December 23, 2020 Deep Dive Premium 3Q20 US Earnings Season Wrap-Up: Discretionary Sectors Regain MomentumWe assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the third quarter of 2020, considering consensus estimates and year-over-year changes. Against the backdrop of the Covid-19 pandemic, many companies beat revenue consensus estimates, and most of the discretionary sectors regained their momentum during the quarter.
December 22, 2020 Insight Report Premium Beauty Insights: An Analysis of Kohl’s and Sephora vs. Target and Ulta Beauty Partnerships—Which Retailers Win?Recently, the two biggest beauty retailers in the US, Sephora and Ulta Beauty, announced partnerships with Kohl’s and Target, respectively. As part of our Beauty Insights series, we look at the benefits that the partnerships offer each retailer and analyze which retailers are set to gain the most.
December 22, 2020 Insight Report Premium November 2020 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in November 2020, we saw strong retail sales growth in the US, while the UK maintained growth momentum and China reported a positive increase in retail sales for the fourth consecutive month. We also consider wage growth and food and fuel prices in these three markets.
December 22, 2020 Insight Report Premium New Retail Briefing: Alibaba Upgrades Its Taobao Content EcosystemWe discuss recent developments in New Retail in China, including Alibaba’s upgrades to the Taobao app content ecosystem and the opening of three Seven Fresh Life stores in Guangzhou between December 18 and 25 by JD.com. We also discuss Alibaba’s investment in the community-group buying platform “Nice Tuan”.
December 21, 2020 Insight Report Register for Free Access US Survey Update: Online Apparel Shopping Continues To Gain Momentum Heading Into Christmas (Select Findings)This free report features select findings from our latest survey of US consumers, undertaken on December 15, which asked respondents about their behavior, sentiment and expectations amid the coronavirus crisis.
December 21, 2020 Deep Dive Premium US Survey Update: Online Apparel Shopping Continues To Gain Momentum Heading Into Christmas (Full Report)Our latest survey report provides a detailed update on US consumers’ behaviors, concerns and expectations, with a focus on the implications for retail. This week, we discuss what shoppers are doing and where they are going as we head into the holiday peak, including findings on the avoidance of public places and what activities they expect to do in the next two weeks. Our consumer survey was undertaken on December 15.
December 20, 2020 Analyst Corner Register for Free Access Weinswig’s Weekly: Renewed Lockdowns Come at a Crucial Time for RetailThis week’s note “From the Desk of Deborah Weinswig” discusses the impact of renewed Covid-19 lockdowns on retail globally.
December 18, 2020 Insight Report Premium November 2020 UK Retail Sales: Total Sales Jump 7.6% Despite Lockdown RestrictionsWe review data for UK retail in total and by sector for November 2020—a month that saw a solid year-over-year increase in UK retail sales, supported by strength in e-commerce amid a four-week national Covid-19 lockdown.
December 18, 2020 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 51: First Look at 2021 ClosuresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Designer Brands in the US and Frasers Group in the UK. We also provide a first look at 2021 major US and UK store closures and openings announced to date.
December 18, 2020 Insight Report Premium November 2020 US Retail Sales: Total Growth Remains Very StrongUS retail sales continued to see strong growth in November, continuing October’s rebound. Using data from the US Census Bureau, this report looks at which retail sectors saw sales surge and which did not do well in November 2020.
December 17, 2020 Insight Report Premium The US Outdoor Apparel and Footwear Market: Strong Growth Opportunities for Brands and RetailersThe stay-at-home measures imposed in the US due to the Covid-19 pandemic have seen more consumers place higher value on outdoor activities in recent months. The outdoor apparel and footwear industry is set to benefit from strong demand moving forward. We discuss the opportunities that this niche market presents to brands and retailers, covering its growth potential, key drivers of growth and competitive landscape.
December 17, 2020 Insight Report Premium The 12 Weeks of Holidays: #12—Five Notable Things We Have Seen in US Retail This Holiday SeasonThis report concludes The 12 Weeks of Holidays series, in which we have presented key data, trends and observations in the countdown to the peak holiday season. In this report, we discuss five key trends that we have seen this holiday season in US retail, spanning hiring to online grocery growth to last-mile delivery.
December 16, 2020 Insight Report Premium 5G Wireless in the Supply Chain: Greater Capacity To Connect Virtually Everything, EverywhereWith 5G wireless technology being turned up in the US, stakeholders in supply chains can begin to leverage the capabilities of these leading-edge networks to make their operations smarter and more efficient We discuss how 5G can provide benefits throughout the retail supply chain.
December 16, 2020 Deep Dive Premium What’s Next for the Digitally Native DTC Apparel and Footwear Market?In this report, we discuss key trends in the US digitally native DTC (direct-to-consumer) clothing and footwear market. We examine what brands are doing to better serve this market and leverage the opportunities it presents, with examples from digitally native DTC brands including Allbirds, Bonobos and Outdoor Voices.
December 15, 2020 Insight Report Premium Livestreaming from Malls: An Innovative Way To Attract ShoppersOnce popular meeting hubs, malls have faced challenges from the rise in e-commerce and declining foot traffic in recent years. With Covid-19 representing another blow to mall ecosystems, it is important for mall operators to find new ways to engage with consumers. We discuss how livestreaming can be a useful tool for malls in attracting shoppers.
