North America news & analysis

16 December 2020
New data from IGD reveals that the online grocery channel is set to represent 5% of the US grocery market by 2022, with a value of $82.0bn. Channel sales almost doubling in 2020 This new forecast represents a significant acceleration of growth within the channel. Previously we had forecast that sales through the channel would not reach this value until 2025. This new forecast aligns with re...
15 December 2020
Walmart is expanding its existing pilot programme with Gatik to test driverless deliveries. It is also going to test a longer route in Louisiana. Testing along the middle-mile Walmart initially partnered with autonomous vehicle company, Gatik, last year in Bentonville, Arkansas. The retailer has been using Gatik’s ‘Autonomous Box Trucks’ to move customer orders on a two-mile route between a...
14 December 2020
USA-based Target’s recent third quarter update revealed that it has delivered the equivalent of eight years’ growth over the last nine months. We look at how it has been able to meet this surge in demand and the plans it is putting in place for added capacity this holiday season and beyond. Incremental sales of $10bn Over the first three quarters of this year, Target has generated over $10b...
11 December 2020
We review Costco’s first quarter results and how the underlying strength of its proposition is driving up traffic and basket size. First quarter key numbers Net sales increased 16.9% to $42.4bn Comparable stores sales (ex-fuel and currency impacts) increased 17.1%, with US up 17.0%, Canada up 16.8% and other international up 17.7% Ecommerce comparable sales were up 86.2% Net inc...
11 December 2020
Sobeys delivered a strong second quarter performance, including ecommerce sales growth of 241%. We look at the details behind its results and the plan to accelerate its strategic partnership with Ocado. Second quarter key numbers Total sales increased 8.4% to $7.0bn Same-store sales, ex-fuel, were up 8.7% Food retail net earnings increased 27.3% to $162.8m Ecommerce sales increa...
11 December 2020
As it looks to expand its reach into new markets, improve in-store efficiency and improve the look and feel of its store network in the Netherlands and US, we round up news from the retailer. Albert Heijn to partner for unstaffed concept rollout… Albert Heijn has partnered with Selecta Nederland, which will lead to Selecta's Foodie’s ‘micromarkets’ stocking Albert Heijn's fresh on-the-go ra...
10 December 2020
With the Campbell Soup Company off to a strong start in the first quarter, we look at the factors which provide it with the confidence that it can sustain its performance going forward. 1. Consumers continue to prepare and eat more meals at home With net sales up 7% and EBIT up 45%, the company continues to benefit from the impacts of the COVID-19 pandemic. Growth was strong across meals an...
08 December 2020
As part of a broader reinvention of its private label business, Sobeys is transitioning its premium-tier private label range to the new Panache brand. Transitioning from Sensations by Compliments The Panache brand started to appear in-stores last month as part of the retailer’s unique seasonal products range. Source: IGD Research In-store signage highlights the change from the Se...
07 December 2020
We look at Dollar General’s third quarter performance and the progress it’s making against its four strategic priorities. Third quarter key numbers Net sales increased 17.3% to $8.2bn Same-store sales increased 12.1% Operating profit increased 57.3% to $773.1m Attracting younger, higher income and more ethnically diverse consumers While the pandemic continued to have a posi...
07 December 2020
Although the COVID-19 pandemic curtailed most of our travel plans in 2020, there has been no shortage of new store concepts to see. In our new report, we highlight 50 new food retail and drugstore concepts that are set to inspire store developments in 2021 and beyond. Since the start of the pandemic we have seen a stronger focus on the use of technologies to support a contactless experience and t...