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Analyst Corner | November 17, 2024

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Analyst Corner—Is GenAI Changing the World? Part Two: Solving Four Major Hurdles Takes Progressive Improvement, with Charlie Poon

In this week’s Analyst Corner, Charlie Poon, Analyst, discusses GenAI (generative artificial intelligence) as a progressive opportunity. What hurdles need to be overcome to realize the technology’s true potential? Understand the path to a GenAI revolution.

Analyst Corner | November 10, 2024

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Analyst Corner: AliExpress Fights for Share of Cross-Border E-Commerce with New Singles’ Day Push—with John Mercer

In this week’s Analyst Corner, John Mercer, Head of Global Research and Managing Director of Data-Driven Research, discusses moves by China’s AliExpress cross-border e-commerce platform (owned by Alibaba Group) to penetrate Western markets, including through its Singles’ Day promotions.

Analyst Corner | November 3, 2024

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Analyst Corner: Has Temu Stalled US Dollar Stores’ Growth?—Assessing the Threat with Sujeet Naik

In this week’s Analyst Corner, Sujeet Naik, Analyst, offers data-driven insights on whether online marketplace Temu has played a role in the recent underperformance of dollar stores in the US.

Analyst Corner | October 27, 2024

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Analyst Corner—Is GenAI Changing the World? Part One: An Optimistic Outlook, with Charlie Poon

In this week’s Analyst Corner, Charlie Poon, Analyst, offers an outlook for GenAI (generative artificial intelligence). Understand why GenAI is causing a stir and discover tech leaders’ expectations for GenAI moving forward.

Analyst Corner | October 20, 2024

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Analyst Corner: Has the Downfall of US Drugstores Begun?—with Madhav Pitaliya

In this week’s Analyst Corner, Madhav Pitaliya, Analyst, discusses concerning developments from major drugstore and pharmacy retailers, and dives into the various issues that they are grappling with, including regulatory pressures, low reimbursement rates, and competition from the direct-to-consumer (DTC) model.

Analyst Corner | October 13, 2024

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Analyst Corner—Seasonal Shopping in the Holiday Quarter: US Consumer Survey Insights with Aditya Kaushik

In this week’s Analyst Corner, Aditya Kaushik, Analyst, discusses US consumers’ spending expectations for shopping events in the fourth quarter of 2024 (4Q24)—namely, Halloween, Singles’ Day, Black Friday and the end-of-year holiday season.

Analyst Corner | October 6, 2024

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Analyst Corner—US Grocery Retail: Analyzing the $1.5 Trillion Market with Sujeet Naik

In this week’s Analyst Corner, Sujeet Naik, Analyst, discusses key themes and growth drivers in the US grocery retail market. Discover the impacts of inflation, GLP-1 drugs and more on the trajectory of grocery retail sales.

Analyst Corner | September 29, 2024

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Analyst Corner—Three Key Themes Transforming the US Retail Landscape with Anand Kumar

In this week’s Analyst Corner, Anand Kumar, Associate Director of Retail Research, discusses three key themes currently transforming the US retail and e-commerce market.

Analyst Corner | September 22, 2024

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Analyst Corner—Rate Cuts and Sub-3% Inflation: Enough To Move the Needle? Explore Implications with John Mercer

In this week’s Analyst Corner, John Mercer, Head of Global Research and Managing Director of Data-Driven Research, discusses the potential implications of the Federal Reserve’s recent interest-rate cuts for consumer sentiment in the US.

Analyst Corner | September 15, 2024

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Analyst Corner—AI: An Overutilized Phrase; an Underutilized Solution, with Manik Bhatia

In this week’s Analyst Corner, Manik Bhatia, Head of Custom Research, discusses whether the actual implementation of AI (artificial intelligence) in retail aligns with the technology’s dominance in industry conversation.

Analyst Corner | September 8, 2024

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Analyst Corner—Electronic Shelf Labels Are Here To Stay, with John Harmon

In this week’s Analyst Corner, John Harmon, Associate Director of Technology Research, discusses consumer sensitivity to the notion that electronic shelf labels in grocery stores could be used to implement surge pricing and gouge already price-weary consumers.

Analyst Corner | September 1, 2024

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Analyst Corner—Inside the GLP-1 Boom in the US, with Madhav Pitaliya

In this week’s Analyst Corner, Madhav Pitaliya, Analyst at Coresight Research, discusses the rise of GLP-1 drugs for weight loss in the US, compiling key data and offering an outlook on the market’s future prospects.

Analyst Corner | August 25, 2024

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Analyst Corner—An Economic Worry for China?: The Population Decline, with Charlie Poon

In this week’s Analyst Corner, Charlie Poon, Analyst at Coresight Research, discusses headline data about China’s declining population over the next 30 years as well as the factors mitigating the economic impacts of this trend, including AI (artificial intelligence).

Analyst Corner | August 18, 2024

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Analyst Corner—Shopping Shifts and Summer Spending: US Consumer Insights with Aditya Kaushik

In this week’s Analyst Corner, Aditya Kaushik, Analyst at Coresight Research, offers highlights from our US consumer survey analysis, with insights on shopper behavior and spending trends over the past year. Discover which retailers and product categories have gained traction among consumers.

Analyst Corner | August 11, 2024

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Analyst Corner—Deal Dynamics: The Upward Trajectory of the US Off-Price Market, with Anand Kumar

In this week’s Analyst Corner, Anand Kumar, Associate Director of Retail Research, outlines our projections for off-price retailing in the US and discusses key factors shaping the growth of the market.