Analyst Corner | April 9, 2023 Register for Free Access Weinswig’s Weekly: Four Trends in How US Consumers Are Shopping for GroceriesThis week’s note, “From the Desk of Deborah Weinswig,” presents four trends in grocery shopping behaviors among US consumers, from our data-driven research. Read More
Insight Report | March 29, 2023 Premium 4Q22 US Earnings Season Wrap-Up: Retailers See Mixed Results as Discretionary Demand Remains WeakWe offer analysis of the fourth quarter of 2022 performance of Coresight 100 companies mostly based in the US. We assess the recent performance of selected retailers, brands and e-commerce platforms in terms of revenues, earnings per share and comps. Read More
Insight Report | March 14, 2023 Premium Earnings Insights 4Q22, Week 7: BJ’s Wholesale, Dick’s, JD.com and Ulta Beauty Post Strong Sales Growth; Gap Sees Sales DeclineThe Earnings Insights series features highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report fourth-quarter 2022 earnings. This week, includes highlights from BJ’s Wholesale, Dick’s Sporting Goods and Gap, among others. Read More
Deep Dive | March 9, 2023 Premium Earnings Insights 4Q22, Week 6: Burlington, Dollar Tree, Kroger and Urban Outfitters Post Strong Sales Growth; Carter’s, Kohl’s, Lowe’s and Qurate Retail See Sales DeclineThe Earnings Insights series features highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report fourth-quarter 2022 earnings. This week, includes highlights from Best Buy, Big Lots, Burlington Stores, Carter’s and Dollar Tree, among others. 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
Deep Dive | March 6, 2023 Register for Free Access US Grocery Retail and Recessions: Learnings from the Past and Recommendations for the FutureWe analyze grocery retailing during past recessions and offer recommendations for grocery retail companies should the US see economic conditions worsen—covering private label, social responsibility, loyalty programs, retail media and more. This free report is produced in partnership with food industry association FMI. Read More
Insight Report | February 28, 2023 Premium Earnings Insights 4Q22, Week 5: Floor & Decor, TJX and Walmart Post Solid Sales Momentum; Alibaba and Home Depot See Slowed GrowthThe Earnings Insights series features highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report fourth-quarter 2022 earnings. This week, includes highlights from Alibaba, Bath & Body Works, Floor & Decor Holdings and more. Read More
Insight Report | January 31, 2023 Premium Earnings Insights 4Q22, Week 1: Albertsons and Tractor Supply See Strong Momentum; Procter & Gamble and Levi Post Sales DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report fourth-quarter 2022 earnings. This week includes highlights from Albertsons Companies, Kimberly-Clark Corporation and Levi Strauss & Co, among others. Read More
Company Profile | January 27, 2023 Premium Kroger (NYSE: KR) Company ProfileKroger is a retailer of groceries. Headquartered in Cincinnati, Ohio, the company operates stores in the US. Read More
Company Profile | January 27, 2023 Premium Koninklijke Ahold Delhaize N.V. (ENXTAM: AD) Company ProfileAhold Delhaize is a Netherlands-based retailer of food and beverages, fuel, general merchandise, health and beauty, and pharmaceutical products. Headquartered in Zaandam, it operates stores in Belgium, the Czech Republic, Greece, Indonesia, Luxembourg, the Netherlands, Portugal, Serbia and the US. Read More
Company Profile | January 25, 2023 Premium Woolworths (ASX: WOW) Company ProfileWoolworths is an Australia-based retailer operating supermarkets, discount department stores and B2B food services. Headquartered in Sydney, the company operates 1,440 stores in Australia and New Zealand. Read More
Company Profile | January 21, 2023 Premium Coles (ASX: COL) Company ProfileColes is an Australia-based retailer of fresh food, groceries, general merchandise and liquor. Headquartered in Melbourne, Australia, the company operates 2,480 stores in Australia. Read More
Company Profile | January 21, 2023 Premium Carrefour (ENXTPA: CA) Company ProfileCarrefour is a France-based retailer of apparel, consumer electronics, food and beverage, fuel, general merchandise, and health and beauty products. Headquartered in Massy, the company operates stores in Argentina, Belgium, Brazil, France, Italy, Poland, Romania, Spain and Taiwan. Read More
Deep Dive | January 16, 2023 Free Report Five Retail Opportunities Amid Economic UncertaintyWe present five revenue-expanding opportunities that retailers can use to hedge against receding demand as US consumers adopt renewed caution amid economic uncertainty—covering livestreaming e-commerce, retail media and more. Selected sections of this free report are sponsored by buywith, LogicSource and XCCommerce. Read More
Deep Dive | January 4, 2023 Premium Food Insecurity in the US: Five Key TrendsThe back-to-back disruptions of the Covid-19 pandemic, high grocery inflation and a potential recession have led to a severe and lasting increase in food insecurity—a lack of consistent access to enough food to lead an active, healthy life—affecting vulnerable households. We explore the prevalence of food insecurity in the US, and key trends by region, race and benefits. Read More
