Latest insights

How consumer packaged goods companies will win in 2021 part one

Following a year of unprecedented change in the operating environment, this two-part report looks at the priorities of global consumer packaged companies and the capabilities they are developing as they focus on driving top line growth, operating more efficiently and reinvesting in their businesses.

COVID-19: second wave = second thoughts?

Six months ago we shared a series of hypotheses focused around how retail, society and shoppers could be impacted by the COVID-19 pandemic. With many countries continuing to feel its impacts, we have revisited our expectations and outlook for the next six months.

How COVID-19 changed global food retail markets

Most global food retail markets experienced accelerated growth during 2020 as consumer spending on food shifted from out-of-home to at-home. In this report we look at the impact on growth across major markets in 2020 and the prospects through to 2022.

The food-to-go store of the future (updated)

Major foodservice operators are starting to roll-out new store concepts, developed for the post-pandemic era. We look at 10 formats and the key themes linking them together.

How UK variety discount is increasing its relevance post-COVID-19

In this report we help you understand the key UK variety discounters; B&M, Home Bargains, Poundland, Poundstretcher and Wilko further. We look at five key questions about where the channel is currently, and where it is likely to go in future.

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Latest News

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We assess four ways in which Coles has stepped up its investment in offering its shoppers enhanced value in recent weeks, why this activity will continue and what we can expect from Woolworths and other retailers in the coming months.

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Conagra Brands delivered a strong third quarter performance with net sales up 8.5% to $2.8bn and net income up 37.8% to $281.4m. Although the outlook for COVID-19 is improving in many regions, including enhanced mobility, the company expects demand for food-at-home to remain elevated, underpinning future growth. Four years’ worth of incremental new buyers Given the unprecedented trialling o...
Following a strong first quarter, with sales up 22% and operating income up 35% year-on-year, McCormick has increased its sales outlook to expected growth of 8-10%. The strong performance reflects its efforts to capitalise on four accelerating consumer trends which the company expects to persist beyond the pandemic. 1. A continued sustained consumer preference for cooking more at home, includi...
With at-home demand remaining elevated and most retailers picking online orders from stores, the centre store is under pressure for the first time in many years. We look at how retailers are responding to this and what the longer term implications could be. Retailers and suppliers are generating positive returns as they implement omnichannel-focused initiatives. In our latest report for Retail...

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