Product TypeInsight Report May 25, 2020 premium Earnings Insights 1Q20, Week 1: What US Retailers Are Reporting on the Coronavirus Impact and Outlook Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-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 weeks ended May 17 and May 24, including Best Buy, Kohl’s and VF Corporation.Read More
Product TypeStore Tracker May 22, 2020 premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 21: JCPenney Files for Bankruptcy; Pier 1 Imports To Liquidate Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from JCPenney, Nordstrom and Pier 1 Imports in the US and Antler and Johnson Shoes Company in the UK.Read More
Product TypeInsight Report May 18, 2020 premium April 2020 US Retail Sales: Discretionary Sectors Post Huge Declines; Food Stores and Nonstore Retailers Save Total Sales from Double-Digit Fall With nonessential retail shut down for the full month of April due to the coronavirus, US retail sales nosedived in discretionary sectors, following deep declines in March. Lower levels of food stockpiling by consumers also saw growth slow in the grocery sector.Read More
Product TypeStore Tracker May 15, 2020 premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 20: Stage Stores Files for Chapter 11 Bankruptcy Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from GNC, Loves Furniture and Stage Stores in the US and Debenhams in the UK.Read More
Product TypeInsight Report May 14, 2020 premium Coronavirus Insights: Three Post-Lockdown Consumer Trends in China Coronavirus-related lockdowns have impacted consumption behavior around the world. As China emerges from the crisis, we identify three areas of altered consumer behavior that we expect to impact future spending patterns—including omnichannel experiences and group buying.Read More
Product TypeDeep Dive May 13, 2020 premium Operating in a Post-Coronavirus World: How Indian Retailers Can Navigate the Road to Recovery The 2020 coronavirus pandemic has seen the Indian government impose restrictions to curb the spread of the virus. We discuss the wide-ranging impacts of the ongoing lockdown on India’s retail sector and explore how retailers have responded to the crisis. In addition to examining the challenges that lie ahead, we present a three-pronged approach for retailers to survive the post-coronavirus recovery period and emerge stronger.Read More
Product TypeFlash Report May 12, 2020 premium Target To Acquire Deliv’s Delivery Technology Target is set to acquire technology from delivery services provider Deliv in May 2020. We outline Deliv’s capabilities and the benefits that its technology will offer Target, as well as discussing Target’s previous acquisitions in the delivery space. Read More
Product TypeInsight Report May 12, 2020 premium April 2020 US Same-Store Sales: Costco Comps Decline, but E-Commerce Almost Doubles and Food Sales Surge Over 30% Coronavirus lockdowns are adversely impacting same-store sales growth, but online comps are surging following strong results in March. This report looks at the April same-store sales results of Costco and Buckle.Read More
Product TypeDeep Dive May 6, 2020 premium US Online Grocery Survey 2020: Many More Shoppers Buying More Categories from More Retailers Our third annual US online grocery report looks at how many consumers are buying groceries online, how much of their total grocery spend e-commerce captures and which retailers they buy from online—among other findings.Read More
Product TypeInsight Report May 4, 2020 premium US Mother’s Day Retail Preview 2020: Spending Could Halve as Lockdowns Limit Shopper Options With Mother’s Day just around the corner, we assess the planned spending of US consumers on the occasion this year, amid the coronavirus crisis. We consider the outlook for retail in light of current shopping trends and propose actions that retailers could take to engage with consumers for Mother’s Day.Read More
Product TypeMarket Overview April 29, 2020 premium Market Overview: E-Commerce Platforms–Mixed Impact from Coronavirus, but Innovation Continues To Support Gains In this Market Overview, we explore the current retail e-commerce market and its future outlook, with a focus on China and the US. We consider the competitive landscape and the impact of the ongoing coronavirus pandemic. This report also discusses a number of key themes in the market, including new physical store formats, social commerce and private labels.Read More
Product TypeFlash Report April 28, 2020 premium Facebook and Reliance Industries Trial Grocery Shopping via WhatsApp in India Following Facebook’s investment into Reliance Jio Platforms on April 22, the social media company has joined hands with Reliance Industries to trial the JioMart online grocery shopping platform on WhatsApp. We examine this development and outline how the ordering system works on the messaging platform.Read More
Product TypeInsight Report April 23, 2020 premium From Steak to Chicken: Coronavirus-Driven Downturn Likely To Prompt a Wave of Trading Down in US Grocery The economic crisis resulting from the coronavirus pandemic will likely lead to a surge in trading down in nondiscretionary retailing, with value becoming the key priority for US consumers. Shoppers are seeking cheaper options as they look to mitigate the impact of economic uncertainty. We explore this trend, using data from the Global Recession of 2007–2009 to inform our insights.Read More
Product TypeEvent Coverage April 22, 2020 premium Open for Business with Jeff Brown, Supply Chain Expert: Solutions for a Crisis and Beyond As part of our Open for Business webinar series, we hosted supply chain expert Jeff Brown. We present the transcript from this webinar, in which Brown offered insights into the supply chain challenges and the shape of demand during the current coronavirus pandemic.Read More
Product TypeDeep Dive April 21, 2020 premium International Grocery Retail in India: Opportunities in a High-Growth Sector, Despite Regulatory Constraints The food and grocery retail market in India is among the largest in the world. With organized retail still finding its feet, a host of international retailers are vying to claim a sizeable slice of the grocery sector. We examine the market landscape and discuss its key players.Read More
