we present our observations of Black Friday in India, Hong Kong and the UK.

Deep Dive | December 5, 2024 Databank Members

Generational Trends in Shopper Behavior: US Consumer Survey Insights Extra

Gen Zers, millennials, Gen Xers, baby boomers: How do their shopping habits compare? Dive into generational trends in consumer preferences and behavior in this US Consumer Survey Insights Extra report. We present survey-driven analysis of where shoppers make purchases and what they are buying, with findings broken down by age.