Deep Dive | February 28, 2022 Register for Free Access The Secret to Fighting Inflation: Data-Driven Strategies for RetailersFocusing on the fast-moving consumer goods category (FMCG) in the US, we discuss the impact of the current inflationary environment on retailer processes and explore how retailers can deal with those pressures. This free report is sponsored by NielsenIQ. Read More
Insight Report | February 23, 2022 Premium Earnings Insights 4Q21, Week 4: E-Commerce Almost Flat at Walmart; Strong Sales at Crocs and Under ArmourOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended February 20, 2022: Crocs, Under Armour and Walmart. Read More
Insight Report | February 21, 2022 Premium January 2022 UK Retail Sales: Shop Prices Rise at Fastest Pace for 30 Years; Online Sales SlumpOur monthly report on UK retail sales indicates that, although online sales declined, total sales grew in January 2022 as the Omicron variant receded. Two-year sales growth accelerated strongly from December. Read More
Insight Report | February 18, 2022 Premium January 2022 US Retail Traffic and In-Store Metrics: Traffic Weakens Further; Ticket Remains Strong as Shoppers Consolidate TripsIn our monthly report on US retail traffic and in-store metrics, we analyze sales across sectors, regions and location types. January 2022’s data shows traffic weakening while tickets remain strong. Read More
Deep Dive | February 17, 2022 Premium IPOs in US and UK Retail: Online Retailers Maintain Strong Growth MomentumThe UK and the US saw a significant rise in retail IPOs (initial public offerings) in 2021. We explore recent aftermarket performance, detail upcoming IPOs and discuss the factors driving growth momentum in this area. Read More
Insight Report | February 17, 2022 Premium January 2022 US Retail Sales: Total Sales Grow 8.2% Against Strong 2021 ComparativesJanuary 2022 US retail sales, excluding gasoline and automobiles, grew by a healthy 8.2%, year over year. Using data from the US Census Bureau, we look at which retail sectors saw sales surge and which did not do well. Read More
Deep Dive | February 15, 2022 Premium Beauty at US Department Stores: Four Growth OpportunitiesBeauty comprises one of the smallest portfolio categories across major US department stores, representing huge opportunity for retailers to expand in this category. We analyze the performance of, and outlook for, beauty sales in department store retail and explore four key areas of growth for the category—covering live selling, inclusivity and more. Read More
Insight Report | February 15, 2022 Premium February 2022 Leading Indicators of US Retail Sales: Strong Job Growth and High Inflation To Support Retail SalesIn our monthly Leading Indicators of US Retail Sales series, we examine several key macroeconomic indicators of US retail sales and analyze how they may impact the industry in the months to come. We analyze the latest available data, as of the end January 2022, covering income, savings, the job market and housing. Read More
Insight Report | February 14, 2022 Premium Earnings Insights 4Q21, Week 3: L’Oréal and CVS Post Strong Results; Coty and Tapestry Raise GuidanceOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended February 13, 2022, namely Coty, CVS Health, L’Oréal and Tapestry. Read More
Insight Report | February 8, 2022 Premium Earnings Insights 4Q21, Week 2: Capri, Estée Lauder and Ralph Lauren Raise Guidance; Online Retail Continues to Falter at AmazonOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended February 6, 2022, including Amazon, Capri Holdings, Estée Lauder and Ralph Lauren. Read More
Insight Report | February 2, 2022 Premium US and China Quarterly Economic Update, 4Q21: US GDP Accelerates from Slow Third Quarter; China’s Economy Loses Further MomentumOur Quarterly Economic Update discusses macroeconomic indicators from the US and China, including GDP and industrial production. We look at recently released data for the fourth quarter of 2021, which show growth acceleration in the US and further slowdown in growth momentum in China. Read More
Insight Report | February 2, 2022 Premium Holiday 2021: US Retail Wrap-Up—Reviewing Shopping Trends and Behaviors in a Strong Sales SeasonWe review US holiday retail performance, through major retailers’ trading updates, proprietary survey findings and recently published retail sales data. We outline the key themes of the holiday season that will impact 2022. Read More
Insight Report | February 1, 2022 Premium India Retail Insights: Trends from 2021, Learnings for 2022We identify meaningful trends in India’s retail sector in 2021 and present our expectations for 2022. We discuss startups, IPOs, quick commerce, e-commerce and more. Read More
Insight Report | January 31, 2022 Premium Earnings Insights 4Q21, Week 1: Levi’s and Tractor Supply Post Robust Sales Growth; Walgreens Raises EPS Guidance for Full YearOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended January 30, 2022: Levi’s, Walgreens Boots Alliance and Tractor Supply Company. Read More
Insight Report | January 27, 2022 Premium December 2021 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in December 2021, we saw strong growth in retail sales in the US, slowing sales growth in China and solid sales growth in the UK against weak comparatives. We assess these trends and consider wage growth and food and fuel prices in these three markets. Read More
