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Access 7,000+ research reports and presentations on the retail and technology ecosystem, covering consumers, companies, economies, and retail and technology trends. Filter by product, sector, themes, regions, companies, or other parameters below. Alternatively, use the search box above to find relevant research content.
Discover key data points we are watching in week 13 of 2025. This week, amid the news that Dollar Tree is selling the Family Dollar business, we offer proprietary US consumer survey data on shopper penetration rates at these dollar stores.
Read MoreDive into our survey-driven insights on off-price and dollar-store shopping in the US to uncover shopping rates, popular retailers and the most bought categories. Plus, we continue to track consumer sentiment, with new data this week revealing an end to the decline in financial expectations.
Read MoreDiscover key data points we are watching in week 3 of 2025. This week, we focus on revenues and shopper penetration for three retailers this week: Aldi, Catalyst Brands and Walmart.
Read MoreDive into our survey-based analysis of US consumer sentiment and shopping behavior, covering our latest data on mass merchandisers and warehouse clubs specifically. Find out which retailers in the sector are most popular and what sector shoppers are purchasing.
Read MoreTwo major US retailers, Big Lots and Party City, are closing. Big Lots stated that it will conduct an out-of-business sale following the failure of a deal to sell the company, while Party City plans to close all its stores. We argue that these closures are indicative of an underrecognized pressure on retailers, which we identify as totaling about $100 billion in scale.
Read MoreDiscover 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 MoreWe discuss the hottest toys in the US retail space based on the “top toys” lists from Amazon, Target and Walmart, among others. We also discuss these retailers’ initiatives to drive toy sales and present key trends that we expect to influence toy gifting this holiday season.
Read MoreIn 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.
Read MoreHistorically, dollar stores have been known to thrive during tough economic times; however, US dollar-store chains are currently experiencing sluggish growth. Is Temu a principal reason for this weakness? We analyze proprietary survey data to find out.
Read MoreGroceryshop 2024 took place during October 7–9, 2024, in Las Vegas, Nevada, US. We present our top takeaways from the conference, across vital themes in the grocery space, such as artificial intelligence (AI) retail media, unified shopping experiences, new growth opportunities, and collaboration and partnerships.
Read MoreWhat mass merchandisers and warehouse clubs are popular among US consumers? What are shoppers buying at these retailers? We analyze new survey findings to assess US consumers’ behaviors and sentiment—this week, with an added focus on mass merchandisers and warehouse clubs.
Read MoreWhere and what are off-price and dollar-store shoppers buying? We analyze new survey findings to assess US consumers’ behaviors and sentiment—this week, with an added focus on the off-price and dollar-store retail sectors.
Read MoreOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on first-quarter 2024 earnings from companies that reported in the week ended June 9, 2024, including Bath & Body Works, Big Lots, Costco Wholesale, Dollar Tree, Five Below, Lululemon and PVH Corp.
Read MoreOn April 30, 2024, Walmart announced that it plans to close all its Walmart Health centers and stop offering virtual care services. We explore the reasons behind Walmart’s recent decision and the implications of the decision on retailers across the US.
Read MoreUS discount retailer 99 Cents Only plans to close all stores, while Dollar Tree, Inc. plans to close nearly 1,000 Family Dollar stores in the next several years. We review shopper profiles, store maps and store formats to assess the impacts and opportunities arising from these dollar-store closures.
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