February 18, 2022 Store Tracker Databank Members 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.
February 17, 2022 Deep Dive 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.
February 17, 2022 Insight Report 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.
February 15, 2022 Deep Dive 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.
February 15, 2022 Deep Dive Databank Members 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.
February 14, 2022 Insight Report 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.
February 14, 2022 Deep Dive 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.
February 11, 2022 Market Navigators/Market Outlook 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.
February 11, 2022 Store Tracker Databank Members 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.
February 10, 2022 Deep Dive Premium Head-to-Head in US Apparel Retail: American Eagle Outfitters vs. Gap Inc.The competitive apparel and footwear specialty market in the US is led by rivals Gap Inc. and American Eagle Outfitters. As part of our Head-to-Head series, we compare the two retailers’ business strategies, covering revenue growth, strategic partnerships, technology initiatives and more.
February 9, 2022 Market Navigators/Market Outlook Premium Market Outlook: US Grocery Retailers—Channel Stickiness To PersistIn 2022, US grocery retailers must equip themselves for the strategic challenges ahead as on-premise consumption regains its full strength, and look to capitalize on persistent pandemic-induced behaviors. We examine the size and trajectory of the US grocery market and key factors impacting growth. We also cover the performance and outlook for online grocery, as well as the market’s competitive landscape, retail innovators and themes we are watching in 2022 and beyond.
February 9, 2022 Market Navigators/Market Outlook Premium Market Outlook: UK Apparel and Footwear Retailing—Still in Recovery ModeIn this Market Outlook, we explore the UK’s apparel and footwear market and present our expectations for future growth, as well as key market drivers. We discuss the market’s competitive landscape, retail innovators and themes we are watching.
February 8, 2022 Insight Report Premium Earnings Insights 4Q21, Week 2: Capri, Estée Lauder and Ralph Lauren Raise Guidance; Online Retail Continues to Falter at AmazonOur 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 6, 2022, including Amazon, Capri Holdings, Estée Lauder and Ralph Lauren.
February 7, 2022 Deep Dive Free Report Opportunities in Retail Returns: Driving Down Costs and Driving Up SustainabilityReturns are a significant and growing issue for retailers, substantially impacting revenues and costs, customer satisfaction and loyalty, as well as sustainability. We analyze the returns challenge in US retail and explore how retailers can best handle and mitigate returns. This free report is sponsored by SAP.
February 4, 2022 Insight Report Premium Supply Chain Briefing: Threats to Ocean Freight Rate Stabilization and Typhoon Rai’s Impact on Major South-Asian PortsAs part of our Supply Chain Briefing series, we discuss the threat of Omicron-led restrictions to the stabilization of ocean freight rates. We also examine the impact of Typhoon Rai on global supply routes, as well as steps that Amazon is taking to build US logistics capacity.
