Flash Report | April 29, 2020 Register for Free Access L’Oréal USA Navigates Coronavirus: Beauty OpportunitiesLike many companies in the beauty industry, French cosmetics company L’Oréal has been impacted by the coronavirus crisis. We present insights from company CEO Stéphane Rinderknech, who discussed with WWD’s Beauty Inc how L’Oréal USA is navigating the pandemic and where opportunities have emerged. Read More
Market Outlook | April 29, 2020 Premium Market Overview: E-Commerce Platforms–Mixed Impact from Coronavirus, but Innovation Continues To Support GainsIn this Market Overview, we explore the current retail e-commerce market and its future outlook, with a focus on China and the US. We consider the competitive landscape and the impact of the ongoing coronavirus pandemic. This report also discusses a number of key themes in the market, including new physical store formats, social commerce and private labels. Read More
Insight Report | April 28, 2020 Premium New Retail Briefing: Shanghai Fashion Week Livestreams Shows Online amid Coronavirus OutbreakThe coronavirus pandemic has caused many events around the world to be canceled or postponed, but Shanghai Fashion Week instead moved online, partnering with Tmall to livestream its shows. We discuss this move among other recent developments in China as the nation recovers from the coronavirus, including a move by food-delivery platform Meituan to boost sales by expanding its services. Read More
Insight Report | April 28, 2020 Premium March 2020 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in March 2020, we can see the substantial impact of the coronavirus in the US and the UK, but a minor rebound for China as the retail sales decline eased. Read More
Analyst Corner | April 26, 2020 Register for Free Access Weinswig’s Weekly: April 26, 2020—What Will In-Store Shopping Look Like When Stores Reopen?This week’s note “From the Desk of Deborah Weinswig” looks at what in-store shopping will look like when stores reopen following the coronavirus pandemic. Read More
Insight Report | April 23, 2020 Premium Beauty Insights: Livestreaming Increases Revenue and Loyalty—Lessons Learned during the CoronavirusWith many brands and retailers facing heavy revenue losses due to widespread temporary closures caused by the coronavirus, we explore how beauty brands are leveraging digital channels to engage with consumers. We consider the lessons that can be learned from beauty retail in China, with a focus on livestreaming. Read More
Insight Report | April 23, 2020 Premium Combined with 5G, the Internet of Things Offers New Opportunities To Enhance Operations and Experiences in RetailThe Internet of Things (IoT) is a transformative technology that may see a boom of applications in the retail industry. We discuss its potential benefits, particularly when combined with 5G connectivity. We consider how brands and retailers have begun to leverage 5G-powered IoT solutions in logistics operations as well as to enhance consumer experiences in physical retail. Read More
Insight Report | April 20, 2020 Premium Coronavirus Insights: China’s GDP Drops for the First Time in Decades; March Retail Sales Fall, but Pace of Decline EasesAs coronavirus lockdowns ease in China, we review the growth of GDP, retail sales and industrial production in the country—to consider the impacts of the outbreak on the economy including retail sales, and the shape of the recovery. Read More
Analyst Corner | April 19, 2020 Register for Free Access Weinswig’s Weekly: April 19, 2020—Amid Surging Online Grocery Demand, Asset-Heavy Models Confront the Challenge of Fixed CapacityThis week’s note “From the Desk of Deborah Weinswig” looks at how different types of online grocery retailers have coped with surging demand. Read More
Market Outlook | April 16, 2020 Premium Market Overview: Luxury—Taking a Back Seat to the Global PandemicIn this market overview, we explore the personal luxury goods market landscape and consider the top 20 companies and top 15 brands in the global market by revenue. We discuss the impact of the ongoing coronavirus pandemic on both supply and demand in the luxury industry, as well as considering the importance of China’s luxury shoppers in today’s environment. Read More
Insight Report | April 14, 2020 Premium Coronavirus Insights: US vs. China Store Shutdown and Reopening Timeline—Where Is the US Now?We outline our expectations for brick-and-mortar retail in the US amidst the coronavirus outbreak by comparing key milestone in the country’s coronavirus timeline to the experience of China, which is seemingly recovering from the pandemic. Exploring the timelines of both nations, we consider store closures by week, store reopenings and mall shutdowns/reopenings. Read More
Insight Report | April 14, 2020 Premium Insights from China: How Brands Can Harness the Power of KOLs and KOCsKey opinion leaders (KOLs) and key opinion consumers (KOCs) are social media influencers whose product reviews can drive sales in particular sectors by mobilizing consumer spending. We discuss how brand and retailers can tap into the China market by leveraging influencers as a marketing strategy Read More
Analyst Corner | April 12, 2020 Register for Free Access Weinswig’s Weekly—April 12, 2020This week’s note “From the Desk of Deborah Weinswig” looks at how US retailers are hunkering down to survive a recession. Read More
Insight Report | April 9, 2020 Premium Faced with Weak Domestic Markets, It Is Time for Western Retailers and Brands To Join Singles’ Day 2020The coronavirus pandemic has had a global impact, and the retail industry has been hit hard. With many brands and retailers currently focusing on short-term survival, we look ahead to the opportunities that they could plan to leverage from the Singles’ Day shopping event on November 11, 2020. Read More
Insight Report | April 8, 2020 Premium East-to-West Learnings: How Chinese Grocery Retailers Have Enhanced Efficiency To Get Food to Consumers during the Coronavirus CrisisDuring the coronavirus crisis, Chinese domestic retailers had to react quickly to the new reality of shopping in a nationwide lockdown. We discuss the actions taken by grocery retailers to enhance efficiency in response to a surge in demand, as well as the launch of other initiatives, such as creating product bundles and forming collaborations with other industry players. We consider how learnings from these examples could be applied to other markets. Read More
