North America news & analysis

04 March 2021
As Ahold Delhaize investigates opportunities for acquisitions in the US and sets out its new health and sustainability goals, we round up news from the retailer. Ahold Delhaize looking for acquisition targets… In an interview in the Financial Times, Ahold Delhaize’s chief executive, Frans Muller, has discussed the opportunities for the retailer to act as a consolidating force in the fragmen...
03 March 2021
We look at Target’s latest results and its strategic update which included details of its investment programme for the next few years. This includes a $4bn annual investment plan in digital commerce, new stores and remodels and its supply chain. Q4 key numbers Total revenue up 21.1% to $28.3bn Fourth quarter comparable sales increased 20.5%, with traffic up 6.5% and average ticket up ...
02 March 2021
Instacart has raised $265m in new funding led by its existing investors to drive further growth and development of the business. This values the company at US$39bn. Rapid expansion in 2020 Instacart is the leading on-demand grocery fulfillment company in North America, working with over 600 retail partners, including over 200 added in the last year. This has enabled it to expand its reach t...
02 March 2021
Last month our Future Talk webinar looked at where grocery retail is heading in North America, with a focus on store of the future developments. This replay is available for subscribers only. Part one: from store of now to the store of the future (2:00 minute mark) Covid-19 and grocery formats Future store elements Five big bets for the store of the future Part two : inside Wa...
01 March 2021
Walmart has removed the $35 minimum order requirement for its Express delivery programme, bringing in a new $10 additional flat fee for the service. Available at over 3,000 stores Walmart launched the Express delivery service last May, enabling customers to receive their orders in as little as two hours. Over the last nine months, this has been expanded to almost 3,000 stores, reaching 70% ...
01 March 2021
Last September, Albertsons opened the latest iteration of what it refers to internally as Pavilions 2.0, which features a new décor package for its upscale banner. We look at how fresh foods are being executed across three departments. Remodeled store The store, located in the Sherman Oaks neighborhood of Los Angeles, is an expanded version of an older Pavilions. This banner forms part of t...
26 February 2021
Walmart has expanded its shoppable interactive video hub, Walmart Cookshop, adding twenty-two new episodes, including celebrity collaborations. Builds on existing strategic partnership Walmart and eko initially formed a strategic partnership in 2018, to develop original, interactive content to help the retailer develop more frequent and deeper engagement with its customers. The technology e...
26 February 2021
Earlier this year, we outlined five global trends that will shape the convenience channel this year and beyond. Below are some case studies to show how convenience retail and technology are connecting further. Edeka opens automated store in Germany Edeka has opened a 24/7 automated convenience store at Renningens train station. ‘E 24/7 Karow & Sommer’ stocks 300 SKUs items and will gra...
26 February 2021
We look at Loblaw’s fourth quarter and full year performance, including the growth of ecommerce and what it’s doing to improve channel profitability. Q4 and full year key numbers Fourth quarter total revenue increased by 7.1% to $12.4bn, with retail segment sales up 7.5% to $12.2bn Food retail same-store sales growth of 8.6%, with its Market division delivering growth of 10.6%, and Di...
25 February 2021
With Apple becoming the latest partner for Target as it builds a differentiated store experience, we look at what this means for the retailer. Enhanced in-store and online experience Target is partnering with Apple to offer customers an enhanced shopping experience in store, and online. The roll-out will start in 17 locations initially across the US this month, with further sites to be laun...