Latest insights

The fallout from COVID-19: what has shifted in global retail and what will be the pandemic’s legacies?

Over a year since most of the world started to experience the initial impacts of the COVID-19 pandemic, a clearer picture has emerged of how global retail will be changed over the medium term. In this report we outline how the retail industry will continue to adapt in 2021 and 2022 and place some markers in the ground on COVID-19’s retail legacies.

Post-COVID-19: where next for urban and suburban retail?

In this report we present three scenarios for the future of urban retail. We consider what each could mean for operators and what retail could look like in both urban and suburban areas. 

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.

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.

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Latest News

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Operational labour and HGV driver shortages has become severe enough to disrupt food supply chains. Food and consumer good businesses have been hit hard by recruitment and retention challenges in 2020 and 2021. This is resulting in lower order fulfilment levels than normal, meaning there is an impact on availability of some food and groceries.

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We look at Nestle’s expectations on rising input cost inflation and the prospect for further price increases next year. Broad-based growth Nestle reported a 7.6% increase in organic growth for the first nine-months of the year, driven by a 6.0% increase in real growth and a 1.6% pricing increase. The business continued to deliver a solid performance across developed and emerging markets as ...
With Q1 net organic sales down 0.4%, as it faced tough comparables from last year, the business is heading into the key trading seasons facing several cost and supply chain headwinds. However, it has increased its outlook for full year as it expects at-home demand to remain elevated.  Consumer demand trending ahead of its original expectations The decrease in organic net sales was driven by...
Availability issues Operational labour and HGV driver shortages are continuing to create challenges for supply chains. Food and consumer good businesses have been hit hard by recruitment and retention challenges in 2020 and 2021. This is resulting in lower order fulfilment levels than normal, meaning there is an impact on availability of some food and groceries. Shortage of HGV drivers has ...

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