Insight Report | December 29, 2022 Premium December 2022 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in November 2022, retail sales growth plummeted in China. In the UK and US, retail sales decelerated. Our Monthly Consumer Update assesses these trends and considers wage growth, and food and fuel prices in these three markets. Read More
Insight Report | December 29, 2022 Premium November 2022 China Retail Sales: Sales Slump as Most Sectors DeclineWe review the latest data for retail sales in China showing that in November 2022, year-over-year sales declined by 5.6%. Our report analyzes retail sales in total and by sector. Read More
Deep Dive | December 28, 2022 Premium E-Commerce Outlook: US Furniture and Home Furnishings—Specialty Sector Sales See an Ongoing Correction in DemandThe e-commerce market for US furniture and home furnishings decelerated in 2022. We analyze the market size, factors, competitive landscape, themes we are watching and innovators. Read More
Company Profile | December 22, 2022 Premium Skechers USA (NYSE: SKX) Company ProfileSkechers is a US-based brand that offers casual lifestyle and performance footwear. Headquartered in Manhattan Beach, California, the company sells its products in more than 170 countries including Canada, China and the US. Read More
Company Profile | December 22, 2022 Premium Gildan Activewear (TSX: GIL) Company ProfileGildan Activewear is a Canada-based manufacturer of apparel, including activewear, hosiery and underwear. Headquartered in Montreal, Canada, the company sells its products in Canada, China and the US and over 47 other countries. Read More
Company Profile | December 22, 2022 Premium Signet Jewelers (NYSE: SIG) Company ProfileSignet Jewelers is a retailer of jewelry products. Headquartered in Bermuda, the company operates stores in Canada, Ireland, the UK and the US. Read More
Company Profile | December 22, 2022 Premium Lowe’s Companies, Inc. (NYSE: LOW) Company ProfileLowe’s is a US-based retailer of home and home-improvement products. Headquartered in Mooresville, North Carolina, the company operates stores in Canada and the US. Read More
Company Profile | December 22, 2022 Premium Bosideng International Holdings (SEHK: 3998) Company ProfileBosideng International Holdings is a China-based brand owner of apparel, especially down apparel. Headquartered in Suzhou, China, the company operates stores in China and Switzerland. Read More
Company Profile | December 22, 2022 Premium Best Buy Co., Inc. (NYSE: BBY) Company ProfileBest Buy is a US-based retailer of appliances, consumer electronics, entertainment software, home-office products and related services. Headquartered in Richfield, Minnesota, the company operates stores in the US and Canada. Read More
Company Profile | December 22, 2022 Premium PUMA SE (XTRA: PUM) Company ProfilePuma is a Germany-based brand that offers casual lifestyle accessories, apparel and footwear. Headquartered in Herzogenaurach, Bavaria, the company sells its products in Canada, China, the US and over 117 more countries. Read More
Deep Dive | December 21, 2022 Premium US Fashion Resale Market: E-Commerce and Luxury Capture Greater ShareWe analyze the growth trajectory of the US fashion resale market, driven by factors such as consumers’ growing sustainability awareness, sneaker hype and inflation. We also explore key themes in the market and discuss industry players’ profitability. Read More
Company Profile | December 20, 2022 Premium Urban Outfitters, Inc. (NasdaqGS: URBN) Company ProfileUrban Outfitters is a US-based retailer of accessories, activewear, beauty products, consumer electronics, fast fashion apparel, footwear, home goods and intimates. Headquartered in Philadelphia, the company operates stores in Belgium, Canada, Denmark, France, Germany, Ireland, Italy, Israel, the Netherlands, Poland, Spain, Sweden, the UK, the United Arab Emirates and the US. Read More
Insight Report | December 20, 2022 Premium Leveraging Customer Data in US Home and Home-Improvement Retailing: Moving Toward a Customer Data PlatformCollecting and deploying customer data is a challenge for all retailers. We analyze how a customer data platform (CDP) can make these processes more effective, especially in the home and home-improvement sector. Read More
Insight Report | December 20, 2022 Premium November 2022 UK Retail Sales: Volumes Remain Deeply Negative but Some Sectors See Value Growth StrengthenIn November 2022, UK retail sales volumes fell 6.1% year over year while values grew 3.1%. We analyze retail sales, in total and by sector, as well as online sales penetration. Read More
Deep Dive | December 20, 2022 Premium US Consumer Tracker: Shoppers Turn to Stores We examine US shopper behavior as the holiday approaches. Our weekly US Consumer Tracker presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail. Read More
