December 26, 2023 Deep Dive Databank Members Enclosed Malls Draw More Shoppers Amid Festive Season: US Consumer Survey Insights 2023, Week 52We assess how where consumers are shopping for Holiday 2023. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment.
December 14, 2023 Insight Report Premium Retail Shrink and ORC: US Small Business Owners’ Perspectives on Retail Theft, Plus New Measures To Combat Theft in New York, the UK and AustraliaWe present developments in retail shrink and organized retail crime (ORC) in the UK, US and Australia in November 2023. We also provide commentary on the topic from the recent earnings calls of selected retailers based in the UK, US and Canada.
December 6, 2023 Market Navigators/Market Outlook Premium US Grocery—Retail 2024 Sector Outlook: Growth To Soften Amid Declining InflationDiscover the prospects for grocery retailing in the US in 2024, as well as themes to watch in the sector.
December 6, 2023 Market Navigators/Market Outlook Premium US Mass Merchandisers, Warehouse Clubs and Discount Stores—Retail 2024 Sector Outlook: Slower Growth; Stronger Focus on EssentialsDiscover the prospects for mass merchandise, warehouse club and discount store retailing in the US in 2024, as well as themes to watch in the sector.
December 4, 2023 Insight Report Premium Holiday 2023: Delving Into Key Service Category Trends in the USWe discuss key service category trends for the 2023 holiday season in the US, drawing from our proprietary survey data and store traffic information from Placer.ai, a third-party location analytics provider.
November 28, 2023 Insight Report Premium Five Ways AI Is Being Used in Grocery RetailHow is AI (artificial intelligence) transforming retail? As part of a five-report series, we present five key applications of AI in the grocery sector, covering food-waste reduction, warehouse automation, livestreaming and more.
November 15, 2023 Deep Dive Premium Ebook: Discount DecadesOur Discount Decades ebook explores the world of discount retailing in the US, covering key players across three sectors—apparel (including off-price), grocery (with a focus on limited-range discounters) and dollar stores (and adjacent discount formats). We discuss retailers’ revenues, profitability, store expansions, demographic profiles, success strategies and future growth potential.
November 15, 2023 Insight Report Premium Retail Shrink and ORC: Shoplifting and Theft Patterns from Government Data, Anti-Theft Measures and Retailer CommentaryContinuing our monthly series on retail shrink and organized retail crime (ORC), we analyze recently released administrative data on shoplifting and retail theft in the UK, the US and Australia, and present recent developments and retailer commentary from these regions.
November 8, 2023 Deep Dive Premium Discount Decades—US Dollar and Discount Stores: Unlocking Their Potential for Future GrowthIn this report, part of our new Discount Decades series, we discuss the major players operating in the US dollar and discount stores landscape, discussing their revenues, profitability, store expansions, demographic profiles, success strategies and future growth potential.
November 3, 2023 Deep Dive Premium Discount Decades—US Grocery Discounters: Poised for Growth Amid Inflation and Economic UncertaintyAs part of our new, forward-looking Discount Decades series, we discuss the future of the main players operating in the US grocery discounter landscape, namely Aldi US, Save A Lot, Grocery Outlet and Lidl US. We discuss their revenues, profitability, store expansion, demographic profiles and success strategies, and assess their potential for future growth.
October 16, 2023 Insight Report Premium Retail Shrink and ORC: Self-Checkout and Store Closures, the INFORM Consumers Act, US Retailer CommentaryIn this first report in our new monthly series on retail shrink and organized retail crime (ORC), we discuss the size of the inventory shrink challenge in the US and present developments in theft and related incidents in the US and the UK from the past few months. We also provide commentary on the topic from US retailers’ recent earnings calls. This report covers the INFORM Consumers Act, Target’s store closures, Walmart’s self-checkout closures and more.
September 26, 2023 Insight Report Premium Temu Growth and Challenges in the US Market: A Six-Month Follow-UpWe present a six-month follow-up on the growth of online marketplace Temu in the US, with analysis of the views of US consumers regarding the platform based on recent, proprietary survey findings.
September 13, 2023 Insight Report Premium Kroger and Albertsons To Divest 413 Stores to C&S Wholesale Grocers in a $1.9 Billion DealKroger and Albertsons have entered into a definitive agreement with C&S Wholesale Grocers to sell physical locations in the US. We detail the agreement and the geographies that will likely see store divestitures, based on our analysis of the grocery companies’ store locations.
August 17, 2023 Insight Report Premium Aldi To Acquire Winn-Dixie and Harveys Supermarket Banners for Major Southeastern US ExpansionWe discuss the details of Aldi’s acquisition of Winn-Dixie and Harveys Supermarket stores from Southeast Grocers and explore its implications for the US grocery retail sector.
August 2, 2023 Market Navigators/Market Outlook Premium Market Outlook: UK Grocery—Inflation Drives Value Growth Amidst Volume DeclineIn this Market Outlook, we discuss the growth trajectory of the UK grocery retail market amid inflation, and explore the competitive landscape and key trends affecting consumer behavior.
