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Aldi, Lidl and Grocery Outlet: Impacts in US Grocery

Discounters make an outsized dent in the US grocery market, given the channel’s small size relative to other grocery retail channels and maintained strong growth momentum amid the pandemic. In this report, we discuss the developments of grocery discounters in the US and their impact on traditional grocery retailers, covering Aldi, Lidl and Grocery Outlet.

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Playbook: Inclusivity in Retail

Inclusivity is a movement that is being propelled by societal forces. It is a thread that runs through every part of an organization. In this Playbook, we present five strategies for brands and retailers to align inclusivity goals across their products and operations.

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Wholesale vs. DTC: Implications for US Department Stores as Apparel Brands Go Direct

Department stores have traditionally relied on the wholesale model to sell brands. This is now changing due to a rise in digital sales, brands choosing to sell through their own channels and a rise in direct-to-consumer (DTC) brands. We explore these interconnected factors and their implications for US department stores. We analyze the selling models of major retailers Kohl’s, Macy’s and Nordstrom.

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US Consumer Tracker: Sustained Strength in Big-Ticket Retail

Our latest survey report provides a detailed update on US consumer behaviors, concerns and expectations, with a focus on the implications for retail. We present findings on where, how and how much consumers are spending, as well as consumer avoidance of public places and what activities they have done in the past two weeks.

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