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Product TypeInsight Report | 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.

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Product TypeInsight Report | 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.

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Product TypeStore Tracker | 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.

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Product TypeInsight Report | 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.

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Product TypeInsight Report | 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.

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Product TypeInsight Report | 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.

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Product TypeInsight Report | 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.

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Product TypeInsight Report | 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.

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Product TypeDeep Dive | 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.

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Product TypeStore Tracker | 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.

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Product TypeInsight Report | 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.

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