Costco Trends & Statistics

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Reimagining Retail: The Unofficial Most Interesting Retailers List (June)

Audio
Jun 26, 2024

On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of June. Each month, our analysts Arielle Feger, Becky Schilling, and Sara Lebow (aka The Committee) put together a very unofficial list of the top eight retailers they're watching based on which are making the most interesting moves: Who's launching new initiatives? Which partnerships are moving the needle? Which standout marketing campaigns are being created? In this month's episode, Committee members Becky Schilling and Sara Lebow will defend their list against vice president of content Suzy Davidkhanian and director of Briefings Jeremy Goldman, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.

How CPG brands can take their products from inception to in-store

Article
May 01, 2024

In a recent Tech Talk webinar, John Pawlowski, vice president of marketing at pet food company Heckova!, shared four steps to build a successful CPG brand and get it on to retail shelves, from identifying the opportunity for growth to finding the right retail partners.

US Amazon Ecommerce Forecast 2024

US Amazon Ecommerce Forecast 2024

Report
Apr 04, 2024

Amazon will continue to gain market share, but new competition from Temu, Walmart, and other retailers could stunt future dominance.

Target reportedly considers launching an Amazon Prime-like paid membership program

Target reportedly considers launching an Amazon Prime-like paid membership program

Article
Feb 07, 2024

Target looks to a paid membership program to fuel growth: The Amazon Prime-like program could incorporate Shipt, the company’s $99 annual delivery service.

Canada Retail Media 2024

Canada Retail Media 2024

Report
Jan 17, 2024

Retail media will make huge gains this year in Canada. Our first-ever forecast for retail media ad spending in Canada and our joint survey of ad buyers (conducted with IAB Canada) highlight the latest developments.

Costco’s Q4 reflects consumers’ shift to essentials over luxuries

Article
Oct 19, 2023

Costco’s fiscal Q4 earnings report, with total revenues of $78.94 billion, offers a glimpse into shifting consumer priorities: its shoppers are now favoring essentials, opting for groceries and gasoline, while luxury and other discretionary items have taken a backseat.

Reimagining Retail: The genius of Costco and what it can do to get the naysayers to come back

Audio
Oct 18, 2023

On today's podcast episode, in our "Retail Me This, Retail Me That" segment, we discuss how Costco is getting on and the vision for the wholesale retailer in a crowded marketplace. Then, for "Pop-Up Rankings," we rank the two things Costco can take to the next level and two things it could do to get the naysayers to come back. Join our analyst Sara Lebow as she hosts vice president of content Suzy Davidkhanian and analyst Zak Stambor.

Digital Grocery Platforms Survey 2023

Digital Grocery Platforms Survey 2023

Report
Sep 15, 2023

Walmart has the largest audience of any digital grocery platform. But our survey found that Amazon Fresh customers were more active and willing to try new products.

CPG Retail Media Networks Perception Benchmark 2023

CPG Retail Media Networks Perception Benchmark 2023

Report
Sep 12, 2023

Here’s how ad buyers ranked the retail media networks of 14 leading CPG-focused retailers—including Ahold Delhaize, Albertsons, Amazon, Costco Wholesale, CVS, Instacart, Kroger, Target, and Walmart—according to the attributes they value most.

Cooling inflation is hurting Kroger’s results. But high-margin retail media is a lever it can pull to drive growth.

Cooling inflation is hurting Kroger’s results. But high-margin retail media is a lever it can pull to drive growth.

Article
Sep 08, 2023

Kroger’s sales sag as grocery prices stabilize: That new state of play could drive the grocer to look to high-margin retail media to drive growth.

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Ulta invests in in-store ecommerce fulfillment

Article
Sep 06, 2023

Ulta expands in-store ecommerce fulfillment to 400 locations: Stores fulfilled nearly 40% of the retailer's digital orders.

Best Buy tempers its outlook for the rest of the year

Article
Aug 29, 2023

Best Buy believes we’ve hit a low point in tech demand: The combination of inflation and shifting spending patterns has made for a tough environment for the consumer electronics retailer.

Instacart’s delivery business slows as it heads toward its long-awaited IPO

Article
Aug 21, 2023

Instacart’s gross transaction volume grew just 5% in the first half: That’s a troubling number that can’t be glossed over by the company’s 30% revenue growth.

Walmart, Amazon lead the top 10 US retailers by sales

Walmart, Amazon lead the top 10 US retailers by sales

Article
Jul 24, 2023

Walmart was the biggest US retailer by US sales in 2022 with nearly $500 billion in sales, more than double the size of runner-up Amazon, according to the National Retail Federation.

Costco’s supersized store offers a glimpse of how it aims to marry online and offline retail

Article
Jul 21, 2023

Costco wants to build a store 65% larger than its typical warehouse: The Fresno, California, facility would combine ecommerce and traditional retail under one roof.

3 ways retailers like Walmart, Target, and Costco use private label to keep costs down, build brand loyalty

Article
Jun 13, 2023

Private label products give retailers more control over sourcing, manufacturing, and pricing, which they can use to offer items for lower costs, encouraging consumers to try new products, leading to lifelong brand ambassadors who will swear by your brand. Here’s how Target, Walmart, and Costco are labeling up.

Amazon, Costco, Carvana win our analysts’ battle of the top 15 ecommerce companies in the US

Amazon, Costco, Carvana win our analysts’ battle of the top 15 ecommerce companies in the US

Article
May 25, 2023

The 15 biggest US ecommerce players aren’t a surprise (here’s looking at you, Amazon, Walmart, and Apple). User-friendly mobile apps, quick delivery, innovation, and converting sales are what turn retailers into ecommerce powerhouses. Here are the companies our analysts believe best exemplify those features within the 15 largest ecommerce players.

Amazon will account for more than half of US paid retail membership fee revenues

Amazon will account for more than half of US paid retail membership fee revenues

Article
May 16, 2023

Amazon Prime will make up 53.1% of US paid retail membership fee revenues this year, according to our estimates.

How retailers like eBay, Instacart, and Tapestry are tackling stubborn retail problems

Article
May 16, 2023

Tapestry brings its D2C and wholesale teams together to create a consistent brand experience across channels, while Hollister enables teens to fill their carts and send to a parent for purchase. Instacart and eBay find ways to offer customers more value.

Revenue growth has slowed despite the influx of new paid retail memberships

Revenue growth has slowed despite the influx of new paid retail memberships

Article
May 15, 2023

Many retailers launched paid memberships over the past three years. For the most part, they were intended to increase revenues and build loyalty during the pandemic-driven ecommerce boom. But the slowdown in revenue growth indicates that consumers are only willing to spend so much on retail subscriptions, particularly amid economic uncertainty.

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