Insight Report | February 23, 2022 Premium Innovations in Apparel Stores: Reinventing Physical Retail To Drive Engagement, Loyalty and SalesBrands and retailers are innovating to tempt customers back to physical apparel stores. We discuss key examples of successful strategies including experiential retail, seamless shopping and providing personalized services. Read More
Insight Report | February 23, 2022 Premium Earnings Insights 4Q21, Week 4: E-Commerce Almost Flat at Walmart; Strong Sales at Crocs and Under ArmourOur 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 20, 2022: Crocs, Under Armour and Walmart. Read More
Insight Report | February 23, 2022 Premium Quick Commerce in Europe: Expansion Meets Consolidation in Rapid DeliveryFollowing unprecedented growth in the quick-commerce space in the last 18 months, we are seeing increased demand for rapid delivery in Europe. In this report, we assess key emerging trends in quick commerce in Europe and the market prospects. We also present our growth estimates for market and discuss the primary quick-commerce models in operation. Read More
Deep Dive | February 21, 2022 Premium US Consumer Tracker: Shoppers’ Behavior Is in TransitionUS consumer behavior is in transition as the Omicron surge fades. As consumers return to public places, they are still buying food online, suggesting a possible more permanent shift to e-grocery. Read More
Deep Dive | February 21, 2022 Premium Retail-Tech Landscape: The MetaverseThe infinite metaverse environment holds huge opportunity for retail. Retailers can be open for business 24/7, offering engaging and immersive virtual spaces to connect with consumers as well as exclusive digital assets. We present selected startups globally that are helping to shape the metaverse. Read More
Deep Dive | February 18, 2022 Premium Head-to-Head in Discount Grocery Retail: Aldi vs. LidlAs part of our Head-to-Head series, we compare Aldi and Lidl, two major players in discount grocery retail. We provide insights into the two companies’ business strategies, brand usage, growth strategies, and e-commerce initiatives. Read More
Store Tracker | February 18, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 7: US Openings Up 5% Year over YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Cub Foods, Primark and Sprouts Farmers Market in the US, and Castore, Fultons Foods and Sports Direct in the UK. Read More
Deep Dive | February 17, 2022 Premium IPOs in US and UK Retail: Online Retailers Maintain Strong Growth MomentumThe UK and the US saw a significant rise in retail IPOs (initial public offerings) in 2021. We explore recent aftermarket performance, detail upcoming IPOs and discuss the factors driving growth momentum in this area. Read More
Insight Report | February 17, 2022 Premium Instacart’s Next Growth Steps: IPO, Acquisitions, Rapid Delivery and MoreInstacart is reportedly preparing for an IPO (initial public offering) in 2022. We examine the grocery delivery provider’s actions to diversify its service offerings beyond logistics, covering recent acquisitions and initiatives in fulfillment as a service and rapid delivery. Read More
Deep Dive | February 15, 2022 Premium Beauty at US Department Stores: Four Growth OpportunitiesBeauty comprises one of the smallest portfolio categories across major US department stores, representing huge opportunity for retailers to expand in this category. We analyze the performance of, and outlook for, beauty sales in department store retail and explore four key areas of growth for the category—covering live selling, inclusivity and more. Read More
Deep Dive | February 15, 2022 Premium US Consumer Tracker: Consumers Return to Public PlacesAs the Omicron variant recedes in the US, consumers are returning to public places. We track the specific activities they are doing as well as what they are buying both online and in-store. Read More
Insight Report | February 14, 2022 Premium Earnings Insights 4Q21, Week 3: L’Oréal and CVS Post Strong Results; Coty and Tapestry Raise GuidanceOur 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 13, 2022, namely Coty, CVS Health, L’Oréal and Tapestry. Read More
Deep Dive | February 14, 2022 Premium US Denim Market: An Inflection Point for Jeans as Skinny’s Dominance FadesThe US denim market bounced back in 2021 from a double-digit decline in 2020 and we expect to see further growth in 2022. We discuss growth estimates as well as the market’s competitive landscape, major drivers and key trends. Read More
Market Outlook | February 11, 2022 Premium Market Outlook: US Department Store Retailing—Consolidation and Digitalization Mark a Diminished SectorIn this Market Outlook, we examine the size and trajectory of the US department store sector and key factors impacting growth, both online and in the brick-and-mortar channel. We discuss the competitive landscape and three themes we are watching in 2022 and beyond. Read More
Store Tracker | February 11, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 6: US Openings Up 6% as Aldi Announces Store Expansion PlanOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Aldi, Charming Charlie and Scotch & Soda in the US, and Game, Hamleys and Sports Direct in the UK. Read More
