Deep Dive | March 13, 2023 Databank Members China Consumer Tracker: Consumer Confidence DeclinesWe assess shopper behavior in China amid declining consumer confidence. Our biweekly China Consumer Tracker presents an update on Chinese consumers’ behaviors and sentiment. Read More
Deep Dive | March 9, 2023 Premium Earnings Insights 4Q22, Week 6: Burlington, Dollar Tree, Kroger and Urban Outfitters Post Strong Sales Growth; Carter’s, Kohl’s, Lowe’s and Qurate Retail See Sales DeclineThe Earnings Insights series features highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report fourth-quarter 2022 earnings. This week, includes highlights from Best Buy, Big Lots, Burlington Stores, Carter’s and Dollar Tree, among others. Read More
Deep Dive | March 7, 2023 Databank Members US Consumer Tracker: Consumers May Slowly Be Getting Out and About MoreAmid inflation, consumers are planning strong spending this Easter. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment. Read More
Deep Dive | March 6, 2023 Databank Members China Consumer Tracker: Avoidance Steady Despite Rising Flu CasesWe assess consumer behavior in China amid rising numbers of flu infections in the country. Our biweekly China Consumer Tracker presents an update on Chinese consumers’ behaviors and sentiment. Read More
Deep Dive | March 3, 2023 Databank Members US Consumer Tracker Extra: The Impact of Debt and Financial Security on Shopping HabitsWe assess how factors beyond mere income, such as debt and financial security, influence US consumer behavior. Our monthly US Consumer Tracker Extra series offers a more detailed or specific take on trends and data from our weekly surveys of US consumers. Read More
Deep Dive | March 2, 2023 Premium E-Commerce Outlook: US Home-Improvement Market—Retailers Expand Their Online OfferingsWe explore the US home-improvement sector’s recent online performance, as well as future e-commerce prospects and the online strategies of many major players and innovators, including Floor & Decor, Home Depot and Lowe’s. Read More
Deep Dive | March 2, 2023 Premium European Grocery Retail Dynamics Amid Broader Inflationary TrendsEuropean consumers and retailers are under pressure amid an energy crisis and mounting concerns over a possible economic downturn. We discuss EU and UK grocery retail sales and inflation metrics in the context of broader inflationary pressures. Read More
Deep Dive | February 28, 2023 Databank Members China Consumer Tracker: Consumer Sentiment RisesConsumers are feeling more positive about the outlook for the economy and their personal finances. Our weekly China Consumer Tracker presents an update on Chinese consumers’ behaviors and sentiment. Read More
Deep Dive | February 27, 2023 Premium Head-to-Head in Global Convenience-Store Retailing: Seven & i vs. Alimentation Couche-TardAs part of our Head-to-Head series, we compare Alimentation Couche-Tard and Seven & i, two leading convenience-store retailers. We provide insights into key elements of their businesses, covering revenue, operating margins and brick-and-mortar, digital and overall growth strategies. Read More
Deep Dive | February 27, 2023 Databank Members US Consumer Tracker: Consumers Move Grocery Shopping OnlineIn a major channel swing, consumers have shifted online for food shopping. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment. Read More
Deep Dive | February 23, 2023 Premium US CPG—Consumer Health: Understanding a Category Marked by Spin-OffsWe discuss the performance and outlook of the consumer health category within the US consumer packaged goods sector, as well as factors impacting the category, the competitive landscape and themes we are watching in the space in 2023 and beyond. Read More
Market Navigators/Market Outlook | February 22, 2023 Premium Market Outlook: US Food Away from Home—A Challenging Economic Backdrop To Weigh on Growth in 2023We explore the size and trajectory of the US food-away-from-home (FAFH) market amid a challenging economic backdrop. We also discuss the performance and outlook for online food delivery in the US, as well as the overall market’s competitive landscape, innovators and themes we are watching in 2023 and beyond. Read More
Deep Dive | February 22, 2023 Databank Members China Consumer Tracker: Renewed Spending Caution—Plus 2023 Travel PlansWe assess spending by Chinese consumers on various product categories over Chinese New Year and explore respondents’ plans to travel internationally in 2023, among other survey findings regarding consumers’ behaviors and sentiment. Read More
Deep Dive | February 21, 2023 Databank Members US Consumer Tracker: Presidents’ Day Shopping and Super Bowl Ad RecallMost consumers plan to spend over Presidents’ Day weekend. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment. Read More
Deep Dive | February 21, 2023 Premium Innovator Matrix: Last-Mile DeliveryThis is the first report in our new Innovator Matrix series, which identifies the next generation of retail innovators across key technology segments. In this report, we analyze, evaluate and score the top 10 companies in the US last-mile delivery sector, with areas of innovation including robotics, delivery management and warehousing. Read More
