Insight Report | April 21, 2020 Premium Consumer Tech Briefing: Coronavirus Crisis Spurs New Technological InnovationsEach month, our Consumer Tech Briefing series discusses recent developments in the world of technology. This month, we focus on digital tools that have been launched to encourage and track social distancing and hygiene during the ongoing coronavirus crisis. Read More
Deep Dive | April 21, 2020 Premium International Grocery Retail in India: Opportunities in a High-Growth Sector, Despite Regulatory ConstraintsThe food and grocery retail market in India is among the largest in the world. With organized retail still finding its feet, a host of international retailers are vying to claim a sizeable slice of the grocery sector. We examine the market landscape and discuss its key players. Read More
Insight Report | April 20, 2020 Premium Coronavirus Insights: China’s GDP Drops for the First Time in Decades; March Retail Sales Fall, but Pace of Decline EasesAs coronavirus lockdowns ease in China, we review the growth of GDP, retail sales and industrial production in the country—to consider the impacts of the outbreak on the economy including retail sales, and the shape of the recovery. Read More
Insight Report | April 17, 2020 Premium US Holiday 2020 Retail First Look: Coronavirus Crisis Likely To Meaningfully Hit DemandAmid the coronavirus crisis, we offer an early—and tentative—look at how holiday 2020 retail demand may shape up in the US. We draw on our proprietary consumer surveys on US shopping behaviors and provide an illustrative model for how we think retail’s trough and recovery could look in 2020, as well as the implications for US retailers of a coronavirus-impacted holiday season. Read More
Market Navigators/Market Outlook | April 16, 2020 Premium Market Overview: Luxury—Taking a Back Seat to the Global PandemicIn this market overview, we explore the personal luxury goods market landscape and consider the top 20 companies and top 15 brands in the global market by revenue. We discuss the impact of the ongoing coronavirus pandemic on both supply and demand in the luxury industry, as well as considering the importance of China’s luxury shoppers in today’s environment. Read More
Insight Report | April 16, 2020 Premium March 2020 US Retail Sales: Discretionary Sectors Post Deep Declines as Coronavirus-Led Lockdowns Hit Consumer SpendingUS retail sales saw deep declines in March, a stark change from the impressive gains made in January and February as large-scale retail shutdowns are implemented due to the coronavirus pandemic. Read More
Insight Report | April 16, 2020 Premium Coronavirus Insights: US Cannabis Industry Sees Sales Spike, Supply Chain Disruptions and Launch of CBD SanitizersPanic buying amidst the coronavirus crisis has extended to the cannabis and CBD industries in the US. We discuss recent sales data and explore other ways in which the pandemic has impacted these industries, considering online delivery and curbside pickup services, the designation of cannabis businesses as “essential” services, supply chain disruptions and new product launches of CBD-infused hand sanitizer. Read More
Insight Report | April 15, 2020 Premium March 2020 US Same-Store Sales: Costco Sees Food Sales Surge over 30%, but Softlines Down by Double DigitsThe impact of the coronavirus continues to be experienced by retailers globally, negatively affecting comps growth but resulting in a surge in online shopping and essential purchases (such as food). This report looks at the March same-store sales results of Costco and Buckle. Read More
Insight Report | April 15, 2020 Premium 2020 Tax Tracker, Week 10: Tax Filings Slide Further, Average Refund Up 1.6% from Last YearAs of week 10 of the US tax refund season, the IRS has reported that the average refund amount was up slightly. Tax filing numbers have dropped year over year and are likely to continue to do so in the coming weeks as taxpayers take advantage of a 90-day filing extension granted by the IRS due to the coronavirus crisis. Read More
Question of the Week | April 13, 2020 Free Report What Product Categories Do People Research and Purchase the Most on Social Media?QUESTION OF THE WEEK: What Product Categories Do People Research and Purchase the Most on Social Media? Read More
Analyst Corner | April 12, 2020 Register for Free Access Weinswig’s Weekly—April 12, 2020This week’s note “From the Desk of Deborah Weinswig” looks at how US retailers are hunkering down to survive a recession. Read More
Store Tracker | April 10, 2020 Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 15: Dean & DeLuca Files for Chapter 11 BankruptcyOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Dean & DeLuca and Walgreens in the US and Arcadia Group, Debenhams and Walgreens Boots Alliance in the UK. Read More
Insight Report | April 10, 2020 Premium March 2020 US Retail Traffic and In-Store Metrics: Traffic Falls by Over 60%, and Much More Steeply Toward the End of the MonthMarch 2020 saw a significant decline in US retail traffic amidst the coronavirus pandemic, heavily impacted by the store shutdowns implemented from the middle of the month. We review store traffic changes through the month and the sectors most impacted by the current crisis. We also consider key findings from a survey by RetailNext, which highlights the widely held belief that the pandemic will have long-term effects on retail. Read More
Insight Report | April 9, 2020 Premium Faced with Weak Domestic Markets, It Is Time for Western Retailers and Brands To Join Singles’ Day 2020The coronavirus pandemic has had a global impact, and the retail industry has been hit hard. With many brands and retailers currently focusing on short-term survival, we look ahead to the opportunities that they could plan to leverage from the Singles’ Day shopping event on November 11, 2020. Read More
Insight Report | April 9, 2020 Premium US Grocery Pop-Ups: Amid the Coronavirus Outbreak, Nonretailers Launch Grocery Pop-Up Stores To Meet Local NeedsThe coronavirus outbreak has prompted nongrocery companies in the US to open pop-up stores, through which they can sell inventory to local consumers. There are examples of this phenomenon in the restaurant sector, as many US states have banned restaurant dining due to the pandemic. We discuss examples of recently launched grocery pop-up stores in the US and consider the future of the format in the grocery sector when the coronavirus crisis is over. Read More