November 1, 2023 Insight Report Premium Discount Decades—Introduction: Charting the Expansion of US Value RetailingIn this introduction to our new, forward-looking Discount Decades series, we examine the past and promising future of discount retailing, outlining the US discounter landscape and key factors supporting the future growth of these retailers. We also discuss our proprietary survey data, which suggest positive prospects for US value retailing.
August 16, 2023 Insight Report Premium US and UK Retail Bankruptcies Latest, August 2023: Wilko Administration Bucks UK Discount Growth TrendWe provide an update on the latest retail bankruptcies in the US and the UK, including developments from Wilko and CPI Luxury Group.
April 16, 2023 Analyst Corner Register for Free Access Weinswig’s Weekly: Walmart Leans In on Automation To Boost MarginsThis week’s note, “From the Desk of Deborah Weinswig,” discusses Walmart’s recently announced plans to accelerate revenue and operating-income growth, with the targeted profitability improvements owing to increasing automation in its supply chain.
April 11, 2023 Event Coverage Premium Walmart Investor Community Meeting 2023: Leveraging Automation, Targeting $130 Billion in Additional Sales in the Next Five YearsWe present key insights from Walmart’s Investor Community Meeting 2023, covering the company’s plans to leverage automation in the supply chain as a strategy to boost productivity as well as details on the growth strategies for its three business divisions: Sam’s Club, Walmart International and Walmart US.
March 21, 2023 Insight Report Premium The Last-Mile Race Intensifies: Target and Walmart Pave the Way in Delivery InnovationAs consumer demand for convenience and speed in the last mile grows, we discuss the innovative delivery initiatives of leading US retailers Target and Walmart—covering drones, sortation centers and more.
March 15, 2023 Insight Report Premium Walmart To Expand Its Health Footprint, Plans To Nearly Double Its Healthcare Centers by 2025Walmart Health plans to expand into two more US states and open 28 new Walmart Health centers in 2024, bringing its US total to over 75 centers. We dive into where the company will expand, what the new centers will offer and what other retailers are doing in the healthcare segment.
January 12, 2023 Deep Dive Premium Head-to-Head in US Warehouse Club Retailing: Costco vs. Sam’s ClubAs part of our Head-to-Head series, we compare Costco and Sam’s Club, the two leading warehouse clubs in the US. We provide insights into five key elements of their businesses, covering revenue and margin growth, shopper profiles and their brick-and-mortar and digital strategies.