RetailStat

Leadership change at Market Basket: After a Delaware court upheld the removal of longtime CEO Arthur T. Demoulas, the board has named Chuck Casassa as president , a 50+ year company veteran who started as a bagger and most recently served as Director of Operations. #retailnews #leadershipchanges

You're invited! Join our analysts for deep dive into the Home Improvement and Building Materials sectors including: financial overviews, M&A updates, spotlights on Lowe's Companies, Inc., The Home Depot, QXO and more! Open to everyone. Register here: https://lnkd.in/eKWAcK3F

This is no longer just a cost story. Our latest analysis shows disruption in the Middle East is now hitting physical supply, with ripple effects across retail, from margins to consumer demand. Where risk is rising, where resilience is holding, and what to watch next. Subscribers can access the full report here: https://lnkd.in/ec7rZSTX

What’s actually driving performance in QSR right now? Join us for a focused look at the trends shaping the fast casual and quick service space, from shifting consumer demand to margin pressure and expansion activity. Plus, retailer spotlights on key players across the sector. Register here: https://lnkd.in/eVCqaQSi #Retail #QSR #FastCasual #RestaurantIndustry #RetailStat

Canadian retail sales are picking up, but the pressure is building. Recent gains are being driven more by higher gas prices than stronger demand, and volumes are already starting to soften. The consumer is holding up for now, but the squeeze is coming. Read more: https://hubs.ly/Q04dpWZr0 #Retail #ConsumerSpending #RetailTrends

Retail closures are not slowing down. New projections suggest more than 40,000 stores could close over the next five years, with department stores and some specialty retailers facing the most pressure. Caused by what you’d expect: rising costs, shifting consumer demand, and the continued impact of e-commerce. But this isn’t just about fewer stores. It’s about a reshaping of where and how retail operates. Want to track this shift in real time? Our ROC platform surfaces where openings and closures are happening, helping teams understand market movement as it unfolds. #Retail #CRE #RetailTrends #StoreClosures #RetailStrategy #DataDriven Read the full article: https://lnkd.in/eus4XrPZ

Heading to ICSC Las Vegas next month? Our own Douglas Munson will be joining a panel alongside Amanda Metcalf, Alanna Joy Loeffler, and Joe Parrott, CRRP, CRX, CLS on how to rethink anchor space in today’s retail environment. Don’t miss it. Reimagining the Anchor: Strategies to Transform Space Into Opportunity Monday, May 18 | 4:00–4:45 PM |  Wynn Las Vegas – Lafite 1-2 #ICSC #RetailRealEstate #CRE #RetailStrategy #RetailStat

lululemon is making a more serious push into Mexico, launching lululemon.mx and announcing plans to open eight stores this year, bringing its total store count in the country to 30+ by year-end. Those openings account for more than half of its planned North American store growth. This isn’t a cold entry. lululemon has been building presence through its ambassador network and large-scale events, including a Mexico City 10K that drew around 8,000 participants. The timing matters. Americas comparable sales fell 3% last year, while international grew 15%.

We’ve already seen Amazon normalize easy drop-offs through physical partners. Now, with retailers like Best Buy and DICK'S Sporting Goods participating, Uber is taking it a step further by removing the effort entirely with returns through Uber Eats carriers. Of course, that level of convenience comes with tradeoffs: higher reverse logistics costs and more pressure on already tight margins. So the real question is who ultimately absorbs those costs: the retailers or the customers? Convenience never comes for free. https://lnkd.in/dyEcE9P6

Yesterday, we added Falabella as our latest international company, and it’s a great reminder of how much our coverage has expanded in just Q1. We’ll continue growing our coverage across both domestic and international markets. Subscribers: to start receiving updates on any of these new brands, log in to your dashboard and head to https://lnkd.in/dAEC64GH to add the companies you’d like to follow. Not a subscriber yet and want the full list of our monitored companies? Comment below or send us a DM. #RetailStat #RetailIntelligence #FinancialInsights