Insight Report | January 31, 2018 Premium Super Bowl Retail Preview: US Shoppers to Spend $15.3 Billion, Second-Highest Amount on RecordUS consumers will spend an estimated $15.3 billion on Super Bowl-related retail purchases ahead of the February 4 event, according to the National Retail Federation (NRF) and Prosper Insights & Analytics. Read More
Event Coverage | January 18, 2018 Register for Free Access NRF 2018 Retail’s Big Show: Takeaways from Day ThreeThe FGRT team attended NRF 2018 Retail’s Big Show in New York City this week. With more than 35,000 attendees from 95 countries, including 18,000 retailers and more than 600 exhibitors, the trade show is one of the biggest in the retail industry. Below are our key takeaways from the third and final day of the event. Read More
Insight Report | January 17, 2018 Premium Amazon UK Slips Down the Customer Satisfaction Rankings: Could We See a Similar Shift in the US?In 2017, OC&C Strategy Consultants reported that Amazon had lost its long-held first place in its annual ranking of the UK’s favorite retailers. Amazon UK fell sharply in last year’s survey, to fourth place. Read More
Deep Dive | December 27, 2017 Premium Deep Dive: The Challenges of an Aging Population—South KoreaThis report examines the rapidly changing demographic makeup of South Korea, the implications an aging population has on its economy and the various policies the government has put in place to address this issue. Read More
Event Presentation | December 14, 2017 Premium 4Q2017 Recap and Holiday Homestretch (Planalytics)US 2017 Holiday Homestretch: Performance to Date Bodes Well for Holiday Season Overall:- 1.Holiday Shopping 2.Major Shopping Days Still Ahead 3.More Favorable Holiday Calendar 4.Black Friday Weekend and Cyber Week Roundup 5. Predictions for the Rest of the Holiday Season Are Mostly Cheery Read More
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 | September 19, 2017 Premium Background on Amazon and RetailUS Retail Bankruptcies Are at Post-recession Peak • Year to date, 14 retailers have filed for bankruptcy • That is more than the number of filings over the entire year in 2016 • Retail bankruptcies are on track to reach their highest level since 2009, when 18 retailers filed for bankruptcy • And there are likely more to come 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
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 | March 10, 2017 Premium Mining Silver: Identifying Opportunities in the Senior BoomThe growth in senior populations worldwide is impacting consumer spending patterns. We review the aging trend and explore commercial & economic implications. 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 13, 2017 Premium Millennials and Furniture in the US and the UK – Ten Characteristics That Define the MarketSince millennials range in age from 16 to 36, they constitute a consumer segment that is of growing value in most markets. These consumers are entering their peak spending years and are establishing family homes. Read More
