April 3, 2024 Market Navigators/Market Outlook Premium Research Preview: Market Navigator—US HealthcareThis Research Preview provides an early look at our forthcoming Market Navigator report on the US healthcare market. We analyze market growth, the competitive landscape, key themes and more.
April 2, 2024 Insight Report Premium Five Ways To Win in the China Market: Opportunities for Western Brands and Retailers—China Retail InsightsWhy does China present huge opportunity for Western retailers, and how can they win in the China retail market? We discuss some of the key drivers and trends shaping China’s retail landscape, and present strategies for Western brands and retailers to achieve success in this market.
April 1, 2024 Deep Dive Premium Retail-Tech Landscape: Generative AI InfrastructureThe ability of GenAI (generative artificial intelligence) to create content and find relationships among data is enabled by multiple layers of infrastructure. Various tools and services are available for companies to maximize the potential of GenAI to gain a competitive advantage. We discuss key trends in GenAI infrastructure and present selected technology providers globally, with innovative solutions spanning model development, cloud services, AI chips and more.
March 29, 2024 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2024, Week 13: Five Below Announces US Store Expansion PlansOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Five Below and Screwfix, among others.
March 25, 2024 Insight Report Premium Research Preview: Retail-Tech Landscape—Generative AI InfrastructureTake an early look at our forthcoming Retail-Tech Landscape of selected technology companies that provide generative AI (artificial intelligence), also known as GenAI, infrastructure. Dive into key trends and uncover the key categories of the market. Look out for the full report to discover the featured companies!
March 22, 2024 Store Tracker 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.
March 21, 2024 Insight Report 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.
March 21, 2024 Insight Report 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.
March 14, 2024 Insight Report 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.”
March 13, 2024 Insight Report 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.
March 7, 2024 Insight Report 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.
March 7, 2024 Store Tracker 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.
March 6, 2024 Insight Report 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.
March 4, 2024 Market Navigators/Market Outlook 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.
March 1, 2024 Insight Report 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.
