November 23, 2020 Insight Report Premium Earnings Insights 3Q20, Week 3: Off-Pricers See Strong Improvement, but Department Stores Remain Badly Hit; Sales Surge in Home ImprovementOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-quarter 2020 earnings. We condense what retail companies are reporting, with a focus on the impact of the coronavirus crisis. This week, there are highlights from companies that reported in the week ended November 22, including Home Depot, Kohl’s, Macy’s, Target, The TJX Companies and Walmart.
November 23, 2020 Deep Dive Premium US Survey Update: Product Returns amid the Pandemic (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 focus on consumer attitudes toward product returns amid the pandemic and for the 2020 holiday season. We also discuss shoppers’ current online spending habits and avoidance of public places, as well as what activities they expect to do in the next two weeks. Our consumer survey was undertaken on November 17.
November 22, 2020 Analyst Corner Register for Free Access Weinswig’s Weekly: Holiday 2020—Let the Shopping Begin! (Actually, It Already Has)This week’s note “From the Desk of Deborah Weinswig” discusses retailer and consumer creativity for the holiday shopping season.
November 20, 2020 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 47: Ascena To Close All Justice Stores and Francesca’s To Close Over 100 StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Ascena Retail Group, Francesca’s and Herman Miller in the US and Poundland and WHSmith in the UK.
November 20, 2020 Insight Report Premium Singles’ Day 2020: Analyzing New Retail StrategiesStarted as an online-only shopping festival, Singles’ Day has been shifting toward an omnichannel presence, leveraging Alibaba’s concept of “New Retail” to extend the event to offline retail. We discuss three key New Retail strategies that brands and Alibaba’s Tmall platform launched for this year’s Double 11: offline experiential events, such as pop-up shops; 3D virtual showrooms; and online coupons.
November 19, 2020 Deep Dive Free Report How Retailers Can Use Prescriptive Analytics/AI To Improve Customer SatisfactionRetailers are missing out on available opportunities to improve customer satisfaction, which translates directly to missed sales opportunities. We explore the relationship between retail customer satisfaction and the application of prescriptive analytics to make critical operational improvements. We discuss the benefits and core capabilities of prescriptive analytics, and detail opportunities for revenue enhancement, cost reduction and operational improvement. This free report is sponsored by Zebra Technologies.
November 19, 2020 Insight Report Premium Singles’ Day 2020: Analyzing New EntrantsAs part of our coverage of Singles’ Day 2020, we explore new entrants on Alibaba’s Tmall platform and their approach to leveraging the shopping festival for China market entry or expansion. We cover entrants from different sectors, including apparel, beauty, home furnishing and luxury.
November 19, 2020 Insight Report Premium Singles’ Day 2020: Alibaba and JD.com Record $115 Billion in SalesAs the world’s largest online global shopping festival, Singles’ Day presents an exciting sales opportunity for brands and retailers. We discuss the Singles’ Day sales performance of China’s leading e-commerce players, including a comparison of Alibaba and JD.com. We highlight key themes from this year’s festival and consumer shopping patterns.
November 18, 2020 Deep Dive Premium Singles’ Day 2020: Analyzing Merchants’ Marketing CampaignsAs part of our coverage of Singles’ Day 2020, we review the marketing campaigns that various brands and retailers launched on Alibaba’s Tmall platform to encourage consumer spending during the shopping festival. We focus on three themes: financial incentives, community building and livestream/influencer marketing.
November 18, 2020 Event Coverage Register for Free Access Singles’ Day 2020: Highlights from Alibaba’s Observing China ForumContinuing our coverage of Singles’ Day 2020 in China, we present highlights from Alibaba’s Observing China Forum, which focused on changing consumer demand and the acceleration of digitalization against the backdrop of the Covid-19 pandemic.
November 18, 2020 Insight Report Premium The 12 Weeks of Holidays: #8—Outlook for the US Beauty SectorBeauty brands and retailers have had to adapt to changes in how and what consumers are shopping due to the impacts of the Covid-19 pandemic, so are approaching the holiday season differently this year. As part of The 12 Weeks of Holidays series, we provide an outlook for the sector, including our estimates for consumer spending during the holiday period. We also discuss e-commerce fulfillment, the use of livestreaming and five key beauty trends for this holiday season.
November 17, 2020 Insight Report Premium October 2020 US Retail Sales: Further Double-Digit Year-over-Year GrowthUS retail sales continued to rebound strongly in October, following September’s extraordinary growth. Using data from the US Census Bureau, this report looks at which retail sectors saw sales surge and which did not do well in October 2020.
November 17, 2020 Insight Report Premium Singles’ Day 2020: Analyzing New ProductsSingles’ Day presents an opportunity for new product launches, to help brands drive consumer excitement and boost sales. We discuss some of the new product strategies that brands employed on Alibaba’s Tmall during this year’s 11.11 shopping festival, and present learnings that can be applied to the China market and shopping festivals in particular, as well as to year-round sales strategies.
November 17, 2020 Insight Report Register for Free Access Brand Journeys to Singles’ Day 2020: #11—Allbirds Sidesteps Discounting with Focus on SustainabilityHosted annually on November 11, Singles’ Day is the world’s largest online shopping festival. Concluding our Brand Journeys to Singles’ Day 2020 series, we profile footwear company Allbirds. In this free report, we discuss how Allbirds leveraged Singles’ Day to build brand awareness in China and promote its messaging on sustainability, rather than offering discounts during this year’s festival.
November 17, 2020 Market Navigators/Market Outlook Premium US Home and Home-Improvement Retail: Post-Crisis Outlook—Fall 2020 UpdateWe explore the continued impacts of the Covid-19 crisis on the US home and home-improvement sector and present an outlook for the remainder of 2020 and into 2021. To analyze the sector, we look closely at select US retailers—including Home Depot, Lowe’s RH and Willams-Sonoma—as well as the effects of consumer trends in e-commerce.
