February 4, 2020 Deep Dive Premium Private Labels in US Beauty and Personal CareWe consider the penetration of private labels in the US beauty and personal care sector over recent years and discuss the impact of contextual factors such as market fragmentation. Private labels remain a hot topic in beauty, particularly in the skincare category, and leading retailers such as Amazon and Walmart debuted private-label beauty products in 2019. We offer our view on why private labels are important for retailers as well as the challenges they present.
January 27, 2020 Deep Dive Premium US Drugstores Adapt to a Digital Age within Healthcare and BeautyWith the drugstore retail sector evolving in the face of digital disruption, we explore how two traditional pharmacy chains—CVS and Walgreens—are responding to competition from e-pharmacy startups and other online rivals. We discuss a number of key strategies that the two companies are implementing to expand their offerings.
January 13, 2020 Deep Dive Premium Can AR and VR Be Game Changers in Furniture Retail?Augmented and virtual reality technologies are slowly but surely transforming the shopping experience for consumers in both online and offline retail. We review how various store-based and digital-first furniture retailers are investing in these technologies and assess the impact, challenges and potential of these investments.
January 8, 2020 Deep Dive Premium Amazon Apparel Update: An Analysis of Listings on Amazon FashionIn collaboration with competitive intelligence provider DataWeave, we aggregated data on almost 1 million women’s and men’s clothing products listed on Amazon.com. We analyze apparel listings by category, brand and seller to identify key trends on Amazon Fashion.
January 2, 2020 Deep Dive Premium Rental, Subscription and Resale: How Companies Are Tapping DemandUnder pressure from subscription and rental services, mainstream retailers are launching rental services of their own and teaming up with digital natives. We’re seeing brick-and-mortar retailers strike collaboration deals with online subscription services, launch their own services—and be acquired as digital natives look for physical space.
December 19, 2019 Deep Dive Premium Alibaba vs. Amazon: Head to Head in E-Commerce and TechnologyAlibaba Group and Amazon are innovators in retailing and technology, and both are expanding their presence into international markets. Employing its “New Retail” strategy, could the emerging China giant threaten Amazon’s global dominance? We discuss the competition between these two companies, considering their retail ecosystems, global expansion plans, financial performance and internally developed technologies.
December 17, 2019 Deep Dive Premium 3Q19 US Earnings Season Wrap-UpThird-quarter 2019 retail earnings show mixed results across categories. Our coverage of the Coresight 100 reveal most companies beat consensus, but there were sectors that fared much better than others—and luxury was one that did not meet expectations despite recent recovery.
December 16, 2019 Deep Dive Premium Convenience Stores: More than Just RetailMajor convenience-store chains across China, Japan and the US—such as 7-Eleven, Casey’s General Stores and FamilyMart—are making significant moves to increase sales and store traffic in line with changing consumer preferences. We look at how this fast-growing retail sector is diversifying its offerings through a number of key trends, including a greater emphasis on foodservice and the introduction of delivery services and new store formats.
December 11, 2019 Deep Dive Premium Cannabis Insights: The Marijuana ConsumerWe analyze the results of our US survey of marijuana (or cannabis) users, in nine states where marijuana is legal for recreational use. We look at how much marijuana users spend on the drug, how often they use marijuana and how they consume it, where they purchase the drug and why they use the drug—including medical and recreational reasons.
December 10, 2019 Deep Dive Premium Tencent’s Smart Retail StrategyChinese Internet giant Tencent is focusing on the business-to-business space through its “Smart Retail” concept—the company’s answer to Alibaba’s New Retail. Tencent’s Smart Retail ecosystem has a number of components that facilitate the integration of online and offline commerce, including the leveraging of WeChat mini programs, investment in JD.com and the exploitation of the company’s strength in gaming and digital entertainment.
December 9, 2019 Deep Dive Premium How Dollar Stores Are Gearing Up To Sustain GrowthDollar stores emerged as Wall Street darlings in the early 2000s, got a boost during the financial crisis—and just kept going. We look at how the major players, Dollar Tree, Family Dollar and Dollar General, plan to maintain the momentum in the coming years.
December 8, 2019 Deep Dive Free Report Innovator Intelligence: Maximizing Retail Profitability Through Mobile-First Workforce Management SoftwareQuinyx is a workforce management (WFM) software-as-a-service (SaaS) provider that offers artificial intelligence (AI)-driven scheduling, staffing, time reporting, communication and task management all in one place.
December 6, 2019 Deep Dive Premium Holiday 2019: Retailers Harness the Power of Social MediaContinuing our Holiday 2019 series, we outline the popularity of social media channels among holiday shoppers for gift inspiration and promotion tracking. We discuss the engagement of selected retailers—including Amazon, Target and Walmart—and outline their holiday campaigns heading into the holiday season.
December 3, 2019 Deep Dive Premium Aldi and Lidl Global UpdateAldi and Lidl are growing store numbers, adjusting formats to serve regional markets and moving further into e-commerce. We discuss global developments and growth metrics, with a focus on the US, the UK and China.
November 26, 2019 Deep Dive Premium Holiday 2019: Hottest ToysContinuing our Holiday 2019 series, we outline key trends that we think are going to influence toy gifting in the US this shopping season. We also consider the competitive strategies of major players in the toys and games sector, including Amazon and Walmart.