Food and Grocery

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Event Coverage | September 18, 2019

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Groceryshop 2019: Day 3 Insights – Algorithms and Data Steal the Show

The proliferation of technology has given companies the ability to collect massive amounts of information, but the volume is so huge that interpreting is a challenge. Executives and leaders need solid data analytics teams to better turn the waves of big data coming at them into actionable insights.

Event Coverage | September 17, 2019

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Groceryshop 2019: Day 2 Insights – Artificial Intelligence, Personalization and Growth Channels

The Coresight Research team is in Las Vegas this week attending and participating in the Groceryshop 2019 conference, which runs September 15-18. In this report, we share our insights from the second day of the conference.

Insight Report | September 16, 2019 Premium

Introducing the SCORE Framework for Artificial Intelligence in Grocery Retail

With this report, we introduce Coresight Research’s SCORE framework for AI in grocery retailing. This framework segments use cases into five critical areas.

Insight Report | September 16, 2019 Premium

August 2019 US Retail Sales: A Solid Month with Clothing Stores Returning to Growth

Total US retail sales excluding gasoline and automobiles increased 4.7% year over year in August, versus the 5.6% year-over-year rise in July.

Company Earnings Update | September 13, 2019

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Morrisons (LSE: MRW) 1H20 Results: Sharp Downturn in Retail Comps

Morrisons 1H20 comparable sales were up 0.2% year over year: Retail contributed (1.1)% to group comps while wholesale contributed 1.3%.

Company Earnings Update | September 13, 2019

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Kroger (NYSE: KR) 2Q19 Results: Strong Same-Store Sales and EPS Beat

For 2Q19, Kroger reported same-store sales growth ex fuel of 2.2%, ahead of the consensus estimate of 1.8% and strengthening from 1.5% in the prior quarter.

Insight Report | September 12, 2019 Premium

Coresight Research Gears Up for Groceryshop 2019

On September 15-18, the grocery and CPG world will come together in Las Vegas for one of the most important industry events of the year: Groceryshop. The Coresight Research team will be attending the event – and Founder and CEO Deborah Weinswig will kick off a session in which 20 startups will present their retail technology solutions.

Company Earnings Update | September 12, 2019

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Casey’s General Stores (NASDAQ: CASY) 1Q20 Results: Revenue Above Consensus, Prepared Food and Grocery Fuel Growth

Casey’s General Stores reported 1Q20 revenue of $2.63 billion, up 1.5% year over year and above the consensus estimate of $2.61 billion. The company reported diluted EPS of $2.31, up 21.6% year over year and beating the consensus estimate of $2.05.

Company Earnings Update | September 6, 2019

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Alimentation Couche-Tard (TSX: ATD.B) 1Q20 Results: Revenue Below Consensus, Merchandise and Service Drive Growth

Alimentation Couche-Tard reported fiscal 1Q20 revenue of $14.2 billion, down 4.2% year over year and below consensus estimate of $15.1 billion.

Deep Dive | September 3, 2019 Premium

Holiday 2019: US Shopper Survey

We take a deep dive into US shoppers’ expectations for the 2019 holiday season.

Deep Dive | August 29, 2019 Premium

Have Warehouse Clubs Embraced E-Commerce?

In this report, we analyze how warehouse clubs have recently sought to compete with online-only retailers and omnichannel rivals.

Flash Report | August 28, 2019

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Clothing Rental Upstart Le Tote to Acquire Iconic Century-old Brand Lord + Taylor from HBC for $100 Million

Apparel rental upstart Le Tote to acquire century-old Lord + Taylor in what could be a growing trend of online disruptors moving into more traditional spaces.

Flash Report | August 28, 2019

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Target Announces Major Collaboration Deal with Disney

25 Target locations will have Disney shop-in-shops by October 4, 2019.

Company Earnings Update | August 22, 2019

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Target (NYSE: TGT) 2Q19 Results: Beats Consensus Estimates and Raises 2019 EPS Guidance

Target reported 2Q19 revenues of $18.42 billion, up 3.6% and beating the $18.29 billion consensus estimate. Adjusted EPS was $1.82, beating the $1.62 consensus.

Insight Report | August 16, 2019 Premium

July 2019 UK Retail Sales: Growth Accelerates for Internet Retailers

July was a solid month for UK retail overall, according to the ONS: Sales grew 3.7% versus 4.0% in June and slightly below the 4.1% average for the prior 12 months.