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Avenue Supermarts (NSEI: DMART)

Avenue Supermarts is an India-based retailer of food and beverages, health and beauty, general merchandise and apparel. Headquartered in Mumbai, the company operates 220 stores across 11 Indian states and one union territory.

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Instacart (Maplebear Inc.)

Instacart is US-based provider of online delivery and pickup services for groceries, prescriptions and apparel. Headquartered in San Francisco, the company operates across 5,500 cities in the US and Canada.

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Product TypeInsight Report | premium

New Retail Briefing: Alibaba Invests in Hypermarket Chain Sun Art and Luxury E-Commerce Platform Farfetch

We discuss recent developments in New Retail in China, including Alibaba’s investment to increase its stake in domestic hypermarket Sun Art Retail to become the controlling shareholder and JD.com’s partnership with Kuaishou to host a 200-hour livestreaming session for Singles’ Day from November 1 to 9.

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Product TypeInsight Report | premium

Earnings Insights 3Q20, Week 3: Off-Pricers See Strong Improvement, but Department Stores Remain Badly Hit; Sales Surge in Home Improvement

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-quarter 2020 earnings. We condense what retail companies are reporting, with a focus on the impact of the coronavirus crisis. This week, there are highlights from companies that reported in the week ended November 22, including Home Depot, Kohl’s, Macy’s, Target, The TJX Companies and Walmart.

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Product TypeInsight Report | premium

Singles’ Day 2020: Alibaba and JD.com Record $115 Billion in Sales

As the world’s largest online global shopping festival, Singles’ Day presents an exciting sales opportunity for brands and retailers. We discuss the Singles’ Day sales performance of China’s leading e-commerce players, including a comparison of Alibaba and JD.com. We highlight key themes from this year’s festival and consumer shopping patterns.

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Product TypeDeep Dive | premium

Singles’ Day 2020: Analyzing Merchants’ Marketing Campaigns

As part of our coverage of Singles’ Day 2020, we review the marketing campaigns that various brands and retailers launched on Alibaba’s Tmall platform to encourage consumer spending during the shopping festival. We focus on three themes: financial incentives, community building and livestream/influencer marketing.

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Product TypeInsight Report | premium

The 12 Weeks of Holidays: #8—Outlook for the US Beauty Sector

Beauty brands and retailers have had to adapt to changes in how and what consumers are shopping due to the impacts of the Covid-19 pandemic, so are approaching the holiday season differently this year. As part of The 12 Weeks of Holidays series, we provide an outlook for the sector, including our estimates for consumer spending during the holiday period. We also discuss e-commerce fulfillment, the use of livestreaming and five key beauty trends for this holiday season.

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Kroger (NYSE: KR)

The Kroger. Co is a US-based supermarket retailer. Headquartered in Cincinnati, Ohio the company operates a range of stores formats across the US under ten different banners.

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Product TypeInsight Report | premium

Singles’ Day 2020: Analyzing New Products

Singles’ Day presents an opportunity for new product launches, to help brands drive consumer excitement and boost sales. We discuss some of the new product strategies that brands employed on Alibaba’s Tmall during this year’s 11.11 shopping festival, and present learnings that can be applied to the China market and shopping festivals in particular, as well as to year-round sales strategies.

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Product TypeMarket Outlook | premium

US Home and Home-Improvement Retail: Post-Crisis Outlook—Fall 2020 Update

We explore the continued impacts of the Covid-19 crisis on the US home and home-improvement sector and present an outlook for the remainder of 2020 and into 2021. To analyze the sector, we look closely at select US retailers—including Home Depot, Lowe’s RH and Willams-Sonoma—as well as the effects of consumer trends in e-commerce.

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