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Deep Dive: The US Retail Revolution Solution

The US retail industry is experiencing a period of revolution rather than evolution. Three things characterize the current transformation: traditional retailers such as department stores and specialty retailers are undergoing huge disruption, emerging players in different segments are intensifying competition and higher e-commerce penetration is challenging brick-and-mortar retailers.

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Deep Dive: Retail X Factor — Stores

This is the second report in our X Factor series, in which we identify themes that we believe will be critical for the US retail landscape in the second half of 2017 and beyond. We focus on the store in this report, as we believe the store will be one of the key factors that will make or break a retailer.

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Deep Dive: Retail X Factor— The US Economy

This is the first report in our X Factor series in which we identify themes that we believe will be critical for the US retail landscape throughout 2017 and beyond. In this report, we look at the macroeconomic backdrop in the first quarter of 2017, and analyze the economic outlook and how this could impact retail for the rest of the year.

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