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SPACs in Retail Outlook: Strong Opportunities for Retailers

The US SPAC trend has remained solid in 2021. We explore key retail sectors for recent SPAC activity, recent retail-focused SPAC merger transactions by retail category and our post-merger analysis. We also discuss retail-focused SPAC developments in the pipeline for 2022 and present our insights into the future of SPACs in retail.

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Livestreaming Latest, December 2021: Livestreaming Fires Up Holiday Shopping

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 impact of livestreaming on Singles’ Day 2021; the launch of ambitious holiday livestreaming schedules; and the growing diversity of livestreaming formats. We also offer examples of recent livestreaming events from retail companies globally.

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The US Footwear Market: Analyzing Trends and Opportunities

Consumers have returned to working, socializing and exercising outside of their homes, leading to a revival in footwear sales. We discuss the US footwear market, presenting the market size, key growth drivers and a competitive landscape. We also cover four key trends among brands and retailers as they aim to better serve footwear demand in a changing retail environment.

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Health and Wellness in CPG: Trends To Watch

Consumer packaged goods (CPG) companies are positioning themselves and their brands to appeal to an increasing consumer focus on wellness and healthy lifestyles. We discuss four key health and wellness trends in the CPG industry.

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Headless Commerce: Part 1—The Evolving State of E-Commerce Infrastructure

The commerce-as-a-service (CaaS) space is emerging in the US, offering retailers and brands the ability to spin up a new e-commerce site with speed and quickly customize the back and front ends of the site. Leveraging proprietary US survey data, we explore the impact of Covid-19 on e-commerce operations, the evolution of the e-commerce infrastructure landscape and the need for CaaS solutions. This free report is sponsored by Nogin.

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Earnings Insights 3Q21, Week 6: Ulta, Kroger, Dollar General and Five Below Post Strong Results; Ollie’s Lowers Guidance

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended December 5, 2021, including apparel and footwear brand owner PVH Corp, beauty brand Ulta Beauty, discount stores Dollar General, Five Below and Ollie’s Bargain Outlet and food retailer Kroger.

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