Company Profile | January 5, 2022 Premium Schwarz (Lidl and Kaufland) Company ProfileSchwarz is a Germany-based retailer that operates discount supermarket chain Lidl and hypermarket chain Kaufland. Headquartered in Neckarsulm, Germany, the company operates more than 11,000 Lidl stores in 32 countries across Europe and the US, while Kaufland operates 1,300 stores in eight European countries. Read More
Company Profile | January 5, 2022 Premium Reliance Retail Ventures Company ProfileReliance Retail Ventures is a retailer of apparel, food and beverages, general merchandise, and home and personal care. Headquartered in Mumbai, the company operates stores across India. Read More
Company Profile | January 5, 2022 Premium John Lewis Partnership Company ProfileThe John Lewis Partnership is a UK-based retailer of apparel and footwear, home furnishings and accessories, electronics and appliances, beauty and personal care products, and food and beverages. Headquartered in London, the company operates stores in England, Scotland, Wales and the Channel Islands. Read More
Deep Dive | January 3, 2022 Premium US Consumer Tracker: Omicron Drives Further Consumer AvoidanceAs the holiday season draws to a close, the rapid spread of the Omicron variant is driving a resurgence in consumer caution. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Insight Report | January 3, 2022 Premium 3Q21 US Retail Inventory Tracker: Inventories Jump Despite Supply Chain ConstraintsOur 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 3Q21 and assess how and why levels are changing. This quarter, many retailers posted higher two-year inventory turnover rates on a two-year basis. Read More
Store Tracker | December 31, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 52: US Store Closures Down 42% Year over YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Indochino, Thorntons and World Market in the US and Toolstation in the UK. Read More
Store Tracker | December 24, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 51: US Store Openings Up 55% Year over YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Hy-Vee, Kohl’s and Market Basket in the US and Monsoon Accessorize, Poundstretcher and Rituals in the UK. Read More
Deep Dive | December 23, 2021 Premium 3Q21 US Earnings Season Wrap-Up: Most Brands and Retailers Enjoy Another Strong QuarterWe assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the third quarter of 2021, considering consensus estimates and year-over-year changes. Read More
Insight Report | December 23, 2021 Premium Supply Chain Briefing: How Are Retailers and Ports Addressing Disruptions?As part of our Supply Chain Briefing series, we analyze how businesses are chartering ships and automating logistics, and discuss extended port hours in the US ahead of the new year. Read More
Insight Report | December 20, 2021 Premium November 2021 UK Retail Sales: Black Friday Demand and Decade-High Inflation Support Acceleration in GrowthUK retail sales continued to grow, year over year, in November 2021, during the holiday season and registered the largest two-year growth in decades. We review data for UK retail in total and by sector for November 2021, covering year-over-year and two-year growth trends. Read More
Insight Report | December 20, 2021 Premium India Retail Insights: Group Buying—A Discount-Led Model Gaining Popularity in India’s Low-Tier MarketsGroup buying, a discount-led e-commerce model, is gaining prominence in India. We explore India’s group-buying market, including its key players, opportunities and challenges. Read More
Deep Dive | December 20, 2021 Premium US Consumer Tracker: Consumer Caution over Omicron Variant EasesAs we head into the homestretch of the holiday season, consumer caution over the Omicron variant has declined. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Store Tracker | December 17, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 50: US Store Openings and Closures Neck-and-NeckOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Alimentation Couche-Tard, Build-A-Bear and Vince Holdings in the US and Amazon, Dr. Martens and RH in the UK. Read More
Insight Report | December 16, 2021 Premium November 2021 US Retail Sales: Sales Jump 15% Amid Raised InflationNovember 2021 US retail sales, excluding gasoline and automobiles, grew by a strong 24.8% when compared to 2019 values. Using data from the US Census Bureau, we look at which retail sectors saw sales surge and which did not do well. Read More
Deep Dive | December 14, 2021 Premium 10 Trends in US GroceryThe US grocery market is evolving rapidly, and the change brought by the pandemic will in many areas be permanent. We present 10 key grocery trends to watch in 2022, and identify strategies for brands and retailers to best capitalize on momentum in each area. Read More
