Product TypeInsight Report April 2, 2020 premium Coronavirus Insights: China Embraces Signs of Recovery Since the coronavirus broke out in Wuhan in January, China has implemented unprecedented measures to control the spread of the virus. The nationwide lockdown looks to have been a success—we discuss signs that indicate the country is now on the road to recovery. We consider the implications for brands, as well as what the “new normal” might look like for China’s residents and businesses as the nation looks to move on from the coronavirus.Read More
Product TypeInsight Report March 30, 2020 premium February 2020 Monthly Consumer Update: US, UK and China Global consumer markets were buffeted last month as the coronavirus outbreak once limited to one country spread to become a global pandemic. Recent figures show consumer spending took a pounding in China, experienced an uncharacteristic surge in the US and grew in the UK.Read More
Product TypeInsight Report March 30, 2020 premium February 2020 UK Retail Sales: The Calm Before the Storm UK retail sales grew modestly in February, but this was the calm before the storm. We expect trends in March to be dramatically different as shoppers stocked up on some categories and shunned othersRead More
Product TypeInsight Report March 19, 2020 premium February 2020 US Retail Sales: Growth Strengthens as Grocery Stores See Coronavirus-Driven Panic Buying Retail sales jumped in February following already impressive gains in January. But the wealth was not spread evenly as growth was largely driven by coronavirus panic buying.Read More
Product TypeInsight Report March 11, 2020 premium February 2020 US Retail Traffic and In-Store Metrics: Traffic Decline Steepens as Coronavirus Fears Impact Shopper Behavior US store-based traffic continued to fall in February 2020, accelerating from January’s slide as coronavirus-averse shoppers shunned stores. Meanwhile, the conversion rate and growth in average transaction value slowed.Read More
Product TypeInsight Report February 26, 2020 premium January 2020 Monthly Consumer Update: US, UK and China We analyze key metrics that reflect consumer demand in the US, the UK and China. In these updates, we focus on direct, leading indicators of the health of the consumer economy: wage growth, price changes and retail sales growth.Read More
Product TypeInsight Report February 20, 2020 premium January 2020 UK Retail Sales: Online Retailers and Small Chains Drive Growth Total UK retail sales saw accelerated growth in January 2020 versus December 2019, fueled by online retailers and small chains. Large retailers, on the other hand, saw growth slow. Read More
Product TypeInsight Report February 20, 2020 premium Beauty Insights: Assessing the Impact of the Coronarivus on Global Beauty Companies With the number of cases of coronavirus continuing to rise, we assess the potential impact of the outbreak on global beauty companies that have a presence in China—focusing on Estée Lauder, L'Oréal, LVMH (Sephora) and Shiseido. We consider both online and physical retail channels, as well as the travel retail market.Read More
Product TypeInsight Report February 18, 2020 premium January 2020 US Retail Traffic and In-Store Metrics: Traffic Decline Abates for the Third Month in a Row US store traffic continued falling in January, for the third month in a row. The bright spot is that while footfall is declining, shopper yield has been rising: Fewer people are hitting the stores, but they spend more when they do.Read More
Product TypeInsight Report February 17, 2020 premium January 2020 US Retail Sales: Multiple Sectors Register Declines Amid Overall Slower Growth Total US retail sales excluding gasoline and automobiles crept up in January—but not nearly as quickly as December’s strong growth. That said, December 2019 benefited from a late Thanksgiving that pushed much holiday shopping into December.Read More
Product TypeInsight Report February 14, 2020 premium Valentine’s Day: Making It Sustainable In the US, this year’s Valentine’s Day is set to be another record-breaker for spending, predicted to be up some 32% over last year. But how sustainable is Valentine’s Day? Read More
Product TypeInsight Report January 30, 2020 premium Holiday 2019: US Retail Wrap-Up US retail enjoyed a solid holiday season: Consumers shrugged off concerns and boosted spending healthily over last year. Spending rose despite concerns over the economy, trade issues with China that could have pushed up prices at the register and increasing domestic political uncertainty. Read More
Product TypeInsight Report January 29, 2020 premium December 2019 Monthly Consumer Update: US, UK and China This month’s economic data from China, the US and the UK was largely positive, although higher gasoline prices in the US pushed up the CPI. But, we still saw strong growth in US retail sales, despite consumers having to spend more on gasoline.Read More
Product TypeInsight Report January 21, 2020 premium December 2019 UK Holiday 2019 Retail Sales and Trading Review: December Recovery Too Modest To Rescue Total Holiday Sales With soft total growth, UK retail saw a weak 2019 holiday season overall. Beneficiaries of shifts to e-commerce and discount channels were the exceptions.Read More
Product TypeInsight Report January 17, 2020 premium December 2019 US Holiday Retail Sales and Comparable Sales Review: Solid Total Growth Not Enough To Support Challenged Sectors US holiday retail and comparable sales show a relatively strong macro environment, but mixed results in retail. Some retailers posted strong comparabale sales growth, but for others the holiday shopping season delivered fairly modest gains.Read More
