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Earnings Insights 4Q21, Week 6: Qurate and Best Buy’s Sales Falter, While American Eagle, Nordstrom, Target and Urban Outfitters Post Strong Results

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended March 6, 2022, including American Eagle, Best Buy, Nordstrom, Qurate, Target and Urban Outfitters.

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US Fashion Resale Market—A $26 Billion Retail Opportunity

The US fashion resale market will grow into a $26 billion opportunity in 2022. We examine the key factors impacting growth, both online and in the brick-and-mortar channel. We discuss the competitive landscape across six resale models and present three themes we are watching in 2022 and beyond.

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Quick Commerce in Europe: Expansion Meets Consolidation in Rapid Delivery

Following unprecedented growth in the quick-commerce space in the last 18 months, we are seeing increased demand for rapid delivery in Europe. In this report, we assess key emerging trends in quick commerce in Europe and the market prospects. We also present our growth estimates for market and discuss the primary quick-commerce models in operation.

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