Deep Dive | July 20, 2021 Databank Members US Consumer Tracker: Holiday Early Read—Higher Earners To Drive Increase in SpendOur latest survey report provides a detailed update on US consumer behaviors, concerns and expectations, with a focus on the implications for retail. This week, we present findings on consumers’ expected spending for the 2021 holiday season. We also cover where, how and how much consumers are spending, as well as consumer avoidance of public places and what activities they have done in the past two weeks. Read More
Insight Report | July 19, 2021 Premium June 2021 US Retail Traffic and In-Store Metrics: Two-Year Traffic Declines Lessen Further as More States Lift RestrictionsIn June 2021, total US nonfood store traffic declined by 23.8% on a two-year basis (as compared to June 2019), strengthening from May’s 26.7% two-year decline. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type. Read More
Insight Report | July 19, 2021 Premium June 2021 China Retail Sales: Year-over-Year Growth Steadies at 11%We review the latest data for retail sales in China, in total and by sector. In June 2021, sales growth rebounded slightly, reaching 11.2% year over year, against undemanding pandemic-impacted comparatives from 2020. Read More
Deep Dive | July 19, 2021 Premium Aldi, Lidl and Grocery Outlet: Impacts in US GroceryDiscounters make an outsized dent in the US grocery market, given the channel’s small size relative to other grocery retail channels and maintained strong growth momentum amid the pandemic. In this report, we discuss the developments of grocery discounters in the US and their impact on traditional grocery retailers, covering Aldi, Lidl and Grocery Outlet. Read More
Store Tracker | July 16, 2021 Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 28: US Store Closures Down 13% 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 Ashley HomeStore, Hy-Vee and Whole Foods Market in the US and Disney, Kutchenhaus and Shoe Zone in the UK. Read More
Deep Dive | July 15, 2021 Premium M&A in Retail: How US Retailers Can Capitalize on Growth OpportunitiesWe analyze 2020 and year-to-date 2021 retail-focused mergers and acquisitions (M&A) activities in the US. We also assess opportunities and challenges for retailers seeking to enter M&A transactions. Read More
Event Coverage | July 14, 2021 Register for Free Access Coresight Research x LogicSource: Unlocking True Profit Potential Across Not-For-Resale ExpensesWe present three key insights from Coresight Research’s panel discussion with procurement services and technology provider LogicSource, including how data analytics is enabling businesses to slash GNFR expenditure. Read More
Deep Dive | July 13, 2021 Databank Members US Consumer Tracker: Shoppers Turn To Warehouse Clubs for Independence DayOur latest survey report provides a detailed update on US consumer behaviors, concerns and expectations, with a focus on the implications for retail. We present findings on where, how and how much consumers are spending, as well as consumer avoidance of public places and what activities they have done in the past two weeks. Read More
Store Tracker | July 9, 2021 Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 27: US Store Openings Up 45% Year over YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, highlights include updates from Market Basket, Rally House and Torrid in the US and Hema, Wickes and Zara in the UK. Read More
Deep Dive | July 9, 2021 Premium Hong Kong’s Grocery Market: Discount Chains Are Building Their SharesHong Kong, with its 7.5 million-strong population, has a very high daily demand for groceries and household necessities. This report reviews the Hong Kong grocery market, introducing the two biggest supermarket chains, Wellcome and ParknShop, as well as relatively new entrants 759 Store and Best Mart 360°. Read More
Deep Dive | July 8, 2021 Premium Wholesale vs. DTC: Strategies for Brands and RetailersSelling directly to consumers is becoming an increasingly important channel for both new and existing brands. In this report, we compare the wholesale and direct-to-consumer (DTC) sales channels and cover a landscape of brands that are pivoting toward a DTC approach. We also present a playbook for brands and retailers to improve their wholesale and DTC strategies, including alternative wholesale approaches. Read More
Market Navigators/Market Outlook | July 7, 2021 Premium Market Outlook: US and China E-Commerce—Platforms Likely To Adjust to a Changing Product MixIn this Market Outlook, we explore how the e-commerce market in the US and China has been impacted by the Covid-19 pandemic and provide an outlook for the sector moving forward. We discuss the key drivers of e-commerce growth, as well as the market’s competitive landscape, M&A activity, retail innovators and themes we are watching in 2021 and beyond. Read More
Deep Dive | July 6, 2021 Databank Members US Consumer Tracker: Sustained Strength in Big-Ticket RetailOur latest survey report provides a detailed update on US consumer behaviors, concerns and expectations, with a focus on the implications for retail. We present findings on where, how and how much consumers are spending, as well as consumer avoidance of public places and what activities they have done in the past two weeks. Read More
Flash Report | July 5, 2021 Register for Free Access UK’s Fourth-Largest Grocer, Morrisons, To Go Private in $13.1 Billion DealOn July 3, 2021, Morrisons agreed to be acquired by a group of private equity investors, led by Fortress Group. We outline the details and consider what it means for the company and the UK grocery sector. Read More
Insight Report | July 5, 2021 Premium US Hyperlocal Delivery Providers To Sustain Growth Although Challenges Lie AheadDemand for hyperlocal delivery exploded during the pandemic in the US. We believe that providers of such services have staying power as consumers increasingly expect, and rely on, quick and convenient grocery delivery. We discuss three trends in the US hyperlocal delivery space and the impacts of key challenges for brands and retailers. Read More
