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 | July 2, 2020 Premium

1Q20 US Retail Inventory Tracker: Discretionary Sectors Post Lower Inventory Turnover as Lockdowns Hit

In our quarterly US Retail Inventory Tracker reports, we analyze inventory trends among those US retailers listed in the Coresight 100. We look at the inventory levels of various retailers in 1Q20 and assess why levels may have changed from the year-ago period—with many companies witnessing heavy impacts from the coronavirus crisis.

Deep Dive | July 1, 2020 Premium

Do Not Touch: Contactless Technologies for Retail

We explore the adoption and evolution of contactless and contact-light technologies at various stages of the shopping journey, including ordering, checkout, payment and delivery. With the Covid-19 pandemic fueling the development of such technologies—due to heightened consumer sensitivity to safety and out of necessity during temporary store shutdowns—retailers are likely to introduce more innovations to remove physical contact in transactions over the long term.

Insight Report | June 30, 2020 Premium

New Retail Briefing: E-Commerce Platforms Launch Key Strategies To Support Businesses in China and the US Post Pandemic

E-commerce platforms in China have been rolling out new strategies to support businesses in China and the US in the wake of the coronavirus crisis. We discuss these recent developments in New Retail, which include the extension of payment terms for US buyers by Alibaba.com and JD.com’s plans to upgrade its logistics network to better serve lower-tier markets in China.

Insight Report | June 25, 2020 Premium

US Independence Day Retail Preview 2020: Consumer Spending Expected To Decline Versus Last Year

With Independence Day just around the corner, we estimate total US consumer spending on the occasion this year, in the context of easing coronavirus lockdowns. We propose actions that retailers could take to drive sales for Independence Day.

Insight Report | June 23, 2020 Premium

China Sees a Significant Sales Rebound during the 6.18 Midyear Shopping Festival

The 6.18 Shopping Festival represented a significant sales rebound in China following the coronavirus crisis. We explore the success of e-commerce platforms during this year’s event and the underlying consumer trends that drove sales.

Insight Report | June 18, 2020 Premium

Aldi’s One-Year Anniversary in China: Key Learnings for International Grocers

With discount supermarket Aldi celebrating its one-year anniversary in China, we discuss the retailer’s success in the market and the learnings it could offer to other foreign grocers.
We explore the five key components of Aldi’s strategy in the China market—including the retailer’s adoption of technology in a new retail model, its focus on fresh food, the implementation of cost-saving strategies and the role of online stores in offering imported goods to consumers.

Insight Report | June 15, 2020 Premium

Earnings Insights 1Q20, Week 4 and Wrap-Up: Retailers Cite Pent-Up Demand as They Report Higher-than-Anticipated Sales Productivity Rates

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2020 earnings. We condense what retail companies are reporting, with a focus on the impact of the coronavirus crisis. This week, there are highlights from companies that reported in the week ended June 14, including Five Below, Macy’s and PVH Corp. This is the fourth and final report in the first-quarter Earnings Insights series. As such, we also summarize the performance of retailers reported in the prior weeks.

Store Tracker | June 12, 2020 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2020, Week 24: Signet Jewelers To Close Many Stores

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from RH, RTW Retailwinds and Signet Jewelers in the US, and Debenhams and Monsoon Accessorize in the UK.

Insight Report | June 12, 2020 Premium

Five Months to Singles’ Day: A Tactical Guide for How To Prepare for the Shopping Festival This Year

With five months to go until Singles’ Day 2020, we provide a six-step reference guide for brands and retailers to use in preparing for the shopping festival against the backdrop of the coronavirus crisis.

Market Navigators/Market Outlook | June 11, 2020 Premium

US Home and Home-Improvement Retail: Post-Crisis Outlook

We explore the impacts of the coronavirus crisis on the home and home-improvement sector—including on sales, spending, store closures and retailer bankruptcies—and present an outlook for the remainder of 2020. To analyze the sector, we look closely at select US retailers, including Home Depot, RH and Willams-Sonoma. We summarize our key estimates for 2020 in an infographic

Deep Dive | June 10, 2020 Premium

New Retail Models in the Global Apparel and Footwear Market

As part of our series exploring new models of retailing across different sectors and channels, we focus on the innovative strategies being implemented by brands and retailers in the global apparel and footwear market, including ASOS and Macy’s. We discuss how brands are leveraging technologies to upgrade the shopping experience, providing extended options as part of the sharing economy and utilizing consumer data.

Insight Report | June 9, 2020 Premium

Insights from China: Douyin vs. Kuaishou—Using Short-Video Platforms To Target Consumers

We look at the marketing opportunities that Douyin and Kuaishou, the two leading short-video platforms in China, present for brands and retailers—considering the user base, content distribution model and e-commerce capabilities of each.

Store Tracker | June 5, 2020 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2020, Week 23: Tuesday Morning Files for Bankruptcy

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Burlington Stores, Dollar Tree and Tuesday Morning in the US, and ALDO and Monsoon Accessorize in the UK.

Insight Report | June 1, 2020 Premium

Earnings Insights 1Q20, Week 2: Evidence of Pent-Up Consumer Demand as US Lockdowns Ease and Stores Reopen

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2020 earnings. We condense what retail companies are reporting, with a focus on the impact of the coronavirus crisis. This week, there are highlights from companies that reported in the week ended May 31, including Burlington Stores, Dollar General and Ulta Beauty.

Deep Dive | May 28, 2020 Premium

Social Commerce Platforms: Diverse Opportunities for Brands and Retailers

We present the social commerce landscapes in China and the US, discussing major platforms across areas such as social media, livestreaming, group buying and e-commerce. This report highlights the broader scope of the Chinese market and the learnings that Western companies could take from China’s alternative social commerce models, as well as the opportunities for brands and retailers in the sector.