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Market Outlook | October 18, 2023 Premium

Market Navigator: US Department Stores—Softness Ahead Despite Opportunities in Experiences and Alternative Models

We present our definitive guide on the US department store sector. In this Market Navigator report, we explore the sector’s size, trajectory, growth factors and competitive landscape; provide consumer survey analysis; and cover themes and innovators we are watching in the space.

Insight Report | October 17, 2023 Premium

September 2023 US Retail Sales: Retail Spending Outpaces Retail Inflation as Consumers Remain Healthy

In September 2023, US retail sales (excluding gasoline and automobiles) grew 2.2% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector.

Deep Dive | October 17, 2023 Premium

Calm Before Holiday Shopping Season Begins: US Consumer Survey Insights 2023, Week 42

We assess what could be the last week of stable consumer behavior ahead of the holiday retail season. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment.

Deep Dive | October 17, 2023 Premium

US Holiday Survey and Outlook 2023: E-Commerce To Drive Growth

We dig deep into where, when and how US consumers will spend for holiday 2023, using proprietary survey data.

Insight Report | October 16, 2023 Premium

Retail Shrink and ORC: Self-Checkout and Store Closures, the INFORM Consumers Act, US Retailer Commentary

In this first report in our new monthly series on retail shrink and organized retail crime (ORC), we discuss the size of the inventory shrink challenge in the US and present developments in theft and related incidents in the US and the UK from the past few months. We also provide commentary on the topic from US retailers’ recent earnings calls. This report covers the INFORM Consumers Act, Target’s store closures, Walmart’s self-checkout closures and more.

Analyst Corner | October 15, 2023

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Weinswig’s Weekly: Three Trends About the US Return to Office You Don’t Already Know

This week’s note, “From the Desk of Deborah Weinswig,” discusses three major retail-related trends about the US return to office that you may have missed.

Deep Dive | October 13, 2023 Premium

Shifting Shopper Behavior Amid Pessimism: China Consumer Survey Insights

We assess Chinese consumers’ growing pessimism and the implications for retail. Our weekly China Consumer Survey Insights series presents an update on Chinese consumers’ levels of activity and sentiment.

Insight Report | October 12, 2023 Premium

Countdown to China’s Singles’ Day 2023: One Month To Go—Major Platforms’ Plans for the Shopping Festival

Singles’ Day, the largest online shopping festival in the world, is just one month away! We discuss the plans of major e-commerce and short-video platforms for the festival.

Market Outlook | October 11, 2023 Premium

Research Preview: Market Navigator—US Department Stores

This Research Preview provides an early look at our forthcoming Market Navigator on US department stores. We analyze market growth, the competitive landscape, key themes and more.

Insight Report | October 11, 2023 Premium

Generative AI Latest: Indian Conglomerates Enter the Space, the US Drives the Responsible Use of AI, Adobe Launches New Products

Our Generative AI Latest series presents recent developments and notable trends in generative AI (artificial intelligence) globally—in this report we cover Indian conglomerates entering the AI race, the growing discussion around the need for responsible AI and the latest updates from Abode and IBM, among other topics.

Insight Report | October 11, 2023 Premium

Data Dive: US Return to Office—Three Retail-Relevant Trends You Don’t Already Know

We identify the impacts of the state of return to office (RTO) on retail in the US, identifying three key RTO trends that are generally left out of popular narratives.

Insight Report | October 9, 2023 Premium

Holiday 2023: UK Retail Outlook—An Inflection Point?

We highlight our latest thinking on the prospects for UK holiday retailing as of October 2023, covering inflation and consumer confidence data and insights on how consumers are spending.

Deep Dive | October 9, 2023 Premium

New Questions Reveal Consumers’ Economic Pessimism: US Consumer Survey Insights 2023, Week 41

We assess US consumer confidence ahead of the holiday retail season. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment.

Analyst Corner | October 8, 2023

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Weinswig’s Weekly: What Are the Prospects for US Holiday Retailing?

This week’s note, “From the Desk of Deborah Weinswig,” discusses our updated view on the prospects for US holiday retailing, drawing on our analysis of proprietary consumer survey data, inflation trends and more.

Store Tracker | October 6, 2023 Premium

Weekly US and UK Store Openings and Closures Tracker 2023, Week 40: US Closures Up 77% vs. Last Year

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Versona and Tesco, among others.