Anand Kumar, Associate Director of Retail Research

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Deep Dive | January 16, 2025 Premium

Head-to-Head in Global Discount Grocery Retailing: Aldi vs. Lidl

Aldi and Lidl are two prominent German discount grocery chains that have gained significant popularity worldwide. As part of our Head-to-Head series, we provide insights into the two companies’ business and growth strategies, brand usage and e-commerce initiatives.

Insight Report | January 7, 2025 Premium

3Q24 US Retail Inventory Insights: Apparel, Off-Price and Warehouse Club Retailers Expand Inventories for the Holidays

Our quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. In this report, dive into trends by sector and inventory turnover ratios among major US retailers in the third quarter of 2024. Discover key management commentary on inventory levels as retailers begin 2025.

Market Outlook | January 3, 2025 Premium

Retail 2025: China Retail Predictions

Our annual report on the China retail market—part of our Retail 2025 series of outlook reports—details six predictions around trends that Coresight Research expects to transform retail in the country throughout 2025. From the impact of government stimulus packages to the “pingti” trend and GenAI (generative artificial intelligence), discover the key trends of the China retail market.

Event Coverage | January 3, 2025 Premium

A Guide to NRF 2025: Retail’s Big Show—Six Game Changers Set to Reshape Retail

What should you expect from NRF 2025: Retail’s Big Show? Our event guide presents notable sessions for attendees across major topics in retail, from GenAI to digital product passports and more.

Insight Report | December 30, 2024 Premium

Lowe’s 2024 Investor Conference: Building Growth with a Focus on Pro and Loyalty

Home-improvement retailer Lowe’s held its 2024 Analyst and Investor Conference on December 11, 2024. We present insights from the event, covering the company’s strategic priorities, productivity initiatives and near-term and long-term financial targets.

Deep Dive | December 24, 2024 Premium

3Q24 US Earnings Season Wrap-Up: Most Companies Post Positive Growth Results

We analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the third quarter of 2024, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes.

Market Outlook | December 23, 2024 Premium

Retail 2025: India Retail Predictions

We present six predictions for the retail market in India around key trends in 2025. From quick commerce to GenAI (generative artificial intelligence), discover the trends you need to stay on top of in Indian commerce.

Insight Report | December 19, 2024 Premium

Retail Shrink and ORC: Safety Concerns Grow Among Frontline Workers; Mixed Reports on Shrink from Kroger, Nordstrom and Ulta Beauty

We present the latest developments in retail shrink in the US and the UK, including data on shoplifting and worker safety. Plus, dive into recent commentary on shrink from retailers in the US and Canada, including Kroger, Nordstrom and Ulta Beauty.

Insight Report | December 18, 2024 Premium

November 2024 US Retail Sales: Very Solid Growth Reflects Strong Black Friday and Holiday Demand

In November 2024, US retail sales (excluding gasoline and automobile sales) grew nearly 4% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector.

Market Outlook | December 17, 2024 Premium

US Beauty—Retail 2025 Sector Outlook: Product Innovation and Unified Commerce To Drive Growth

Discover directional market insights and themes to watch in US beauty retailing in 2025. We touch on inclusive beauty, experiential retail and the growing confluence of beauty and wellness, among other topics.

Market Outlook | December 17, 2024 Premium

US CPG—Retail 2025 Sector Outlook: Promotions and Innovation Will Be Key Focus Areas

Discover directional market insights and themes to watch in US CPG (consumer packaged goods) retailing in 2025. We touch on mergers and acquisitions (M&A), inflation and personalization, among other topics.

Market Outlook | December 17, 2024 Premium

US Home and Home Improvement—Retail 2025 Sector Outlook: A Modest Recovery with a Focus on Pro

Discover directional market insights and themes to watch in US home and home-improvement retailing in 2025. We touch on interest rates, home prices, expanded loyalty programs and more.

Market Outlook | December 16, 2024 Premium

Global Luxury—Retail 2025 Sector Outlook: A Year of Recovery, with Soft Luxury and China Gaining Share

Discover directional market insights and themes to watch in global luxury retailing in 2025. We touch on M&A (mergers and acquisitions), geopolitical tensions, resale and more.

Insight Report | December 16, 2024 Premium

The Collapse of the Kroger-Albertsons Merger: Implications for the US Grocery and CPG Markets

Earlier this month, the $25 billion merger between Albertsons and Kroger (announced in October 2022) was blocked by two judges. With the merger now terminated, we examine the implications of its collapse across the US grocery and CPG (consumer packaged goods) sectors.

Market Outlook | December 13, 2024 Premium

US Drugstores—Retail 2025 Sector Outlook: Low-Single-Digit Sales Growth Amid a Focus on Cutting Costs

Discover directional market insights and themes to watch in US drugstore and pharmacy retailing in 2025. We touch on the aging US population, GLP-1 medications, retail media, private-label goods and more.