July 14, 2020 Insight Report Premium Insights from China: China’s Booming Pet EconomyThe rising popularity of raising pets in China is fueling the growth of the Chinese pet economy and increasing demand for premium and smart pet-care products. We look at key drivers in China’s rapidly growing pet products and services market, the e-commerce habits of pet owners and the trends in product demand.
July 13, 2020 Event Coverage Register for Free Access Open for Business with Bjoern Peterson, Sensormatic Solutions: The Physical Store and Inventory Accuracy Post CrisisAs part of our Open for Business webinar series, we hosted Bjoern Petersen, President of Sensormatic Solutions. We present an edited transcript from this webinar, in which Petersen offered insights into how retailers can work toward gaining inventory accuracy in the wake of the coronavirus crisis—covering key topics such as consumer demand, e-commerce and fulfillment.
July 10, 2020 Insight Report Premium Four Months to Singles’ Day: How To Drive Brand Awareness and Store TrafficWith four months to go until Singles’ Day 2020, we provide key strategies for how brands and retailers can increase their presence and exposure on Alibaba’s Tmall platform in the lead-up to the shopping festival.
July 10, 2020 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 28: Brooks Brothers, G-Star Raw, Lucky Brand and Sur La Table File for BankruptcyOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Brooks Brothers and G-Star Raw in the US, and John Lewis, Little Mistress and Soletrader in the UK.
July 9, 2020 Insight Report Premium Retail M&A Deals Unravel in the Wake of the Coronavirus CrisisWe are seeing a slew of companies reassess M&A deals in the context of Covid-19 impacts on sellers’ revenues, cash flow and liquidity. We explore the recent breakdown of such deals across a number of retail sectors—including retail real estate, luxury, apparel and grocery.
July 8, 2020 Deep Dive Premium 1Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 ImpactFirst-quarter 2020 retail earnings include the negative impact on sales caused by the coronavirus outbreak. We assess the recent performance of US retailers in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. With retail sectors weathering the Covid-19 crisis in different ways, sales declines are now easing due to stores reopening post lockdown, but the pace of recovery will vary.
July 7, 2020 Event Coverage Register for Free Access Fashinnovation’s Worldwide Talks 2020—Second Edition: Sustainability, Innovation and InclusivityIndustry leaders in the fashion industry came together for two days of discussion amid the coronavirus pandemic. We present key insights from the second edition of Fashinnovation’s Worldwide Talks 2020, a digital event that highlighted the major themes of sustainability and innovation in the fashion industry.
June 30, 2020 Insight Report Premium New Retail Briefing: E-Commerce Platforms Launch Key Strategies To Support Businesses in China and the US Post PandemicE-commerce platforms in China have been rolling out new strategies to support businesses in China and the US in the wake of the coronavirus crisis. We discuss these recent developments in New Retail, which include the extension of payment terms for US buyers by Alibaba.com and JD.com’s plans to upgrade its logistics network to better serve lower-tier markets in China.
June 23, 2020 Insight Report Premium China Sees a Significant Sales Rebound during the 6.18 Midyear Shopping FestivalThe 6.18 Shopping Festival represented a significant sales rebound in China following the coronavirus crisis. We explore the success of e-commerce platforms during this year’s event and the underlying consumer trends that drove sales.
June 17, 2020 Insight Report Premium May 2020 US Retail Sales: Total Year-over-Year Growth Turns Positive; Declines at Discretionary Sectors Ease While Food Stores and Nonstore Retailers See Strong GrowthMost sectors witnessed the easing of sales declines in May, as US consumers resumed spending following the reopening of stores post lockdown. Growth in total US retail sales excluding gasoline and automobiles turned positive on a year-over-year basis, driven by double-digit growth at food stores, home-improvement retailers and nonstore retailers.
June 17, 2020 Event Coverage Register for Free Access Open for Business with David Hardiman-Evans, Ocado Solutions: The Impact of Covid-19 on Traditional and Online GroceryAs part of our Open for Business webinar series, we hosted David Hardiman-Evans, SVP, North America at Ocado Solutions. We present the transcript from this webinar, in which Hardiman-Evans offered insights into the dynamic changes in the online grocery sector amid the coronavirus crisis—covering key topics such as consumer demand and loyalty, assortment rationalization and fulfillment models.
June 15, 2020 Question of the Week Free Report What Is the Key Difference between the User Bases of Chinese Short-Video Platforms Douyin and Kuaishou?QUESTION OF THE WEEK: What Is the Key Difference between the User Bases of Chinese Short-Video Platforms Douyin and Kuaishou?
June 15, 2020 Insight Report Premium Earnings Insights 1Q20, Week 4 and Wrap-Up: Retailers Cite Pent-Up Demand as They Report Higher-than-Anticipated Sales Productivity RatesOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2020 earnings. We condense what retail companies are reporting, with a focus on the impact of the coronavirus crisis. This week, there are highlights from companies that reported in the week ended June 14, including Five Below, Macy’s and PVH Corp. This is the fourth and final report in the first-quarter Earnings Insights series. As such, we also summarize the performance of retailers reported in the prior weeks.
June 12, 2020 Insight Report Premium Five Months to Singles’ Day: A Tactical Guide for How To Prepare for the Shopping Festival This YearWith five months to go until Singles’ Day 2020, we provide a six-step reference guide for brands and retailers to use in preparing for the shopping festival against the backdrop of the coronavirus crisis.
June 9, 2020 Insight Report Premium Insights from China: Douyin vs. Kuaishou—Using Short-Video Platforms To Target ConsumersWe look at the marketing opportunities that Douyin and Kuaishou, the two leading short-video platforms in China, present for brands and retailers—considering the user base, content distribution model and e-commerce capabilities of each.