Research

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Analyst Corner | October 22, 2023

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Weinswig’s Weekly: Elevated Gasoline Prices and the Pressures on Consumer Wallets

Gasoline prices remain a risk factor for US retail as we head further into the holiday quarter and closer to 2024. This week’s note, “From the Desk of Deborah Weinswig,” discusses the prospects for US gasoline prices and the consumer context for recently increasing gas prices.

Insight Report | October 20, 2023 Premium

Rite Aid Bankruptcy: What Does It Mean for Rivals?

Rite Aid filed for bankruptcy on October 15, 2023. We cover the reasons behind it and the bankruptcy’s implications for Rite Aid’s competitors.

Store Tracker | October 20, 2023 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2023, Week 42: US Store Openings Surpass 5,000

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from 7-Eleven and Aldi, among others.

Insight Report | October 20, 2023 Premium

September 2023 China Retail Sales: Growth Continues To Strengthen

We review the latest data for retail sales in China, showing that in September 2023, year-over-year growth improved, continuing the upward trend seen since July. Our report analyzes retail sales in total and by sector.

Insight Report | October 20, 2023 Premium

US and UK Retail Bankruptcies Latest, October 2023: Rite Aid Files for Bankruptcy

We provide an update on the latest retail bankruptcies in the US and the UK, including developments from Rite Aid, Showfields and Shift Technologies.

Insight Report | October 18, 2023 Premium

Generative AI Latest: The Rise of RAG, Updates from Amazon, Meta and Oracle

Continuing our new Generative AI Latest series, we present recent developments and notable trends in generative AI (artificial intelligence) globally—covering the rise of RAG (Retrieval-Augmented Generation) and updates from technology giants Amazon, Meta and Oracle.

Market Navigators/Market Outlook | October 18, 2023 Premium

Market Navigator: US Department Stores—Softness Ahead Despite Opportunities in Experiences and Alternative Models

We present our definitive guide on the US department store sector. In this Market Navigator report, we explore the sector’s size, trajectory, growth factors and competitive landscape; provide consumer survey analysis; and cover themes and innovators we are watching in the space.

Insight Report | October 17, 2023 Premium

September 2023 US Retail Sales: Retail Spending Outpaces Retail Inflation as Consumers Remain Healthy

In September 2023, US retail sales (excluding gasoline and automobiles) grew 2.2% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector.

Deep Dive | October 17, 2023 Databank Members

Calm Before Holiday Shopping Season Begins: US Consumer Survey Insights 2023, Week 42

We assess what could be the last week of stable consumer behavior ahead of the holiday retail season. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment.

Deep Dive | October 17, 2023 Premium

US Holiday Survey and Outlook 2023: E-Commerce To Drive Growth

We dig deep into where, when and how US consumers will spend for holiday 2023, using proprietary survey data.

Insight Report | October 16, 2023 Premium

Retail Shrink and ORC: Self-Checkout and Store Closures, the INFORM Consumers Act, US Retailer Commentary

In this first report in our new monthly series on retail shrink and organized retail crime (ORC), we discuss the size of the inventory shrink challenge in the US and present developments in theft and related incidents in the US and the UK from the past few months. We also provide commentary on the topic from US retailers’ recent earnings calls. This report covers the INFORM Consumers Act, Target’s store closures, Walmart’s self-checkout closures and more.

Analyst Corner | October 15, 2023

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Weinswig’s Weekly: Three Trends About the US Return to Office You Don’t Already Know

This week’s note, “From the Desk of Deborah Weinswig,” discusses three major retail-related trends about the US return to office that you may have missed.

Deep Dive | October 13, 2023 Databank Members

Shifting Shopper Behavior Amid Pessimism: China Consumer Survey Insights

We assess Chinese consumers’ growing pessimism and the implications for retail. Our weekly China Consumer Survey Insights series presents an update on Chinese consumers’ levels of activity and sentiment.

Store Tracker | October 13, 2023 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2023, Week 41: UK Closures Almost Triple

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Barnes & Noble and Asda, among others.

Insight Report | October 12, 2023 Premium

Countdown to China’s Singles’ Day 2023: One Month To Go—Major Platforms’ Plans for the Shopping Festival

Singles’ Day, the largest online shopping festival in the world, is just one month away! We discuss the plans of major e-commerce and short-video platforms for the festival.