Food and Grocery

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Insight Report | November 23, 2022 Premium

Countdown to Holiday 2022: Black Friday Preview—2022 Marks a Return To Normalcy

On the surface, Black Friday 2022 may seem extraordinary—with retailers implementing a wide variety of discounts earlier than usual and growing inflation and promotion fatigue—but this year’s shopping holiday marks a return to pre-pandemic normalcy.

Deep Dive | November 23, 2022 Premium

US CBD Survey 2022: Consumers Want More CBD Products from Trusted Retailers and Brands

We analyze proprietary survey data on the US CBD consumer, showing that consumers are seeking more products from trusted brands and retailers. We report their average spending, reasons and methods for consumption and where consumers purchase CBD.

Deep Dive | November 22, 2022 Premium

100 Retail Companies, 10 Years: Analyzing Financial Performance and Winning Strategies

Our analysis of 100 retail companies covers their 10-year financial performance as well as winning strategies to emulate high-performing companies. We analyze sales growth, margins, free cash flow, return on capital and debt levels for small, medium and large companies.

Insight Report | November 22, 2022 Premium

Earnings Insights 3Q22, Week 4: Bath & Body Works, BJ’s, Macy’s and Walmart Raise Guidance; Alibaba and Target See Slow Growth

Our 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 2022 earnings. This week includes highlights from Alibaba, Bath & Body Works and BJ’s Wholesale Club, among others.

Deep Dive | November 22, 2022 Premium

US Consumer Tracker: Inflation Prompts Major Shifts in Pre-Holiday Consumer Behavior

We analyze inflation’s impact on US consumer behavior. Our US consumer survey presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail.

Deep Dive | November 21, 2022 Free Report

Retail Merchandising: Unveiling Hidden Gaps and Inefficiencies

We discuss five key merchandising challenges for retailers—leveraging proprietary survey findings—and present three key recommendations for retailers to succeed in retail merchandising and capitalize on their investments. This free report is sponsored by One Door.

Insight Report | November 15, 2022 Premium

Earnings Insights 3Q22, Week 3: Capri, Ralph Lauren and Sprouts Report Strong Results; Hanesbrands and Qurate Post Sales Declines

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week includes coverage of companies such as Coty, Hanesbrands, Qurate Retail, Ralph Lauren and Sprouts Farmers Market, among others.

Deep Dive | November 14, 2022 Premium

E-Commerce Outlook: US Grocery—Inflation Triggers Slowdown in Growth

Although grocery e-commerce is undergoing a correction in 2022 following its impressive two-year streak, its long-term growth potential remains intact. In this E-Commerce Outlook, we examine the size and trajectory of the US grocery e-commerce market, and detail the competitive landscape, retail innovators and themes we are watching in 2022 and beyond.

Event Coverage | November 10, 2022 Premium

Carrefour 2026 Strategic Plan: Boost Private Label, Discount Formats and Sustainability

On 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.

Market Outlook | November 9, 2022 Premium

Market Outlook: US Drugstores—Focusing on Tech-Enabled Healthcare Solutions

In 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.

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 Decline

Our 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.

Deep Dive | November 8, 2022 Premium

US Consumer Tracker: Downturn in Purchases Across the Board

Purchases 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.

Deep Dive | November 2, 2022 Premium

The Future of US Grocery Retail: Quantifying US Grocery Market Dynamics Through 2030

As 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.

Deep Dive | November 1, 2022 Premium

US Consumer Tracker: Dollar Stores Surge

We 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.

Insight Report | October 31, 2022 Premium

Countdown to Holiday 2022: US Inventory Oversupply Signals Highly Promotional Holiday Season

As 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.