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Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Deep Dive | December 13, 2021 Premium

SPACs in Retail Outlook: Strong Opportunities for Retailers

The US SPAC trend has remained solid in 2021. We explore key retail sectors for recent SPAC activity, recent retail-focused SPAC merger transactions by retail category and our post-merger analysis. We also discuss retail-focused SPAC developments in the pipeline for 2022 and present our insights into the future of SPACs in retail.

Insight Report | December 13, 2021 Premium

The 12 Weeks of Holidays: #11—UK Retail Update

As part of our The 12 Weeks of Holidays 2021 series, we look at UK retail performance and trends so far this season and offer an outlook for the remainder of the holiday peak.

Analyst Corner | December 12, 2021

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Weinswig’s Weekly: Open Letter to Department Stores—Don‘t Give in Lightly to Pressure To Spin Off Your E-Commerce Businesses

This week’s note “From the Desk of Deborah Weinswig” discusses activist investors’ interest in department store e-commerce businesses.

Store Tracker | December 10, 2021 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2021, Week 49: US Store Closures Inch Past Openings

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Daiso Japan, Hy-Vee and Wayfair in the US and Flying Tiger Copenhagen, Just for Pets and Shoe Zone in the UK.

Insight Report | December 10, 2021 Premium

Key Festivals and Holidays for Promotional Campaigns in India in 2022: Calendar

The retail calendar in India sees a number of festivals and holidays that retailers and brands can tap with marketing and promotional campaigns. Use our 2022 calendar to plan your marketing and sales strategies for the India market.

Free Data Graphic | December 8, 2021 Free Report

Coresight Bites: US Consumer Tracker—Omicron Variant Drives Heightened Consumer Concern

We present Coresight Bites: US Consumer Tracker—Omicron Variant Drives Heightened Consumer Concern

Deep Dive | December 8, 2021 Free Report

Headless Commerce: Part 1—The Evolving State of E-Commerce Infrastructure

The commerce-as-a-service (CaaS) space is emerging in the US, offering retailers and brands the ability to spin up a new e-commerce site with speed and quickly customize the back and front ends of the site. Leveraging proprietary US survey data, we explore the impact of Covid-19 on e-commerce operations, the evolution of the e-commerce infrastructure landscape and the need for CaaS solutions. This free report is sponsored by Nogin.

Insight Report | December 7, 2021 Premium

Earnings Insights 3Q21, Week 6: Ulta, Kroger, Dollar General and Five Below Post Strong Results; Ollie’s Lowers Guidance

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended December 5, 2021, including apparel and footwear brand owner PVH Corp, beauty brand Ulta Beauty, discount stores Dollar General, Five Below and Ollie’s Bargain Outlet and food retailer Kroger.

Deep Dive | December 7, 2021 Databank Members

US Consumer Tracker: Omicron Variant Drives Heightened Consumer Concern

US consumer caution has increased following the discovery of the Omicron variant, and consumers’ expectations for the winter have become more pessimistic. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail.

Deep Dive | December 6, 2021 Premium

UK Department Stores: Change Provides Opportunity

The UK department store sector continues to undergo huge transformation. We analyze the recent performance of the sector and explore how change presents opportunities for future growth. We discuss the competitive landscape and present three trends that we expect to shape the sector moving forward.

Insight Report | December 6, 2021 Premium

The 12 Weeks of Holidays 2021: #10—Running Out of Stock and Running Out of Time?

As part of our The 12 Weeks of Holidays 2021 series, we examine the impacts of the supply chain crisis on major US retailers through the holiday season, and their strategies to mitigate disruption.

Analyst Corner | December 5, 2021

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Weinswig’s Weekly: The Stickiness of Online Grocery—Persisting into 2022

This week’s note “From the Desk of Deborah Weinswig” discusses how online grocery demand is remaining buoyant and its prospects for 2022.

Free Data Graphic | December 3, 2021 Free Report

Three Things You Need To Know: E-Commerce Outlook—Global Luxury

We present Three Things You Need To Know: E-Commerce Outlook—Global Luxury

Store Tracker | December 3, 2021 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2021, Week 48: US Store Closures Down 39% Year over Year

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Allbirds and Citi Trends in the US and Clarks, Foot Locker and Superdry in the UK.

Flash Report | December 2, 2021

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Omicron Implications for Retail: First Thoughts

The first US case of the new coronavirus variant, Omicron, has been reported in California. We examine the potential implications of the new variant for retail in the near future and for the months ahead.