Company Profile | January 27, 2023 Premium Koninklijke Ahold Delhaize N.V. (ENXTAM: AD) Company ProfileAhold Delhaize is a Netherlands-based retailer of food and beverages, fuel, general merchandise, health and beauty, and pharmaceutical products. Headquartered in Zaandam, it operates stores in Belgium, the Czech Republic, Greece, Indonesia, Luxembourg, the Netherlands, Portugal, Serbia and the US. Read More
Company Profile | January 25, 2023 Premium Woolworths (ASX: WOW) Company ProfileWoolworths is an Australia-based retailer operating supermarkets, discount department stores and B2B food services. Headquartered in Sydney, the company operates 1,440 stores in Australia and New Zealand. Read More
Company Profile | January 21, 2023 Premium Coles (ASX: COL) Company ProfileColes is an Australia-based retailer of fresh food, groceries, general merchandise and liquor. Headquartered in Melbourne, Australia, the company operates 2,480 stores in Australia. Read More
Company Profile | January 21, 2023 Premium BJ’s Wholesale Club (NYSE: BJ) Company ProfileBJ’s Wholesale Club is a retailer of food and beverages, fuel, general merchandise, health and beauty, and pharmacy products. Headquartered in Westborough, Massachusetts, the company operates stores in the US. Read More
Company Profile | January 21, 2023 Premium Carrefour (ENXTPA: CA) Company ProfileCarrefour is a France-based retailer of apparel, consumer electronics, food and beverage, fuel, general merchandise, and health and beauty products. Headquartered in Massy, the company operates stores in Argentina, Belgium, Brazil, France, Italy, Poland, Romania, Spain and Taiwan. Read More
Company Profile | January 21, 2023 Premium Five Below Inc. (NASDAQ: FIVE) Company ProfileFive Below is a retailer of apparel, general merchandise, and health and beauty products. Headquartered in Philadelphia, Pennsylvania, the company operates stores in the US. Read More
Insight Report | January 9, 2023 Premium Dollar Stores: Flexing Muscle in US GroceryWe examine the dollar stores’ market scale in US grocery, food shopper penetration (using proprietary survey data), store visitation trends and store expansion strategies. Read More
Deep Dive | January 4, 2023 Premium Food Insecurity in the US: Five Key TrendsThe back-to-back disruptions of the Covid-19 pandemic, high grocery inflation and a potential recession have led to a severe and lasting increase in food insecurity—a lack of consistent access to enough food to lead an active, healthy life—affecting vulnerable households. We explore the prevalence of food insecurity in the US, and key trends by region, race and benefits. Read More
Insight Report | January 4, 2023 Premium 3Q22 US Retail Inventory Tracker: Most Retailers See Inventory Growth SlowOur quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 3Q22 and assess how and why levels are changing. This quarter, overall inventory turnover rates were slightly down from the year-ago quarter. Read More
Deep Dive | January 3, 2023 Databank Members US Consumer Tracker: Shoppers Weigh Holiday Needs Against Health and Weather ConcernsWe examine US shopper behavior ahead of and over the holiday season. Our weekly US Consumer Tracker presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail. Read More
Deep Dive | December 20, 2022 Premium Market Outlook: UK Grocery Retailing—Inflation Pressures Stunt Market GrowthIn this Market Outlook, we discuss the growth trajectory of the UK grocery market as inflation stunts growth, and explore the competitive landscape and key trends affecting consumer behavior. Read More
Deep Dive | December 20, 2022 Premium US Grocery Discounters: Price Competition IntensifiesWe discuss the US grocery discounter landscape, focusing on prominent players Aldi, Save A Lot, Grocery Outlet and Lidl. We assess their growth momentum, store expansion strategies and e-commerce initiatives, and the implications for other grocery retailers. Read More
Deep Dive | December 20, 2022 Databank Members US Consumer Tracker: Shoppers Turn to Stores We examine US shopper behavior as the holiday approaches. Our weekly US Consumer Tracker presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail. Read More
Insight Report | December 15, 2022 Premium Digitally Native Vertical Brands in the US Food, Beverage and Food Supplement Market: Opportunities in Hybrid ModelsDigitally native vertical brands (DNVBs) are a small but growing presence in the US food, beverage and food supplement market. We discuss the category size, key trends that are driving sector growth and the major headwinds. Read More
Deep Dive | December 13, 2022 Databank Members US Consumer Tracker: Cyber Monday Bolsters Amazon’s Competition with WalmartWe examine US shopper behavior over Black Friday and Cyber Monday, and look ahead to the holiday period. Our weekly US Consumer Tracker presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail. Read More