Deep Dive | November 14, 2022 Premium E-Commerce Outlook: US Grocery—Inflation Triggers Slowdown in GrowthAlthough grocery e-commerce is undergoing a correction in 2022 following its impressive two-year streak, its long-term growth potential remains intact. In this E-Commerce Outlook, we examine the size and trajectory of the US grocery e-commerce market, and detail the competitive landscape, retail innovators and themes we are watching in 2022 and beyond. Read More
Event Coverage | November 10, 2022 Premium Carrefour 2026 Strategic Plan: Boost Private Label, Discount Formats and SustainabilityOn November 8, 2022, Carrefour presented its “Carrefour 2026” plan, which the Coresight Research team attended virtually. This report presents our analysts’ insights on the company’s four-year strategy. Read More
Deep Dive | November 2, 2022 Premium The Future of US Grocery Retail: Quantifying US Grocery Market Dynamics Through 2030As part of our new Future of series, we look ahead to 2030 with our analysts’ quantitative predictions for US grocery retailing, including market scale, channels, consumer behavior, product categories and technologies transforming the sector. Read More
Deep Dive | October 20, 2022 Premium How US Consumers Are Shopping for Groceries: Analyzing Ticket, Traffic, Channels and PricingWe explore how US consumers are shopping for groceries as the impact of the pandemic fades, covering basket size, e-commerce, store traffic and the competitive landscape. Read More
Insight Report | October 17, 2022 Premium Countdown to Holiday 2022: Trends To Watch in US Last-Mile DeliveryAs part of our 10-week Countdown to Holiday 2022 series, we assess the trends and challenges that we expect to affect last-mile shipping this year. Read More
Flash Report | October 14, 2022 Register for Free Access Kroger and Albertsons Announce Merger: Details, Data and ImplicationsOn October 14, 2022, US grocery giants Kroger and Albertsons announced that they entered into a definitive agreement under which the companies plan to merge. In this report, Coresight Research analysts discuss the deal and its likely implications, drawing on sales, store and shopper data. Read More
Deep Dive | October 6, 2022 Premium Alcohol, Tobacco and Marijuana: How Are Vice Categories Faring Following Their Pandemic-Led Boom?We analyze the “vice” categories of alcohol, tobacco/cigarettes and recreational marijuana in the US. We detail how these categories are faring in the current environment now that the day-to-day pressure of the pandemic has eased. Read More
Market Outlook | September 22, 2022 Premium Market Outlook: US Mass Merchandisers and Warehouse Clubs—Weathering Post-Pandemic ChallengesIn this Market Outlook, we discuss the interconnected US mass merchandiser and warehouse club sectors, presenting our market sizing estimates for 2022 and beyond. We explore notable market factors, e-commerce growth, the competitive landscape and retail innovators. Read More
Deep Dive | September 16, 2022 Premium Head-to-Head in Australia Grocery Retailing: Woolworths vs. ColesWoolworths and Coles are heavyweights in Australian grocery retailing. As part of our Head-to-Head series, we provide insights into key elements of their businesses: revenue and margin growth, market share, store portfolios, e-commerce initiatives and growth strategies. Read More
Insight Report | September 16, 2022 Premium Research Preview: The Future of US Grocery RetailWe offer an early look at research from our forthcoming report, The Future of US Grocery Retail, looking out to 2030 with our analysts’ quantitative predictions for US grocery retailing, including market scale, channels, consumer behavior and product categories. Read More
Deep Dive | September 6, 2022 Premium Instant Commerce: Rapid Delivery Players Reorient in Profitability PushUS instant commerce players face a challenging environment in the next six to 12 months amid a tightening investment climate. We discuss key challenges that instant commerce companies are facing in the US and the steps they are taking to build more profitable businesses. Read More
Deep Dive | August 12, 2022 Premium Market Outlook: US Convenience Store Retailing—Changing Dynamics and Consumer ShiftsIn this Market Outlook, we discuss the US convenience store sector, presenting our market sizing estimates for 2022 and beyond. We explore notable market factors, the competitive landscape, themes and retail innovators. Read More
Deep Dive | August 9, 2022 Premium US Grocery: Private Labels Rebound as Inflation RagesWith grocery inflation taking a toll on US consumers’ finances, many are turning to private labels as they prioritize value over name recognition. We explore five key trends in the US grocery private-label market. Read More
Insight Report | August 8, 2022 Premium Dining Out vs. Eating In—Four Key Trends in US Consumer BehaviorWe present four trends in the changing dynamics around food retail and foodservice in the US, using data sourced from national statistics and our proprietary surveys of US consumers. Read More
Market Outlook | August 1, 2022 Premium Market Outlook: US Grocery—Surging Inflation Disrupts Grocery RetailIn this Market Outlook, we discuss US grocery, presenting our market sizing estimates for 2022 and beyond. We explore notable market factors, e-commerce growth, the competitive landscape and retail innovators. Read More