July 30, 2024 Insight Report 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.
July 15, 2024 Deep Dive 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.
July 5, 2024 Store Tracker 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.
July 2, 2024 Store Tracker 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.
June 27, 2024 Market Navigators/Market Outlook 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.
June 27, 2024 Insight Report 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.
June 24, 2024 Insight Report 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.
June 20, 2024 Insight Report 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.
June 19, 2024 Deep Dive 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.
June 13, 2024 Deep Dive 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.
May 28, 2024 Insight Report Premium Earnings Insights 1Q24, Week 5: Ralph Lauren, Ross Stores and TJX See Sales Growth; Lowe’s and Target See Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on first-quarter 2024 earnings from companies that reported in the week ended May 26, 2024, including Deckers Outdoor, Lowe’s, Macy’s, Ralph Lauren, Ross Stores, Target, TJX Companies and Urban Outfitters.
May 14, 2024 Insight Report Premium Earnings Insights 1Q24, Week 3: Crocs and Coty See Sales Growth; Floor & Decor, Tapestry and Others See Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on first-quarter 2024 earnings from companies that reported in the week ended May 12, 2024, including Coty, Crocs, Hanesbrands, Qurate Retail and Tapestry, among others.
May 10, 2024 Insight Report Premium China Retail Insights: Countdown to China’s Singles’ Day 2024, Six Months To Go—What Brands and Retailers Need To KnowSingles’ Day, the largest online shopping festival in the world, is just six months away! We discuss what brands and retailers need to know to prepare for the upcoming festival in China, covering the macroeconomic context and leveraging proprietary survey analysis to explore Chinese consumer sentiment.
May 7, 2024 Insight Report Premium Earnings Insights 1Q24, Week 2: Amazon, CVS and Estée Lauder Report Positive Sales Growth; Clorox and Wayfair Post Sales DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on first-quarter 2024 earnings from companies that reported in the week ended May 5, 2024, including Amazon, Clorox, CVS Health, Estée Lauder and Sprouts Farmers Market, among others.
May 3, 2024 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2024, Week 18: J Sainsbury Closing 25 Argos Stores in the UK This YearOur Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week includes highlights from Argos, The Columbia Sportswear Company and Walmart, among others.
