Deep Dive | January 3, 2022 Databank Members US Consumer Tracker: Omicron Drives Further Consumer AvoidanceAs the holiday season draws to a close, the rapid spread of the Omicron variant is driving a resurgence in consumer caution. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Deep Dive | December 23, 2021 Premium 3Q21 US Earnings Season Wrap-Up: Most Brands and Retailers Enjoy Another Strong QuarterWe assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the third quarter of 2021, considering consensus estimates and year-over-year changes. Read More
Insight Report | December 20, 2021 Premium November 2021 UK Retail Sales: Black Friday Demand and Decade-High Inflation Support Acceleration in GrowthUK retail sales continued to grow, year over year, in November 2021, during the holiday season and registered the largest two-year growth in decades. We review data for UK retail in total and by sector for November 2021, covering year-over-year and two-year growth trends. Read More
Insight Report | December 20, 2021 Premium India Retail Insights: Group Buying—A Discount-Led Model Gaining Popularity in India’s Low-Tier MarketsGroup buying, a discount-led e-commerce model, is gaining prominence in India. We explore India’s group-buying market, including its key players, opportunities and challenges. Read More
Deep Dive | December 20, 2021 Databank Members US Consumer Tracker: Consumer Caution over Omicron Variant EasesAs we head into the homestretch of the holiday season, consumer caution over the Omicron variant has declined. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Market Navigators/Market Outlook | December 20, 2021 Premium Market Outlook: India E-Commerce—Heading Toward $200 BillionIn this Market Outlook, we explore e-commerce in India and present our expectations for future growth, as well as key market drivers. We discuss the market’s competitive landscape, investment activity, retail innovators and themes we are watching. Read More
Insight Report | December 16, 2021 Premium November 2021 US Retail Sales: Sales Jump 15% Amid Raised InflationNovember 2021 US retail sales, excluding gasoline and automobiles, grew by a strong 24.8% 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
Deep Dive | December 16, 2021 Premium 2022 China E-Commerce Trends: Opportunities Under PressureWe present our flagship yearly report on Chinese e-commerce trends. China’s highly platformized $2 trillion e-commerce sector is facing increased regulatory pressures, and we see these opening up opportunities for a more diverse online retail channel in 2022. Read More
Deep Dive | December 15, 2021 Premium Retail-Tech Landscape: Social CommerceSocial media has become an important medium for brands and retailers to promote, market and sell products. This Retail-Tech Landscape presents selected startups globally whose technology solutions support brands and retailers in operating social commerce models, covering social networking, reselling, group buying, video commerce and livestreaming, and social payments integration. Read More
Deep Dive | December 13, 2021 Premium SPACs in Retail Outlook: Strong Opportunities for RetailersThe US SPAC trend has remained solid in 2021. We explore key retail sectors for recent SPAC activity, recent retail-focused SPAC merger transactions by retail category and our post-merger analysis. We also discuss retail-focused SPAC developments in the pipeline for 2022 and present our insights into the future of SPACs in retail. Read More
Insight Report | December 13, 2021 Premium Livestreaming Latest, December 2021: Livestreaming Fires Up Holiday ShoppingAs part of our Livestreaming Latest series, we present recent M&A and investment activity as well as three notable trends in the global livestreaming space—namely, the impact of livestreaming on Singles’ Day 2021; the launch of ambitious holiday livestreaming schedules; and the growing diversity of livestreaming formats. We also offer examples of recent livestreaming events from retail companies globally. Read More
Insight Report | December 13, 2021 Premium The 12 Weeks of Holidays: #11—UK Retail UpdateAs part of our The 12 Weeks of Holidays 2021 series, we look at UK retail performance and trends so far this season and offer an outlook for the remainder of the holiday peak. Read More
Deep Dive | December 10, 2021 Premium Retail Innovators: India E-Commerce—Platforms and Tech EnablersAs part of our Retail Innovators series, we discuss six online platforms and tech enablers that are disrupting India’s e-commerce market—namely, Boonbox, Bulbul, Increff, Jumbotail, Meesho and Pocket Aces. Read More
Deep Dive | December 10, 2021 Premium The Indian Startup Ecosystem: Scaling New Heights and Attracting Investor InterestWe discuss the thriving startup ecosystem in India, covering key growth drivers and notable startups and unicorns. We also detail selected government initiatives that are supporting entrepreneurs and new businesses, and incubators and accelerators that are creating development opportunities for startups in India. Read More
Deep Dive | December 9, 2021 Premium The US Footwear Market: Analyzing Trends and OpportunitiesConsumers have returned to working, socializing and exercising outside of their homes, leading to a revival in footwear sales. We discuss the US footwear market, presenting the market size, key growth drivers and a competitive landscape. We also cover four key trends among brands and retailers as they aim to better serve footwear demand in a changing retail environment. Read More
