Deep Dive | September 6, 2017 Premium Deep Dive: The Mall Is Not Dead, Part 2— The Mall Is in Need of TransformationThis is the second report in our three-part The Mall Is Not Deadseries that looks at the US mall landscape with a focus on the challenges malls face and their need for transformation. In this report, we examine the department stores and specialty stores that constitute the bulk of mall tenants to determine what is working for them and what is not. Read More
Event Presentation | August 30, 2017 Premium Retail Revolution – Disrupt or Be Disrupted – The Connected Mall (ULI)There will be 100 million more people living in Chinese cities by 2019. New infrastructure projects such as metro lines create more local communities. More people living in cities means smaller livings spaces and necessitates more places where people can spend time together outside the home. Read More
Flash Report | August 25, 2017 Register for Free Access Amazon Expands Brick-and-Mortar Presence to 10 Bookstores This Week with Openings in Bellevue and San JoseLess than two years after launching its first brick-and-mortar bookstore, Amazon announced the opening of its ninth and tenth locations this week, in Bellevue, WA, and San Jose, CA. The company plans to open an additional three stores by the end of the year. 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
Event Presentation | June 20, 2017 Premium Global Retail Revolution Brings Threats as well as OpportunitiesM&A chatter: • Nordstrom announced it is exploring a “going private” transaction (June 8, company press release) • American Eagle Outfitters is reported to be bidding for Abercrombie & Fitch with private equity firm Cerberus Capital Management (May 25, Reuters.com) • Deckers Brands announced that it is reviewing strategic alternatives (April 25, company press release) • The parent company of Jimmy Choo announced that it is reviewing strategic alternatives for the shoe brand (April 25, Bloomberg.com) • BJ’s Wholesale Club put itself up for sale in April (April 14, New York Post) 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
Deep Dive | May 11, 2017 Premium Deep Dive: UK Retail Real Estate—Taking Stock of Trends in Brick-and-MortarThe UK retail real estate sector is facing ongoing headwinds, including the rapid rise of e-commerce, cutthroat competition and softening apparel sales. Read More
Event Presentation | May 2, 2017 Premium Disruptors Breakfast – Fashion Tech CompaniesTop 8 Global Retail Trends 1. Corporate Innovation Is the New R&D 2. Store as a Platform 3. Wellness as the New Luxury 4. Consumers Want to Be Part of a Community & More….. Read More
Deep Dive | March 15, 2017 Premium Deep Dive: US Retail—Store Closure and Management Change TrackerStore closure and bankruptcy announcements: BCBG will be closing all of their stores due to bankruptcy. Lucy Activewear will also close all of its stores as it is merged into the North Face brand. JCPenney will be closing 13%–14% of its stores, while Crocs will be closing 29% of its stores. Read More
Event Presentation | March 7, 2017 Premium US Retail RevolutionGlobal Retail Trends 1. Democratization of Luxury 2. Amazon’s Impact on Apparel 3. Home and Big-Ticket Purchases Increasing 4. Beauty Spending Driven by the Selfie Culture 5. Brands Developing an Emotional Connection & More…. Read More
Event Presentation | February 16, 2017 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. Read More
Deep Dive | February 10, 2017 Premium Deep Dive: US Retail—Store Closure and Management Change TrackerAmong the major US retailers that we track, so far this year, eight have announced store closures and another six have announced management changes. Read More
Deep Dive | November 7, 2016 Premium Deep Dive: The Mall Is Not Dead: Part 1This is the first report in a three-part series analyzing the US mall landscape. Read More
Event Presentation | October 20, 2016 Premium AR VR – At an Inflection Point (RetailLoco)• AR/VR applications are becoming more commonplace, for example in virtual catalogs and Pokémon Go • Goggles such as Google Cardboard and $79 Google Daydream View put the price of AR within reach • One forecast calls for a $80 billion market in 2025, and VC funding is increasing rapidly • AR has seen broad acceptance; will VR overcome the “nerd factor”? Read More
Event Presentation | October 5, 2016 Premium Global Retail ReinventedCan Stores Be Something Other Than Stores? 12 things retailers going global should learn from Starbucks: 1. Coffee theater roastery 2. Localized products 3. Standardized experience 4. Fun merchandise and…….. Read More
