Deep Dive | February 25, 2022 Premium US Fashion Resale Market—A $26 Billion Retail OpportunityThe 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. Read More
Insight Report | February 23, 2022 Premium Quick Commerce in Europe: Expansion Meets Consolidation in Rapid DeliveryFollowing 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. Read More
Insight Report | February 22, 2022 Premium Chinese New Year 2022 Review: Increased Travel and Winter Olympics Boost Retail Sales—But Underlying Weak Trajectory Likely UnchangedWe review the 2022 Chinese New Year holiday, covering travel, gifting, duty-free shopping and the Winter Olympics. Read More
Deep Dive | February 21, 2022 Databank Members US Consumer Tracker: Shoppers’ Behavior Is in TransitionUS consumer behavior is in transition as the Omicron surge fades. As consumers return to public places, they are still buying food online, suggesting a possible more permanent shift to e-grocery. Read More
Insight Report | February 21, 2022 Premium January 2022 UK Retail Sales: Shop Prices Rise at Fastest Pace for 30 Years; Online Sales SlumpOur monthly report on UK retail sales indicates that, although online sales declined, total sales grew in January 2022 as the Omicron variant receded. Two-year sales growth accelerated strongly from December. Read More
Event Coverage | February 18, 2022 Premium Brand Bharat Summit: Understanding Growth Opportunities in India’s Lower-Tier MarketsWe present insights from the Brand Bharat Summit—a virtual event focusing on lower-tier cities and villages in India—held on January 27, 2022. Read More
Deep Dive | February 17, 2022 Premium IPOs in US and UK Retail: Online Retailers Maintain Strong Growth MomentumThe UK and the US saw a significant rise in retail IPOs (initial public offerings) in 2021. We explore recent aftermarket performance, detail upcoming IPOs and discuss the factors driving growth momentum in this area. Read More
Insight Report | February 14, 2022 Premium Livestreaming Latest, February 2022: Collaborations Invigorate the Live Shopping ExperienceAs part of our Livestreaming Latest series, we present recent partnerships and three notable trends in the global livestreaming space—which include a focus on Chinese New Year spending. We offer examples of recent livestreaming events from retail companies globally. Read More
Deep Dive | February 14, 2022 Premium US Denim Market: An Inflection Point for Jeans as Skinny’s Dominance FadesThe US denim market bounced back in 2021 from a double-digit decline in 2020 and we expect to see further growth in 2022. We discuss growth estimates as well as the market’s competitive landscape, major drivers and key trends. Read More
Market Navigators/Market Outlook | February 9, 2022 Premium Market Outlook: UK Apparel and Footwear Retailing—Still in Recovery ModeIn this Market Outlook, we explore the UK’s apparel and footwear market and present our expectations for future growth, as well as key market drivers. We discuss the market’s competitive landscape, retail innovators and themes we are watching. Read More
Deep Dive | February 8, 2022 Databank Members US Consumer Tracker: Renewed Shifts in Consumer Activities and SpendingConsumers’ choice of channel is shifting across various categories, as the US Omicron wave appears to be peaking. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Insight Report | February 8, 2022 Premium Earnings Insights 4Q21, Week 2: Capri, Estée Lauder and Ralph Lauren Raise Guidance; Online Retail Continues to Falter at AmazonOur 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 February 6, 2022, including Amazon, Capri Holdings, Estée Lauder and Ralph Lauren. Read More
Insight Report | February 4, 2022 Premium Supply Chain Briefing: Threats to Ocean Freight Rate Stabilization and Typhoon Rai’s Impact on Major South-Asian PortsAs part of our Supply Chain Briefing series, we discuss the threat of Omicron-led restrictions to the stabilization of ocean freight rates. We also examine the impact of Typhoon Rai on global supply routes, as well as steps that Amazon is taking to build US logistics capacity. Read More
Deep Dive | February 3, 2022 Premium Retail-Tech Landscape: Reality Technologies Enabling Brands and Retailers To Offer Immersive Shopping ExperiencesBrands and retailers leverage immersive technologies including augmented reality (AR) and virtual reality (VR) to replicate physical shopping experiences and interactions in a digital environment or enhance their brick-and-mortar spaces. This Retail-Tech Landscape comprises selected startups globally that provide reality technology solutions. Read More
Deep Dive | February 2, 2022 Free Report Headless Commerce: Part 2—Addressing Profitability Issues for Mid-Size E-Commerce PlayersMid-size retailers must take steps to maximize profitability in their e-commerce business. Leveraging proprietary US survey data, we explore the levers of profitability in e-commerce, why brands and retailers should capitalize on artificial intelligence, machine learning and predictive analytics, and how CaaS (commerce-as-a-service) can help improve profitability. This free report is sponsored by Nogin. Read More