April 20, 2020 Deep Dive Premium Coronavirus Insights: US Survey Update—First Hints of an Apparel Recovery (Full Report)Our latest survey report provides a detailed update on US consumers’ behaviors, concerns and expectations amid the coronavirus crisis, with a focus on the implications for retail. Our consumer survey, undertaken on April 15, updates findings from prior weekly surveys.
April 19, 2020 Analyst Corner 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.
April 17, 2020 Flash Report Register for Free Access Bankruptcy Looms at JCPenney; Amazon and Kohl’s Could BenefitJCPenney is reported to be preparing to file for bankruptcy as the coronavirus crisis forces it to close its stores. We review recent developments, the company’s sales mix and which retailers could gain shoppers should JCPenney close its doors for good.
April 17, 2020 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 16: True Religion Apparel Files for Chapter 11 BankruptcyOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from JCPenney and True Religion Apparel in the US and Debenhams in the UK.
April 17, 2020 Insight Report Premium US Holiday 2020 Retail First Look: Coronavirus Crisis Likely To Meaningfully Hit DemandAmid the coronavirus crisis, we offer an early—and tentative—look at how holiday 2020 retail demand may shape up in the US. We draw on our proprietary consumer surveys on US shopping behaviors and provide an illustrative model for how we think retail’s trough and recovery could look in 2020, as well as the implications for US retailers of a coronavirus-impacted holiday season.
April 16, 2020 Market Navigators/Market Outlook 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.
April 16, 2020 Insight Report Premium March 2020 US Retail Sales: Discretionary Sectors Post Deep Declines as Coronavirus-Led Lockdowns Hit Consumer SpendingUS retail sales saw deep declines in March, a stark change from the impressive gains made in January and February as large-scale retail shutdowns are implemented due to the coronavirus pandemic.
April 16, 2020 Insight Report Premium Coronavirus Insights: US Cannabis Industry Sees Sales Spike, Supply Chain Disruptions and Launch of CBD SanitizersPanic buying amidst the coronavirus crisis has extended to the cannabis and CBD industries in the US. We discuss recent sales data and explore other ways in which the pandemic has impacted these industries, considering online delivery and curbside pickup services, the designation of cannabis businesses as “essential” services, supply chain disruptions and new product launches of CBD-infused hand sanitizer.
April 15, 2020 Insight Report Premium March 2020 US Same-Store Sales: Costco Sees Food Sales Surge over 30%, but Softlines Down by Double DigitsThe impact of the coronavirus continues to be experienced by retailers globally, negatively affecting comps growth but resulting in a surge in online shopping and essential purchases (such as food). This report looks at the March same-store sales results of Costco and Buckle.
April 15, 2020 Insight Report Premium 2020 Tax Tracker, Week 10: Tax Filings Slide Further, Average Refund Up 1.6% from Last YearAs of week 10 of the US tax refund season, the IRS has reported that the average refund amount was up slightly. Tax filing numbers have dropped year over year and are likely to continue to do so in the coming weeks as taxpayers take advantage of a 90-day filing extension granted by the IRS due to the coronavirus crisis.
April 15, 2020 Deep Dive Premium RetailTech: SAP—Pivoting from ERP Software to Customer ExperienceSAP started out life in Germany in the 1970s supplying financial software and later expanded to manage virtually every element of an industrial business. Now, the company is moving into areas that create major value propositions for retail clients.
April 14, 2020 Insight Report 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.
April 14, 2020 Deep Dive Premium Amazon Apparel Consumer Survey 2020: Amazon Cements Its Lead in US Fashion MarketIn our third annual consumer-survey report on Amazon’s position in apparel, we explore how many US shoppers are buying clothing and footwear on Amazon, why, and where (if anywhere) they are switching spending from—among many other findings.
April 14, 2020 Free Report Three Things You Need To Know: Coronavirus Insights: US Survey Update— Many Shoppers Fear Longer-Term Impacts, Threatening the Holiday SeasonWe present Three Things You Need To Know on Coronavirus Insights: US Survey Update— Many Shoppers Fear Longer-Term Impacts, Threatening the Holiday Season.
April 13, 2020 Flash Report Register for Free Access Coronavirus Insights: US Survey Update—Many Shoppers Fear Longer-Term Impacts, Threatening the Holiday Season (Select Findings)This free report features select findings from our US consumer survey, undertaken on April 8, which asked respondents about their behavior and sentiment amid the coronavirus crisis. We compare selected metrics with prior weekly surveys.
