Market Navigators/Market Outlook | February 9, 2022 Premium Market Outlook: UK Apparel and Footwear Retailing—Still in Recovery ModeIn this Market Outlook, we explore the UK’s apparel and footwear market and present our expectations for future growth, as well as key market drivers. We discuss the market’s competitive landscape, retail innovators and themes we are watching. Read More
Deep Dive | February 8, 2022 Databank Members US Consumer Tracker: Renewed Shifts in Consumer Activities and SpendingConsumers’ choice of channel is shifting across various categories, as the US Omicron wave appears to be peaking. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Insight Report | February 8, 2022 Premium Earnings Insights 4Q21, Week 2: Capri, Estée Lauder and Ralph Lauren Raise Guidance; Online Retail Continues to Falter at AmazonOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended February 6, 2022, including Amazon, Capri Holdings, Estée Lauder and Ralph Lauren. Read More
Insight Report | February 4, 2022 Premium Supply Chain Briefing: Threats to Ocean Freight Rate Stabilization and Typhoon Rai’s Impact on Major South-Asian PortsAs part of our Supply Chain Briefing series, we discuss the threat of Omicron-led restrictions to the stabilization of ocean freight rates. We also examine the impact of Typhoon Rai on global supply routes, as well as steps that Amazon is taking to build US logistics capacity. Read More
Deep Dive | February 2, 2022 Free Report Headless Commerce: Part 2—Addressing Profitability Issues for Mid-Size E-Commerce PlayersMid-size retailers must take steps to maximize profitability in their e-commerce business. Leveraging proprietary US survey data, we explore the levers of profitability in e-commerce, why brands and retailers should capitalize on artificial intelligence, machine learning and predictive analytics, and how CaaS (commerce-as-a-service) can help improve profitability. This free report is sponsored by Nogin. Read More
Store Tracker | February 1, 2022 Databank Members US Store Tracker Extra, January 2022: Major US Retailers To Open 30 Million Square Feet of Retail Space in 2022The US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements. We include details on closures and openings as a percentage of total store base as well as square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of January 28, 2022, versus the comparable period in 2021. Read More
Deep Dive | January 31, 2022 Databank Members US Consumer Tracker: Exploring Shoppers’ Valentine’s Day Spending PlansWe explore US consumers’ spending expectations for Valentine’s Day 2022, through analysis of proprietary survey findings. Our latest US Consumer Tracker also charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Insight Report | January 31, 2022 Premium Earnings Insights 4Q21, Week 1: Levi’s and Tractor Supply Post Robust Sales Growth; Walgreens Raises EPS Guidance for Full YearOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended January 30, 2022: Levi’s, Walgreens Boots Alliance and Tractor Supply Company. Read More
Insight Report | January 28, 2022 Premium Freshippo in China: Redefining Grocery Retail with InnovationAlibaba-owned grocery chain Freshippo has expanded rapidly since its launch in China in 2016. In this report, we examine the strategies and innovations underpinning its success, including its omnichannel approach, deep supply chain integration and use of artificial intelligence technologies. Read More
Store Tracker | January 28, 2022 Databank Members Weekly US and UK Store Openings and Closures Tracker 2022, Week 4: US Closures Down 65% Year over YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Barnes & Noble, Buc-ee’s and Earth Fare in the US and Boots Opticians, CEF and Sweaty Betty in the UK. Read More
Deep Dive | January 24, 2022 Databank Members US Consumer Tracker: Omicron Avoidance Begins To EaseIn this week’s US Consumer Tracker, we present consumer habits that suggest avoidance of public places in the face of Omicron is beginning to ease. Read More
Store Tracker | January 20, 2022 Databank Members US and UK Store Tracker Extra: Store Openings and Closures 2021 Review and 2022 OutlookWe review store closures and openings in the US and the UK for the full-year 2021—including breaking down the numbers by sector and key retailers. Additionally, we present our projections for US store closures and openings in 2022. Read More
Deep Dive | January 18, 2022 Databank Members US Consumer Tracker: Omicron Avoidance Appears To PeakConsumer avoidance of public places appears to be reaching its peak, although Covid-19 case numbers remain high amid the Omicron wave. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Deep Dive | January 16, 2022 Register for Free Access Six Livestreaming Myths Debunked: How To Optimize US Livestreaming E-Commerce StrategiesWe debunk six myths about livestreaming e-commerce, presenting brands and retailers with critical insights into optimizing their digital transformation strategies to win in the US live-shopping space. Read More
Insight Report | January 12, 2022 Premium Livestreaming Latest, January 2022: Monetization and E-Commerce Tools Empower Content CreatorsAs part of our Livestreaming Latest series, we present recent M&A and investment activity as well as three notable trends in the global livestreaming space: the expansion of monetization tools for creators, new live shopping events from the social media giants, and game-changing technology partnerships. We also offer examples of recent livestreaming events from retail companies globally. Read More