Deep Dive | May 20, 2022 Premium Market Outlook: Apparel Specialty Retail—US and UK Revivals To Outpace Lockdown-Hit ChinaWe analyze apparel and footwear specialty retail with a focus on the US, the UK and China. Our report includes five key growth drivers, leading companies, store numbers and more. Read More
Insight Report | May 19, 2022 Premium India Retail Insights: Exploring India’s Latest Super App and the Wider Super-App EcosystemWe examine India’s latest super app, Tata Neu, covering its core offerings, loyalty-building features and plans for growth, as well as consumer’s reactions on the app’s launch day. We also discuss India’s super-app ecosystem as a whole. Read More
Insight Report | May 17, 2022 Premium Earnings Insights 1Q22, Week 3: Coty, Tapestry and Weis Post Strong Results; Qurate’s Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report first-quarter 2022 earnings. This week features highlights from companies that reported in the week ended May 15, 2022, namely Coty, Qurate Retail, Tapestry and Under Armour, among others. Read More
Deep Dive | May 16, 2022 Premium US Online Grocery Survey 2022: Trends in Food E-Commerce, Quick Commerce and Meal KitsWe present insights into online grocery shopping in the US, using findings from our latest annual survey. We explore grocery shoppers’ online buying behavior, including the products they buy, the retailers they shop from, their preferences for fulfillment and more. Read More
Store Tracker | May 13, 2022 Databank Members Weekly US and UK Store Openings and Closures Tracker 2022, Week 19: Savage X Fenty Announces Physical Store ExpansionOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Barnes & Noble and Savage X Fenty in the US and Evans Cycles, The Food Warehouse and Hobbycraft in the UK. Read More
Store Tracker | May 6, 2022 Databank Members Weekly US and UK Store Openings and Closures Tracker 2022, Week 18: US Store Closures Down 58% 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 Barnes & Noble, Daiso Japan and Hermès in the US and Evans Cycles, Loake Shoemaker and Regatta in the UK. Read More
Insight Report | May 5, 2022 Premium Supply Chain Briefing: Lockdowns in China, New Phase of Chartered Ships and US Government Funding for PortsAs part of our Supply Chain Briefing series, we examine how the lockdowns in China are impacting the global supply chain. We also discuss companies’ decisions to charter their own freighters and the US government’s funding allocation to bolster US ports and waterways. Read More
Deep Dive | May 5, 2022 Premium Seizing Opportunities in Active, Athleisure and Casual Apparel: US Department Stores Diversify Fashion OfferingsDepartment stores’ apparel assortment has traditionally been weighted toward dressy apparel. We explore and analyze the opportunity for department stores to shift their apparel mix to more casual attire to reflect consumer demands. Read More
Store Tracker | May 4, 2022 Databank Members US Store Tracker Extra, April 2022: US Retailers To Open More Than Three Times as Much Retail Space as They Close 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 April 29, 2022, versus the comparable period in 2021. Read More
Insight Report | May 3, 2022 Premium Earnings Insights 1Q22, Week 1: Albertsons, Columbia Sportswear and Kimberly-Clark Raise Guidance; Amazon First-Party Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report first-quarter 2022 earnings. This week features highlights from companies that reported in the week ended May 1, 2022, namely Albertsons, Amazon, Columbia Sportswear and Kimberly-Clark. Read More
Deep Dive | May 3, 2022 Databank Members US Consumer Tracker: Shoppers Continue Spending on Services as Avoidance Hits New LowConsumer avoidance of public places reached another new low while inflation hits consumers’ pockets as Dollar General sees a rise in shoppers. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Store Tracker | April 29, 2022 Databank Members Weekly US and UK Store Openings and Closures Tracker 2022, Week 17: US Store Openings Cross 4,000Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Ashley HomeStore, Barnes & Noble and Faherty Brand in the US and Decathlon, Hobbycraft and JD Sports in the UK. Read More
Deep Dive | April 28, 2022 Premium Sustainability in Luxury: How Can Companies Meet Consumer Demand?Sustainability has been front-and-center in companies’ strategies in recent years, with the pandemic underscoring its importance for consumers and businesses alike. We explore how luxury companies can best position themselves to meet consumer demand for increased environmental accountability, through the lens of our proprietary EnCORE framework. Read More
Event Coverage | April 26, 2022 Premium Lululemon Athletica Analyst Day 2022: Company Plans To Double Revenues to $12.5 Billion by FY26We present key insights from Lululemon Athletica’s Analyst Day on April 20, 2022, covering its the Power of Three x2 strategy and the company’s plans to double its revenues by 2026 by doubling its men’s business and e-commerce, quadrupling its international business and continuing to prioritize sustainable initiatives. Read More
Deep Dive | April 25, 2022 Databank Members US Consumer Tracker: Consumer Travel Spikes as Avoidance Hits New LowConsumer avoidance of public places has hit a new low, and consumer travel has spiked, offering significant opportunities for physical US retail. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
