September 11, 2017 Flash Report 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.
August 10, 2017 Event Presentation 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
August 3, 2017 Deep Dive 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.
July 13, 2017 Flash Report 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.
July 11, 2017 Insight Report 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.
June 15, 2017 Insight Report 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.
June 15, 2017 Insight Report 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.
June 14, 2017 Deep Dive 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.
June 5, 2017 Insight Report 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%.
May 19, 2017 Deep Dive 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.
May 15, 2017 Event Presentation 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.
May 11, 2017 Event Presentation 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.
March 8, 2017 Deep Dive Premium Deep Dive: Retail Revolution— US Apparel Shifts in 20 ChartsDespite some reports to the contrary, Amazon is not among the top 10 apparel retailers in the US, by revenues, if we consider what it retails in its own right.
February 16, 2017 Event Presentation Premium Global Retail Reinvented (Bloomberg)The Art of Decluttering • The typical American wardrobe has 120 items today vs 36 items in 1930. • 80% of them are unworn. • Marie Kondo’s “the Life Changing Magic of Tidying Up” brought minimalism to the mainstream. • Cladwell helps consumers create a minimalist wardrobe.
February 15, 2017 Event Presentation Premium Australian Apparel Market PrimerAustralian retailers are relatively positive about their prospects for 2017. In Deloitte’s most recent Retailers’ Christmas Survey, 64% of respondents are expecting their earnings to increase by 5% or more in 2017, with such levels of optimism at their highest since we started this survey five years ago. However, this optimism needs to be tempered somewhat with realities of the macro-economic outlook. The ‘wealth-factor’ arising from appreciating house prices that has buoyed parts of the market is starting to slow down, whilst we continue to see low wage growth. Against this background, the retail environment in Australia is likely to remain challenging, particularly with the continued influx and expansion of global retailers in Australia.
