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Product TypeMarket Outlook | premium

US Home and Home-Improvement Retail: Post-Crisis Outlook—Fall 2020 Update

We explore the continued impacts of the Covid-19 crisis on the US home and home-improvement sector and present an outlook for the remainder of 2020 and into 2021. To analyze the sector, we look closely at select US retailers—including Home Depot, Lowe’s RH and Willams-Sonoma—as well as the effects of consumer trends in e-commerce.

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Product TypeMarket Outlook | premium

The US Denim Market: Recovery Driven by Casualization, Sustainability, Collaboration and Technology

We explore key trends in the US denim market—such as casualization and sustainability—that we expect will help support the market’s revival. We discuss how Covid-19 has disrupted the US denim market’s recent positive trajectory, with data analysis of the market’s size and predictions for future growth.

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Product TypeMarket Outlook | premium

Market Outlook: Understanding China’s $5 Trillion Retail Sector

In this Market Outlook, we explore China’s retail sector. We analyze data on the sector’s size and present our estimates for growth in the remainder of 2020 and into 2021. We profile China’s leading retail companies and outline the composition and trajectory of the retail market. This report also discusses a number of key themes in the market—including e-commerce as a driver of sector consolidation, high consumer demand in certain product categories, sales growth among domestic beauty brands and opportunities in the duty-free format.

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Product TypeMarket Outlook | premium

The US Menswear Market: More Casual, More Competitive

The US menswear market is becoming more focused on comfortwear, casualwear and activewear, with these categories trending among consumers amid the Covid-19 pandemic. We explore the market shift and discuss what brands and retailers are doing to differentiate themselves in an increasingly competitive environment—including through value private labels, technical innovation and collaborations.

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Product TypeMarket Outlook | premium

Market Outlook: US Beauty Industry—The Path to Recovery Is Being Led by Digital Business

In this Market Outlook, we explore the recovery of the US beauty industry in a coronavirus-impacted retail environment. We analyze data on the sector’s size and present our estimates for growth in 2020 and 2021. We outline the competitive landscape and consider the innovators that are enabling e-commerce expansion in beauty. This report also discusses a number of key themes in the market—including shifting demand in skin care and makeup categories, opportunities for eye makeup and the adoption of touchless retail.

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Product TypeMarket Outlook | premium

US Department Stores: Post-Crisis Outlook—Fall 2020 Update

We explore the continued impacts of the Covid-19 crisis on the US department store sector and present an outlook for the remainder of 2020 and into 2021. In addition to discussing major players in the department store sector, we explore key trends to provide insight and analysis on focus sales categories, delivery services, fulfillment and digital sales. We summarize our key estimates in an infographic.

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Product TypeMarket Outlook | premium

Market Outlook: US Drugstore Retail—Telehealth Adoption Accelerates and Competition Heats Up in Health Care

In this Market Outlook, we explore the US drugstore retail sector and its future outlook. We consider the competitive landscape, market innovators and disruptors, and the impact of the coronavirus pandemic on market growth and online sales. This report also discusses a number of key themes in the market, including store openings from CVS, Walgreens and Walmart, increased telehealth adoption and the growth of drugstore retail e-commerce.

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Product TypeMarket Outlook | premium

US Apparel Retail: Post-Crisis Outlook—Fall 2020 Update

We explore the continued impacts of the Covid-19 crisis on the US apparel retail sector and present an outlook for the remainder of 2020 and into 2021. In addition to commentary from US apparel brands and retailers, we discuss the adoption of new selling models, expansion in the digital channel and technological innovation, among other key trends. We summarize our key estimates in an infographic.

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Product TypeMarket Outlook | premium

Market Outlook: US Retail REITs—Recovery Under Pressure

In this Market Outlook, we explore the recovery of the US retail REITs (real estate investment trusts) sector in a coronavirus-impacted retail environment. We analyze data on the sector’s size and competitive landscape and consider the impact of store closures on retail REITs. This report also discusses a number of key themes in the market—including rent collection, store closures and tenant-landlord relationships.

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Product TypeMarket Outlook | premium

US E-Commerce: Post-Crisis Outlook

We explore the impacts of the Covid-19 pandemic on US e-commerce. We present our trend analysis and insights into the online channel’s development in the second quarter of 2020. We also discuss three post-crisis US e-commerce trends across the themes of digital investment, omnichannel capabilities and drones/autonomous vehicles.

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Product TypeMarket Outlook | premium

Market Overview: US Discount Stores, Mass Merchandisers and Warehouse Clubs—Digital Sales Soar and Discounters Continue To Expand

In this Market Overview, we explore the US discount store, mass merchant and warehouse club sectors and their future outlook. We consider the competitive landscape and the impact of the coronavirus pandemic on market growth and online sales. This report also discusses a number of key themes in the market, including expanding retail footprints, apparel resale and omnichannel initiatives.

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Product TypeMarket Outlook | premium

Market Overview: US Grocery Retailers—Surge in Online Demand To Scale Up Automation in Fulfillment

In this Market Overview, we explore the current US grocery market and its future outlook. We consider the competitive landscape and the impact of the coronavirus pandemic on market growth and online sales. This report also discusses a number of key themes in the market, including increasing automation in fulfillment, the advancement of dark stores and a shift from food service to food retail.

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Product TypeMarket Outlook | premium

US Department Stores: Post-Crisis Outlook

We explore the impacts of the coronavirus crisis on the US department-store sector and present an outlook for the remainder of 2020. This report also highlights technology innovators that may support the sector moving forward. We summarize our key estimates for 2020 and beyond in an infographic.

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Product TypeMarket Outlook | premium

US Home and Home-Improvement Retail: Post-Crisis Outlook

We explore the impacts of the coronavirus crisis on the home and home-improvement sector—including on sales, spending, store closures and retailer bankruptcies—and present an outlook for the remainder of 2020. To analyze the sector, we look closely at select US retailers, including Home Depot, RH and Willams-Sonoma. We summarize our key estimates for 2020 in an infographic

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