Insight Report | October 4, 2021 Premium The 12 Weeks of Holidays 2021: #1—US Retail Outlook UpdateKicking off our 12 Weeks of Holiday series, we offer further analysis on the trajectory and trends that we expect to see in US holiday retail this year. We discuss the prospects of a services-versus-retail battle for discretionary dollars and our sector analysts offer their insights into apparel, department stores and grocery in the coming holiday season. Read More
Insight Report | September 29, 2021 Premium US Grocery—Redefining Loyalty via E-Commerce SubscriptionsAfter 2020’s e-commerce boom, US grocery shopping looks set to stay online, and amid increased competition, retailers are seeking to secure shoppers’ loyalty with subscription packages. Our survey findings offer insights into how this new landscape is developing and what most attracts online grocery shoppers. Read More
Insight Report | September 22, 2021 Premium Holiday 2021: US Last-Mile Delivery To See Peak Challenges—Four TrendsOver the holiday season, existing pandemic-driven last-mile disruption will be exacerbated by heightened demand. We assess the challenges ahead for retailers and strategies they can adopt in response. Read More
Insight Report | September 20, 2021 Premium August 2021 UK Retail Sales: Total Sales Continue To Lose MomentumWe review data for UK retail in total and by sector for August 2021. UK retail sales growth slowed for the fourth consecutive month, which may be partly attributed to a mellowing of pent-up demand and diversion of consumer spending from retail to the hospitality and leisure sectors—combined with much stronger comparatives. Read More
Deep Dive | September 6, 2021 Premium Fulfillment in US Grocery E-Commerce: Heading Toward Greater DiversityWe assess the rapidly evolving US online grocery-delivery market, which has been impacted by changing consumer expectations amid the Covid-19 pandemic. We discuss disruptive new players in the fulfillment landscape and the challenges facing retailers. Read More
Company Profile | August 23, 2021 Premium Instacart (Maplebear Inc.) Company ProfileInstacart is a US-based provider of online delivery and pickup services for apparel, general merchandise, groceries and prescriptions. Headquartered in San Francisco, the company operates across 5,500 cities in the US and Canada. Read More
Insight Report | August 23, 2021 Premium July 2021 UK Retail Sales: Year-over-Year Growth Continues To EaseWe review data for UK retail in total and by sector for July 2021. Retail growth slowed for the third consecutive month, which may be partly attributed to dilution in consumer spending in retail amid the reopening of the hospitality and leisure sectors as pandemic-led restrictions came to an end on July 19, 2021. Read More
Company Profile | August 19, 2021 Premium Grocery Outlet (NASDAQ: GO) Company ProfileGrocery Outlet is a retailer of food and beverages, general merchandise, and health and beauty products. Headquartered in Emeryville, the company operates stores across the US. Read More
Insight Report | August 18, 2021 Premium July 2021 China Retail Sales: Growth Slows to Single Digits for First Time in 2021We review the latest data for retail sales in China, in total and by sector. In July 2021, sales growth slowed year over year, hitting single digits for the first time this year. Read More
Insight Report | August 9, 2021 Register for Free Access US CPG Sales Tracker: Online CPG Growth Accelerates, Driven by Nonfood CategoriesThe Coresight Research and IRI monthly US CPG Sales Tracker provides our data-driven insights into online sales trends in the US CPG industry—covering the product categories of food & beverage; health & beauty; and general merchandise & homecare. In this free report, we present five key insights into the four weeks ended July 11, 2021. Read More
Insight Report | July 26, 2021 Premium June 2021 UK Retail Sales: Year-over-Year Growth of 9% Ahead of Complete End to RestrictionsWe review data for UK retail in total and by sector for June 2021. Retail growth slowed for the second consecutive month, but was almost level on a two-year basis. Read More
Deep Dive | July 22, 2021 Premium How US Consumers Are Shopping for Groceries: Analyzing Traffic, Ticket, E-Commerce and Inflation in CPGThe CPG and grocery sector showed exceptional strength and has remained one of the strongest performing retail segments throughout the pandemic. Using data from IRI resources, we discuss three key ongoing trends in the US CPG market, as well as regional CPG sales growth. Read More
Deep Dive | July 19, 2021 Premium Aldi, Lidl and Grocery Outlet: Impacts in US GroceryDiscounters make an outsized dent in the US grocery market, given the channel’s small size relative to other grocery retail channels and maintained strong growth momentum amid the pandemic. In this report, we discuss the developments of grocery discounters in the US and their impact on traditional grocery retailers, covering Aldi, Lidl and Grocery Outlet. Read More
Insight Report | July 5, 2021 Premium US Hyperlocal Delivery Providers To Sustain Growth Although Challenges Lie AheadDemand for hyperlocal delivery exploded during the pandemic in the US. We believe that providers of such services have staying power as consumers increasingly expect, and rely on, quick and convenient grocery delivery. We discuss three trends in the US hyperlocal delivery space and the impacts of key challenges for brands and retailers. Read More
Market Navigators/Market Outlook | June 30, 2021 Premium Market Outlook: US Grocery Retailers—Shifting Demand and Changing BehaviorsThe US grocery market had a strong 2020 compared to discretionary sectors, supported by significant e-commerce spending growth. We examine the size and trajectory of the US grocery market and key factors impacting growth. We also cover the performance and outlook for online grocery, as well as the market’s competitive landscape, retail innovators and themes we are watching in 2021 and beyond. Read More
