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Earnings Insights 3Q20, Week 6: Home-Goods Retailers, Discounters and Warehouse Clubs Outperform; Apparel Sees Strong Recovery

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-quarter 2020 earnings. We condense what retail companies are reporting, with a focus on the impact of the coronavirus crisis. This week, there are highlights from companies that reported in the week ended December 13, namely Big Lots, Costco, Lululemon Athletica, RH and Stitch Fix. This is the final report in the third-quarter Earnings Insights series.

AI Can Help Retailers To Compete and Thrive

This report explores categories in the AI ecosystem, including chips, platforms, applications and users. We discuss examples of AI offerings from select technology companies and innovators, focusing on the areas in which retailers can benefit by leveraging AI tools—including smarter customer engagement, communication, operational efficiency, removing friction and e-commerce.

America’s Changing Shopping Centers: Part 3—Malls Seek To Adapt as Pandemic Expedites Retail Shakeup

As malls grapple with the repercussions of the Covid-19 pandemic—including a rise in e-commerce, retail bankruptcies and the threat of declining foot traffic—mall owners are finding new ways to compete for consumer’s attention and retail spending. In this report—the third and final in our America’s Changing Shopping Centers series—we discuss the steps taken by mall operators to future-proof their centers amid the changing retail landscape.

Earnings Insights 3Q20, Week 4: Apparel Specialists See Strong Recovery; Home Categories Remain Strong

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-quarter 2020 earnings. We condense what retail companies are reporting, with a focus on the impact of the coronavirus crisis. This week, there are highlights from companies that reported in the week ended November 29, namely American Eagle Outfitters, Best Buy, Burlington Stores, Dick’s Sporting Goods, Dollar Tree, Gap Inc., Nordstrom, Urban Outfitters and Williams-Sonoma.

Earnings Insights 3Q20, Week 3: Off-Pricers See Strong Improvement, but Department Stores Remain Badly Hit; Sales Surge in Home Improvement

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-quarter 2020 earnings. We condense what retail companies are reporting, with a focus on the impact of the coronavirus crisis. This week, there are highlights from companies that reported in the week ended November 22, including Home Depot, Kohl’s, Macy’s, Target, The TJX Companies and Walmart.

Singles’ Day 2020: Alibaba and JD.com Record $115 Billion in Sales

As the world’s largest online global shopping festival, Singles’ Day presents an exciting sales opportunity for brands and retailers. We discuss the Singles’ Day sales performance of China’s leading e-commerce players, including a comparison of Alibaba and JD.com. We highlight key themes from this year’s festival and consumer shopping patterns.

Singles’ Day 2020: Analyzing Merchants’ Marketing Campaigns

As part of our coverage of Singles’ Day 2020, we review the marketing campaigns that various brands and retailers launched on Alibaba’s Tmall platform to encourage consumer spending during the shopping festival. We focus on three themes: financial incentives, community building and livestream/influencer marketing.