Insight Report | November 24, 2020 Premium The 12 Weeks of Holidays: #9—Warmer Weather Expected for the Thanksgiving-Black Friday Holiday WeekendWe explore how the weather this holiday season will affect consumer demand in US retail—including weather-driven demand for the upcoming Thanksgiving-Black Friday weekend. This report is part of The 12 Weeks of Holidays series, in which we present key data, trends and observations as we count down to the peak holiday season. Read More
Insight Report | November 23, 2020 Register for Free Access US Survey Update: Product Returns amid the Pandemic (Select Findings)This free report features select findings from our latest survey of US consumers, undertaken on November 17, which asked respondents about their behavior, sentiment and expectations amid the coronavirus crisis. Read More
Deep Dive | November 23, 2020 Premium US Survey Update: Product Returns amid the Pandemic (Full Report)Our latest survey report provides a detailed update on US consumers’ behaviors, concerns and expectations, with a focus on the implications for retail. This week, we focus on consumer attitudes toward product returns amid the pandemic and for the 2020 holiday season. We also discuss shoppers’ current online spending habits and avoidance of public places, as well as what activities they expect to do in the next two weeks. Our consumer survey was undertaken on November 17. Read More
Market Navigators/Market Outlook | November 17, 2020 Premium US Home and Home-Improvement Retail: Post-Crisis Outlook—Fall 2020 UpdateWe explore the continued impacts of the Covid-19 crisis on the US home and home-improvement sector and present an outlook for the remainder of 2020 and into 2021. To analyze the sector, we look closely at select US retailers—including Home Depot, Lowe’s RH and Willams-Sonoma—as well as the effects of consumer trends in e-commerce. Read More
Insight Report | November 16, 2020 Register for Free Access US Survey Update: Latest Insights into Consumers’ Holiday Shopping Plans (Select Findings)This free report features select findings from our latest survey of US consumers, undertaken on November 10, which asked respondents about their behavior, sentiment and expectations amid the coronavirus crisis. Read More
Deep Dive | November 16, 2020 Premium US Survey Update: Latest Insights into Consumers’ Holiday Shopping Plans (Full Report)Our latest survey report provides a detailed update on US consumers’ behaviors, concerns and expectations, with a focus on the implications for retail. This week, we focus on consumers’ expected shopping behaviors for the 2020 holiday season. We also discuss shoppers’ current online spending habits and avoidance of public places, as well as what activities they expect to do in the next two weeks. Our consumer survey was undertaken on November 10. Read More
Insight Report | November 9, 2020 Register for Free Access US Survey Update: Discretionary Categories See Online Uptick as More Consumers Avoid Stores (Select Findings)This free report features select findings from our latest survey of US consumers, undertaken on November 3, which asked respondents about their behavior, sentiment and expectations amid the coronavirus crisis. Read More
Deep Dive | November 9, 2020 Premium US Survey Update: Discretionary Categories See Online Uptick as More Consumers Avoid Stores (Full Report)Our latest survey report provides a detailed update on US consumers’ behaviors, concerns and expectations, with a focus on the implications for retail. This week, we highlight an uptick in online shopping in discretionary categories, influenced by consumers’ avoidance of brick-and-mortar stores and other public places. We also present findings around the activities that consumers expect to do in the next two weeks. Our consumer survey was undertaken on November 3. Read More
Insight Report | November 4, 2020 Premium Holiday 2020: UK Retail Outlook Update—November Lockdown To Slam RetailWe provide an update on our estimates for the UK retail outlook for holiday 2020, following UK Prime Minister Boris Johnson’s announcement on October 31 of a four-week lockdown in England beginning November 5. We discuss the impacts of the lockdown on nonessential retailers. We also explore our predictions for underlying holiday gifting demand, the implications of excess inventory for retailers into 2021 and our expectations for a renewed wave of UK store closures. Read More
Insight Report | November 4, 2020 Premium Holiday 2020: Five Predictions for US RetailThe shape and scale of consumer demand during the holiday peak is less certain than ever due to the Covid-19 pandemic. We present five predictions for US retail for the 2020 holiday season, covering consumer shopping plans for Black Friday and Thanksgiving; the rise of e-commerce this holiday; online grocery demand; and an evolving gifting mix, with gift cards presenting an opportunity for retailers. Read More
Insight Report | November 2, 2020 Register for Free Access US Survey Update: Consumers’ Shopping Plans for Thanksgiving and Black Friday (Select Findings)This free report features select findings from our latest survey of US consumers, undertaken on October 27, which asked respondents about their behavior, sentiment and expectations amid the coronavirus crisis. Read More
Deep Dive | November 2, 2020 Premium US Survey Update: Consumers’ Shopping Plans for Thanksgiving and Black Friday (Full Report)Our latest survey report provides a detailed update on US consumers’ behaviors, concerns and expectations, with a focus on the implications for retail. This week, we discuss whether consumers expect to shop for Thanksgiving and Black Friday, and the most popular categories for intended purchases. We also present findings around consumers’ avoidance of public places, as well as what activities they expect to do in the next two weeks. Our consumer survey was undertaken on October 27. Read More
Insight Report | October 30, 2020 Premium September 2020 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in September 2020, we saw exceptional retail sales growth in the US, while the UK maintained growth momentum and China reported positive sales growth for the second consecutive month. We also consider wage growth and food and fuel prices in these three markets. Read More
Insight Report | October 29, 2020 Register for Free Access Holiday 2020: UK Retail Outlook—Over 40% of Nonfood Sales Set To Be OnlineWe provide our estimates for the UK retail outlook for holiday 2020, covering expected total retail sales growth and demand by category. We discuss the impacts of coronavirus-related restrictions and capacity challenges on the scale of peak-season sales this year. We also present estimates for UK online retail sales in the holiday quarter. Read More
Insight Report | October 27, 2020 Premium The 12 Weeks of Holidays: #5—Thanksgiving 2020 Preview—Will Smaller Gatherings Create a “Big Bird” Problem?We explore the upcoming Thanksgiving holiday, which is likely to be markedly different this year due to changing consumer behavior amid the Covid-19 pandemic. We discuss expectations for in-store shopping and e-commerce growth, as well as the potential “big bird” problem caused by a shift to smaller, at-home celebrations this holiday. This report is part of our 12 Weeks of Holidays series, in which we present key data, trends and observations as we count down to the peak holiday season. Read More
