Insight Report | February 25, 2021 Premium Chinese New Year Review: Retail Sales See Impressive Year-Over-Year Growth Against Weak 2020The Chinese government encouraged people to stay put for the recent Chinese New Year festival, impacting more than 100 million people who would typically return home for the holiday each year. We discuss retail sales over the holiday, including the impact of people not returning home on consumer spending. Read More
Insight Report | February 23, 2021 Premium India Retail Insights: India Embraces Social Commerce, Bypassing Traditional E-CommerceIn our India Retail Insights series, we will explore the impact of consumer behavior, government regulations, macroeconomic developments, the competitive landscape, and retail tech startups on the evolution of India’s retail sector. In this report, we explore the burgeoning social commerce segment of e-commerce in India. Read More
Insight Report | February 23, 2021 Premium The New Value Retailers: Online Marketplaces Challenge Brick-and-Mortar Budget FormatsThe value retail sector is expanding beyond traditional brick-and-mortar budget formats (including discount variety retailers such as dollar stores) with the emergence of online value marketplaces. We see the growth of these e-commerce platforms as presenting challenges to predominantly offline retailers in the value retail sector. We discuss the key online players, with a focus on the US, the UK and China. Read More
Insight Report | February 22, 2021 Databank Members US Consumer Tracker: Where Are High-Income Consumers Cutting Spending? (Select Findings)This free report features select findings from our latest survey of US consumers, undertaken on February 15, which asked respondents about their behavior, sentiment and expectations amid the coronavirus crisis. Read More
Deep Dive | February 22, 2021 Databank Members 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 Databank Members 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 Databank Members 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 Databank Members 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 Databank Members 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 Databank Members 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 Databank Members 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
