Insight Report | January 24, 2022 Premium Holiday 2021: UK Retail Wrap-Up—Reviewing Patterns of Recovery in Trading Updates and Retail SalesWe review UK holiday retail performance, through major retailers’ trading updates and recently published retail sales data. Read More
Event Coverage | January 21, 2022 Premium NRF 2022 Wrap-Up: The Metaverse, Livestreaming E-Commerce and Value of DataWe provide 10 key insights from NRF 2022, covering the implications for retailers of the rise of the metaverse, livestreaming e-commerce, the value of data and more. Read More
Insight Report | January 20, 2022 Premium December 2021 China Retail Sales: Growth Slows to 2%, but Full-Year Sales Increase by Double DigitsWe present monthly data for retail sales in China showing that in December 2021 year-over-year sales growth slowed while overall 2021 sales grew by double-digits. Read More
Insight Report | January 18, 2022 Premium December 2021 US Retail Traffic and In-Store Metrics: Traffic Weakens, Ticket Strengthens as Shoppers Consolidate TripsWe analyze store traffic in December 2021 in the midst of rising Covid-19 cases, and review weekly shopper traffic trends through the month, plus traffic by retailer vertical, region and retailer location type. Read More
Deep Dive | January 5, 2022 Premium America’s Retail Bankruptcies: 2021 ReviewThe US retail industry is navigating an unprecedented era of disruption and transformation. We review major US retail bankruptcies in 2021 in total and by notable retailers. We discuss the key factors that led selected retailers to collapse and compare the bankruptcy landscape in 2021 to 2020. Read More
Company Profile | January 4, 2022 Premium Chanel S.A. Company ProfileChanel is a France-based retailer of apparel, accessories, cosmetics, jewelry, leather goods, perfumes and watches. Headquartered in Neuilly sur Seine, the company operates in Brazil, China, France, Germany, Hong Kong, Italy, Japan, Kuwait, Saudi Arabia, the UAE, the UK, the US and approximately 40 other countries. Read More
Insight Report | January 4, 2022 Premium November 2021 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in November 2021, we saw healthy growth in retail sales in the US, slowing sales growth in China, and strengthening sales growth in the UK. We assess these trends and consider wage growth and food and fuel prices in these three markets. Read More
Company Profile | December 27, 2021 Premium Farfetch Limited (NYSE: FTCH) Company ProfileFarfetch is a UK-based retailer of accessories, apparel, bags, footwear and jewelry. Headquartered in London, the company operates stores in France, Italy, Japan, the UK and the US and sells online in over 190 countries. Read More
Insight Report | December 23, 2021 Premium Supply Chain Briefing: How Are Retailers and Ports Addressing Disruptions?As part of our Supply Chain Briefing series, we analyze how businesses are chartering ships and automating logistics, and discuss extended port hours in the US ahead of the new year. Read More
Insight Report | December 21, 2021 Premium The 12 Weeks of Holidays 2021: #12— Holiday HomestretchThe final installment in our The 12 Weeks of Holidays 2021 series reviews reported US retail sales in the holiday shopping season to date and the key themes characterizing the season this year—covering Covid-19 impacts and inflation. Read More
Insight Report | December 20, 2021 Premium November 2021 UK Retail Sales: Black Friday Demand and Decade-High Inflation Support Acceleration in GrowthUK retail sales continued to grow, year over year, in November 2021, during the holiday season and registered the largest two-year growth in decades. We review data for UK retail in total and by sector for November 2021, covering year-over-year and two-year growth trends. Read More
Market Outlook | December 20, 2021 Premium Market Outlook: India E-Commerce—Heading Toward $200 BillionIn this Market Outlook, we explore e-commerce in India and present our expectations for future growth, as well as key market drivers. We discuss the market’s competitive landscape, investment activity, retail innovators and themes we are watching. Read More
Insight Report | December 17, 2021 Premium November 2021 China Retail Sales: Singles’ Day Boosts Online Sales PenetrationWe review the latest data for retail sales in China, in total and by sector. In November 2021, total year-over-year sales growth remained steady, and online sales penetration was driven by the Singles’ Day shopping festival. Read More
Insight Report | December 16, 2021 Premium November 2021 US Retail Sales: Sales Jump 15% Amid Raised InflationNovember 2021 US retail sales, excluding gasoline and automobiles, grew by a strong 24.8% when compared to 2019 values. Using data from the US Census Bureau, we look at which retail sectors saw sales surge and which did not do well. Read More
Insight Report | December 16, 2021 Premium November 2021 US Retail Traffic and In-Store Metrics: Black Friday Drives Year-over-Year Surge in TrafficIn November 2021, total US nonfood store traffic increased by 39.3% compared to November 2020, higher than October’s 31.4% year-over-year growth. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type. Read More
