Retail
Why Grocery Margins Run Thin
Grocers earn one to three cents on the dollar — a structural fact of selling what everyone sells — and the 2021–2023 period tested how much pricing power even that allows.
Henrik Larsen · May 25, 2026
Retail: Stores, Brands and Sales
Coverage of retailing as a business: store estates and closures, online fulfillment costs, assortment decisions, own-brand ranges, and the real depth of a promotion. Figures come from company filings and price tracking. Read by category managers, suppliers negotiating terms, and analysts covering the sector.
Coverage of retailing as a business: store estates and closures, online fulfillment costs, assortment decisions, own-brand ranges, and the real depth of a promotion. Figures come from company filings and price tracking. Read by category managers, suppliers negotiating terms, and analysts covering the sector.
Retail
How Retail Foot Traffic Is Measured
The visitor counts behind retail headlines come from anonymized phone location panels — a few million devices extrapolated to a nation, with known biases.
Henrik Larsen · May 2, 2026
Retail
E-Commerce's Share of Retail, Explained
Online runs about 17 percent of U.S. retail sales and keeps climbing — but the headline number hides how unequally the shift is distributed across categories.
Henrik Larsen · April 9, 2026
Retail
How Holiday Sales Get Counted
The NRF's holiday number — nearly $1 trillion in recent seasons — counts November and December retail, minus cars, gas, and restaurants, and everyone quotes the definition nobody agrees on.
Henrik Larsen · March 17, 2026
Retail
Private Label vs. National Brand Growth
Store brands took a record quarter of U.S. grocery spending in 2024 — and the striking part of the data is how little of it they give back when inflation cools.
Henrik Larsen · February 23, 2026