Event Coverage | November 10, 2022 Premium Carrefour 2026 Strategic Plan: Boost Private Label, Discount Formats and SustainabilityOn November 8, 2022, Carrefour presented its “Carrefour 2026” plan, which the Coresight Research team attended virtually. This report presents our analysts’ insights on the company’s four-year strategy. Read More
Market Navigators/Market Outlook | November 9, 2022 Premium Market Outlook: US Drugstores—Focusing on Tech-Enabled Healthcare SolutionsIn this Market Outlook, we discuss the growth trajectory of the US drugstore and pharmacy market as the retail impacts of the pandemic fade, and explore the competitive landscape and key trends that are driving demand. Read More
Insight Report | November 8, 2022 Premium Earnings Insights 3Q22, Week 2: Crocs, CVS, Gildan, Weis and Floor & Decor Post Strong Results; Carter, Estée Lauder, Clorox and Wayfair See Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week includes coverage of companies such as Carter’s, Clorox, CVS Health, Estée Lauder, Floor & Decor Holdings and Gildan Activewear, among others. Read More
Deep Dive | November 8, 2022 Databank Members US Consumer Tracker: Downturn in Purchases Across the BoardPurchases were down across the board this week. Our US consumer survey presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail. Read More
Deep Dive | November 2, 2022 Premium The Future of US Grocery Retail: Quantifying US Grocery Market Dynamics Through 2030As part of our new Future of series, we look ahead to 2030 with our analysts’ quantitative predictions for US grocery retailing, including market scale, channels, consumer behavior, product categories and technologies transforming the sector. Read More
Deep Dive | November 1, 2022 Databank Members US Consumer Tracker: Dollar Stores SurgeWe explore dollar stores’ impressive recent performance in grocery. Our US consumer survey presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail. Read More
Insight Report | October 31, 2022 Premium Countdown to Holiday 2022: US Inventory Oversupply Signals Highly Promotional Holiday SeasonAs part of our 10-week Countdown to Holiday 2022 series, we assess the impacts of the supply chain crisis and excess inventory issues on major US retailers for the fourth quarter. Read More
Insight Report | October 27, 2022 Premium Mapping the Albertsons-Kroger Merger: Assessing Overlap and OpportunitiesWe analyze and map how Albertsons’ and Kroger’s store distribution and overall numbers may change due to their potential merger this year, as there is some overlap between the two companies’ retail footprints. Read More
Deep Dive | October 26, 2022 Databank Members US Consumer Tracker: Shoppers Moderate Their Responses to InflationWe analyze how consumers are changing their behaviors in response to inflation. Our US consumer survey presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail. Read More
Market Navigators/Market Outlook | October 25, 2022 Premium Market Outlook: Grocery Retail in India—Growth Led by Convenience and WellnessIn this Market Outlook, we provide an overview of India’s grocery retail market, including major market factors—such as consumers’ spending on food and non-alcoholic beverages—the competitive landscape and themes we are watching in 2023 and beyond. Read More
Deep Dive | October 25, 2022 Premium Countdown to Holiday 2022: US Survey and Retail OutlookWe present the findings of our Holiday 2022 US Consumer Survey. Additionally, we give our holiday sales growth estimate, examine how shopper behavior will differ this year from last and analyze how the current economic environment will impact spending. Read More
Deep Dive | October 20, 2022 Premium How US Consumers Are Shopping for Groceries: Analyzing Ticket, Traffic, Channels and PricingWe explore how US consumers are shopping for groceries as the impact of the pandemic fades, covering basket size, e-commerce, store traffic and the competitive landscape. Read More
Deep Dive | October 18, 2022 Premium Retail-Tech Landscape: Quick CommerceQuick-commerce players provide rapid home delivery of groceries and daily essential items to customers. We present selected startups globally that provide quick-commerce (instant needs) services across the retail sector through dark stores and partnerships. Read More
Deep Dive | October 18, 2022 Free Report A Guide to Multiplying Retail Media DollarsWe analyze key trends in the market and offer insights and recommendations for retailers to optimize their retail media strategy, analyzing findings from a proprietary survey of US-based retailers. This free report is sponsored by Swiftly. Read More
Flash Report | October 14, 2022 Register for Free Access Kroger and Albertsons Announce Merger: Details, Data and ImplicationsOn October 14, 2022, US grocery giants Kroger and Albertsons announced that they entered into a definitive agreement under which the companies plan to merge. In this report, Coresight Research analysts discuss the deal and its likely implications, drawing on sales, store and shopper data. Read More
