North America news & analysis

10 March 2021
Walmart Canada is partnering with Ghost Kitchen Brands to open ghost kitchens in its stores. Five kitchens planned initially Ghost Kitchen Brands has partnered with over 20 restaurant brands to operate ghost kitchens across Canada. Its operating model and technology-led solution enables it to produce meals from all of its partners within a single kitchen. Through this partnership, it will o...
09 March 2021
The launch of Target's latest range, Favorite Day, complements its existing food private labels, Market Pantry and Good & Gather. We look at how the new range fits into the portfolio. 700 items to start appearing in-store in April Favorite Day is positioned as a range of indulgent sweet and savoury treats. There will be two key streams of products, Favorite Day Bakery and Favorite Day Gourm...
09 March 2021
The retailer posted another strong quarter with Q4 sales up by 10.6% driven by ongoing investments and ecommerce. We look at some of its predictions for 2021 in terms of performance, ecommerce, promotions and the importance of fresh and health and wellness. Q4 results and full year performance Kroger continued to perform ahead of the market with CEO Rodney McMullen saying: “ Kroger delivere...
09 March 2021
The first customer delivery has been made from the first CFC to open as part of the strategic partnership between Kroger and Ocado. This represents a soft launch for the facility, which will be marked by a grand opening in April. First of two planned sites expected to open this year This first delivery marks an important milestone in the Kroger Ocado partnership. Fulfilled by the Customer F...
08 March 2021
Albertsons, the third-largest grocery retailer in the US, has partnered with Tortoise, a logistics automaton firm, to pilot a remote-controlled zero-emission delivery cart in Northern California . Contactless delivery solution The pilot is being led by the retailer’s Safeway division. The cart, powered by Tortoise, is equipped with a camera and a speaker. Travelling at 3mph, it is guided th...
08 March 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 sustainability and health are rising up the agenda. Taiwan: increasing healthier options Well-known Taiwanese brand I-Mei is promoting new products at FamilyMart, emphasising local origin, quality and no preservatives added. While Famil...
05 March 2021
We review Costco’s second quarter results as it starts to lap last year's surge in demand driven by the Covid-19 pandemic. Key numbers Q2: Net sales increased 14.7% to $43.9bn Comparable store sales (ex-fuel and currency impacts) increased 12.9% across the company, and by 12.6% in the US, 10.6% in Canada and 17.7% in other international markets Ecommerce sales increased 74.8% Op...
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...