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.

Insight Report | March 1, 2021 Premium

Earnings Insights 4Q20, Week 4: Home Categories Stand Strong, While Apparel Sees Weak Demand

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2020 earnings. This week, there are highlights from companies that reported in the week ended February 28—namely, Best Buy, Farfetch, Home Depot, L Brands, Lowe’s, Macy’s, The RealReal, The TJX Companies and Wayfair.

Insight Report | February 25, 2021 Premium

Chinese New Year Review: Retail Sales See Impressive Year-Over-Year Growth Against Weak 2020

The Chinese government encouraged people to stay put for the recent Chinese New Year festival, impacting more than 100 million people who would typically return home for the holiday each year. We discuss retail sales over the holiday, including the impact of people not returning home on consumer spending.

Insight Report | February 24, 2021 Premium

US Retail’s Updated Gift Card Guidelines: Accounting for Breakage and Bankruptcy

US retailers witnessed a surge in gift cards sales in 2020. We discuss how US retailers account for gift cards under the updated revenue recognition model issued by the Financial Accounting Standards Board (FASB). We cover how retailers record sales and redemptions of gift cards, as well as the two methods of accounting for unredeemed gift cards under FASB’s Accounting Standards Codification (ASC) 606 update. We also explore retailers’ liabilities toward gift card holders in the event of bankruptcy and liquidation.

Insight Report | February 23, 2021 Premium

The New Value Retailers: Online Marketplaces Challenge Brick-and-Mortar Budget Formats

The value retail sector is expanding beyond traditional brick-and-mortar budget formats (including discount variety retailers such as dollar stores) with the emergence of online value marketplaces. We see the growth of these e-commerce platforms as presenting challenges to predominantly offline retailers in the value retail sector. We discuss the key online players, with a focus on the US, the UK and China.

Insight Report | February 22, 2021 Premium

Earnings Insights 4Q20, Week 3: Walmart and CVS Health Remain Strong, While L’Oréal Sees Recovery

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2020 earnings. This week, there are highlights from companies that reported in the week ended February 21—namely, beauty brand owner L’Oréal, drugstore retailer CVS Health and mass merchandiser Walmart.

Store Tracker | February 19, 2021 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2021, Week 7: Läderach To Open 34 New Stores in the US Market

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon Fresh, DICK’S Sporting Goods, Läderach, and Tempur Sealy in the US and Asda, B&M, Home Bargains, Lidl and Toolstation in the UK.

Flash Report | February 18, 2021

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Tractor Supply Company Acquires Orscheln Farm and Home

In this free report, we discuss the agreement reached by US retailer Tractor Supply Company on February 17, 2021, to acquire US farm and ranch retailer Orscheln Farm and Home.

Insight Report | February 17, 2021 Premium

US Warehouse Clubs and Dollar Stores Forge Ahead with Omnichannel Initiatives and Physical Expansion

Continuing to ride on the pandemic-driven e-commerce wave of 2020, warehouse clubs and dollar stores are likely to remain in growth mode through 2021 and beyond. We look at the omnichannel initiatives and real estate expansion plans of major warehouse clubs (BJ’s Wholesale Club, Costco and Sam’s Club) and discount variety storers (dollar stores Dollar General and Dollar Tree, as well as discount retailers Big Lots and Five Below) in the US as they aim to attract and retain consumers across the income spectrum.

Insight Report | February 16, 2021 Premium

Frictionless Grocery: Pandemic Ushers In Smart Checkout Technologies

Alongside the shift to e-commerce, the Covid-19 pandemic has been driving the digitalization of grocery at brick-and-mortar locations. In this report, we discuss three smart checkout technologies that grocery retailers are increasingly implementing in stores to meet heightened consumer demand for convenience, safety and efficiency in the physical shopping journey: automated checkout, smart carts and scan-and-go.

Store Tracker | February 12, 2021 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2021, Week 6: Five Below To Open 170 New Stores in 2021

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Aldi, At Home, Five Below, Gertrude Hawk Chocolates, Kmart, Murphy USA, Sears, Skechers, Trader Joe’s and Weis Markets in the US and Aldi, Boohoo, Clarks, Dermstore and The Hut Group in the UK.

Insight Report | February 10, 2021 Premium

US Resale Market Set To Boom in 2021, as Consumers Increasingly Embrace Secondhand Products

The US resale market, from apparel to furniture and toys, is set to boom in 2021. We provide an overview of the US resale market, with a focus on fashion resale. We discuss six resale models that represent the majority of resale businesses today, as well as major players and opportunities and challenges in the US market.

Insight Report | February 8, 2021 Premium

Earnings Insights 4Q20, Week 1: E-Commerce Players Stand Strong, While Luxury Retailers Witness Mixed Recovery

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2020 earnings. This week, there are highlights from companies that reported in the week ended February 7, namely Alibaba, Amazon, Brookfield Property Partners, Canada Goose, Capri Holdings, eBay, Ralph Lauren and Tapestry.

Store Tracker | February 5, 2021 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2021, Week 5: ASOS Acquires HIIT, Miss Selfridge, Topman and Topshop

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Bloomingdale’s, PGA TOUR Superstore, The Container Store, Toys“R”Us and Tractor Supply Company in the US and Arcadia Group, ASOS, Frasers Group, New Look and Paperchase in the UK.

Market Navigators/Market Outlook | February 4, 2021 Premium

Market Outlook: Understanding India’s $800 Billion Retail Sector

In this Market Outlook report, we explore India’s retail sector. We analyze data on the sector size and present our growth estimates for 2021. We discuss key market drivers and e-commerce penetration in India’s retail market compared to other global markets. This report also covers a breakdown of India’s top 15 retail companies by revenue,—including Avenue Supermarts, Flipkart Internet, Reliance Retail and V-Mart Retail.

Market Navigators/Market Outlook | February 3, 2021 Premium

E-Commerce Outlook: US Furniture and Home Furnishings—Growth To Slow Against Solid Comparatives

As part of our E-Commerce Outlook series, we provide an overview of e-commerce development in the US furniture and home-furnishings retail category. We also discuss how e-commerce growth is driving structural shifts within the category, as well as the outlook for the online channel in 2021 and beyond.