Insight Report | May 18, 2021 Premium Earnings Insights 1Q21, Week 1: Estée Lauder and L’Oréal Report Positive Sales Growth on a Two-Year BasisOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended May 16, 2021 (and earlier), including Amazon, Estée Lauder, Grocery Outlet, Guess?, Hanesbrands, L’Oréal, Tractor Supply Company, Wayfair and more, as well as selected REITs. Read More
Insight Report | May 18, 2021 Premium US Subscription E-Commerce Market: Channel Shifts and Discretionary Rebound Set To Support GrowthThe US subscription e-commerce market is set to see strong sales growth in 2021, building on high online shopping demand amid the pandemic in 2020. We discuss our market outlook for 2021, the competitive landscape in US subscription e-commerce and opportunities related to four trends we are watching in the market. Read More
Insight Report | May 17, 2021 Premium April 2021 US Retail Sales: Confident Consumers and Pent-Up Spending Power Drive Another Strong MonthUS retail sales grew by nearly 29% year over year in April 2021, 10 percentage points higher than March’s growth. Using data from the US Census Bureau, this report looks at which retail sectors saw sales surge and which did not do well in April 2021. Read More
Insight Report | May 17, 2021 Register for Free Access US Consumer Tracker: Further Steps Taken Toward Resuming Social Activities (Select Findings)This free report features select findings from our latest survey of US consumers, undertaken on May 10. We discuss respondents’ behaviors and expectations, with a focus on implications for retailers. Read More
Deep Dive | May 17, 2021 Premium US Consumer Tracker: Further Steps Taken Toward Resuming Social Activities (Full Report)Our latest survey report provides a detailed update on US consumers’ 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. Our consumer survey was undertaken on May 10. Read More
Insight Report | May 13, 2021 Premium Livestreaming Latest, May 2021: Personalization and Community Building Emerge as Key TrendsOur new 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 three notable trends in the livestreaming space, covering personalization and community building. We also offer examples of recent livestreaming events from retail companies globally. Read More
Insight Report | May 12, 2021 Premium China Retail Insights: The Rise of Virtual Influencers as an Innovative Marketing ToolVirtual influencers are a growing phenomenon in China. We explore the evolution of the concept, the different types of virtual influencers, and how brands and retailers can use these digital characters to increase engagement with young consumers in China—including through livestreaming. We present notable examples in the market and consider the benefits and drawbacks of virtual influencers. Read More
Insight Report | May 11, 2021 Premium Six Months to Singles’ Day: Set 11.11 on Your Retail CalendarSingles’ Day is the world’s largest online shopping event in terms of GMV, with Chinese e-commerce giants Alibaba and JD.com being the two major players. With six months to go until this year’s event, we discuss the reasons why brands and retailers should set Singles’ Day 2021 in their retail calendar—covering the recent performance of the annual shopping festival, examples of success by international brands, and the actions that brands and retailers can take now to plan for the event. Read More
Company Profile | May 10, 2021 Premium Vipshop (NYSE: VIPS) Company ProfileVipshop is a retailer of beauty, electronics, fashion and home products. Headquartered in Guangzhou, the company operates across China. Read More
Deep Dive | May 10, 2021 Premium US Consumer Tracker: Fewer Consumers Are Avoiding Public Transport, Overall Recovery Continues (Full Report)Our latest survey report provides a detailed update on US consumers’ 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. Our consumer survey was undertaken on May 3. Read More
Insight Report | May 10, 2021 Register for Free Access US Consumer Tracker: Fewer Consumers Are Avoiding Public Transport, Overall Recovery Continues (Select Findings)This free report features select findings from our latest survey of US consumers, undertaken on May 3. We discuss respondents’ behaviors and expectations, with a focus on implications for retailers. Read More
Deep Dive | May 4, 2021 Premium US Consumer Tracker: How Consumers Plan To Celebrate and Spend for Mother’s Day (Full Report)Our latest survey report provides a detailed update on US consumers’ behaviors, concerns and expectations, with a focus on the implications for retail. This week, we discuss consumers’ celebration and spending plans for Mother’s Day. 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. Our consumer survey was undertaken on April 26. Read More
Insight Report | May 4, 2021 Register for Free Access US Consumer Tracker: How Consumers Plan To Celebrate and Spend for Mother’s Day (Select Findings)This free report features select findings from our latest survey of US consumers, undertaken on April 19. We discuss respondents’ behaviors and expectations, with a focus on implications for retailers. Read More
Company Profile | April 27, 2021 Premium Wish Company ProfileWish is a US-based e-commerce retailer of accessories, apparel and footwear. Headquartered in San Francisco, the company operates globally. Read More
Insight Report | April 27, 2021 Premium Three Chinese Platforms Set To Gain Traction in Beauty, Luxury and Streetwear in 2021The Chinese e-commerce market is huge and diversified, with opportunities for emerging app players to gain share. In this report, we focus on one platform from three growing, brand-driven discretionary categories—beauty, luxury and streetwear. We discuss the opportunities these platforms provide for brands and retailers to increase traffic and drive sales in 2021. Read More