Market Outlook | July 7, 2021 Premium Market Outlook: US and China E-Commerce—Platforms Likely To Adjust to a Changing Product MixIn this Market Outlook, we explore how the e-commerce market in the US and China has been impacted by the Covid-19 pandemic and provide an outlook for the sector moving forward. We discuss the key drivers of e-commerce growth, as well as the market’s competitive landscape, M&A activity, retail innovators and themes we are watching in 2021 and beyond. Read More
Deep Dive | July 6, 2021 Premium US Consumer Tracker: Sustained Strength in Big-Ticket RetailOur latest survey report provides a detailed update on US consumer behaviors, concerns and expectations, with a focus on the implications for retail. We present findings on where, how and how much consumers are spending, as well as consumer avoidance of public places and what activities they have done in the past two weeks. Read More
Store Tracker | July 2, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 26: 7-Eleven Completes Acquisition of 3,800 Speedway StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, highlights include developments from 7-Eleven, Lowe’s and United Supermarkets in the US and Gap, Hobbycraft and Tommy Hilfiger in the UK. Read More
Deep Dive | July 2, 2021 Premium US Consumer Tracker Extra, June 2021: Lower-Income Consumers Boost Discretionary SpendingAggregating data from our weekly surveys, our monthly US Consumer Tracker Extra series reveals longer-term trends in consumer behavior. We dive deeper into demographic factors behind changes in spending and social habits and project how these changes will impact the retail landscape over the next few months. In this report, we also consider the differences in shopping behaviors between Amazon and Walmart shoppers. Read More
Deep Dive | June 29, 2021 Premium US Consumer Tracker: A Gradual Return to Pre-Pandemic BehaviorOur latest survey report provides a detailed update on US consumer behaviors, concerns and expectations, with a focus on the implications for retail. We present findings on where, how and how much consumers are spending, as well as consumer avoidance of public places and what activities they have done in the past two weeks. Read More
Deep Dive | June 28, 2021 Premium 1Q21 US Earnings Season Wrap-Up: Most Discretionary Retailers See Robust RecoveryWe 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 first quarter of 2021, considering consensus estimates and year-over-year changes. Read More
Insight Report | June 24, 2021 Premium 6.18 Shopping Festival 2021 Provides a Further Boost to Retail in ChinaThe 6.18 Shopping Festival further stimulated post-pandemic consumption in China. We outline sales performances across different e-commerce platforms during the festival and discuss three key trends that we saw during this year’s event—covering consumer interest in new products, upgraded logistics networks and e-commerce platforms’ strategies to improve the shopping experience. Read More
Insight Report | June 22, 2021 Premium May 2021 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in May 2021, we saw strong retail sales growth in the US, the UK and China. We also consider wage growth and food and fuel prices in these three markets. Read More
Deep Dive | June 22, 2021 Premium US Consumer Tracker: Travel Plans and a Widespread Return to Public Places Signal a Strong Summer AheadOur latest survey report provides a detailed update on US consumer behaviors, concerns and expectations, with a focus on the implications for retail. We present findings on where, how and how much consumers are shopping, as well as consumer avoidance of public places and what activities they have done in the past two weeks. Read More
Insight Report | June 18, 2021 Premium Amazon Prime Day 2021: Preview—Five Key InsightsWe present five key insights into Prime Day 2021 in advance of the event on June 21–22, covering popular product categories, advantages of the June timing for Amazon, Prime membership rates, support for third-party businesses and competing retailers’ sales events. Read More
Insight Report | June 17, 2021 Premium May 2021 China Retail Sales: Growth Continues To Slow, at 11% Year over YearWe review the latest data for retail sales in China, in total and by sector. In May 2021, sales growth continued to slow, reaching 11% year over year, against weak pandemic-impacted comparatives from 2020. Read More
Insight Report | June 16, 2021 Premium May 2021 US Retail Sales: Total Sales Up 20% over Two YearsTotal US retail sales in May 2021, excluding gasoline and automobiles, grew by a very strong 20% when compared to 2019 values. Using data from the US Census Bureau, this report looks at which retail sectors saw sales surge and which did not do well in May 2021. Read More
Insight Report | June 16, 2021 Premium Livestreaming Latest, June 2021: In-Stream Purchasing Will Be the Next Frontier of Live ShoppingOur Livestreaming Latest series provides regular updates on the variety of approaches in livestreaming e-commerce that are emerging around the world, across different retail sectors. We present recent market developments and discuss four notable trends in the livestreaming space, including in-stream purchasing, sector expansion and live events by cultural institutions. We also offer examples of recent livestreaming events from retail companies globally. Read More
Deep Dive | June 15, 2021 Premium US Consumer Tracker: Consumers’ Shopping Plans for Independence Day 2021Our latest survey report provides a detailed update on US consumer behaviors, concerns and expectations, with a focus on the implications for retail. This week, we discuss consumers’ plans for Independence Day (July 4) this year. We also present findings on where, how and how much consumers are shopping, as well as consumer avoidance of public places and what activities they have done in the past two weeks. Read More
Deep Dive | June 14, 2021 Premium IPOs in Retail: Strong Growth Opportunities in the US and the UKThere has been a significant rise in retail and consumer goods initial public offerings (IPOs) in the US and the UK in 2020 and the first half of 2021. We explore the opportunities and challenges facing private retailers and brand owners seeking to enter public markets via IPOs. We also discuss the aftermarket performance of recently completed IPOs and notable developments in the pipeline for 2021. Read More
