February 14, 2022 Insight Report Premium Earnings Insights 4Q21, Week 3: L’Oréal and CVS Post Strong Results; Coty and Tapestry Raise GuidanceOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended February 13, 2022, namely Coty, CVS Health, L’Oréal and Tapestry.
February 14, 2022 Insight Report Premium Livestreaming Latest, February 2022: Collaborations Invigorate the Live Shopping ExperienceAs part of our Livestreaming Latest series, we present recent partnerships and three notable trends in the global livestreaming space—which include a focus on Chinese New Year spending. We offer examples of recent livestreaming events from retail companies globally.
February 14, 2022 Deep Dive Premium US Denim Market: An Inflection Point for Jeans as Skinny’s Dominance FadesThe US denim market bounced back in 2021 from a double-digit decline in 2020 and we expect to see further growth in 2022. We discuss growth estimates as well as the market’s competitive landscape, major drivers and key trends.
February 13, 2022 Analyst Corner Register for Free Access Weinswig’s Weekly: Could This Valentine’s Day Mark the Real Return to Normal?This week’s note “From the Desk of Deborah Weinswig” discusses the Valentine’s Day holiday as a potential turning point for retail.
February 11, 2022 Deep Dive Premium Global Luxury Resale Market: Will Stellar Growth Trends Continue?The global luxury resale market saw a surge in 2021 and is set to continue its rapid growth in 2022 and beyond. We examine the market’s size, trajectory, major players and key drivers.
February 11, 2022 Market Navigators/Market Outlook Premium Market Outlook: US Department Store Retailing—Consolidation and Digitalization Mark a Diminished SectorIn this Market Outlook, we examine the size and trajectory of the US department store sector and key factors impacting growth, both online and in the brick-and-mortar channel. We discuss the competitive landscape and three themes we are watching in 2022 and beyond.
February 11, 2022 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2022, Week 6: US Openings Up 6% as Aldi Announces Store Expansion PlanOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Aldi, Charming Charlie and Scotch & Soda in the US, and Game, Hamleys and Sports Direct in the UK.
February 10, 2022 Deep Dive Premium Head-to-Head in US Apparel Retail: American Eagle Outfitters vs. Gap Inc.The competitive apparel and footwear specialty market in the US is led by rivals Gap Inc. and American Eagle Outfitters. As part of our Head-to-Head series, we compare the two retailers’ business strategies, covering revenue growth, strategic partnerships, technology initiatives and more.
February 10, 2022 Event Coverage Register for Free Access Retail-Tech Landscape: NRF 2022—Technology InnovatorsWe present a landscape of the innovative global startups that exhibited at NRF 2022: Retail’s Big Show, covering data analytics and monetization, demand forecasting, e-commerce optimization, logistics and fulfillment, and more.
February 9, 2022 Insight Report Premium Sustainability in CPG: Initiatives To Address Deforestation, Plastic Waste and MoreSustainable products are driving growth in the CPG (consumer packaged goods) sector. We examine three key sustainability strategies being implemented by major nonfood CPG companies globally.
February 9, 2022 Market Navigators/Market Outlook Premium Market Outlook: US Grocery Retailers—Channel Stickiness To PersistIn 2022, US grocery retailers must equip themselves for the strategic challenges ahead as on-premise consumption regains its full strength, and look to capitalize on persistent pandemic-induced behaviors. We examine the size and trajectory of the US grocery market and key factors impacting growth. We also cover the performance and outlook for online grocery, as well as the market’s competitive landscape, retail innovators and themes we are watching in 2022 and beyond.
February 9, 2022 Market Navigators/Market Outlook 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.
February 8, 2022 Insight Report Premium Five Trends in US Off-Price Retail: External Pressures and Internal Shifts Drive Change for Traditional PlayersWe present five key trends in the US off-price retail sector, exploring external pressures and internal shifts, with examples of recent developments by major brands and retailers.
February 8, 2022 Deep Dive Databank Members US Consumer Tracker: Renewed Shifts in Consumer Activities and SpendingConsumers’ choice of channel is shifting across various categories, as the US Omicron wave appears to be peaking. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail.
February 8, 2022 Insight Report Premium Earnings Insights 4Q21, Week 2: Capri, Estée Lauder and Ralph Lauren Raise Guidance; Online Retail Continues to Falter at AmazonOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended February 6, 2022, including Amazon, Capri Holdings, Estée Lauder and Ralph Lauren.
