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 | February 13, 2025 Premium Retail Shrink and ORC: Cargo Theft Hits Record Levels in the US, Retail Crime Costs Soar in the UKWe present the latest developments in retail shrink in the US and Europe, including retail crime costs, cargo theft rates and shoplifting data. Plus, discover news about loss-prevention technologies and dive into recent commentary on shrink from Albertsons and Walgreens. 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
Analyst Corner | January 12, 2025 Premium Analyst Corner: Three Key Predictions for India Retail in 2025, with Sujeet NaikFrom quick commerce to generative AI (artificial intelligence), discover key retail trends for the India market 2025. In this week’s Analyst Corner, Sujeet Naik, Analyst, presents three predictions, drawing on insights from our flagship annual report. Read More
Market Navigators/Market Outlook | January 2, 2025 Premium Retail 2025 Sector Outlooks: EbookDiscover the prospects for retail in 2025! We offer growth projections and discuss themes to watch across 10 sectors in the US and globally, including apparel, beauty and grocery. Read More
Market Navigators/Market Outlook | December 23, 2024 Premium Retail 2025: India Retail PredictionsWe present six predictions for the retail market in India around key trends in 2025. From quick commerce to GenAI (generative artificial intelligence), discover the trends you need to stay on top of in Indian commerce. Read More
Insight Report | December 19, 2024 Premium Retail Shrink and ORC: Safety Concerns Grow Among Frontline Workers; Mixed Reports on Shrink from Kroger, Nordstrom and Ulta BeautyWe present the latest developments in retail shrink in the US and the UK, including data on shoplifting and worker safety. Plus, dive into recent commentary on shrink from retailers in the US and Canada, including Kroger, Nordstrom and Ulta Beauty. Read More
Insight Report | December 16, 2024 Premium The Collapse of the Kroger-Albertsons Merger: Implications for the US Grocery and CPG MarketsEarlier this month, the $25 billion merger between Albertsons and Kroger (announced in October 2022) was blocked by two judges. With the merger now terminated, we examine the implications of its collapse across the US grocery and CPG (consumer packaged goods) sectors. Read More
Market Navigators/Market Outlook | December 10, 2024 Premium US Grocery—Retail 2025 Sector Outlook: Volume Growth Headwinds To ContinueDiscover directional market insights and themes to watch in US food and grocery retailing in 2025. We touch on GLP-1 drugs, private-label penetration, sustainability, the digitalization of stores and more. Read More
Market Navigators/Market Outlook | December 10, 2024 Premium US Mass Merchandisers, Warehouse Clubs and Discount Stores—Retail 2025 Sector Outlook: Essentials To Fuel Revenue GrowthDiscover directional market insights and themes to watch in US mass merchandise, warehouse club and discount retailing in 2025. We touch on trade tensions, physical expansion, demand for value-based pricing and more. Read More
Insight Report | December 5, 2024 Premium Amazon Haul: The E-Commerce Giant Takes On Its Cross-Border CompetitorsAmazon has announced the launch of a new digital storefront, Amazon Haul, which offers all its products for $20 or less. We examine the target audience for Amazon Haul, its impact on the main Amazon site and its key advantages over cross-border competitors, such as Shein, Temu and TikTok Shop. Read More
Company Profile | November 16, 2024 Premium Tesco (LSE: TSCO) Company ProfileTesco is a UK-based grocer that offers consumers groceries, fuel and various general merchandise products. Headquartered in Hertfordshire, England, the company currently operates 4,542 stores in the UK and central Europe, excluding franchise stores. Read More
Company Profile | November 16, 2024 Premium Sprouts Farmers Market (NASDAQ: SFM) Company ProfileSprouts Farmers Market is a US-based grocer that offers consumers a variety of grocery products, as well as health and beauty items. Headquartered in Phoenix, Arizona, the company currently operates 419 stores across 23 US states. Read More
