Deep Dive | October 15, 2024 Premium Holiday 2024—Shoppers Are Buying Decorations, Toys and Apparel: US Consumer Survey InsightsBeginning our focus on holiday shopping trends for the final quarter of 2024, we analyze new survey findings to discover how many US consumers have recently shopped for the holiday season, where they shopped and what they purchased. We also continue our weekly analysis of overall consumer behavior and sentiment. Read More
Insight Report | October 9, 2024 Premium 2Q24 US Retail Inventory Insights: Stable Inventory Ratio Ahead of the Holiday SeasonOur quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. In this report, dive into trends by sector and inventory turnover ratios among major US retailers in 2Q24. Discover key management commentary on inventory levels ahead of the holiday season. Read More
Deep Dive | October 9, 2024 Premium Social Commerce in Focus—Opportunity for TikTok; Apparel Captures Attention: US Consumer Survey InsightsHow popular is social commerce, and what are social media shoppers buying? We analyze new survey findings to assess the role of social media in the shopping process. We also provide an update on US consumers’ behaviors and sentiment. Read More
Deep Dive | September 20, 2024 Premium 2Q24 US Earnings Season Wrap-Up: Most Companies Deliver Positive Sales GrowthWe analyze the recent performance of selected retailers, brands and e-commerce platforms in the second quarter of 2024, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes. Read More
Insight Report | September 19, 2024 Premium Retail Shrink and ORC: California and New York Enact Tough New Anti-Theft LawsWe present the latest developments in retail shrink, which include new anti-theft laws in the US and supermarket security measures in the UK. Plus, discover new solutions and partnerships in the loss-prevention technology space, and dive into recent commentary on shrink from selected US retailers. Read More
Insight Report | September 12, 2024 Premium Luxury Retailing—US Real Estate Insights: Contrasting Expansion and Consolidation TrendsBuilding on our Market Navigator on global luxury retailing, we examine data on selected brands’ store traffic, store closures and store openings to understand the evolving real estate landscape in the US luxury market. Read More
Deep Dive | September 10, 2024 Premium Responses to Inflation—Frugal Habits Continue: US Consumer Survey InsightsWhat are US consumers’ perceptions of inflation, and how are they changing their spending habits as a result? We analyze new survey findings to find out, and present an update on consumers’ behaviors and sentiment. Read More
Company Profile | September 6, 2024 Premium Dick’s Sporting Goods (NYSE: DKS) Company ProfileDick’s Sporting Goods is a retailer of sports accessories, apparel, equipment and footwear. Headquartered in Pennsylvania, the company operates stores across the US. Read More
Company Profile | September 6, 2024 Premium Gap Inc. (NYSE: GPS) Company ProfileGap Inc. is a US-based retailer of accessories, apparel, footwear and personal care products. Headquartered in San Francisco, the company operates stores in Canada, China, France, Hong Kong, Ireland, Italy, Japan, Mexico, Taiwan, the UK and the US. Read More
Insight Report | September 3, 2024 Premium Earnings Insights 2Q24, Week 6: Mixed Results from Bath & Body Works, Best Buy and BurlingtonOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on second-quarter 2024 earnings from companies that reported in the week ended September 1, 2024, including Bath & Body Works, Best Buy and Burlington. Read More
Deep Dive | September 3, 2024 Premium Department Stores in Focus—Kohl’s and Macy’s Lead the Way: US Consumer Survey InsightsWhich department stores are popular, and what are department-store shoppers buying? We analyze new survey findings to assess US consumers’ behaviors and sentiment—this week, with an added focus on the department store sector. Read More
Deep Dive | August 29, 2024 Premium Digital Services and Omnichannel Strategies: Global Learnings in Drugstore and Pharmacy RetailingThe digital revolution is significantly transforming the drugstore sector globally, but drugstores and pharmacy retailers continue to face challenges. Building on our Market Navigator on drugstore and pharmacy retailing, we explore the innovative strategies being adopted by leading sector retailers in the US, the UK, Europe, India and China to navigate the dynamic market landscape. Read More
Deep Dive | August 28, 2024 Premium Who Shops Where? 2024 Shopper Demographics: US Consumer Survey Insights ExtraWe examine who shops at different major US retailers for food and nonfood, as well as offering a closer look at shopper demographics for apparel, footwear and beauty retailers. This US Consumer Survey Insights Extra report takes a deeper dive into our weekly survey data by building shopper profiles. Read More
Deep Dive | August 27, 2024 Premium Luxury Shopping in Focus—Gucci Is the Top Choice; Dior Gains in 2024: US Consumer Survey InsightsWhich luxury brands are popular, and what are luxury shoppers buying? We analyze new survey findings to assess US consumers’ behaviors and sentiment—this week, with an added focus on luxury shopping. Read More
Insight Report | August 27, 2024 Premium Earnings Insights 2Q24, Week 5: Ross Stores, Target and TJX Among the Companies Reporting Sales Growth This WeekOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on second-quarter 2024 earnings from companies that reported in the week ended August 25, 2024, including BJ’s Warehouse Club, Coty, Macy’s, Target and The TJX Companies. Read More
