Product TypeInsight Report Product TypeInsight Report | June 16, 2021 Premium May 2021 US Retail Sales: Total Sales Up 20% over Two Years Total US retail sales in May 2021, excluding gasoline and automobiles, grew by a very strong 20% when compared to 2019 values. Using data from the US Census Bureau, this report looks at which retail sectors saw sales surge and which did not do well in May 2021. Read More
Product TypeDeep Dive Product TypeDeep Dive | June 16, 2021 Premium The Future Model of US Department Stores With the rise in e-commerce amid pandemic-led disruption, the transformation of the department store model will be pivotal to the future success of the sector. We explore potential shifts in the sector based on five key trends that we have identified across physical and digital retail channels—covering experimental formats, specialized stores, endless aisle inventory, new partnership models and stores as fulfillment hubs.Read More
Product TypeDeep Dive Product TypeDeep Dive | June 15, 2021 Premium US Consumer Tracker: Consumers’ Shopping Plans for Independence Day 2021 Our latest survey report provides a detailed update on US consumer behaviors, concerns and expectations, with a focus on the implications for retail. This week, we discuss consumers’ plans for Independence Day (July 4) this year. We also present findings on where, how and how much consumers are shopping, as well as consumer avoidance of public places and what activities they have done in the past two weeks.Read More
Product TypeStore Tracker Product TypeStore Tracker | June 11, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 23: US Store Openings Up 38% 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 99 Ranch, Hibbett Sports, Hudson and QuickChek in the US and for Gap, IKEA, MaxiSaver and The Range in the UK.Read More
Product TypeDeep Dive Product TypeDeep Dive | June 8, 2021 Premium US Consumer Tracker: Consumers’ Shopping Plans for Father’s Day 2021 Our latest survey report provides a detailed update on US consumer behaviors, concerns and expectations, with a focus on the implications for retail. This week, we discuss consumers’ spending plans for Father’s Day this year. We also present findings on where, how and how much consumers are shopping, as well as consumer avoidance of public places and what activities they have done in the past two weeks.Read More
Product TypeInsight Report Product TypeInsight Report | June 4, 2021 Register for Free Access US Consumer Tracker: Consumers’ Shopping Plans for Amazon Prime Day 2021 (Select Findings) This free report features select findings from our latest survey of US consumers, undertaken on May 24. We discuss US consumers’ spending plans for Amazon’s Prime Day this year. Read More
Product TypeMarket Outlook Product TypeMarket Outlook | June 3, 2021 Premium Market Outlook: US Department Stores—Opportunities in E-Commerce and Apparel In this Market Outlook, we discuss the performance and outlook for the US department store sector. We explore e-commerce penetration, the competitive landscape and US retail innovators. We also discuss key themes in the sector, covering supply chains, new retail partnerships and continuing category expansion. Read More
Product TypeStore Tracker Product TypeStore Tracker | June 2, 2021 Premium US Store Tracker Extra, May 2021: 18 Million Square Feet of Net Retail Space To Open in 2021 Despite Closures Outpacing Openings The US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements. We include details on closures and openings as a percentage of total store base as well as square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of May 28, 2021, versus the comparable period in 2020. Read More
Product TypeInsight Report Product TypeInsight Report | June 2, 2021 Premium Earnings Insights 1Q21, Week 3: American Eagle Outfitters, Foot Locker, Gap and Urban Outfitters Report Strong Sales Growth Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended May 30, 2021, including American Eagle Outfitters, Dollar Geeral, Foot Locker, Gap, Guess?, Ulta Beauty, Urban Outfitters, VF Corporation, Williams-Sonoma and more.Read More
Product TypeDeep Dive Product TypeDeep Dive | May 31, 2021 Premium US Consumer Tracker: Consumers’ Shopping Plans for Amazon Prime Day 2021 Our US Consumer Tracker offers insights into current shopping behaviors, including during Amazon’s Prime Day. Learn more about consumers’ plans to spend and trends in avoidance of public places.Read More
Product TypeInsight Report Product TypeInsight Report | May 28, 2021 Register for Free Access US Consumer Tracker Extra, May 2021: Vaccines Quash Some Pandemic-Driven Behaviors (Select Findings) This free report features select findings from the first report in our new monthly US Consumer Tracker Extra series, which aggregates data from our weekly surveys to reveals longer-term trends in consumer behavior. We dive deeper into demographic factors behind changes in spending and social habits and project how these changes will impact the retail landscape over the next few months.Read More
Product TypeStore Tracker Product TypeStore Tracker | May 28, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 21: US Store Openings Up 60% Year over Year Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, highlights include developments from Amazon, Hy-Vee and Scheels in the US and Farmfoods, Homebase, Marks & Spencer and Tesco in the UK.Read More
Product TypeCompany Profile Product TypeCompany Profile | May 27, 2021 Register for Free Access Macy’s, Inc. (NYSE: M) Macy’s is a US-based retailer of accessories, apparel, cosmetics, home furnishings and other consumer goods. Headquartered in New York City, the company operates stores across the US (including Puerto Rico and Guam), plus in Dubai and Kuwait under license agreements. Read More
Product TypeDeep Dive Product TypeDeep Dive | May 27, 2021 Premium US Consumer Tracker Extra, May 2021: Vaccines Quash Some Pandemic-Driven Behaviors Aggregating data from our weekly surveys, our new monthly US Consumer Tracker Extra series reveals longer-term trends in consumer behavior. We dive deeper into demographic factors behind changes in spending and social habits and project how these changes will impact the retail landscape over the next few months.Read More
Product TypeInsight Report Product TypeInsight Report | May 25, 2021 Premium Earnings Insights 1Q21, Week 2: Ross Stores and TJX Post Strong Results, While Kohl’s and Macy’s See a Slower Recovery Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended May 23, 2021 (and earlier), including BJ’s Wholesale Club, Home Depot, JD.com, Kohl’s, L Brands, Lowe’s, Macy’s, Ralph Lauren, Ross Stores, Target, TJX and Walmart.Read More
