North America news & analysis

30 November 2021
Walmart Canada is acquiring Foodmaestro to deliver a more personalised online shopping experience and help shoppers discover more relevant products aligned with their health and dietary needs. Why this deal is important? It reinforces Walmart's strategic focus on health and wellness It highlights its commitment to be the omnichannel leader in Canada and needs to have the best online experi...
28 November 2021
Data from Adobe Analytics reveals that online sales on Black Friday fell marginally this year to $8.9bn, compared to $9bn in 2020. We look at what’s behind this dip. Strong performance compared to 2019 This year’s sales performance has to be put into context. Last year’s sales was a record high for Black Friday, increasing 21.6% compared to 2019, when sales hit $7.4bn. This was driven by re...
26 November 2021
US-based Dollar Tree is raising its opening price point from $1.00 to $1.25. We look at why the retailer is making this move, and why now. Last store standing Dollar Tree has stood alone in the US dollar store channel for several years with its $1.00 price point. Its core competitors, Dollar General, Family Dollar (which it acquired in 2015) and 99 Cents Only have long operated with higher ...
24 November 2021
US-based Southeastern Grocers has opened two new stores under its Hispanic-focused banner, Fresco y Más. We look at how the retailer is aiming to win with this key shopper group through tailoring its offer to better meet its needs. Authentic experience Southeastern Grocers launched this format in 2016. Over the last five years it has grown to almost 30 stores throughout Florida, mainly thro...
24 November 2021
We review Couche-Tard’s results for the half ending 10 October 2021. Key H1 numbers YoY Total revenue up 36.5% to US$27.8bn Merchandise and service revenues up 5.6% to US$8bn Road transportation fuel revenues up 54.8% to US$19.4bn Same-store merchandise revenues up 5.9% in Europe and other regions (including Hong Kong), 0.6% in the U.S and -6.1% in Canada Same-store fuel...
23 November 2021
Walmart is partnering with Twitter to host livestream shopping as part of a broad programme of similar events this holiday season. The retailer is the first partner for the social media platform in the US for this type of event. Kick-off to Cyber Week This event will feature singer, songwriter and dancer Jason Derulo and will mark the launch of Walmart’s Cyber Week. This is a major sales ev...
18 November 2021
As trading patterns readjust to the easing of lockdown restrictions in Canada, we look at what this means for Loblaw’s range of formats. Loblaw’s Q3 key numbers Total revenue increased 2.4% to $16.1m, with retail segment sales up 2.4% to $15.8m Food retail same-stores sales increased by 0.2% Drug retail (Shoppers Drug Mart) same-store sales increased by 4.4%, with pharmacy same-sto...
17 November 2021
Target’s unique omnichannel model has been a major factor its success over recent years, including through the pandemic. In addition to enabling sales growth, it’s also helping the retailer to become more profitable. We look at the model’s impacts on its third quarter performance. Target’s Q3 key numbers Total revenue increased 13.3% to $25.7bn Comparable store sales increased 12.7%, fol...
16 November 2021
After a strong performance in the third quarter, the retailer has raised its outlook for sales and profit growth for the full year. With momentum heading into the key trading period, what can we expect to see from Walmart? Walmart's Q3 key numbers Walmart's total revenue in Q3 increased by 4.3% to $140.5bn, representing an additional $8.8bn in sales Sales in its US stores increased by...
15 November 2021
The GIANT Company, a subsidiary of Ahold Delhaize USA, has opened a new store in Philadelphia. We spotlight some of the key features. Making Philly a priority The 67,000 sq ft store is the latest to open in Philadelphia, with the retailer having made it a priority to open more stores and gain share in the city. Over the last few years, it has grown its network, including opening new smaller...