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US Consumer Tracker Extra, June 2021: Lower-Income Consumers Boost Discretionary Spending

Aggregating data from our weekly surveys, our monthly US Consumer Tracker Extra series reveals longer-term trends in consumer behavior. We dive deeper into demographic factors behind changes in spending and social habits and project how these changes will impact the retail landscape over the next few months. In this report, we also consider the differences in shopping behaviors between Amazon and Walmart shoppers.

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US Store Tracker Extra, June 2021: Major US Retailers To Open 58 Million Square Feet of Retail Space in 2021

The US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements. We include details on closures and openings as a percentage of total store base as well as square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of June 25, 2021, versus the comparable period in 2020.

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US Consumer Tracker: A Gradual Return to Pre-Pandemic Behavior

Our latest survey report provides a detailed update on US consumer behaviors, concerns and expectations, with a focus on the implications for retail. We present findings on where, how and how much consumers are spending, as well as consumer avoidance of public places and what activities they have done in the past two weeks.

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Small Businesses in US Retail: Five Things To Know About Their Pandemic-Led Collapse and Renaissance

Small businesses were hit especially hard at the outset of the pandemic-induced economic crash but have since recovered well. We detail five things to know about the state of small businesses in the US today, with a focus on retail. We draw comparisons to the recovery of small businesses following the 2008 global financial crisis to frame the current rebound.

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The Future Model of US Department Stores

With the rise in e-commerce amid pandemic-led disruption, the transformation of the department store model will be pivotal to the future success of the sector. We explore potential shifts in the sector based on five key trends that we have identified across physical and digital retail channels—covering experimental formats, specialized stores, endless aisle inventory, new partnership models and stores as fulfillment hubs.

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US Consumer Tracker: Consumers’ Shopping Plans for Independence Day 2021

Our latest survey report provides a detailed update on US consumer behaviors, concerns and expectations, with a focus on the implications for retail. This week, we discuss consumers’ plans for Independence Day (July 4) this year. We also present findings on where, how and how much consumers are shopping, as well as consumer avoidance of public places and what activities they have done in the past two weeks.

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How Updated Laws Are Impacting the Outcomes of US Retail Bankruptcies Today

In the context of a recent surge in retail bankruptcies, it is important for retailers to understand how updates to the US Bankruptcy Code impact retail bankruptcy outcomes today. We review pandemic-led bankruptcies in 2020 and year-to-date 2021, and offer recommendations for how US retailers filing for bankruptcy can improve their prospects for a successful turnaround.

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US Consumer Tracker: Consumers’ Shopping Plans for Father’s Day 2021

Our latest survey report provides a detailed update on US consumer behaviors, concerns and expectations, with a focus on the implications for retail. This week, we discuss consumers’ spending plans for Father’s Day this year. We also present findings on where, how and how much consumers are shopping, as well as consumer avoidance of public places and what activities they have done in the past two weeks.

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