March 30, 2022 Deep Dive Premium Shein in US Fast Fashion: The Multibillion-Dollar Apparel Giant Captures Share Among Young ShoppersShein is gaining share in the US fast-fashion market. We analyze the apparel giant’s strategies, target consumers, and competitive strengths and weaknesses, as well as recent company developments.
March 29, 2022 Deep Dive Databank Members US Consumer Tracker: Rising Avoidance Fuels Online ShoppingOnline shopping is rising along with US consumers’ avoidance of public places. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail.
March 28, 2022 Insight Report Premium Inclusive Beauty: Opportunities To Reach Older ConsumersBaby boomers could represent a key demographic for beauty brands and retailers as the US population ages. We discuss the opportunities for the beauty industry to be more age-inclusive, with examples of strategies from notable beauty brands.
March 28, 2022 Deep Dive Premium 4Q21 US Earnings Season Wrap-Up: Strong Growth Continues for Most Brands and RetailersWe analyze the fourth quarter of 2021 performance of select, mostly US-based retailers, brands, and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.
March 24, 2022 Insight Report Premium Inclusive Beauty: Catering to Diverse Races and EthnicitiesAs the population of the US grows increasingly diverse, there are opportunities for the beauty sector to serve underrepresented consumers from different races and ethnicities. We examine how brands and retailers are incorporating diversity into their strategic goals and the trends driving the race-inclusive movement in beauty.
March 23, 2022 Insight Report Premium Inclusive Beauty: The Rise of Male CosmeticsMale cosmetics is a growing opportunity for brands and retailers as three new product types are emerging. We analyze the drivers of this new category and provide examples of recent product launches.
March 22, 2022 Deep Dive Premium E-Commerce Outlook: US Apparel and Footwear—Momentum To Continue in 2022 and BeyondThe e-commerce apparel market presents growth opportunities, especially for companies that can innovate to offer interactive experiences and address increasing last-mile costs. We examine the size and trajectory of the US online apparel and footwear sector and present key market drivers, industry players, themes and innovators.
March 22, 2022 Deep Dive Premium Inclusivity in Retail: Trends from 2021, Learnings for 2022Inclusivity is one of the biggest movements retail today. We explore progress in 2021 and present our expectations for the development of inclusivity in retail in 2022, across areas such as adaptive products, gender-free and plus-size offerings, and the diversification of suppliers.
March 15, 2022 Insight Report Premium Earnings Insights 4Q21, Week 7: Dick’s Sporting Goods, JD.com, Petco and Ulta Beauty Report Strong Sales GrowthOur 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 13, 2022, namely Dick’s Sporting Goods, JD.com, Petco and Ulta Beauty.
March 15, 2022 Deep Dive 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.
March 14, 2022 Event Coverage 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.
March 11, 2022 Event Coverage 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.
March 11, 2022 Store Tracker Databank Members 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.
March 8, 2022 Insight Report 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.
March 7, 2022 Deep Dive Databank Members 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.
