Insight Report | March 14, 2024 Premium Data Dive: The Global Obesity Economy—Shaped by the Spending of 1 Billion ConsumersWorldwide, 1 billion people are now obese, according to a new study in medical journal The Lancet. We review the findings from that study and offer quantification of various aspects of the global “obesity economy.” Read More
Insight Report | October 9, 2023 Premium Holiday 2023: UK Retail Outlook—An Inflection Point?We highlight our latest thinking on the prospects for UK holiday retailing as of October 2023, covering inflation and consumer confidence data and insights on how consumers are spending. Read More
Insight Report | April 26, 2023 Premium Data Dive: What US, European and Australian Retailers Are Saying on CapexIn this Data Dive, we examine what major US, European and Australian companies are reporting on capital expenditures (capex)—their ongoing and planned investments in physical infrastructure such as stores, distribution and technology. Read More
Deep Dive | April 5, 2023 Premium E-Commerce Outlook: European Apparel and Footwear—Poised for Growth in 2023 and BeyondIn this E-Commerce Outlook, we examine the performance and future prospects of online apparel and footwear sectors in France, Germany and the UK, as well as detail the competitive landscape, retail innovators and themes we are watching in 2023 and beyond. Read More
Deep Dive | February 14, 2023 Premium Market Outlook: UK Apparel and Footwear Retailing—Market Softens, Industry Players Seek To Improve MarginsWe discuss the growth trajectory of the apparel and footwear market in the UK amid the country’s sluggish economic conditions and inflationary pressures. Read More
Insight Report | January 23, 2023 Premium Holiday 2022: UK Retail Wrap-UpWe conclude our coverage of the 2022 holiday season in UK retail, drawing on trading updates from major retailers and retail sales data from the Office for National Statistics (ONS). Read More
Deep Dive | January 11, 2023 Premium Global Fast Fashion: Market Poised for Strong Growth, but Sustainability Challenges RemainWe analyze the global fast-fashion market, including growth factors, the competitive landscape and key themes. Although the market is poised for growth, companies are facing sustainability challenges. Read More
Company Profile | January 8, 2023 Premium ASOS (AIM: ASC) Company ProfileASOS is a UK-based retailer of accessories, apparel, cosmetics, footwear and skin care. Headquartered in London, the company operates online and ships to over 200 countries. Read More
Deep Dive | November 23, 2022 Premium Retail-Tech Landscape: Retail Crime PreventionThe need to tackle security-related challenges—from shoplifting-driven shrinkage to e-commerce returns fraud—is resulting in increasing demand from retailers for innovative loss-prevention solutions. We highlight three key industry trends in retail crime prevention and present selected startups globally whose technology solutions support brands and retailers in transforming and automating their checkout operations. Read More
Deep Dive | November 22, 2022 Premium 100 Retail Companies, 10 Years: Analyzing Financial Performance and Winning StrategiesOur analysis of 100 retail companies covers their 10-year financial performance as well as winning strategies to emulate high-performing companies. We analyze sales growth, margins, free cash flow, return on capital and debt levels for small, medium and large companies. Read More
Deep Dive | August 25, 2022 Premium 10 Trends in the Global Fast-Fashion MarketFast fashion is one of the fastest-growing markets in global apparel and footwear. We identify and analyze 10 trends, ranging from multiyear trends such as sustainability to emerging trends such as entry into the metaverse space. Read More
Insight Report | August 2, 2022 Premium Battling High Input Costs: European Apparel Retailers’ Key StrategiesHigh inflation is leading to more competition among European apparel retailers. We examine strategies these retailers are using to battle high inflation costs and analyze the impact on their gross margins. Read More
Deep Dive | May 23, 2022 Premium Head-to-Head in European Online Apparel Retailing: ASOS vs. ZalandoWe analyze leading European online apparel companies ASOS and Zalando, covering their business models; fast-fashion positioning and pricing strategies; financial metrics, including revenue growth, operating margins, marketing and fulfillment cost ratios; shopper profiles; automation and data-driven strategies; strategic partnerships and sustainable initiatives. Read More
Deep Dive | March 30, 2022 Premium Shein in US Fast Fashion: The Multibillion-Dollar Apparel Giant Captures Share Among Young ShoppersShein is gaining share in the US fast-fashion market. We analyze the apparel giant’s strategies, target consumers, and competitive strengths and weaknesses, as well as recent company developments. Read More
Market Outlook | February 9, 2022 Premium Market Outlook: UK Apparel and Footwear Retailing—Still in Recovery ModeIn this Market Outlook, we explore the UK’s apparel and footwear market and present our expectations for future growth, as well as key market drivers. We discuss the market’s competitive landscape, retail innovators and themes we are watching. Read More
