Retailers

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Deep Dive | January 11, 2022 Databank Members

US Consumer Tracker: Two-Thirds Avoiding Public Places; Dollar Tree Price-Hike Impact

Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Notably this week, amid the spread of the Omicron variant, over two-thirds of consumers are now avoiding public places. Dollar Tree also saw a meaningful decline in shoppers following its recent price hike.

Deep Dive | January 3, 2022 Databank Members

US Consumer Tracker: Omicron Drives Further Consumer Avoidance

As the holiday season draws to a close, the rapid spread of the Omicron variant is driving a resurgence in consumer caution. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail.

Insight Report | January 3, 2022 Premium

3Q21 US Retail Inventory Tracker: Inventories Jump Despite Supply Chain Constraints

Our quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 3Q21 and assess how and why levels are changing. This quarter, many retailers posted higher two-year inventory turnover rates on a two-year basis.

Store Tracker | December 31, 2021 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2021, Week 52: US Store Closures Down 42% Year over Year

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Indochino, Thorntons and World Market in the US and Toolstation in the UK.

Store Tracker | December 24, 2021 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2021, Week 51: US Store Openings Up 55% Year over Year

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Hy-Vee, Kohl’s and Market Basket in the US and Monsoon Accessorize, Poundstretcher and Rituals in the UK.

Deep Dive | December 23, 2021 Premium

3Q21 US Earnings Season Wrap-Up: Most Brands and Retailers Enjoy Another Strong Quarter

We assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the third quarter of 2021, considering consensus estimates and year-over-year changes.

Insight Report | December 23, 2021 Premium

Supply Chain Briefing: How Are Retailers and Ports Addressing Disruptions?

As part of our Supply Chain Briefing series, we analyze how businesses are chartering ships and automating logistics, and discuss extended port hours in the US ahead of the new year.

Deep Dive | December 20, 2021 Databank Members

US Consumer Tracker: Consumer Caution over Omicron Variant Eases

As we head into the homestretch of the holiday season, consumer caution over the Omicron variant has declined. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail.

Store Tracker | December 17, 2021 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2021, Week 50: US Store Openings and Closures Neck-and-Neck

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Alimentation Couche-Tard, Build-A-Bear and Vince Holdings in the US and Amazon, Dr. Martens and RH in the UK.

Deep Dive | December 16, 2021 Premium

2022 China E-Commerce Trends: Opportunities Under Pressure

We present our flagship yearly report on Chinese e-commerce trends. China’s highly platformized $2 trillion e-commerce sector is facing increased regulatory pressures, and we see these opening up opportunities for a more diverse online retail channel in 2022.

Deep Dive | December 14, 2021 Premium

10 Trends in US Grocery

The US grocery market is evolving rapidly, and the change brought by the pandemic will in many areas be permanent. We present 10 key grocery trends to watch in 2022, and identify strategies for brands and retailers to best capitalize on momentum in each area.

Deep Dive | December 14, 2021 Databank Members

US Consumer Tracker: In-Store Shopping Bounces in the Holiday Homestretch

As we head into the homestretch of the holiday season, more consumers are buying apparel and toys/games—two popular product categories for gifting. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail.

Insight Report | December 13, 2021 Premium

Livestreaming Latest, December 2021: Livestreaming Fires Up Holiday Shopping

As 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—namely, the impact of livestreaming on Singles’ Day 2021; the launch of ambitious holiday livestreaming schedules; and the growing diversity of livestreaming formats. We also offer examples of recent livestreaming events from retail companies globally.

Store Tracker | December 10, 2021 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2021, Week 49: US Store Closures Inch Past Openings

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Daiso Japan, Hy-Vee and Wayfair in the US and Flying Tiger Copenhagen, Just for Pets and Shoe Zone in the UK.

Deep Dive | December 8, 2021 Free Report

Headless Commerce: Part 1—The Evolving State of E-Commerce Infrastructure

The commerce-as-a-service (CaaS) space is emerging in the US, offering retailers and brands the ability to spin up a new e-commerce site with speed and quickly customize the back and front ends of the site. Leveraging proprietary US survey data, we explore the impact of Covid-19 on e-commerce operations, the evolution of the e-commerce infrastructure landscape and the need for CaaS solutions. This free report is sponsored by Nogin.