North America news & analysis

28 October 2020
We review Kroger’s update for investors and review the underlying strengths of the business. 1. Competitive strengths have become more relevant during the pandemic With Kroger sharing that nearly three out of four customers are eating meals prepared at home, multiple times a day, Kroger’s competitive strengths have become more relevant during the pandemic. These include its focus on fresh a...
27 October 2020
We look at how Canada’s leading dollar store chain is flexing its approach to meet the needs of shoppers during the pandemic. 1. Allocating more space to high-demand categories Recent store visits indicate that more space has been allocated in three key categories; household cleaning, personal care, arts and crafts. Most retailers have experienced strong growth in these areas as consumers hav...
23 October 2020
We look at the initiatives Target is putting in place to ensure the safety of its customers and associates this holiday season. 1. Enabling pre-trip shopping reservations Shoppers can visit Target.com/line to see if there’s a lone outside their local store due to limitations on customer numbers. If so, they can reserve a spot, with the retailer sending a text to notify them when it is their...
23 October 2020
We look at The Coca-Cola Company’s third quarter performance and its plans to discontinue around 200 brands globally. Away-from-home remains under pressure Net revenues declined by 9% to $8.7bn, reflecting the pressures it continues to face within the away-from-home segment. However, over the quarter, global unit case volume trends have improved from the volume decline of 25% in April, driv...
23 October 2020
7-Eleven Inc. is expanding on-demand delivery to more than 90% of its stores in the U.S. 7-Eleven available on nine different platforms  Customers can get products delivered directly from 7-Eleven via nine different platforms: 7-Eleven’s 7NOW delivery app Postmates DoorDash Google Favor (Texas-only) Amazon Uber Eats GrubHub Instacart Users of these platfor...
23 October 2020
Free one-hour pickup is now available at all Whole Foods Market locations across the US for Amazon Prime members. Available at all US locations The service is available from the Amazon app or Amazon.com. Categories include fresh produce, meat and seafood, seasonal products, everyday items, and locally sourced products. Free one-hour pickup is available on orders of $35 or more. Prime member...
22 October 2020
The retailer is launching a new virtual shopping experience based on an iconic movie home. The familiarity of a known location The retailer has adopted a creative approach to launch this initiative, creating the Sam’s Club National Lampoon’s Christmas Vacation holiday shopping experience. This enables its members to visit a reimagined Christmas vacation home that was a key part of a Christm...
21 October 2020
As we head into the key trading season, we highlight the five priorities for food retailers as they balance managing the pandemic and maximising the sales opportunity. Shifting priorities Over the course of the pandemic, retailer priorities have continued to change. These have been related to the nature of the pandemic, its duration and the various phases that individual countries have expe...
21 October 2020
Lidl US announced its stores’ upgraded ventilation system will add a new layer of protection for customers and employees. The discounter will install hospital grade air filters in all its US stores by the end of 2020 to help it attempt to prevent the spread of COVID-19. Providing a safer in-store environment Following the announcement issued by the US’s Centers for Disease Control (CDC) tha...
20 October 2020
Following a strong first quarter performance, P&G has increased its full year guidance for sales growth, helping to reset expectations for the year ahead. Strongest performance since the start of the pandemic First quarter organic sales growth of 9% was driven by volume growth of 7% and supported by pricing (1%) and mix (1%) improvements. This was the strongest quarterly growth delivered by...