Insight Report | March 21, 2024 Premium Zalando Strategy Update 2024: Now Targeting 15% of Europe’s Fashion MarketWe present insights from online fashion giant Zalando’s strategy update in March 2024. What are the company’s B2C and B2B strategies and 2028 targets? Read highlights from its management presentations to find out, and discover our take on the positioning of Zalando in Europe’s fashion market. Read More
Insight Report | March 21, 2024 Premium Data Dive: When Will US Grocery Unit Growth Turn Positive?US grocery retailing has seen unit volume sales decline almost continuously, year over year, since early 2021. In this Data Dive, we review recent data and commentary on grocery CPG unit volume sales and provide our expectations on when we are likely to see an inflection point in growth. Read More
Infographic | March 15, 2024 Premium Three Data Points We’re Watching This WeekFrom the obesity economy to Dollar Tree store closures to China consumer survey insights, discover the key data points we are watching in week 11 of 2024. Read More
Insight Report | March 14, 2024 Premium Data Dive: The Global Obesity Economy—Shaped by the Spending of 1 Billion ConsumersWorldwide, 1 billion people are now obese, according to a new study in medical journal The Lancet. We review the findings from that study and offer quantification of various aspects of the global “obesity economy.” Read More
Analyst Corner | March 10, 2024 Register for Free Access Analyst Corner—A Budget for Retail? Reviewing the UK’s 2024 Finance Update with John MercerThis week’s Analyst Corner discusses the implications of the recently announced UK government budget—which includes tax cuts—for consumers and retail. John Mercer, Head of Global Research at Coresight Research, presents our outlook for UK retail. Read More
Infographic | March 8, 2024 Premium Three Data Points We’re Watching This Week: Tech SpecialIn a tech-focused special this week, we spotlight the factors driving global tech layoffs, consumer attitudes to AI customer-service chatbots and hospitality businesses’ plans for AI/ML investment. Read More
Insight Report | March 7, 2024 Premium Data Dive: Global Tech Layoffs—Cyclical or Structural?We review data on layoffs in the global technology industry and pose the question of whether workforce reductions are cyclical, due to a slower economic cycle and a reaction to pandemic-era expansion, or structural, amid the rise of artificial intelligence (AI) and generative AI (GenAI). Read More
Infographic | March 1, 2024 Premium Three Data Points We’re Watching This WeekThis week, we spotlight Macy’s announced department store closures, US retail sales growth and US consumers’ inflation-impacted grocery shopping behaviors. Read More
Infographic | February 23, 2024 Premium Three Data Points We’re Watching This WeekThis week, we spotlight inflation’s impact on US consumer behavior, secondhand retail in China and The Body Shop’s UK store closures. Read More
Infographic | February 16, 2024 Premium Three Data Points We’re Watching This WeekThis week, we spotlight recently published sales data from Amazon and retail-technology trends to watch in 2024. Read More
Infographic | February 8, 2024 Premium Three Data Points We’re Watching This WeekThis week, we spotlight proprietary survey findings on US consumer behavior as well as recently announced store closures in the US. Read More
Infographic | February 2, 2024 Premium Three Data Points We’re Watching This WeekThis week, we spotlight key data points from leading indicators of US retail sales, proprietary survey data on US consumer sentiment and insights from NRF 2024. Read More
Analyst Corner | January 28, 2024 Register for Free Access Weinswig’s Weekly: Fashion Retail’s Resilience in the Holiday SeasonThis week’s note, “From the Desk of Deborah Weinswig,” discusses one theme from our research on the shape and scale of performance in retail during the holiday peak: the resilience of the apparel sector. Read More
Infographic | January 26, 2024 Premium Three Data Points We’re Watching This WeekThis week, we spotlight key data points on retail and foodservices sales growth in China during the Lunar New Year period, December UK retail sales growth and inflation’s impact on US consumers’ shopping behaviors. Read More
Insight Report | January 25, 2024 Premium Holiday 2023: UK Retail Wrap-Up—December Downturn Unlikely To Herald Renewed RetrenchmentWe assess recently reported retail sales metrics and trading updates from major retailers to offer our conclusions from peak-season trading and look ahead to the prospects for 2024. Read More