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Earnings Insights 1Q21, Week 2: Ross Stores and TJX Post Strong Results, While Kohl’s and Macy’s See a Slower Recovery

Our 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.

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Market Outlook: Apparel and Footwear Specialty Retailers in the US, the UK and China—Prospects for Recovery

In 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).

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US Consumer Tracker: Spending Plans for Memorial Day Amid Record-Low Avoidance of Public Places

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 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.

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Earnings Insights 1Q21, Week 1: Estée Lauder and L’Oréal Report Positive Sales Growth on a Two-Year Basis

Our 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.

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US Consumer Tracker: Further Steps Taken Toward Resuming Social Activities (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. We 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. Our consumer survey was undertaken on May 10.

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Livestreaming Latest, May 2021: Personalization and Community Building Emerge as Key Trends

Our new Livestreaming Latest series provides regular updates on the variety of approaches in livestreaming e-commerce that are emerging around the world, across different retail sectors. We present recent market developments and discuss three notable trends in the livestreaming space, covering personalization and community building. We also offer examples of recent livestreaming events from retail companies globally.

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