Deep Dive | February 22, 2021 Premium US Consumer Tracker: Where Are High-Income Consumers Cutting Spending? (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 explore consumer spending on different categories by income level. We present findings on what activities consumers have done in the past two weeks and what product categories they had purchased in-store and online in the past two weeks. Our consumer survey was undertaken on February 15. Read More
Insight Report | February 22, 2021 Premium January 2021 UK Retail Sales: Sales Slide Further amid LockdownWe review data for UK retail in total and by sector for January 2021. Retail sales struggled in January following a disappointing December, brought down by continued poor performance from apparel and footwear retailers as nonessential retailers have been forced to close amid the latest Covid-19 lockdowns. Read More
Store Tracker | February 19, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 7: Läderach To Open 34 New Stores in the US MarketOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon Fresh, DICK’S Sporting Goods, Läderach, and Tempur Sealy in the US and Asda, B&M, Home Bargains, Lidl and Toolstation in the UK. Read More
Insight Report | February 18, 2021 Premium January 2021 US Retail Sales: Stimulus Boosts January Retail Sales GrowthUS retail sales growth accelerated to nearly 11% in January 2021, as stimulus checks boosted consumer spending. Using data from the US Census Bureau, this report looks at which retail sectors saw sales surge and which did not do well in January 2021. Read More
Insight Report | February 15, 2021 Register for Free Access US Consumer Tracker: Consumers Spend Stimulus Checks on Bills and Essentials (Select Findings)This free report features select findings from our latest survey of US consumers, undertaken on February 8, which asked respondents about their behavior, sentiment and expectations amid the coronavirus crisis. Read More
Deep Dive | February 15, 2021 Premium US Consumer Tracker: Consumers Spend Stimulus Checks on Bills and Essentials (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 explore how consumers have spent or plan to spend their second stimulus checks. We present findings on what activities consumers have done in the past two weeks and what product categories they had purchased in-store and online in the past two weeks. Our consumer survey was undertaken on February 8. Read More
Store Tracker | February 12, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 6: Five Below To Open 170 New Stores in 2021Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Aldi, At Home, Five Below, Gertrude Hawk Chocolates, Kmart, Murphy USA, Sears, Skechers, Trader Joe’s and Weis Markets in the US and Aldi, Boohoo, Clarks, Dermstore and The Hut Group in the UK. Read More
Insight Report | February 10, 2021 Premium US Resale Market Set To Boom in 2021, as Consumers Increasingly Embrace Secondhand ProductsThe US resale market, from apparel to furniture and toys, is set to boom in 2021. We provide an overview of the US resale market, with a focus on fashion resale. We discuss six resale models that represent the majority of resale businesses today, as well as major players and opportunities and challenges in the US market. Read More
Insight Report | February 8, 2021 Premium Earnings Insights 4Q20, Week 1: E-Commerce Players Stand Strong, While Luxury Retailers Witness Mixed RecoveryOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2020 earnings. This week, there are highlights from companies that reported in the week ended February 7, namely Alibaba, Amazon, Brookfield Property Partners, Canada Goose, Capri Holdings, eBay, Ralph Lauren and Tapestry. Read More
Deep Dive | February 8, 2021 Premium US Consumer Tracker: Hints of Consumers’ Return to Normal 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. This week, we explore what consumers have bought online and in-store recently and which retailers they have bought from. We present findings on what activities consumers have done in the past two weeks and their expectations on retaining changed behaviors after the pandemic. Our consumer survey was undertaken on February 1. Read More
Store Tracker | February 5, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 5: ASOS Acquires HIIT, Miss Selfridge, Topman and TopshopOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Bloomingdale’s, PGA TOUR Superstore, The Container Store, Toys“R”Us and Tractor Supply Company in the US and Arcadia Group, ASOS, Frasers Group, New Look and Paperchase in the UK. Read More
Market Outlook | February 4, 2021 Premium Market Outlook: Understanding India’s $800 Billion Retail SectorIn this Market Outlook report, we explore India’s retail sector. We analyze data on the sector size and present our growth estimates for 2021. We discuss key market drivers and e-commerce penetration in India’s retail market compared to other global markets. This report also covers a breakdown of India’s top 15 retail companies by revenue,—including Avenue Supermarts, Flipkart Internet, Reliance Retail and V-Mart Retail. Read More
Insight Report | February 2, 2021 Premium Holiday 2020: US Retail Wrap-Up—A Strong Holiday Season Overall, with Uneven Gains Across SectorsWe review comparable sales growth and e-commerce performance for the US holiday 2020 period. We provide updates for a 13 major UK retailers including Costco, Five Below, Macy’s, Target and Tiffany & Co. This US Retail Wrap-Up report can help to gauge the scale and shape of demand as we head further into 2021. Read More
Insight Report | February 1, 2021 Premium New Retail in China: Gucci Launches a Flagship Store on TmallWe discuss recent developments in New Retail in China, including Gucci’s launch of a flagship store on Tmall Luxury Pavilion and China’s growing domestic duty-free market, including the opening of JD.com’s first duty-free store, in Hainan province. We also discuss investments in delivery lockers from JD.com, Pinduoduo and Suning.com, given the increase in popularity of these last-mile delivery solutions. Read More
Deep Dive | February 1, 2021 Premium US Consumer Tracker: Online Bounce for Apparel and Grocery Categories (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 explore what shoppers are buying and which retailers they are buying from, and we present findings on consumers’ avoidance of public places and what activities they expect to do in the next two weeks. Our consumer survey was undertaken on January 25. Read More
