Anand Kumar, Associate Director of Retail Research

Access 7,000+ research reports and presentations on the retail and technology ecosystem, covering consumers, companies, economies, and retail and technology trends. Filter by product, sector, themes, regions, companies, or other parameters below. Alternatively, use the search box above to find relevant research content.

Insight Report | July 25, 2024 Premium

Retail Shrink and ORC: Theft and Fraud Remain Top Challenges for Food Retailers

Continuing our regular series on retail shrink and organized retail crime (ORC), we dive into recent developments on shrink from the UK and the US that occurred between mid-June and mid-July 2024, as well as recent earnings commentary from major retailers from Canada and the US.

Insight Report | July 24, 2024 Premium

AI in Action: Redefining Drug Discovery

Artificial intelligence (AI) and generative AI are transforming industries worldwide, and the healthcare sector is no exception. Discover the applications and benefits of AI in revolutionizing drug discovery, and notable technology providers in the space.

Insight Report | July 19, 2024 Premium

Amazon Prime Day 2024 Insights: Travel, Food, Early Deals, Livestreaming—This Year’s Sales Boosters

We present our observations of Amazon’s Prime Day shopping event, held in the US and Western markets on July 16–17 this year. Discover insights related to travel, grocery and livestreaming, and see which US retailers are cutting into Amazon’s share of wallet.

Insight Report | July 16, 2024 Premium

June 2024 US Retail Sales: Growth Slumps as Only Department Stores See Improvement

In June 2024, US retail sales (excluding gasoline and automobiles) grew by less than 2% year over year, the worst recorded rate since April 2023. Using data from the US Census Bureau, we look at total growth trends and performance by sector.

Deep Dive | July 15, 2024 Premium

Decoding the GLP-1 Trend: How Is the Ozempic Economy Impacting CPG Retail?

Explore the impacts of the rising Ozempic economy in the US. We offer insights into GLP-1 drug users’ food-consumption patterns, informed in part by proprietary survey data. We also discuss recent earnings results and commentary from CPG (consumer packaged goods) companies on the growing adoption of GLP-1 drugs.

Analyst Corner | July 14, 2024

Register for Free Access

Analyst Corner—Sales, Sports and Seasonal Shopping: US Consumer Survey Insights with Aditya Kaushik

In this week’s Analyst Corner, Aditya Kaushik, Analyst, discusses US consumers’ spending expectations for Amazon’s Prime Day and the Summer Olympics in the third quarter of 2024 as well as the end-of-year holiday season.

Deep Dive | July 11, 2024 Premium

Luxury Retailing: Home and Away—Three Learnings for Growth Across Global Markets

Currently, consumer shopping behaviors are shifting, meaning that luxury brands and retailers must embrace new strategies to remain relevant and competitive. We explore three key trends that are driving growth in global luxury retailing and major players’ recent responses to changing market forces.

Insight Report | July 8, 2024 Premium

Amazon Prime Day India 2024: Preview—Setting Up for Success with Fast Fulfillment and Affordable Access

Amazon’s Prime Day shopping event will be held on July 20–21, 2024, in India. We present five key insights ahead of the event, from deals to delivery to affordable Prime membership.

Insight Report | July 8, 2024 Premium

1Q24 US Retail Inventory Insights: Inventory Turnover Ratios Improve Amid Economic Resilience

Our quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. In this report, delve into trends by sector and inventory turnover ratios among major US retailers in 1Q24, and discover key management commentary on inventory levels.

Analyst Corner | July 7, 2024

Register for Free Access

Analyst Corner—Inside the World of Luxury Retail: Global Market Learnings with Sunny Zheng

In this week’s Analyst Corner, Sunny Zheng, Analyst, discusses three key learnings in luxury retail: the shift to the direct-to-consumer (DTC) channel in the West, the importance of e-commerce in the East, and the global growth of duty-free travel retail.

Insight Report | June 25, 2024 Premium

Amazon Prime Day 2024: Preview—Five Key Insights

Amazon’s Prime Day shopping event will be held on July 16–17 this year. We present five key insights into Prime Day 2024 ahead of the event—covering US consumers’ expectations to shop, popular product categories, Prime membership rates and more.

Insight Report | June 24, 2024 Premium

China’s 6.18 Shopping Festival 2024: Sales Model Shifts, Low-Price Strategies, New Brands and Livestreaming

The 6.18 shopping festival is the second largest annual online shopping festival in China. What happened during this year’s event? Dive into performance data from Alibaba and JD.com, and discover four key trends, from sales model shifts to livestreaming.

Analyst Corner | June 23, 2024

Register for Free Access

Analyst Corner—Speed Shopping: The Quick-Commerce Surge in India, with Manik Bhatia

In this week’s Analyst Corner, Manik Bhatia, Head of Custom Research, discusses India’s quick-commerce market, considering its development, competitive edge and future prospects in the e-commerce space.

Deep Dive | June 19, 2024 Premium

1Q24 US Earnings Season Wrap-Up: Many Retail Companies Post Strong Sales Results

We analyze the recent performance of selected retailers, brands and e-commerce platforms in the first quarter of 2024, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.

Insight Report | June 19, 2024 Premium

May 2024 US Retail Sales: Solid Growth Continues as Department Stores Rebound

In May 2024, US retail sales (excluding gasoline and automobiles) grew by nearly 3% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector.