Sujeet Naik, Analyst

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Insight Report | July 25, 2024 Premium

Retail Shrink and ORC: Theft and Fraud Remain Top Challenges for Food Retailers

Continuing our regular series on retail shrink and organized retail crime (ORC), we dive into recent developments on shrink from the UK and the US that occurred between mid-June and mid-July 2024, as well as recent earnings commentary from major retailers from Canada and the US.

Deep Dive | July 15, 2024 Premium

Decoding the GLP-1 Trend: How Is the Ozempic Economy Impacting CPG Retail?

Explore the impacts of the rising Ozempic economy in the US. We offer insights into GLP-1 drug users’ food-consumption patterns, informed in part by proprietary survey data. We also discuss recent earnings results and commentary from CPG (consumer packaged goods) companies on the growing adoption of GLP-1 drugs.

Analyst Corner | June 16, 2024

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Analyst Corner—Walmart Leads, Amazon Loses Ground in the Online Grocery Market: US Survey Insights with Sujeet Naik

In this week’s Analyst Corner, Sujeet Naik, Analyst, discusses key findings from our seventh annual US Online Grocery Survey, including insights on Amazon and Walmart’s competitive positioning.

Insight Report | June 13, 2024 Premium

Retail Shrink and ORC: Losing Inventory, Losing Customers—US Consumers’ Response to Theft

Continuing our regular series on retail shrink and organized retail crime (ORC), we focus this month on US consumers’ response to theft, presenting new, proprietary survey findings. Plus, dive into recent developments on shrink from the US and the UK, as well as recent earnings commentary from major US retailers, including Dollar General and Kroger.

Infographic | June 6, 2024 Premium

US Online Grocery Survey 2024—Infographic: Amazon and Walmart Showdown in Grocery E-Commerce

How popular is the e-commerce channel among grocery shoppers? This infographic presents key survey findings from our US Online Grocery Survey 2024 research report.

Deep Dive | June 6, 2024 Premium

US Online Grocery Survey 2024 Amazon and Walmart Showdown in Grocery E-Commerce

In our seventh annual US online grocery survey, we delve into the purchasing patterns of online grocery shoppers, including their product choices, preferred retailers and fulfillment preferences. The consistency of many of our survey questions enables us to build up trend data from our first survey, which we ran in 2018.

Event Coverage | May 29, 2024 Premium

Ahold Delhaize Strategy Day 2024: Growing Together—Targeting 4% Revenue CAGR Through 2028

We present highlights from Ahold Delhaize’s 2024 Strategy Day, including the growth models under the company’s new Growing Together business strategy, its implementation of technology and AI (artificial intelligence), and its targets through 2028.

Insight Report | May 16, 2024 Premium

Retail Shrink and ORC: Retailers Ramp Up Rollout of Anti-Theft Technologies; Shoplifting Offenses in England and Wales Reach Two-Decade High

Continuing our regular series on retail shrink and organized retail crime (ORC), we focus this month on developments from Australia, New Zealand, the UK and the US. We discuss recent legislative changes, retailer announcements and news about loss-prevention technologies.

Deep Dive | May 2, 2024 Premium

How US Consumers Are Shopping for Groceries: Revealing Opportunities in Promotions and Private Label

CPG brands and grocery retailers are currently operating in a volatile environment, one that presents unique challenges and numerous opportunities. We discuss key ongoing consumer shopping trends in the US grocery landscape, using proprietary Coresight Research consumer survey data, as well as data from Circana and Placer.ai.

Insight Report | April 18, 2024 Premium

Retail Shrink and ORC: Is Self-Checkout on the Way Out? US Retailers Scale Back To Fight Theft

Continuing our regular series on retail shrink and organized retail crime (ORC), we focus this month on developments from the US and the UK. We discuss recent legislative changes, retailer announcements and news about loss-prevention technologies. Plus, discover insights on the scaling back of self-checkout from retailer earnings calls.

Deep Dive | April 16, 2024 Premium

US Retail Loyalty Programs: Decoding Consumer Behavior To Build Lasting Relationships

How can US brands and retailers gain a competitive edge in long-term customer loyalty? We analyze proprietary survey findings to uncover what US consumers want from loyalty programs, and discuss the opportunities for retailers to drive engagement and sales through AI (artificial intelligence), gamification, experiential rewards and more.

Analyst Corner | April 14, 2024

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Analyst Corner—Blending Monetary Rewards, Experiences and Technology: Explore US Retail Loyalty Programs with Sujeet Naik

In this week’s Analyst Corner, Sujeet Naik, Analyst, discusses how US retailers can capture valuable customer data and drive sales through loyalty programs. What do consumers want, and what key trends are emerging in the loyalty space? We answer these questions, leveraging a proprietary US consumer survey.

Market Outlook | April 3, 2024 Premium

Market Outlook: US Foodservice—Value Initiatives Take Center Stage Amid Waning Consumer Traffic

We explore the size and trajectory of the US foodservice market and key factors impacting growth. We also cover the performance of online food delivery in the US, as well as the overall market’s competitive landscape, innovators and themes we are watching in 2024 and beyond.

Insight Report | March 14, 2024 Premium

Retail Shrink and ORC: Legislative Momentum Grows and New Tech Solutions Emerge To Tackle Theft

Continuing our regular series on retail shrink and organized retail crime (ORC), we focus this month on developments from the US and the UK. We discuss recent legislative changes and proposals, reported metrics on the prevalence of retail crime, and news about loss-prevention technologies. Plus, discover US consumer attitudes to theft and prevention measures in retail, as well as recent retailer commentary on shrink.

Insight Report | February 29, 2024 Premium

Kroger-Albertsons Merger in Jeopardy as FTC Sues To Block the Deal

The 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.