Sujeet Naik, Analyst

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

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 Decline

The 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.

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 Decline

The 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.

Insight Report | March 7, 2023 Premium

Data Dive: The Grocery-Store Categories Where US Shoppers Are Cutting Purchases the Most

In 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.

Deep Dive | March 6, 2023

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US Grocery Retail and Recessions: Learnings from the Past and Recommendations for the Future

We 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.

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 Growth

The 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.

Insight Report | January 31, 2023 Premium

Earnings Insights 4Q22, Week 1: Albertsons and Tractor Supply See Strong Momentum; Procter & Gamble and Levi Post Sales Declines

Our 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.

Company Profile | January 27, 2023 Premium

Kroger (NYSE: KR) Company Profile

Kroger is a retailer of groceries. Headquartered in Cincinnati, Ohio, the company operates stores in the US.

Company Profile | January 27, 2023 Premium

Koninklijke Ahold Delhaize N.V. (ENXTAM: AD) Company Profile

Ahold 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.

Company Profile | January 25, 2023 Premium

Woolworths (ASX: WOW) Company Profile

Woolworths 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.

Company Profile | January 21, 2023 Premium

Coles (ASX: COL) Company Profile

Coles 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.

Company Profile | January 21, 2023 Premium

Carrefour (ENXTPA: CA) Company Profile

Carrefour 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.

Deep Dive | January 16, 2023 Free Report

Five Retail Opportunities Amid Economic Uncertainty

We 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.

Deep Dive | January 4, 2023 Premium

Food Insecurity in the US: Five Key Trends

The 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.

Deep Dive | December 20, 2022 Premium

Market Outlook: UK Grocery Retailing—Inflation Pressures Stunt Market Growth

In this Market Outlook, we discuss the growth trajectory of the UK grocery market as inflation stunts growth, and explore the competitive landscape and key trends affecting consumer behavior.

Deep Dive | December 20, 2022 Premium

US Grocery Discounters: Price Competition Intensifies

We discuss the US grocery discounter landscape, focusing on prominent players Aldi, Save A Lot, Grocery Outlet and Lidl. We assess their growth momentum, store expansion strategies and e-commerce initiatives, and the implications for other grocery retailers.