Insight Report | March 15, 2022 Premium Earnings Insights 4Q21, Week 7: Dick’s Sporting Goods, JD.com, Petco and Ulta Beauty Report Strong Sales GrowthOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended March 13, 2022, namely Dick’s Sporting Goods, JD.com, Petco and Ulta Beauty. Read More
Deep Dive | March 14, 2022 Databank Members US Consumer Tracker: Consumer Avoidance Hits New LowUS consumers are exhibiting a new record low of avoidance of public places. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Innovator Profile | March 13, 2022 Premium Innovator Profile: Sayollo Provides In-Game Advertising and Selling OpportunitiesAs part of our Innovator Profile series in the lead-up to Shoptalk 2022, we present Sayollo, a retail-technology company that provides a platform for advertising and selling in mobile video games. Read More
Analyst Corner | March 13, 2022 Register for Free Access Weinswig’s Weekly: Prestige Beauty Opportunity Heats Up Between Kohl’s, Target and WalmartThis week’s note “From the Desk of Deborah Weinswig” discusses competition in prestige beauty among major US retailers. Read More
Innovator Profile | March 12, 2022 Premium Innovator Profile: Re/tell Supports Online Retailers’ Expansion into the Physical ChannelAs part of our Innovator Profile series in the lead-up to Shoptalk 2022, we present Re/tell, a technology startup that helps e-commerce players expand into brick-and-mortar retail. Read More
Insight Report | March 10, 2022 Premium Achieving Agility and Resilience in Sourcing: Five Strategies for Brands and RetailersThe pandemic and diplomatic tensions have brought about closer scrutiny of sourcing strategies in retail. Against the backdrop of supply chain disruption, we present five strategies for global brands and retailers to improve sourcing agility and resilience, covering speed to market, technologies, supplier partnerships and more. Read More
Insight Report | March 9, 2022 Premium 2022 US Tax Tracker #2: IRS Issues $103 Billion in Refunds; Average Refund Up 15%Each year, the IRS reports tax return filings and refunds on a weekly basis. The filing deadline is April 18 this year. We look at what has happened in the 2022 tax filing season so far, as of February 25, 2022. This report covers the number of returns filed and processed, the total and average refunds returned. Read More
Deep Dive | March 7, 2022 Premium Global Luxury Department Stores: How Are They Evolving?The pandemic provided luxury department stores with an opportunity to reinvent themselves. We present our outlook for the global sector’s recovery and explore five key ways in which luxury department stores are evolving to remain relevant. Read More
Analyst Corner | March 6, 2022 Register for Free Access Weinswig’s Weekly: $5 Billion—Our Number of the Week in RetailThis week’s note “From the Desk of Deborah Weinswig” discusses why the figure $5 billion tells us where retail is headed. Read More
Deep Dive | March 2, 2022 Premium Retail-Tech Landscape: PaymentsPandemic-induced growth in e-commerce sales has led to increased focus among brands and retailers on developing their payment infrastructure. We present selected startups globally with innovative payment technology solutions. Read More
Deep Dive | March 2, 2022 Premium US Children’s Apparel and Footwear Retailing—Battling a Declining Birth RateWe discuss the US children’s and infants’ apparel and footwear market, covering the market size and growth outlook. We also present key market drivers, the competitive landscape and major trends among brands and retailers looking to better serve childrenswear retail. Read More
Deep Dive | February 28, 2022 Premium Head-to-Head in US Sporting Goods Retail: Dick’s Sporting Goods vs. Foot LockerDick’s Sporting Goods and Foot Locker are heavyweights in the US sporting goods sector. As part of our Head-to-Head series, we compare the two companies, providing insights into their revenues, business strategies, technology initiatives and more. Read More
Insight Report | February 28, 2022 Premium February 2022 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in January 2022, we saw strong growth in retail sales in the US and the UK. Retail sales data was not reported for China. We assess trends and consider wage growth and food and fuel prices in these three markets. Read More
Insight Report | February 23, 2022 Premium Quick Commerce in Europe: Expansion Meets Consolidation in Rapid DeliveryFollowing unprecedented growth in the quick-commerce space in the last 18 months, we are seeing increased demand for rapid delivery in Europe. In this report, we assess key emerging trends in quick commerce in Europe and the market prospects. We also present our growth estimates for market and discuss the primary quick-commerce models in operation. Read More
Insight Report | February 21, 2022 Premium Digitally Native Vertical Brands in the US Beauty and Personal Care Market: Driving Growth Through EngagementDigitally native vertical brands (DNVBs) in the US beauty and personal care market continue to be a success story. We analyze factors contributing to their growth and the strategies they are using to connect with consumers. Read More