Deep Dive | March 15, 2022 Premium Luxury Brands: To DTC or Not To DTC?Luxury brands have been gravitating toward the direct-to-consumer (DTC) model for years, and the pandemic has boosted this shift, putting the wholesale model in a fix. In this report, we discuss the DTC model in luxury retail. Read More
Event Coverage | March 14, 2022 Premium Kroger 2022 Business Update: Alternative Profit Streams To Support Future Margin ExpansionOn March 4, 2022, Kroger hosted its 2022 Business Update event in Orlando, Florida. We present key insights from the event, outlining Kroger’s strategies to bolster its fresh food category, elevate its customer experience and accelerate digital growth and profitability. Read More
Event Coverage | March 11, 2022 Premium Kohl’s Investor Day 2022: Sephora, Active, Digital and 100 Small-Format Stores To Drive GrowthWe present key insights from Kohl’s virtual Investor Day on March 7, 2022, covering the retailer’s plans to drive growth through its Sephora shop-in-shop business, open smaller stores, become the active lifestyle destination for the entire family and achieve digital expansion. Read More
Store Tracker | March 11, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 10: US Store Expansion Plans Surpass 3,400 New Retail SpacesOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from 2nd & Charles, Barnes & Noble and Summer Classics in the US, and Amazon, Dreams and Mere in the UK. Read More
Insight Report | March 8, 2022 Premium Earnings Insights 4Q21, Week 6: Qurate and Best Buy’s Sales Falter, While American Eagle, Nordstrom, Target and Urban Outfitters Post Strong ResultsOur 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 6, 2022, including American Eagle, Best Buy, Nordstrom, Qurate, Target and Urban Outfitters. Read More
Deep Dive | March 7, 2022 Premium US Consumer Tracker: Beauty Purchases SlowOur latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. This week, we note a slowing of cosmetics purchases while the public avoidance rate seems to have stabilized. Read More
Store Tracker | March 4, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 9: Amazon Closing Dozens of Stores in Nonfood RetreatOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Crate & Barrel and Schnuck in the US, and Amazon, Card Factory and Next in the UK. Read More
Deep Dive | March 3, 2022 Premium How US Consumers Are Shopping for Groceries: Analyzing Traffic, Ticket, E-Commerce, Private Label and Retail FoodserviceWe discuss five key ongoing consumer shopping trends in the US grocery market, using data sourced from IRI. We examine basket size and trip frequency, sales channels, price per unit, private labels and foodservice. Read More
Store Tracker | March 2, 2022 Premium US Store Tracker Extra, February 2022: US Retailers To Open 41 Million Square Feet of Retail Space in 2022The US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements. We include details on closures and openings as a percentage of total store base as well as square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of February 25, 2022, versus the comparable period in 2021. Read More
Market Outlook | March 2, 2022 Premium Market Outlook: US Footwear Specialists See a ResurgenceWe analyze the resurgent US footwear specialty retail market, including four themes we are watching. Learn more about opportunities in specialty footwear. Read More
Insight Report | March 1, 2022 Premium Earnings Insights 4Q21, Week 5: Gildan, Home Depot, Lowe’s, Macy’s and TJX Post Strong Results; Alibaba Sees Soft Sales ExpansionOur 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 February 27, 2022, including Gildan, Home Depot, Lowe’s, Macy’s and TJX. Read More
Deep Dive | March 1, 2022 Premium US Consumer Tracker: How Is Inflation Affecting Consumer Behavior?What impact are the highest levels of inflation seen in four decades having on shoppers’ choices? Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for 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
Deep Dive | February 28, 2022 Premium Luxury in the Metaverse: Recent Developments and Future PotentialWe believe that the metaverse is set for tremendous growth and that luxury’s role will grow increasingly prominent. We present examples of recent developments in the space by luxury brands and explore the future potential of the luxury metaverse, including the technology innovators that are supporting the luxury metaverse and key considerations for players looking to build a virtual presence. Read More
Store Tracker | February 25, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 8: Year-to-Date US Openings Outnumber Closures Two to OneOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Balenciaga, Hobby Lobby and Whole Foods Market in the US and Bensons for Beds, New Look and Wren Kitchens in the UK. Read More
