Store Tracker | November 26, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 47: US Store Openings Up 56% Year over YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from CVS Health, Giant Food and Kohl’s in the US and B&M, BoConcept and JD Sports in the UK. Read More
Market Outlook | November 25, 2021 Premium Market Outlook: UK Grocery Retailers—Pandemic Creates Opportunities for Instant Commerce ChannelThe UK grocery sector has been one of the major beneficiaries of the shift in behaviors amid the pandemic. In this Market Outlook, we present our expectations for market growth in 2021 and 2022, as well as growth drivers and challenges, a competitive landscape and key themes in UK grocery. Read More
Company Profile | November 24, 2021 Premium Aldi Company ProfileAldi is a Germany-based retailer of food and beverages, health and beauty, home and garden, electrical, and sports and outdoor products. The company operates as Aldi Süd in 10 countries worldwide and as Aldi Nord as 11 countries in Europe and the US. Read More
Deep Dive | November 24, 2021 Premium US Apparel and Footwear Distribution: Winning and Losing Channels Amid Market UpheavalUS apparel brands and retailers are altering the way they sell to consumers. We discuss the performance of key sales channels and major players in the US apparel and footwear market, covering department stores, mass merchandisers and warehouse clubs, online-only retailers, and specialty retailers. Read More
Insight Report | November 23, 2021 Premium Earnings Insights 3Q21, Week 4: Target, Walmart, Ross Stores and TJX Maintain Growth Momentum; Alibaba Revises Guidance Down Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended November 21, 2021, including beauty retailer Bed Bath & Beyond, department stores Macy’s and Kohl’s, and e-commerce players Alibaba and JD.com. Read More
Insight Report | November 22, 2021 Premium October 2021 UK Retail Sales: Further Slow GrowthUK retail sales growth returned to modest growth, year over year, in October 2021, ahead of the holiday season. We review data for UK retail in total and by sector for October 2021, covering year-over-year and two-year growth trends. Read More
Deep Dive | November 22, 2021 Free Report Rethinking Product Sampling: Are Retailers and CPG Brands Doing It Right?Product sampling is a common and effective way to raise awareness of newly launched products and prompt reconsideration of established brands. Leveraging proprietary survey data, we explore the challenges that retailers and CPG brands are facing, the pain points and benefits of product sampling and the future of the space. This free report is sponsored by Freeosk. Read More
Store Tracker | November 19, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 46: US Store Closures Down 39% Year over YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Daiso Japan, Giant Food and Kmart in the US and Amazon, The Food Warehouse and Yours Clothing in the UK. Read More
Insight Report | November 17, 2021 Premium October 2021 US Retail Sales: Strong Sales Growth Implies Earlier Holiday Season Than UsualOctober 2021 US retail sales, excluding gasoline and automobiles, grew by a strong 25.0% when compared to 2019 values. Using data from the US Census Bureau, we look at which retail sectors saw sales surge and which did not do well. Read More
Deep Dive | November 16, 2021 Premium US Consumer Tracker: Two-Thirds of Consumers Fear a Winter Covid-19 WaveUS consumers are expecting a winter Covid-19 wave, and changing their behavior in response. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Insight Report | November 16, 2021 Premium Earnings Insights 3Q21, Week 3: Tapestry and The RealReal Post Strong Results; Canada Goose Sees Weak RecoveryOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended November 7, 2021, including beauty brand Coty, food retailer Grocery Outlet, luxury companies Canada Goose and Tapestry and luxury e-commerce company The RealReal. Read More
Insight Report | November 15, 2021 Premium Price Jumps and Input Cost Increases: Analyzing Inflation Across US Food, Apparel and Furniture RetailPandemic-driven supply chain disruption and heightened demand continue to create challenges for US retailers. We analyze inflation—covering price rises and input cost increases—across the food, apparel and furniture retail sectors. Read More
Store Tracker | November 12, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 45: US Store Openings Up 60% Year over YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Fleet Feet, Primark and Shoppers in the US and Amazon, House of Fraser and Smyths Toys in the UK. Read More
Deep Dive | November 12, 2021 Premium Last-Mile Transformation: Agility and Efficiency Take PriorityContinuing our series titled The New Age of Customer-First Supply Chains, we explore how retailers can reshape the last mile to be more agile, efficient and responsive to consumer demand. We cover last-mile transformation strategies including dark stores, delivery platforms, micro-fulfillment centers, BOPIS and more. Read More
Insight Report | November 11, 2021 Premium Retailers Look to Digitally Native Vertical Brand M&A for ExpansionIn the past 24 months, many retailers have reevaluated their long-term product mix and overall portfolio, accelerated by the pandemic—driving a wave of mergers and acquisitions (M&A), especially with digitally native vertical brands (DNVBs). We analyze key trends in DNVB M&A activity. Read More
