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Product TypeDeep Dive | premium

US E-Commerce: Post-Crisis Outlook

We explore the impacts of the Covid-19 pandemic on US e-commerce. We present our trend analysis and insights into the online channel’s development in the second quarter of 2020. We also discuss three post-crisis US e-commerce trends across the themes of digital investment, omnichannel capabilities and drones/autonomous vehicles.

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Product TypeInsight Report | premium

Retail Reimagined: Leveraging Social Media To Drive Consumer Engagement and Conversion

As part of our Retail Reimagined series, we discuss the importance of social media as a marketing channel for brands to showcase their products and drive conversion—particularly in the context of increased reliance on digital channels due to recent Covid-19 retail shutdowns. We consider the use of social media beyond the crisis and consider the implications for brands, retailers and technology vendors.

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Product TypeDeep Dive | premium

1Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 Impact

First-quarter 2020 retail earnings include the negative impact on sales caused by the coronavirus outbreak. We assess the recent performance of US retailers in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. With retail sectors weathering the Covid-19 crisis in different ways, sales declines are now easing due to stores reopening post lockdown, but the pace of recovery will vary.

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Product TypeDeep Dive | premium

US Apparel Retail: Post-Crisis Outlook

We explore the impacts of the coronavirus crisis on the apparel retail sector and present an outlook for the remainder of 2020 based on a three-phase V-shaped recovery. To analyze the sector, we look closely at select US retailers, including American Eagle Outfitters, Gap Inc. and Hanesbrands. We summarize our key estimates for 2020 in an infographic.

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Product TypeDeep Dive | premium

New Retail Models in the Global Apparel and Footwear Market

As part of our series exploring new models of retailing across different sectors and channels, we focus on the innovative strategies being implemented by brands and retailers in the global apparel and footwear market, including ASOS and Macy’s. We discuss how brands are leveraging technologies to upgrade the shopping experience, providing extended options as part of the sharing economy and utilizing consumer data.

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Product TypeDeep Dive | premium

4Q19 US Earnings Season Wrap-Up

Fourth-quarter 2019 retail earnings show that many companies across the retail industry saw strong growth. However, our coverage of the Coresight 100 reveals that the CPG and department-store sectors bucked this trend, with the latter continuing to struggle. Companies across the board have updated their guidance due to coronavirus disruption in the supply chain and demand in Asia, but we are yet to see updates based on the spread of the virus to the US, with the nation moving closer to lockdown.

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Product TypeDeep Dive | premium

Rental, Subscription and Resale: How Companies Are Tapping Demand

Under pressure from subscription and rental services, mainstream retailers are launching rental services of their own and teaming up with digital natives. We’re seeing brick-and-mortar retailers strike collaboration deals with online subscription services, launch their own services—and be acquired as digital natives look for physical space.

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