Sujeet Naik, Analyst

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Insight Report | August 14, 2025 Premium

Retail Crime and Shrink: US Shoppers Concerned About Theft Pushing Up Prices; Shoplifting Surges to Record Levels in England

New US consumer survey findings from Coresight Research reveal that many consumers remain concerned about potential price increases due to retail theft. Dive into our new data and discover recent shrink-related developments in the US and the UK, with highlights on self-checkout updates and shoplifting in the UK. Plus, this report presents recent commentary from selected North American retailers on the current state of shrink.

Deep Dive | August 12, 2025 Premium

US Grocery Retailing—Real Estate Insights: Value and Specialty Grocers Drive Polarized Expansion

Ahead 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.

Market Navigators/Market Outlook | August 11, 2025 Premium

US Grocery Retailing—Themes, Concepts and Innovators: Opportunities Ahead Amid Increased Market Concentration

Building 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.

Analyst Corner | July 20, 2025

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Analyst Corner: US Grocery Real Estate—The Great Divide in 2025, with Sujeet Naik

In 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.

Infographic | June 3, 2025 Premium

US Online Grocery Survey 2025: Full-Basket Orders Increase as Delivery Retains Its Dominance—Infographic

In 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.

Deep Dive | June 2, 2025 Premium

US Online Grocery Survey 2025: Full-Basket Orders Increase as Delivery Retains Its Dominance

In 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.

Insight Report | May 15, 2025 Premium

Retail Crime and Shrink: More Shoppers Say No to Locked-Up Merchandise; Self-Checkout Gets a Makeover

New US consumer survey findings from Coresight Research reveal the deterrent effect of restrictive in-store security measures… for regular shoppers. Dive into our new data and discover recent shrink-related developments in the US and the UK, with highlights on self-checkout updates and new theft-targeting legislation. Plus, this report presents recent commentary from selected North American retailers on the current state of shrink.

Deep Dive | May 8, 2025 Premium

Tariff Anxiety Hits the Supermarket: US Consumers Turn Cautious When Shopping for Groceries

We 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.

Deep Dive | April 29, 2025 Premium

Head-to-Head in US Warehouse Club Retailing: Costco vs. Sam’s Club

As part of our Head-to-Head series, we dive into the competition between the two market leaders in US warehouse club retailing: Costco and Sam’s Club. How do the two companies stack up, and which is best positioned for future growth and success? Explore metrics such as revenue growth, shopper profiles, brick-and-mortar expansion and tech strategies.

Analyst Corner | April 27, 2025

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Analyst Corner: US Foodservice Growth Prospects To Improve, But Tariff Uncertainty Looms—Market Outlook with Sujeet Naik

In 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.

Market Navigators/Market Outlook | April 16, 2025 Premium

Market Outlook: US Foodservice—Growth To Improve Amid Value-Focused Initiatives

In 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.

Event Coverage | April 14, 2025 Premium

Walmart Investment Community Meeting 2025: From Low-Margin Retailer to Diversified, Digital Profit Engine, But Tariffs Create Uncertainty

We present insights from Walmart’s Investment Community Meeting 2025, covering its digital businesses, Sam’s Club’s growth plans, and the impacts of tariffs.

Insight Report | April 14, 2025 Premium

Music Festivals: A Key Opportunity for Retail Brand Engagement

What opportunities do music festivals present for brands and retailers, and what strategies can brands employ to engage with festivalgoers and drive spending? Dive into Coresight Research survey findings to understand festivalgoers’ 2025 plans, and uncover four key ways that retail companies can create immersive experiences that resonate with festival audiences.

Insight Report | April 1, 2025 Premium

Dollar Tree To Divest Family Dollar: Here’s What It Means—Consumer + Real Estate Data Analysis

We offer our take on the sale of the Family Dollar business by Dollar Tree, Inc., which was announced on March 26, 2025. Discover the key factors in Dollar Tree’s integration struggles with Family Dollar and what the acquisition agreement means for Dollar Tree, Family Dollar and other retailers.

Market Navigators/Market Outlook | March 19, 2025 Premium

Market Outlook: US Convenience Store Retailing—Charting New Paths Through Structural Headwinds

In 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.