February 24, 2020 Insight Report Premium Insights from China: Opportunities for Brands in WeChatWe look at the marketing and service opportunities in China’s WeChat super app. We discuss how brands and retailers—including Dior, Hermés and L’Oréal’s Giorgio Armani—are capitalizing on the app’s diverse functionality to reach consumers and drive sales.
February 24, 2020 Flash Report Register for Free Access Coronavirus Briefing: China’s Outbound Tourism Will Be Hurt, but Possibly Not for LongChinese outbound travelers led spending in tourism globally before the coronavirus outbreak. We discuss the potential short-term impact that the virus could therefore have on the tourism industries of popular destinations among Chinese travelers. We also consider how a decline in the number of international tourists from China could affect airport retail sales.
February 20, 2020 Insight Report Premium Beauty Insights: Assessing the Impact of the Coronarivus on Global Beauty CompaniesWith the number of cases of coronavirus continuing to rise, we assess the potential impact of the outbreak on global beauty companies that have a presence in China—focusing on Estée Lauder, L’Oréal, LVMH (Sephora) and Shiseido. We consider both online and physical retail channels, as well as the travel retail market.
February 19, 2020 Flash Report Register for Free Access Coronavirus Briefing: Outbreak Disrupts Global Supply Chain, Particularly in FashionFactories in China have been operating at partial capacity due to the coronavirus outbreak, impacting on supply chains globally. With the duration of the outbreak still uncertain, we consider the potential short-and long-term effects of labor shortages and transportation restrictions on the apparel and smartphone market segments in particular.
February 14, 2020 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 7: Skechers Plans To Open More StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Skechers and Under Armour in the US and Beales in the UK.
February 12, 2020 Flash Report Register for Free Access Coronavirus Briefing: Assessing the Impact on the Global Luxury MarketChinese outbound tourism has plummeted following the coronavirus outbreak—hitting hard luxury brands and retailers that have in recent years come to rely heavily on these consumers. How have luxury brands reacted, and what is their exposure?
February 10, 2020 Insight Report Premium Global Tourism: Improved Infrastructure and Enhanced Shopping Experiences Are Driving Airport Retail SalesAs part of our quarterly Global Tourism series—which discusses domestic and international tourism themes and trends—we explore the booming airport retail market. Key factors contributing to the growth of the sector include the influence of Chinese travelers, the rise of budget airlines and enhanced shopping experiences and customer engagement.
February 7, 2020 Flash Report Register for Free Access Coronavirus Briefing: Assessing the Near-Term Impact on China’s EconomyWith the number of cases of coronavirus infection continuing to rise, we assess the possible economic impact of the outbreak on China’s economy. We can refer to the 2002-03 SARS outbreak, but China’s economy has changed since then, and that could alter the way this outbreak plays out.
February 7, 2020 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 6: Macy’s To Close Stores; Sephora Plans Store ExpansionOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Macy’s and Sephora in the US and Hawkin’s Bazaar in the UK.
February 4, 2020 Deep Dive Premium Private Labels in US Beauty and Personal CareWe consider the penetration of private labels in the US beauty and personal care sector over recent years and discuss the impact of contextual factors such as market fragmentation. Private labels remain a hot topic in beauty, particularly in the skincare category, and leading retailers such as Amazon and Walmart debuted private-label beauty products in 2019. We offer our view on why private labels are important for retailers as well as the challenges they present.
January 31, 2020 Flash Report Register for Free Access Estée Lauder Announces Global Leadership Promotions at Two of Its Billion-Dollar Brands and Two of Its Developing BrandsEstée Lauder has announced leadership changes at two if its billion-dollar brands (La Mer and MAC Cosmetics) and two of its developing brands (Le Labo and Dr. Jart+ / Do The Right Thing). The announcements come as the company continues to grow through acquisition and organically by reinvigorating heritage brands.
January 31, 2020 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 5: Lucky’s Market and Papyrus File for BankruptcyOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Gap, Lucky’s Market and Papyrus in the US and Hawkin’s Bazaar in the UK.
January 30, 2020 Insight Report Premium Beauty Insights: How Brands and Retailers Are Deploying Customization and Personalization TechnologiesWe explore how beauty brands are leveraging technology to enhance their offerings. Some of the more interesting developments include smart devices with increased functionality and tools to boost consumer engagement with the brand.
January 24, 2020 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 4: Bose and Papyrus To Close All Stores in the USOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Bose, Casey’s and Papyrus in the US and Arcadia in the UK.
January 17, 2020 Insight Report Premium December 2019 US Holiday Retail Sales and Comparable Sales Review: Solid Total Growth Not Enough To Support Challenged SectorsUS holiday retail and comparable sales show a relatively strong macro environment, but mixed results in retail. Some retailers posted strong comparabale sales growth, but for others the holiday shopping season delivered fairly modest gains.
