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Earnings Insights 4Q21, Week 6: Qurate and Best Buy’s Sales Falter, While American Eagle, Nordstrom, Target and Urban Outfitters Post Strong Results

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended March 6, 2022, including American Eagle, Best Buy, Nordstrom, Qurate, Target and Urban Outfitters.

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US Consumer Tracker: Beauty Purchases Slow

Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. This week, we note a slowing of cosmetics purchases while the public avoidance rate seems to have stabilized.

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Quick Commerce in Europe: Expansion Meets Consolidation in Rapid Delivery

Following unprecedented growth in the quick-commerce space in the last 18 months, we are seeing increased demand for rapid delivery in Europe. In this report, we assess key emerging trends in quick commerce in Europe and the market prospects. We also present our growth estimates for market and discuss the primary quick-commerce models in operation.

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