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Product TypeInsight Report | premium

US Back to School 2020: The Outlook for Retail amid Uncertainty and a Gloomy Economic Backdrop

Launching our US Back to School 2020 series, we outline our expectations for the season this year, which is being shaped by the coronavirus crisis. We discuss the core market drivers behind our estimates of consumer spending in the US—including consumer focus on health and safety, the impact of Covid-19 on discretionary retail, potential school and college reopening models and the economic backdrop.

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Product TypeInsight Report | premium

Livestreaming E-Commerce Takes Off in the US

China has a relatively mature livestreaming e-commerce market, but we are now also seeing momentum in the US as brands and retailers further explore the use of social media platforms to engage with consumers and boost sales. We discuss selected retailers’ and social media platforms’ moves into livestreaming e-commerce in the US and consider the impact of in-video checkout functionality and social media influencers on consumer shopping behavior.

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Product TypeEvent Coverage | premium

Open for Business with Chris Baldwin, BJ’s Wholesale Club: Empathy and Personalization in Club-Store Retail

As part of our Open for Business webinar series, we hosted Chris Baldwin, Chairman of BJ’s Wholesale Club. We present an edited transcript from this webinar, in which Baldwin offered insights into changing consumer demand amid the coronavirus crisis—covering key topics such as personalization and assortment localization.

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Product TypeDeep Dive | premium

1Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 Impact

First-quarter 2020 retail earnings include the negative impact on sales caused by the coronavirus outbreak. We assess the recent performance of US retailers in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. With retail sectors weathering the Covid-19 crisis in different ways, sales declines are now easing due to stores reopening post lockdown, but the pace of recovery will vary.

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Product TypeInsight Report | premium

H&M and Inditex Change Course, Closing Stores To Focus More on E-Commerce

H&M and Inditex (owner of Zara), the world’s two biggest clothing specialist retailers, have announced plans to close a greater number of stores in the wake of the coronavirus crisis. For H&M, 2020 will be the first year for many years that it will see a reduction in total store numbers. We look at their plans and explore the implications.

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Product TypeEvent Coverage | premium

Fashinnovation’s Worldwide Talks 2020—Second Edition: Sustainability, Innovation and Inclusivity

Industry leaders in the fashion industry came together for two days of discussion amid the coronavirus pandemic. We present key insights from the second edition of Fashinnovation’s Worldwide Talks 2020, a digital event that highlighted the major themes of sustainability and innovation in the fashion industry.

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Product TypeDeep Dive | premium

Five Trends Shaping Apparel Sourcing

The apparel sourcing industry is experiencing uncertainty due to unpredictable changes to tariffs and trade, the widespread coronavirus pandemic and fast-moving upgrades of technology in the supply chain. We outline five key apparel-sourcing trends and discuss how apparel retailers and brands can adapt to consumer expectations while controlling sourcing costs.

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