Flash Report | December 2, 2021 Register for Free Access Omicron Implications for Retail: First ThoughtsThe first US case of the new coronavirus variant, Omicron, has been reported in California. We examine the potential implications of the new variant for retail in the near future and for the months ahead. Read More
Deep Dive | November 30, 2021 Premium US Consumer Tracker: Travel Plans Are Changing with a Rise in New Covid-19 CasesUS consumers’ avoidance of international travel has increased—potentially a reaction to rising Covid-19 cases in the US. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Deep Dive | November 24, 2021 Premium US Apparel and Footwear Distribution: Winning and Losing Channels Amid Market UpheavalUS apparel brands and retailers are altering the way they sell to consumers. We discuss the performance of key sales channels and major players in the US apparel and footwear market, covering department stores, mass merchandisers and warehouse clubs, online-only retailers, and specialty retailers. Read More
Insight Report | November 23, 2021 Premium Earnings Insights 3Q21, Week 4: Target, Walmart, Ross Stores and TJX Maintain Growth Momentum; Alibaba Revises Guidance Down Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended November 21, 2021, including beauty retailer Bed Bath & Beyond, department stores Macy’s and Kohl’s, and e-commerce players Alibaba and JD.com. Read More
Deep Dive | November 23, 2021 Premium Playbook: How Retailers Can Capitalize on Opportunities in M&A and SPACsIn this Playbook, we present four key strategies for global retail players to capitalize on growth opportunities in traditional M&A (mergers and acquisitions) and SPACs (special purpose acquisitions companies). Read More
Deep Dive | November 23, 2021 Premium US Consumer Tracker: Supply Chain Crisis Worries Holiday ShoppersUS consumers are worried about product availability and inflation, contributing to an earlier than usual start to holiday shopping this year. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Insight Report | November 22, 2021 Premium October 2021 UK Retail Sales: Further Slow GrowthUK retail sales growth returned to modest growth, year over year, in October 2021, ahead of the holiday season. We review data for UK retail in total and by sector for October 2021, covering year-over-year and two-year growth trends. Read More
Insight Report | November 22, 2021 Premium The 12 Weeks of Holidays 2021: #8—US Livestream Shopping Gears Up for the HolidaysUS brands and retailers are embracing livestreaming for holiday 2021. As part of our The 12 Weeks of Holidays 2021 series, we examine livestreaming trends for the holiday shopping season. Read More
Insight Report | November 19, 2021 Premium Singles’ Day 2021: New Marketing TrendsAs part of our coverage of Singles’ Day 2021, we discuss four new marketing trends that we have identified among brands and retailers participating in this year’s shopping festival. Read More
Insight Report | November 18, 2021 Premium Singles’ Day 2021: New EntrantsAs part of our coverage of Singles’ Day 2021, we look at new entrants in the festival, detailing which brands are participating for the first time, across apparel and footwear, beauty and jewelry categories. Read More
Insight Report | November 17, 2021 Premium October 2021 US Retail Sales: Strong Sales Growth Implies Earlier Holiday Season Than UsualOctober 2021 US retail sales, excluding gasoline and automobiles, grew by a strong 25.0% when compared to 2019 values. Using data from the US Census Bureau, we look at which retail sectors saw sales surge and which did not do well. Read More
Insight Report | November 17, 2021 Premium Singles’ Day 2021: Key Trends in Product DropsSingles’ Day, 11.11, is considered the prime time for brands to launch new products for the Chinese market. Our report analyzes key trends in new product launches during Singles’ Day 2021. Read More
Company Profile | November 16, 2021 Premium eBay (NASDAQ: EBAY) Company ProfileeBay is a US-based e-commerce retailer of accessories and apparel, automotive, and consumer electronics. It operates in Australia, Germany, the UK, the US and 176 other countries. Read More
Deep Dive | November 16, 2021 Premium US Consumer Tracker: Two-Thirds of Consumers Fear a Winter Covid-19 WaveUS consumers are expecting a winter Covid-19 wave, and changing their behavior in response. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Deep Dive | November 15, 2021 Premium 10 Trends in Global LuxuryAfter so much disruption in 2020 amid the pandemic, 2021 is proving to be a year of change and recovery for the luxury sector. We present 10 key luxury trends and identify strategies for brands and retailers to best capitalize on momentum in each area in 2021 and beyond. Read More