Product TypeDeep Dive Product TypeDeep Dive | September 24, 2020 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. Read More
Product TypeInsight Report Product TypeInsight Report | July 23, 2020 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. Read More
Product TypeDeep Dive Product TypeDeep Dive | July 8, 2020 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. Read More
Product TypeDeep Dive Product TypeDeep Dive | June 16, 2020 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.Read More
Product TypeDeep Dive Product TypeDeep Dive | June 10, 2020 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. Read More
Product TypeDeep Dive Product TypeDeep Dive | April 14, 2020 premium Amazon Apparel Consumer Survey 2020: Amazon Cements Its Lead in US Fashion Market In our third annual consumer-survey report on Amazon’s position in apparel, we explore how many US shoppers are buying clothing and footwear on Amazon, why, and where (if anywhere) they are switching spending from—among many other findings.Read More
Product TypeInsight Report Product TypeInsight Report | April 6, 2020 premium Coronavirus Insights: Learnings from NIKE’s and Lululemon’s China Experiences Despite the impact of the coronavirus, NIKE and Lululemon each reported favorable earnings on March 24, 2020 and March 26, 2020, respectively. With China embracing signs of recovery from the coronavirus crisis, we discuss the lessons learned by the two athletic apparel companies from their experiences in the country.Read More
Product TypeDeep Dive Product TypeDeep Dive | March 23, 2020 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.Read More
Product TypeFlash Report Product TypeFlash Report | March 13, 2020 premium Coronavirus Briefing: US Retailers Hit by Both Demand and Supply Chain Issues US retailers are assessing the impact of the coronavirus. As US retail companies reported 4Q19 earnings, many noted sharply lower sales in China and outlined the impact of supply-chain disruptions. However, suppressed retail demand in the US market is likely yet to come. Read More
Product TypeFlash Report Product TypeFlash Report | March 2, 2020 premium Coronavirus Briefing: How Brands Are Communicating with Consumers During the Outbreak With the coronavirus outbreak showing no signs of slowing soon, retailers and brands in China are looking for creative ways to keep shoppers engaged with the brand as most people shun public places and avoid shopping for non-essential products. Read More
Product TypeDeep Dive Product TypeDeep Dive | January 8, 2020 premium Amazon Apparel Update: An Analysis of Listings on Amazon Fashion In collaboration with competitive intelligence provider DataWeave, we aggregated data on almost 1 million women’s and men’s clothing products listed on Amazon.com. We analyze apparel listings by category, brand and seller to identify key trends on Amazon Fashion.Read More
Product TypeDeep Dive Product TypeDeep Dive | January 2, 2020 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. Read More
Product TypeInsight Report Product TypeInsight Report | December 11, 2019 premium Supply Chain Briefing: A Growing Role for Predictive Analytics in Retail Predictive analytics to play an increasing role in retail: Companies across industries are embracing predictive analytics to help them predict consumer behavior to better plan marketing, pricing and assortment. Read More
Product TypeDeep Dive Product TypeDeep Dive | October 22, 2019 premium How Loyalty Programs Help Retailers To Retain Customers and Drive Growth Well-designed loyalty programs offer retailers the opportunity to gain a larger share of wallet and increase customer retention. In this report, we examine best practices for implementing loyalty programs and how retailers can leverage consumer data to drive growth, as well as emerging trends in this field.Read More
Product TypeCompany Earnings Update Product TypeCompany Earnings Update | September 25, 2019 premium Nike (NYSE: NKE) 1Q20 Results: Growth Across All Geographies, Led by Product Innovation and Digital Nike 1Q20 revenues rose 7.1% to $10.66 billion, driven by growth across all geographies, beating the $10.44 billion consensus estimate. Read More
