Insight Report | August 27, 2025 Premium SNAP Policy Changes and Funding Cuts: Impact on RetailersSNAP benefit cuts and state food restrictions will reshape grocery spending, pressuring low-income retailers while boosting health-focused formats. Read More
Deep Dive | August 12, 2025 Premium US Grocery Retailing—Real Estate Insights: Value and Specialty Grocers Drive Polarized ExpansionAhead of our 2025 Market Navigator on US grocery retailing, we explore the key real estate trends and themes we are watching in the space, including the polarization in openings, tighter real estate supply leading to lower vacancy rates and higher rents, and Amazon’s push into the physical grocery space, among others. Read More
Market Navigators/Market Outlook | August 11, 2025 Premium US Grocery Retailing—Themes, Concepts and Innovators: Opportunities Ahead Amid Increased Market ConcentrationBuilding on our Market Navigator on US grocery retailing, we explore the key trends and themes we are watching in the space, such as increased consolidation and the impact of recent changes to the Supplemental Nutrition Assistance Program (SNAP) program. We also showcase our blue-sky thinking for the sector through 2030 and the retail innovators we are watching. Read More
Analyst Corner | July 20, 2025 Register for Free Access Analyst Corner: US Grocery Real Estate—The Great Divide in 2025, with Sujeet NaikIn this week’s Analyst Corner, Sujeet Naik, Analyst, discusses the US grocery real estate market, which is becoming increasingly polarized—while value-focused and specialty grocers are seeing footprint growth, traditional grocers are witnessing stagnating or contracting store footprints. Read More
Infographic | June 3, 2025 Premium US Online Grocery Survey 2025: Full-Basket Orders Increase as Delivery Retains Its Dominance—InfographicIn our eighth annual US online grocery survey, we delve into the purchasing patterns of online grocery shoppers, including their product choices, preferred retailers and fulfillment preferences. Discover key insights from our most recent survey with this infographic. Read More
Deep Dive | June 2, 2025 Premium US Online Grocery Survey 2025: Full-Basket Orders Increase as Delivery Retains Its DominanceIn our eighth annual US online grocery survey, we delve into the purchasing patterns of online grocery shoppers, including their product choices, preferred retailers and fulfillment preferences. Read More
Deep Dive | May 8, 2025 Premium Tariff Anxiety Hits the Supermarket: US Consumers Turn Cautious When Shopping for GroceriesWe explore the evolving landscape of US grocery retailing, shaped by economic pressures and evolving consumer priorities. Understand shifts in consumers’ food shopping behavior and discover AI (artificial intelligence)-powered strategies for grocery retailers to adapt and improve efficiency. Read More
Analyst Corner | April 27, 2025 Register for Free Access Analyst Corner: US Foodservice Growth Prospects To Improve, But Tariff Uncertainty Looms—Market Outlook with Sujeet NaikIn this week’s Analyst Corner, Sujeet Naik, Analyst, offers insights on US foodservice (also known as the “food-away-from-home” sector). Discover market growth prospects and understand the impacts of tariffs and inflation on consumer behavior and restaurant costs. Read More
Market Navigators/Market Outlook | April 16, 2025 Premium Market Outlook: US Foodservice—Growth To Improve Amid Value-Focused InitiativesIn this Market Outlook, we explore the size and trajectory of the US foodservice sector (also known as the food-away-from-home sector) and key factors impacting growth. We also detail the overall sector’s competitive landscape and present key themes we are watching in 2025 and beyond. Read More
Market Navigators/Market Outlook | March 19, 2025 Premium Market Outlook: US Convenience Store Retailing—Charting New Paths Through Structural HeadwindsIn this Market Outlook, we explore the size and trajectory of the US convenience store sector and key factors impacting growth. We also detail the overall sector’s competitive landscape and present key themes we are watching in 2025 and beyond. Read More
Analyst Corner | March 16, 2025 Register for Free Access Analyst Corner—US Convenience Store Retailing: Battling Headwinds and Seeking New Opportunities, with Sujeet NaikIn this week’s Analyst Corner, Sujeet Naik, Analyst, offers selected insights from our upcoming Market Navigator on US convenience store retailing, discussing the key factors set to impact sector sales in 2025. Read More
Deep Dive | February 20, 2025 Premium Grocery Retailing—US Real Estate Insights: Value and Specialty Grocers Lead Store Expansion as Traditional Retailers Lag BehindBuilding on our Market Navigator on US grocery retailing, we take a deeper dive into the sector’s real estate landscape, exploring retailers’ store portfolios, opening and closure strategies, and recent store traffic data. Read More
Deep Dive | February 13, 2025 Premium AI Underpins the Tech-Driven Shift in US Grocery, from Smarter Forecasting to Faster CheckoutFrom AI (artificial intelligence) to ESLs (electronic shopping labels), discover the technology solutions and trends that are revolutionizing US grocery retailing across three critical areas: the supply chain, operations, and the customer experience. Read More
Insight Report | January 24, 2025 Premium Holiday 2024: UK Retail Wrap-Up—Cautious Spending and Late Shopping Fuel Volatile Peak TradingUnderstand holiday 2024 retail performance in the UK with our analysis of sales metrics and major retailers’ trading updates. Read More
Deep Dive | January 16, 2025 Premium Head-to-Head in Global Discount Grocery Retailing: Aldi vs. LidlAldi and Lidl are two prominent German discount grocery chains that have gained significant popularity worldwide. As part of our Head-to-Head series, we provide insights into the two companies’ business and growth strategies, brand usage and e-commerce initiatives. Read More
