November 15, 2026 Analyst Corner Register for Free Access Analyst Corner: US Discount Retailers Set for Market-Share Gains as Value Shopping Expands, with Sujeet NaikUS discount retailers are expanding as value shopping spreads across incomes, reshaping store competition and mass retail through 2030.
November 8, 2026 Analyst Corner Register for Free Access Analyst Corner: Discounters Go Head-to-Head with Established US Grocery Players, with Sujeet NaikUS grocery discounters are gaining market share through 2030, intensifying pricing pressure on traditional grocers and prompting strategic responses.
November 1, 2026 Analyst Corner Register for Free Access Analyst Corner: What US De Minimis Removal Means for Shein, Temu, Amazon Haul and AliExpress, with Abhinav TagoreDiscount Decades: US De Minimis Removal explores how Shein, Temu, Amazon Haul and AliExpress adapt to rising import costs and shifting US shopper trends.
October 25, 2026 Analyst Corner Register for Free Access Analyst Corner: Tariffs Reshape US Apparel and Footwear Discounters as Off-Price Retailers Extend Their Lead, with Aditya KaushikAs part of our new Discounter Decades series, we discuss the key apparel and footwear discounters operating in the US, including Burlington Stores, Ross Stores and TJX Companies. We discuss their revenues, operating margins, store expansions, demographic profiles and strategies for success.
October 18, 2026 Analyst Corner Register for Free Access Analyst Corner: Assessing the Long-Term Tailwinds for US Discounters, with John MercerUnderstand the long-term forces behind discount retail’s market share gains and what they mean for US retail.
October 11, 2026 Analyst Corner Register for Free Access Analyst Corner: The Holiday Retail Outlook—Unit Growth Under Pressure as US Consumers Rethink How They Shop, with Aditya KaushikHow will US consumers shop for holiday 2026? We explore the holiday retail outlook and how affordability pressures are reshaping spending, shopping timing, payment choices and channel preferences.
October 4, 2026 Analyst Corner Premium Analyst Corner: Scaling Retail AI with the IMPACT Framework, with Charlie PoonRetailers need a clear basis for deciding where to invest in AI and when to scale it. That requires a strategy that connects technology choices with business priorities, operational capabilities and the customer experience. Our IMPACT framework helps leaders assess whether they have the foundations, safeguards and ways of working needed to turn AI investment into measurable business results.
September 27, 2026 Analyst Corner Register for Free Access Analyst Corner: US Mass Retail Tops $1 Trillion with Warehouse Clubs Leading Sector Growth, with Sujeet NaikUS mass retail will top $1 trillion in 2026 as warehouse clubs lead growth, while e-commerce, SNAP shift and dollar-store pressure reshape the sector.
September 20, 2026 Analyst Corner Register for Free Access Analyst Corner: US Beauty Sales Are Rising, but Growth Alone No Longer Signals Strength, with Sumesh CSIn this week’s Analyst Corner, Sumesh CS, Analyst, highlights the growth that we are tracking in US beauty retailing and the themes and issues in the market.
September 13, 2026 Analyst Corner Register for Free Access Analyst Corner: The US Drugstore Sector Needs a New Playbook To Build a Stronger Future, with Sujeet NaikThis Analyst Corner on the US drugstore sector explores growth opportunities, pharmacy innovation, GLP-1 services and strategies for stronger customer relationships.
September 6, 2026 Analyst Corner Register for Free Access Analyst Corner: Understand Who Shops Where in US Retail, with Aditya KaushikIn this week’s Analyst Corner, Aditya Kaushik, Analyst, explores highlights from our new US shopper profiles, covering several retailers including Amazon and Walmart.
August 30, 2026 Analyst Corner Register for Free Access Analyst Corner: Retail POS Modernization—The Strategic and Financial Case for Transformation, with Manik BhatiaPOS modernization presents robust financial and operation benefits, but limited cloud-native adoption underlines a huge opportunity for retailers.
August 23, 2026 Analyst Corner Register for Free Access Analyst Corner: In US Apparel and Footwear Retailing, Execution Is Separating Winners from Laggards, with Aditya KaushikUS apparel and footwear demand remains resilient, but growth is uneven as consumers shift toward value, convenience and retailers with stronger execution.
August 16, 2026 Analyst Corner Register for Free Access Analyst Corner: What Lies Ahead for US Grocery Retailing, with Sujeet NaikExplore the US grocery retail market in 2026, covering online growth, AI, value, wellness, competition and shifts shaping shopper behavior and demand.
August 9, 2026 Analyst Corner Register for Free Access Analyst Corner: US Department Stores Are Entering an Execution-Led Reset, with Aditya KaushikUS department stores are entering a new phase focused on store productivity, stronger execution and better customer experiences rather than expansion.
