October 12, 2022 Insight Report Premium Supply Chain Briefing: Labor Strikes and Energy Costs Encumber Global Supply ChainsIn our Supply Chain Briefing series, we examine key challenges and developments on retail’s supply side. In this report, we explore the implications of the growing European energy crisis, labor uncertainties in the UK and the US, China’s Zero-Covid policy, and more. We also present selected companies’ supply chain outlook for the rest of 2022.
October 11, 2022 Deep Dive Databank Members US Consumer Tracker: Sustainability and Retail SnapshotWe analyze what consumers want retailers to do in the area of sustainability as well as how consumers’ shopping behavior has been impacted by sustainability. Our US consumer survey presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail.
October 11, 2022 Event Coverage Premium VF Corporation Investor Day 2022: Company Targets Mid- to High-Single-Digit Revenue CAGR Through Fiscal 2027We present key insights from VF Corporation’s Investor Day on September 28, 2022, covering the company’s financial targets and its strategic growth plans.
October 10, 2022 Market Navigators/Market Outlook Premium US Personal Care Category: Growth Led by Consumer Demand for Wellness and Self-CareIn this report, we discuss the performance and trajectory of the personal care category within the US consumer packaged goods (CPG) sector. We also cover factors impacting the category, the competitive landscape and themes we are watching in 2022 and beyond.
October 10, 2022 Deep Dive Premium 4Q22 US Livestreaming Tracker: Promotions and Informative Content Attract Shoppers Ahead of the Festival SeasonThe first report in our new, quarterly US Livestreaming Tracker series analyzes findings from a proprietary survey of US consumers to explore the role of livestreaming in the shopping journey over the past three months. We discuss livestreaming platforms, spending across various product categories and more.
October 9, 2022 Analyst Corner Register for Free Access Weinswig’s Weekly: 10.10 2022 Is Nearly Here!This week’s note “From the Desk of Deborah Weinswig” previews this year’s 10.10 Shopping Festival.
October 7, 2022 Event Coverage Premium The Beauty Health Company Investor Day 2022: Five-Point Master Plan To Double Sales by 2025On September 15, 2022, The Beauty Health Company (SKIN) hosted its inaugural Investor Day in New York City, New York. We present key insights from the event, including the company’s current financials and its plan for the next three years.
October 7, 2022 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2022, Week 40: Nearly 5,000 US Store Openings Announced Year to DateOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Bed Bath & Beyond, Dunham’s Sports and Hermès in the US, among others, and The Food Warehouse, Frasers Group and HMV, among others, in the UK.
October 7, 2022 Insight Report Premium 1H22 US Off-Price Retail Insights: Outlook Clouded by Inflation Impacts and Retail’s Inventory OverloadWe assess the performance of US off-price retailers in the second quarter of fiscal year 2022 highlighting Burlington, Ross and The TJX Companies. We present trends in comparable sales, revenue, inflation impacts, inventory, categories and areas of note by management.
October 7, 2022 Insight Report Premium 2Q22 US Department Store Insights: Consumer Shopping Behavior Mixed Across RetailersWe examine the performance of Kohl’s, Macy’s and Nordstrom in the second quarter of 2022 compared to the same period in 2021 on a year-over-year basis and to 2019 to compare to pre-pandemic. We analyze sales, revenue, digital sales, product categories and more.
October 7, 2022 Insight Report Free Report 10 Things To Know About the 2022 10.10 Shopping Festival: Special Deals Help Shoppers Weather Inflation PressureThe 10.10 Shopping Festival will take place on October 10, 2022. We present 10 things to know about the festival, including the participating retailers, charity partners and industry innovator partners.
October 6, 2022 Insight Report Premium RetailTech: Collaboration Tools for Retailers—Increasing Workplace ProductivityWe explore how workplace productivity tools, or collaboration tools, such as Microsoft Teams, Salesforce’s Slack and Zoom, are expanding their applications following the pandemic-led boom in adoption, highlighting the benefits to retail companies.
October 6, 2022 Deep Dive Premium Alcohol, Tobacco and Marijuana: How Are Vice Categories Faring Following Their Pandemic-Led Boom?We analyze the “vice” categories of alcohol, tobacco/cigarettes and recreational marijuana in the US. We detail how these categories are faring in the current environment now that the day-to-day pressure of the pandemic has eased.
October 6, 2022 Deep Dive Premium September 2022 US Housing Market Indicators: New Residential Construction Slows Amid Declining Sales and Rising Inventory We examine nine indicators to assess the health of the US housing market. The most recent data show declining sales, rising inventories and slowing construction.
October 5, 2022 Free Data Graphic Free Report Three Things You Need To Know: Head-to-Head in US Luxury—Capri Holdings vs. Tapestry We present Three Things You Need To Know: Head-to-Head in US Luxury—Capri Holdings vs. Tapestry
