Event Presentation | November 16, 2017 Premium 3Q2017 Wrapup and Holiday Preview (Planalytics)3Q17 Retail Update 1. Earnings: Positive Results Led by E-Commerce and Beauty Retailers 2. Store Traffic Continues to Be Challenged 3. Sluggish Traffic and Unfavorably Warm Weather Hurt Monthly Comps 4. Hurricanes’ Effect on Retail Read More
Event Presentation | October 19, 2017 Premium Retail Revolution – Disrupt or Be Disrupted (XSPECS) Retail Traffic Is Down • Retail traffic has continued to struggle, although it has been showing slight improvement • According to RetailNext, retail store traffic in July declined by just 5.5%, its smallest drop since January 2016 • The conversion rate, which represents how many shoppers became buyers, rose by 0.5% in both June and July, the highest rate increase in almost a year Read More
Insight Report | October 16, 2017 Premium September 2017 US Retail Sales and TrafficUS retail sales fell unexpectedly in August. On a month-over-month basis, total retail sales decreased by 0.2% in August and amounted to $474.8 billion. Read More
Flash Report | September 11, 2017 Register for Free Access A Primer on the Indian Economy— 1Q18 GDP Growth Rate the Slowest in 13 QuartersIndia has global attention for its pace of economic growth and has attracted billions of dollars in investments. This report scrutinizes key data to understand the country’s macroeconomic health and highlights two radical initiatives implemented by the government: demonetization and new GST regime. Read More
Event Presentation | August 10, 2017 Premium 2Q2017 Recap and Back-to-School Outlook (Planalytics)1. Earnings: Positive Results Led by E-Commerce and Off-Price Retailers 2. Store Traffic Continues to Decline 3. Record Father’s Day Sales Not Enough to Lift Monthly Comps in May and June 4. Store Closures Continue to Exceed Store Openings Read More
Deep Dive | August 3, 2017 Premium Deep Dive: Urban Lifestyles Driving Shifts in SpendingAcross the globe, more and more people are turning to city-center living. This trend spans developing economies and Western markets. In this report, we explore the trend’s impact on retail product categories and retail formats. Read More
Flash Report | July 13, 2017 Register for Free Access Amazon Announces a Record Third Annual Prime DayAmazon announced that its third annual Prime Day shopping event, which ran for 30 hours, was the biggest day in Amazon history in terms of revenue, surpassing Black Friday and Cyber Monday. Read More
Insight Report | July 11, 2017 Premium Amazon Prime Day 2017: A Private-Label Push in Fashion and Grocery, and Launching in India, TooThis year, Amazon is offering Prime Day to its Indian shoppers for the first time, and the company used the event to launch brands such as Gap on its site. Read More
Insight Report | June 15, 2017 Premium May 2017 US Retail Sales and TrafficTotal US retail sales for May declined by 0.3% month over month and amounted to $473.8billion. Results came in lower than the consensus estimate of a 0.1% decline. Read More
Insight Report | June 15, 2017 Premium May 2017 US Retail Sales and TrafficTotal US retail sales for May declined by 0.3% month over month and amounted to $473.8billion. Results came in lower than the consensus estimate of a 0.1% decline. Read More
Deep Dive | June 14, 2017 Premium Deep Dive: Retail X Factor— The US EconomyThis 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. Read More
Insight Report | June 5, 2017 Premium May 2017 US Same-Store SalesComps for the group generally beat expectations in May. Costco’s comps were up 4.1%, beating the consensus estimate of 3.0%. Read More
Deep Dive | May 19, 2017 Premium Deep Dive: Retail Spending Review—Breaking Down Retail Sales in the US, the UK, Germany and ChinaOf these countries, the US sees clothing and footwear capture the smallest share of retail sales. The category accounted for only 10.9% of US retail sales in 2016, which was down from 11.7% in 2012. Read More
Event Presentation | May 15, 2017 Premium Latest Trends and Developments in O2O RetailingJD.com plans to open 1 million brick-and-mortar convenience stores through franchising within five years. It invested in Yonghui Superstores, a supermarket chain in China. • This follows JD.com’s announcement to open 10,000 home appliance stores across China. • The stores will use JD.com’s data analytics and logistics system to better target consumers and fulfil orders. • The stores can set up virtual stores on JD.com. Read More
Event Presentation | May 11, 2017 Premium 1Q2017 Recap and Spring Retail Update (Planalytics)Spring Retail Update • Recent sales and earnings results indicate a continuing struggle in retail. • Store closures, bankruptcies and management changes are shaking up the industry. • The media barrage of the retail industry doesn’t help perception. • Uncertainty exists in terms of the forward picture; things probably get worse before they get better. Read More
