Insight Report | June 2, 2021 Premium Earnings Insights 1Q21, Week 3: American Eagle Outfitters, Foot Locker, Gap and Urban Outfitters Report Strong Sales GrowthOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended May 30, 2021, including American Eagle Outfitters, Dollar Geeral, Foot Locker, Gap, Guess?, Ulta Beauty, Urban Outfitters, VF Corporation, Williams-Sonoma and more. Read More
Deep Dive | May 31, 2021 Premium US Consumer Tracker: Consumers’ Shopping Plans for Amazon Prime Day 2021Our US Consumer Tracker offers insights into current shopping behaviors, including during Amazon’s Prime Day. Learn more about consumers’ plans to spend and trends in avoidance of public places. Read More
Insight Report | May 28, 2021 Register for Free Access US Consumer Tracker Extra, May 2021: Vaccines Quash Some Pandemic-Driven Behaviors (Select Findings)This free report features select findings from the first report in our new monthly US Consumer Tracker Extra series, which aggregates data from our weekly surveys to 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. Read More
Store Tracker | May 28, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 21: US Store Openings Up 60% Year over YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, highlights include developments from Amazon, Hy-Vee and Scheels in the US and Farmfoods, Homebase, Marks & Spencer and Tesco in the UK. Read More
Deep Dive | May 27, 2021 Premium US Consumer Tracker Extra, May 2021: Vaccines Quash Some Pandemic-Driven BehaviorsAggregating data from our weekly surveys, our new 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. Read More
Insight Report | May 25, 2021 Premium Earnings Insights 1Q21, Week 2: Ross Stores and TJX Post Strong Results, While Kohl’s and Macy’s See a Slower RecoveryOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended May 23, 2021 (and earlier), including BJ’s Wholesale Club, Home Depot, JD.com, Kohl’s, L Brands, Lowe’s, Macy’s, Ralph Lauren, Ross Stores, Target, TJX and Walmart. Read More
Market Outlook | May 25, 2021 Premium Market Outlook: Apparel and Footwear Specialty Retailers in the US, the UK and China—Prospects for RecoveryIn this Market Outlook, we discuss the performance and outlook for the apparel and footwear specialty retail market, with a focus on the US, the UK and China. We provide our market sizing estimates for 2021 and beyond, and we consider the primary trends that will drive demand. This report also explores e-commerce penetration, the competitive landscape, US retail innovators and key themes—including demand for activewear, sustainability initiatives and the growth of DTC (direct-to-consumer). Read More
Deep Dive | May 24, 2021 Premium US Consumer Tracker: Spending Plans for Memorial Day Amid Record-Low Avoidance of Public PlacesOur 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 consumers’ spending plans for Memorial 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. Read More
Store Tracker | May 21, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 20: Windsor Fashion To Open 150 StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, highlights include developments from Casey’s, Whole Foods Market, Windsor Fashion in the US and Amazon, Co-op, Happy Socks, Oliver Bonas and Wren Kitchens in the UK. Read More
Insight Report | May 19, 2021 Premium April 2021 China Retail Sales: Growth Slows but Remains Strong, at 15% Year over YearWe review the latest data for retail sales in China, in total and by sector. In April 2021, sales growth slowed but remained strong, at 15% year over year, against weak pandemic-impacted comparatives from 2020. Read More
Insight Report | May 18, 2021 Premium Earnings Insights 1Q21, Week 1: Estée Lauder and L’Oréal Report Positive Sales Growth on a Two-Year BasisOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended May 16, 2021 (and earlier), including Amazon, Estée Lauder, Grocery Outlet, Guess?, Hanesbrands, L’Oréal, Tractor Supply Company, Wayfair and more, as well as selected REITs. Read More
Insight Report | May 18, 2021 Premium US Subscription E-Commerce Market: Channel Shifts and Discretionary Rebound Set To Support GrowthThe US subscription e-commerce market is set to see strong sales growth in 2021, building on high online shopping demand amid the pandemic in 2020. We discuss our market outlook for 2021, the competitive landscape in US subscription e-commerce and opportunities related to four trends we are watching in the market. Read More
Insight Report | May 18, 2021 Premium April 2021 US Retail Traffic and In-Store Metrics: Traffic Declines Slightly Accelerate, but Trends Improve Toward the End of the MonthIn April 2021, total US nonfood store traffic declined by 28.4% on a two-year basis (as compared to April 2019), a slight weakening from March’s 27.3% two-year decline. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type. Read More
Insight Report | May 17, 2021 Premium April 2021 US Retail Sales: Confident Consumers and Pent-Up Spending Power Drive Another Strong MonthUS retail sales grew by nearly 29% year over year in April 2021, 10 percentage points higher than March’s growth. Using data from the US Census Bureau, this report looks at which retail sectors saw sales surge and which did not do well in April 2021. Read More
Insight Report | May 17, 2021 Register for Free Access US Consumer Tracker: Further Steps Taken Toward Resuming Social Activities (Select Findings)This free report features select findings from our latest survey of US consumers, undertaken on May 10. We discuss respondents’ behaviors and expectations, with a focus on implications for retailers. Read More
