Insight Report | July 24, 2023 Premium Insights Video: Market Navigator—US Grocery RetailingIn this Insights Video, we present highlights from our Market Navigator on US grocery retailing. We discuss growth drivers and the competitive landscape, and explore key themes in the market. Read More
Market Outlook | June 26, 2023 Premium Market Navigator: US Grocery Retailing—Exploring Growth, Inflation, Competition, Trends and StrategiesWe present a definitive guide on the US grocery retail market. In this Market Navigator report, we explore market size and trajectory, growth factors, the competitive landscape, consumer survey analysis, themes we are watching, retail innovators in the space, and more. Read More
Market Outlook | June 19, 2023 Premium Market Navigator: US Grocery Retailing—Executive SummaryThis Executive Summary presents selected highlights from our full Market Navigator on US grocery retailing, covering market growth, the competitive landscape, consumer survey analysis, themes we are watching, and more. Read More
Insight Report | April 28, 2023 Premium Bed Bath & Beyond: Which Retailers Are Set To Capture Market Share?We cover the circumstances that led to Bed Bath & Beyond filing for bankruptcy on April 23, 2023, including its key strategic failures and the retailers that will likely benefit from its bankruptcy. Read More
Analyst Corner | April 16, 2023 Register for Free Access Weinswig’s Weekly: Walmart Leans In on Automation To Boost MarginsThis week’s note, “From the Desk of Deborah Weinswig,” discusses Walmart’s recently announced plans to accelerate revenue and operating-income growth, with the targeted profitability improvements owing to increasing automation in its supply chain. Read More
Event Coverage | April 11, 2023 Premium Walmart Investor Community Meeting 2023: Leveraging Automation, Targeting $130 Billion in Additional Sales in the Next Five YearsWe present key insights from Walmart’s Investor Community Meeting 2023, covering the company’s plans to leverage automation in the supply chain as a strategy to boost productivity as well as details on the growth strategies for its three business divisions: Sam’s Club, Walmart International and Walmart US. Read More
Insight Report | April 11, 2023 Premium 4Q22 US Retail Inventory Tracker: Inventory Turnover Ratios Improve for Many RetailersOur 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 4Q22 and assess how and why levels are changing across various sectors. Read More
Insight Report | March 21, 2023 Premium The Last-Mile Race Intensifies: Target and Walmart Pave the Way in Delivery InnovationAs consumer demand for convenience and speed in the last mile grows, we discuss the innovative delivery initiatives of leading US retailers Target and Walmart—covering drones, sortation centers and more. Read More
Insight Report | March 15, 2023 Premium Walmart To Expand Its Health Footprint, Plans To Nearly Double Its Healthcare Centers by 2025Walmart Health plans to expand into two more US states and open 28 new Walmart Health centers in 2024, bringing its US total to over 75 centers. We dive into where the company will expand, what the new centers will offer and what other retailers are doing in the healthcare segment. Read More
Insight Report | March 7, 2023 Premium Data Dive: The Grocery-Store Categories Where US Shoppers Are Cutting Purchases the MostIn this Data Dive, we assess which CPG (consumer packaged goods)/grocery-store categories are seeing the steepest unit declines as US shoppers cut their volume purchases in grocery retail and adjacent sectors. Read More
Company Profile | February 13, 2023 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
Company Profile | January 27, 2023 Premium Target Corporation (NYSE: TGT) Company ProfileTarget is a retailer of apparel and accessories, beauty, food and beverage, hardlines, home furnishings and décor, and household essentials. Headquartered in Minneapolis, Minnesota, the company operates stores in US. Read More
Company Profile | January 21, 2023 Premium Big Lots (NYSE: BIG) Company ProfileBig Lots is a retailer of apparel, food and beverage, general merchandise, and health and beauty products. Headquartered in Columbus, Ohio, the company operates stores in the US. Read More
Company Profile | January 21, 2023 Premium BJ’s Wholesale Club (NYSE: BJ) Company ProfileBJ’s Wholesale Club is a retailer of food and beverages, fuel, general merchandise, health and beauty, and pharmacy products. Headquartered in Westborough, Massachusetts, the company operates stores in the US. Read More
Deep Dive | January 12, 2023 Premium Head-to-Head in US Warehouse Club Retailing: Costco vs. Sam’s ClubAs part of our Head-to-Head series, we compare Costco and Sam’s Club, the two leading warehouse clubs in the US. We provide insights into five key elements of their businesses, covering revenue and margin growth, shopper profiles and their brick-and-mortar and digital strategies. Read More