Insight Report | August 13, 2024 Premium Earnings Insights 2Q24, Week 3: Clorox, Floor & Decor and Under Armour Among the Many Companies Reporting Sales DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on second-quarter 2024 earnings from companies that reported in the week ended August 11, 2024, including Amazon, Clorox, CVS Health, Hanesbrands, Ralph Lauren and Under Armour, among others. Read More
Deep Dive | August 12, 2024 Premium Fashion Footprint: Real Estate Expansion and Store Downsizing in the US Apparel Retail MarketWe explore various apparel and footwear companies’ store opening and closure strategies over the past few years. We also dive into recent store traffic data, providing a comprehensive understanding of how apparel retailers are changing their physical footprints in 2024. Read More
Store Tracker | August 7, 2024 Databank Members US Store Tracker Extra, July 2024: Conn’s Drives Total Closed Space to 67 Million Square FeetThe store closures planned by Conn’s will push the total amount of closed retail space in the US to 67 million square feet. Read about this development and discover other US retailers’ store closure and opening announcements from July 2024, as well as their square-footage impact. Read More
Deep Dive | August 6, 2024 Premium The Future of Fashion, Shaped by Technology: AI-Powered Supply Chains, Operations and Experiences in US Apparel and Footwear RetailingBuilding on our Market Navigator on US apparel and footwear retailing, we explore transformative technologies shaping the market, including AI (artificial intelligence). From supply chain to operations to customer-facing applications, discover key tech applications and benefits, and dive into proprietary consumer survey data on the apparel shopping journey. Read More
Insight Report | August 5, 2024 Premium Earnings Insights 2Q24, Week 2: Positive Results from Colgate-Palmolive, Crocs, Deckers Outdoor and MoreOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on second-quarter 2024 earnings from companies that reported in the week ended August 4, 2024, including Carter’s, Columbia Sportswear, Crocs, Deckers Outdoor, Gildan Activewear, L’Oréal, Procter & Gamble and Sprouts Farmers Market, among others. Read More
Insight Report | July 30, 2024 Premium Earnings Insights 2Q24, Week 1: Mixed Reports from Kimberly-Clark, Levi’s, Skechers and WalgreensOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on second-quarter 2024 earnings from companies that reported in the week ended July 28, 2024, including Albertsons, Kroger, Levi Strauss, Skechers and Walgreens Boots Alliance, among others. Read More
Deep Dive | July 15, 2024 Premium Decoding the GLP-1 Trend: How Is the Ozempic Economy Impacting CPG Retail?Explore the impacts of the rising Ozempic economy in the US. We offer insights into GLP-1 drug users’ food-consumption patterns, informed in part by proprietary survey data. We also discuss recent earnings results and commentary from CPG (consumer packaged goods) companies on the growing adoption of GLP-1 drugs. Read More
Store Tracker | July 5, 2024 Databank Members Weekly US and UK Store Openings and Closures Tracker 2024, Week 27: Walgreens Boots Alliance and Bob’s Stores To Close Stores in the USOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from Bob’s Stores, Netflix, Walgreens Boots Alliance and more. Read More
Store Tracker | July 2, 2024 Databank Members Canada Store Openings and Closures Tracker 2024: Best Buy To Double Canada Store Count This YearThe new Canada Store Openings and Closures Tracker series will report on announced and actual store openings and closures in Canada. In this first report, we provide a summary analysis of 2023 data and dive into 2024 developments, with highlights from Best Buy, Factory Direct, Loblaws and more. Read More
Market Navigators/Market Outlook | June 27, 2024 Premium Research Preview: Market Navigator—US Apparel and Footwear RetailingWe offer an early look at our forthcoming Market Navigator exploring the US apparel and footwear market. Gain insights into emerging ideas and opportunities in the market, understand the competitive landscape and explore proprietary survey data. Read More
Insight Report | June 27, 2024 Premium Holiday 2024: Early US Retail OutlookTake an early look at the likely trajectory in retail demand for the 2024 holiday season! We present our retail sales growth projections and discuss consumer sentiment, inflation, the holiday calendar and more. Read More
Insight Report | June 24, 2024 Free Report The Power of First-Party Data: Five Ways To Maximize Business SuccessIn partnership with Treasure Data, we delve into the ways in which first-party data can maximize the sustainable growth and long-term success of retail businesses. From GenAI (generative artificial intelligence) to retail media, explore power of first-party data and strategic partnerships with technology providers to gain a strategic competitive advantage. Read More
Insight Report | June 20, 2024 Premium US Back to School 2024: Retail OutlookDiscover the consumer context and expected spending trends for the US back-to-school season in the US. Read More
Deep Dive | June 19, 2024 Premium 1Q24 US Earnings Season Wrap-Up: Many Retail Companies Post Strong Sales ResultsWe analyze the recent performance of selected retailers, brands and e-commerce platforms in the first quarter of 2024, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Deep Dive | June 13, 2024 Premium US Back to School 2024: Popular Products and Classroom Chic—Which Categories and Apparel Brands Will Dominate the Season?What will consumers buy this back-to-school (BTS) season? Which apparel brands will capture spending? We continue our US Back to School 2024 series of reports by diving into proprietary survey findings on the product categories and apparel brands that consumers look set to shop this season. Read More