Product TypeInsight Report Product TypeInsight Report | September 14, 2021 Premium August 2021 US Retail Traffic and In-Store Metrics: Traffic Trends Slightly Deteriorate Amid Rising Covid-19 Cases In August 2021, total US nonfood store traffic declined by 23.9% on a two-year basis (as compared to August 2019), a slight deterioration from July’s 23.5% two-year decline. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type.Read More
Product TypeInsight Report Product TypeInsight Report | September 14, 2021 Premium New Retail in China: Global Apparel and Beauty Brands Flock to JD.com We discuss recent developments in New Retail in China, including global luxury and apparel brands opening flagship stores on JD.com, Alibaba’s partnership with the government of Hainan province and ByteDance’s investment in brand management company Hangzhou Weinian.Read More
Product TypeInsight Report Product TypeInsight Report | September 1, 2021 Premium Reviewing Amazon’s Share of US Online CPG Sales Amazon has been increasing its share of the CPG (consumer packaged goods) market in recent years, and the global pandemic has served to accelerate the e-commerce giant’s presence in the space. We discuss Amazon’s success in the US CPG market, including its focus on grocery and private labels. Read More
Product TypeStore Tracker Product TypeStore Tracker | September 1, 2021 Premium US Store Tracker Extra, August 2021: Major US Retailers To Close 56 Million Square Feet of Retail Space in 2021 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 August 27, 2021, versus the comparable period in 2020.Read More
Product TypeInsight Report Product TypeInsight Report | August 24, 2021 Premium Earnings Insights 2Q21, Week 4: Ross Stores and TJX See Robust Recovery; Kohl’s, Macy’s, Target and Walmart Raise Guidance Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended August 22, 2021—namely, Kohl’s, Macy’s, Ross Stores, Target, TJX and Walmart.Read More
Product TypeInsight Report Product TypeInsight Report | August 18, 2021 Premium July 2021 US Retail Sales: Total Sales Up 21% on a Two-Year Basis Total US retail sales, excluding gasoline and automobiles, grew by a strong 21% when compared to 2019 values. Using data from the US Census Bureau, we look at which retail sectors saw sales surge and which did not do well in July 2021. Read More
Product TypeInsight Report Product TypeInsight Report | August 17, 2021 Premium Earnings Insights 2Q21, Week 3: eBay and The RealReal Maintain Strong Growth Momentum; Canada Goose Sees Sales Recovery Slow Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended August 15, 2021—namely, eBay, Canada Goose, Grocery Outlet and The RealReal.Read More
Product TypeInsight Report Product TypeInsight Report | August 17, 2021 Premium July 2021 US Retail Traffic and In-Store Metrics: Traffic Declines Ease Further Even as New Covid-19 Cases Surge In July 2021, total US nonfood store traffic declined by 23.5% on a two-year basis (as compared to July 2019), an improvement from June’s 23.8% two-year decline. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type. Read More
Product TypeInsight Report Product TypeInsight Report | August 12, 2021 Premium Livestreaming Latest, August 2021: M&A and Investments Continue; Brands Diversify Product Catalogs and Connect with Communities As part of our Livestreaming Latest series, we present recent M&A and investment activity as well as three notable trends in the global livestreaming space—namely, the rapid launch of new brands, diversifying product catalogs and brands’ efforts to connect with consumer communities. We also offer examples of recent livestreaming events from retail companies globally.Read More
Product TypeInsight Report Product TypeInsight Report | August 10, 2021 Premium Earnings Insights 2Q21, Week 2: Hanesbrands and VF Corporation See Robust Recovery; Macerich and Simon Property Group Raise Guidance Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended August 8, 2021—including Alibaba, Hanesbrands, Macerich, Simon Property Group and VF Corporation.Read More
Product TypeCompany Profile Product TypeCompany Profile | August 6, 2021 Register for Free Access Canada Goose Holdings Inc. (TSX: GOOS) Canada Goose is a Canada-based retailer of accessories and apparel. Headquartered in Toronto, the company operates in over 50 countries.Read More
Product TypeDeep Dive Product TypeDeep Dive | August 4, 2021 Premium Think Tank: China—The Vanguard in Luxury Consumption Chinese consumers are at the forefront of luxury consumption. In this Think Tank, we present our market trajectory estimates and four key trends within China’s luxury retail growth. We also cover selected luxury brands and companies in China, and the role of e-commerce giants Alibaba and JD.com in facilitating China’s luxury ecosystem. Our report includes insights from our conversations with key personnel at Alibaba Group and JD.com. Read More
Product TypeStore Tracker Product TypeStore Tracker | August 4, 2021 Premium US Store Tracker Extra, July 2021: Major US Retailers To Open 61 Million Square Feet of Retail Space in 2021 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 July 30, 2021, versus the comparable period in 2020.Read More
Product TypeCompany Profile Product TypeCompany Profile | July 20, 2021 Register for Free Access Tapestry, Inc. (NYSE: TPR) Tapestry is a US-based retailer of accessories, footwear, handbags and luggage. Headquartered in New York, the company operates in China, the UK, the US and more than 50 other countries.Read More
Product TypeInsight Report Product TypeInsight Report | July 19, 2021 Premium June 2021 US Retail Traffic and In-Store Metrics: Two-Year Traffic Declines Lessen Further as More States Lift Restrictions In June 2021, total US nonfood store traffic declined by 23.8% on a two-year basis (as compared to June 2019), strengthening from May’s 26.7% two-year decline. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type. Read More
