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Product TypeDeep Dive | premium

US Consumer Tracker: Rebound in Online Apparel and Beauty Purchases (Full Report)

Our latest survey report provides a detailed update on US consumers’ behaviors, concerns and expectations, with a focus on the implications for retail. This week, we present findings on what product categories consumers had purchased in-store and online in the past two weeks, as well as what they are buying more of and less of than pre-pandemic. We also discuss what activities consumers have done in the past two weeks. Our consumer survey was undertaken on March 1.

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Product TypeStore Tracker | premium

Weekly US and UK Store Openings and Closures Tracker 2021, Week 9: TJX Companies To Open 81 Net US Stores in 2021

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Bath & Body Works, Bob’s Discount Furniture, Casper Sleep, Dick’s Sporting Goods, Hudson, Macy’s, Paper Source, Payless, Sprouts Farmers Market, TJX Companies and Victoria’s Secret in the US and Amazon, Sainsbury’s, Tesco and Thomas Pink in the UK.

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Product TypeInsight Report | premium

February 2021 Leading Indicators of US Retail Sales: Without Additional Stimulus, Early Spring Sales Look Set To Weaken

In our monthly Leading Indicators of US Retail Sales series, we examine several key macroeconomic indicators of US retail sales and analyze how they may impact the industry in the months to come. We analyze the latest available data, as of the end of February 2021, covering the job market, income and savings, and housing.

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Product TypeStore Tracker | premium

US Store Tracker Extra, February 2021: 2,222 Store Closures by Major US Retailers Will Result in 31 Million Square Feet of Closed Retail Space in 2021

The US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements. We include details on closures and openings as a percentage of total store base as well as square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of February 26, 2021, versus the comparable period in 2020.

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Product TypeDeep Dive | premium

US Retail amid Economic Recovery: Learnings from the Global Financial Crisis

In this report, we examine the impending economic and retail recovery from the coronavirus crisis in the US through the lens of recovery from the 2008 Global Financial Crisis (GFC). We discuss how lessons from the 2008 financial crisis are useful for understanding the shape and speed of the expected retail recovery from the coronavirus pandemic, as well as exploring the differences in the nature and cause of the two crises.

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Product TypeInsight Report | premium

Earnings Insights 4Q20, Week 4: Home Categories Stand Strong, While Apparel Sees Weak Demand

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2020 earnings. This week, there are highlights from companies that reported in the week ended February 28—namely, Best Buy, Farfetch, Home Depot, L Brands, Lowe’s, Macy’s, The RealReal, The TJX Companies and Wayfair.

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Product TypeDeep Dive | premium

US Consumer Tracker: Signs of a Return to Stores (Full Report)

Our latest survey report provides a detailed update on US consumers’ behaviors, concerns and expectations, with a focus on the implications for retail. This week, we present findings on what product categories consumers had purchased in-store and online in the past two weeks, as well as what they are buying more of and less of than pre-pandemic. We also discuss what activities consumers have done in the past two weeks. Our consumer survey was undertaken on February 22.

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Product TypeDeep Dive | premium

US Consumer Tracker: Where Are High-Income Consumers Cutting Spending? (Full Report)

Our latest survey report provides a detailed update on US consumers’ behaviors, concerns and expectations, with a focus on the implications for retail. This week, we explore consumer spending on different categories by income level. We present findings on what activities consumers have done in the past two weeks and what product categories they had purchased in-store and online in the past two weeks. Our consumer survey was undertaken on February 15.

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