Insight Report | February 29, 2024 Premium Kroger-Albertsons Merger in Jeopardy as FTC Sues To Block the DealThe FTC has filed a lawsuit to block the Kroger-Albertsons merger. We detail this development and its implications for national grocery chains, regional grocers and CPG suppliers. Read More
Company Profile | February 23, 2024 Premium Costco (NASDAQ: COST) Company ProfileCostco is a US-based retailer of food and beverages, fuel, health and beauty products, general merchandise and pharmaceuticals. Headquartered in Issaquah, Washington, the company operates stores in Australia, Canada, China, France, Iceland, Japan, Korea, Mexico, Spain, Taiwan, the UK and the US (including Puerto Rico). Read More
Market Outlook | February 20, 2024 Premium Market Outlook: US Convenience Store Retailing—Navigating Structural Challenges, Mergers and Emerging OpportunitiesIn this Market Outlook, we discuss the growth trajectory of US convenience store retailing, exploring its competitive landscape and key trends shaping the sector. Read More
Deep Dive | February 15, 2024 Premium Retail 2024: Top 10 Trends in Retail TechnologyAs part of the Coresight Research Retail 2024 series, we provide an overview of the retail-tech market and present 10 key technologies that we expect to be influential in retail in 2024. Read More
Analyst Corner | February 11, 2024 Register for Free Access Analyst Corner: The Rise of Grocery Discounters with Sujeet NaikThis week’s Analyst Corner discusses the growing popularity of deep-discount grocers in the US. Sujeet Naik, Analyst at Coresight Research, offers his thoughts on this phenomenon and its implications for the grocery landscape. Read More
Event Presentation | January 22, 2024 Premium What’s Next for the Food Industry?: Insights Presented at the FMI Midwinter Executive Conference 2024From personalization to omnichannel to supply chain, we offer insights on the keys to success in the food retail industry. Read our full presentation from the FMI (Food Marketing Institute) Midwinter Executive Conference 2024 to explore opportunities in grocery retailing globally. Read More
Market Outlook | December 6, 2023 Premium US Grocery—Retail 2024 Sector Outlook: Growth To Soften Amid Declining InflationDiscover the prospects for grocery retailing in the US in 2024, as well as themes to watch in the sector. Read More
Insight Report | November 28, 2023 Premium Five Ways AI Is Being Used in Grocery RetailHow is AI (artificial intelligence) transforming retail? As part of a five-report series, we present five key applications of AI in the grocery sector, covering food-waste reduction, warehouse automation, livestreaming and more. Read More
Insight Report | November 20, 2023 Premium What the Ozempic Economy Means for US RetailUS consumers are increasingly focusing on health and wellness with the rise of the Ozempic economy. We dive into the implications of widespread GLP-1 drug use on US retail, including the impacts on sectors such as grocery and apparel. Read More
Deep Dive | November 15, 2023 Premium Ebook: Discount DecadesOur Discount Decades ebook explores the world of discount retailing in the US, covering key players across three sectors—apparel (including off-price), grocery (with a focus on limited-range discounters) and dollar stores (and adjacent discount formats). We discuss retailers’ revenues, profitability, store expansions, demographic profiles, success strategies and future growth potential. Read More
Insight Report | November 14, 2023 Premium Earnings Insights 3Q23, Week 3: Coty and Ralph Lauren Report Positive Sales Growth; Capri Holdings, Hanesbrands and Qurate Retail See Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list as they report third-quarter 2023 earnings. This week, there are highlights from companies that reported in the week ended November 5, 2023, including Capri Holdings, Hanesbrands, Qurate Retail and Weis Market Read More
Deep Dive | November 3, 2023 Premium Discount Decades—US Grocery Discounters: Poised for Growth Amid Inflation and Economic UncertaintyAs part of our new, forward-looking Discount Decades series, we discuss the future of the main players operating in the US grocery discounter landscape, namely Aldi US, Save A Lot, Grocery Outlet and Lidl US. We discuss their revenues, profitability, store expansion, demographic profiles and success strategies, and assess their potential for future growth. Read More
Deep Dive | October 31, 2023 Premium Earnings Insights 3Q23, Week 1: Deckers, Skechers, L’Oréal and Procter & Gamble Report Solid Results; Amazon Sees Further Improvement in Online SalesOur weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on third-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended October 29, 2023, which include Amazon, Albertsons, Columbia Sportswear and Deckers Outdoor Corporation. Read More
Insight Report | October 10, 2023 Premium Insights Video: Key Themes from Groceryshop 2023In this Insights Video, we present highlights from our coverage of Groceryshop 2023, across themes including unified shopping experiences, future-proofing and new growth opportunities. Coresight Research is a research partner of Groceryshop 2023. Read More
Insight Report | October 3, 2023 Free Report Groceryshop 2023 Wrap-Up: Exploring the Top Five Themes Driving Grocery Retail InnovationGroceryshop 2023 took place during September 19–21 in Las Vegas, Nevada, US. In this report, we present our top takeaways from the conference, across themes including unified shopping experiences, future-proofing and new growth opportunities. Coresight Research is a research partner of Groceryshop 2023. Read More
