June 18, 2020 Insight Report Premium Aldi’s One-Year Anniversary in China: Key Learnings for International GrocersWith discount supermarket Aldi celebrating its one-year anniversary in China, we discuss the retailer’s success in the market and the learnings it could offer to other foreign grocers. We explore the five key components of Aldi’s strategy in the China market—including the retailer’s adoption of technology in a new retail model, its focus on fresh food, the implementation of cost-saving strategies and the role of online stores in offering imported goods to consumers.
June 18, 2020 Insight Report Premium The End of “Made in China”? A Potential Wave of Moving Sourcing out of China amid Rising TensionsThe Covid-19 crisis may have triggered a new wave of multinational companies moving production out of China, only a short time after the first wave in 2019 due to US-China trade war. We discuss recent moves by companies such as Apple to shift their sourcing to other countries in the context of political tension and negative consumer sentiment.
June 17, 2020 Insight Report Premium Retail-Tech Landscape: Technology Companies Supporting Store ReopeningsWe continue our Retail-Tech Landscape report series, which spotlights innovative technology companies that are disrupting the retail industry. This landscape focuses on technology companies whose solutions can support retailers in reopening stores as they emerge from coronavirus lockdowns. Our landscape infographic summarizes these companies.
June 17, 2020 Insight Report Premium May 2020 US Retail Sales: Total Year-over-Year Growth Turns Positive; Declines at Discretionary Sectors Ease While Food Stores and Nonstore Retailers See Strong GrowthMost sectors witnessed the easing of sales declines in May, as US consumers resumed spending following the reopening of stores post lockdown. Growth in total US retail sales excluding gasoline and automobiles turned positive on a year-over-year basis, driven by double-digit growth at food stores, home-improvement retailers and nonstore retailers.
June 17, 2020 Insight Report Premium 2020 Tax Tracker, Week 19: Tax Filings Down, Average Refund Up 1.3% from Last YearAs of week 19 of the US tax refund season, the IRS has reported that the number of returns filed was down year over year, as taxpayers take advantage of the filing extension granted due to the coronavirus pandemic. Although the number of refunds issued was also down, the average refund amount was up from last year.
June 17, 2020 Event Coverage Register for Free Access Open for Business with David Hardiman-Evans, Ocado Solutions: The Impact of Covid-19 on Traditional and Online GroceryAs part of our Open for Business webinar series, we hosted David Hardiman-Evans, SVP, North America at Ocado Solutions. We present the transcript from this webinar, in which Hardiman-Evans offered insights into the dynamic changes in the online grocery sector amid the coronavirus crisis—covering key topics such as consumer demand and loyalty, assortment rationalization and fulfillment models.
June 16, 2020 Insight Report Premium Consumer Tech Briefing: Touch-Free Tech Advances as Businesses Prepare To Reopen after LockdownEach month, our Consumer Tech Briefing series discusses recent developments in the world of technology. With the coronavirus remaining at the forefront of consumers’ minds as the world begins to reopen, we explore new, touch-free technology that can help businesses to safely resume operations and engage with customers post lockdown.
June 16, 2020 Deep Dive Premium US Apparel Retail: Post-Crisis OutlookWe explore the impacts of the coronavirus crisis on the apparel retail sector and present an outlook for the remainder of 2020 based on a three-phase V-shaped recovery. To analyze the sector, we look closely at select US retailers, including American Eagle Outfitters, Gap Inc. and Hanesbrands. We summarize our key estimates for 2020 in an infographic.
June 15, 2020 Deep Dive Premium Coronavirus Insights: US Survey Update—What Consumers Are Doing and Expect To Do as Lockdowns End and Retail Reopens (Full Report)Our latest survey report provides a detailed update on US consumers’ behaviors, concerns and expectations amid the coronavirus crisis, with a focus on the implications for retail. With lockdowns easing and retail beginning to reopen, we discuss shoppers’ expectations for the period after lockdowns end, including what activities they expect to do in the next two weeks. Our consumer survey was undertaken on June 10.
June 15, 2020 Flash Report Register for Free Access Coronavirus Insights: US Survey Update—What Consumers Are Doing and Expect To Do as Lockdowns End and Retail Reopens (Select Findings)This free report features select findings from our US consumer survey, undertaken on June 10, which asked respondents about their behavior, sentiment and expectations amid the coronavirus crisis.
June 15, 2020 Insight Report Premium Earnings Insights 1Q20, Week 4 and Wrap-Up: Retailers Cite Pent-Up Demand as They Report Higher-than-Anticipated Sales Productivity RatesOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-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 June 14, including Five Below, Macy’s and PVH Corp. This is the fourth and final report in the first-quarter Earnings Insights series. As such, we also summarize the performance of retailers reported in the prior weeks.
June 14, 2020 Analyst Corner Register for Free Access Weinswig’s Weekly: June 14, 2020—Three Positive Signs for a Post-Crisis Recovery in US RetailThis week’s note “From the Desk of Deborah Weinswig” discusses three trends giving cause for optimism in US retail.
June 12, 2020 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 24: Signet Jewelers To Close Many StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from RH, RTW Retailwinds and Signet Jewelers in the US, and Debenhams and Monsoon Accessorize in the UK.
June 12, 2020 Insight Report Premium Five Months to Singles’ Day: A Tactical Guide for How To Prepare for the Shopping Festival This YearWith five months to go until Singles’ Day 2020, we provide a six-step reference guide for brands and retailers to use in preparing for the shopping festival against the backdrop of the coronavirus crisis.
June 11, 2020 Market Navigators/Market Outlook Premium US Home and Home-Improvement Retail: Post-Crisis OutlookWe explore the impacts of the coronavirus crisis on the home and home-improvement sector—including on sales, spending, store closures and retailer bankruptcies—and present an outlook for the remainder of 2020. To analyze the sector, we look closely at select US retailers, including Home Depot, RH and Willams-Sonoma. We summarize our key estimates for 2020 in an infographic
