Store Tracker | March 22, 2024 Databank Members Weekly US and UK Store Openings and Closures Tracker 2024, Week 12: Burlington Stores To Open 140 US StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Burlington Stores and Asda, among others. Read More
Insight Report | March 21, 2024 Premium Zalando Strategy Update 2024: Now Targeting 15% of Europe’s Fashion MarketWe present insights from online fashion giant Zalando’s strategy update in March 2024. What are the company’s B2C and B2B strategies and 2028 targets? Read highlights from its management presentations to find out, and discover our take on the positioning of Zalando in Europe’s fashion market. Read More
Insight Report | March 21, 2024 Premium Data Dive: When Will US Grocery Unit Growth Turn Positive?US grocery retailing has seen unit volume sales decline almost continuously, year over year, since early 2021. In this Data Dive, we review recent data and commentary on grocery CPG unit volume sales and provide our expectations on when we are likely to see an inflection point in growth. Read More
Insight Report | March 14, 2024 Premium Data Dive: The Global Obesity Economy—Shaped by the Spending of 1 Billion ConsumersWorldwide, 1 billion people are now obese, according to a new study in medical journal The Lancet. We review the findings from that study and offer quantification of various aspects of the global “obesity economy.” Read More
Insight Report | March 13, 2024 Premium Earnings Insights 4Q23, Week 6: BJ’s, JD.com, Ross and Others Record Strong Performances; Big Lots and Kroger Witness DeclinesOur 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 March 10, 2024, including American Eagle Outfitters, BJ’s Warehouse Club, Burlington Stores, Foot Locker, JD.com, Kroger, Nordstrom and Target, among others. Read More
Insight Report | March 7, 2024 Premium Generative AI Latest: The Copilots Are Now Flying the PlaneContinuing 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. Read More
Store Tracker | March 7, 2024 Databank Members US Store Tracker Extra, February 2024: Tractor Supply Adds 4 Million Square Feet to OpeningsTractor Supply is set to open 4 million square feet of retail space in 2024. Explore the details of its store opening plans and discover other US retailers’ store closure and opening announcements from February 2024, including their square-footage impact. Read More
Insight Report | March 6, 2024 Premium Earnings Insights 4Q23, Week 5: Bath & Body Works, TJX Companies and Urban Outfitters See Sales Growth; Best Buy, Lowe’s and Others See Sales DeclineOur 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 March 3, 2024, including Bath & Body Works, Carter’s, Lowe’s and Macy’s. Read More
Market Navigators/Market Outlook | March 4, 2024 Premium Research Preview: Market Navigator—UK Retail and E-CommerceWe offer an early look at our forthcoming Market Navigator exploring the UK retail market including e-commerce. Gain insights into emerging ideas and opportunities in the market, understand the growth trajectory of retailers’ revenues, and explore the competitive landscape. Read More
Insight Report | March 1, 2024 Premium Macy’s Announces 150 Store Closures—A Turnaround Effort To Drive PerformanceOn February 27, 2024, Macy’s announced its “A Bold New Chapter” strategy. As part of this strategy, Macy’s announced its plans to close approximately 150 underproductive Macy’s locations. We detail this development and its implications for Macy’s and the US department store sector. Read More
Insight Report | February 29, 2024 Premium Kroger-Albertsons Merger in Jeopardy as FTC Sues To Block the DealThe 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. Read More
Insight Report | February 27, 2024 Premium Earnings Insights 4Q23, Week 4: Gildan Activewear, Sprouts Farmers Market and Walmart See Strong Sales Growth; The Home Depot Sees a DeclineOur 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 February 25, 2024, including The Home Depot, Sprouts Farmers Market, Walmart and Wayfair. Read More
Company Profile | February 24, 2024 Premium Walgreens Boots Alliance (NASDAQ: WBA) Company ProfileWalgreens Boots Alliance is a US-based retailer of health and wellness products, beauty products and pharmaceuticals. Headquartered in Deerfield, Illinois, the company operates stores in Chile, Germany, Ireland, Mexico, the Netherlands, Norway, Thailand, the UK and the US. Read More
Company Profile | February 23, 2024 Premium Costco (NASDAQ: COST) Company ProfileCostco is a US-based retailer of food and beverages, fuel, health and beauty products, general merchandise and pharmaceuticals. Headquartered in Issaquah, Washington, the company operates stores in Australia, Canada, China, France, Iceland, Japan, Korea, Mexico, Spain, Taiwan, the UK and the US (including Puerto Rico). Read More
Store Tracker | February 23, 2024 Databank Members Weekly US and UK Store Openings and Closures Tracker 2024, Week 8: Close to Half of Body Shop UK Stores To CloseOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Best Buy and The Body Shop UK, among others. Read More
