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US Holiday 2020 Retail First Look: Coronavirus Crisis Likely To Meaningfully Hit Demand

Amid 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.

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Market Overview: Luxury—Taking a Back Seat to the Global Pandemic

In 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.

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Coronavirus Insights: US Cannabis Industry Sees Sales Spike, Supply Chain Disruptions and Launch of CBD Sanitizers

Panic 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.

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March 2020 US Retail Traffic and In-Store Metrics: Traffic Falls by Over 60%, and Much More Steeply Toward the End of the Month

March 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.

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US Grocery Pop-Ups: Amid the Coronavirus Outbreak, Nonretailers Launch Grocery Pop-Up Stores To Meet Local Needs

The 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.

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