Insight Report | May 25, 2020 Premium Earnings Insights 1Q20, Week 1: What US Retailers Are Reporting on the Coronavirus Impact and OutlookOur 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 weeks ended May 17 and May 24, including Best Buy, Kohl’s and VF Corporation. Read More
Store Tracker | May 22, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 21: JCPenney Files for Bankruptcy; Pier 1 Imports To LiquidateOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from JCPenney, Nordstrom and Pier 1 Imports in the US and Antler and Johnson Shoes Company in the UK. Read More
Insight Report | May 21, 2020 Premium Coronavirus Insights: China Launches New “55 Shopping Festival” To Give Retail a Post-Lockdown BoostTo stimulate the economy and encourage consumers to release pent-up demand post Covid-19, the Shanghai Municipal People’s Government co-launched a new, large-scale shopping holiday with the retail industry at the beginning of May 2020. We discuss the scale and impact of the omnichannel 55 Shopping Festival, exploring how it is driving purchasing behavior in retail and tourism. Read More
Insight Report | May 18, 2020 Premium April 2020 US Retail Sales: Discretionary Sectors Post Huge Declines; Food Stores and Nonstore Retailers Save Total Sales from Double-Digit FallWith nonessential retail shut down for the full month of April due to the coronavirus, US retail sales nosedived in discretionary sectors, following deep declines in March. Lower levels of food stockpiling by consumers also saw growth slow in the grocery sector. Read More
Store Tracker | May 15, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 20: Stage Stores Files for Chapter 11 BankruptcyOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from GNC, Loves Furniture and Stage Stores in the US and Debenhams in the UK. Read More
Insight Report | May 14, 2020 Premium Coronavirus Insights: Three Post-Lockdown Consumer Trends in ChinaCoronavirus-related lockdowns have impacted consumption behavior around the world. As China emerges from the crisis, we identify three areas of altered consumer behavior that we expect to impact future spending patterns—including omnichannel experiences and group buying. Read More
Deep Dive | May 13, 2020 Premium Operating in a Post-Coronavirus World: How Indian Retailers Can Navigate the Road to RecoveryThe 2020 coronavirus pandemic has seen the Indian government impose restrictions to curb the spread of the virus. We discuss the wide-ranging impacts of the ongoing lockdown on India’s retail sector and explore how retailers have responded to the crisis. In addition to examining the challenges that lie ahead, we present a three-pronged approach for retailers to survive the post-coronavirus recovery period and emerge stronger. Read More
Flash Report | May 12, 2020 Register for Free Access Target To Acquire Deliv’s Delivery TechnologyTarget is set to acquire technology from delivery services provider Deliv in May 2020. We outline Deliv’s capabilities and the benefits that its technology will offer Target, as well as discussing Target’s previous acquisitions in the delivery space. Read More
Insight Report | May 12, 2020 Premium April 2020 US Same-Store Sales: Costco Comps Decline, but E-Commerce Almost Doubles and Food Sales Surge Over 30%Coronavirus lockdowns are adversely impacting same-store sales growth, but online comps are surging following strong results in March. This report looks at the April same-store sales results of Costco and Buckle. Read More
Store Tracker | May 8, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 19: J.Crew and Neiman Marcus File For Chapter 11 BankruptcyOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Five Below, J.Crew and Nordstrom in the US and The Oasis and Warehouse Group and Sainsbury’s in the UK. Read More
Deep Dive | May 6, 2020 Premium US Online Grocery Survey 2020: Many More Shoppers Buying More Categories from More RetailersOur third annual US online grocery report looks at how many consumers are buying groceries online, how much of their total grocery spend e-commerce captures and which retailers they buy from online—among other findings. Read More
Insight Report | May 4, 2020 Premium US Mother’s Day Retail Preview 2020: Spending Could Halve as Lockdowns Limit Shopper OptionsWith Mother’s Day just around the corner, we assess the planned spending of US consumers on the occasion this year, amid the coronavirus crisis. We consider the outlook for retail in light of current shopping trends and propose actions that retailers could take to engage with consumers for Mother’s Day. Read More
| April 30, 2020 Free Report Three Things You Need To Know: International Grocery Retail in India—Opportunities in a High-Growth Sector, Despite Regulatory ConstraintsWe present Three Things You Need To Know on International Grocery Retail in India: Opportunities in a High-Growth Sector, Despite Regulatory Constraints. Read More
Market Outlook | April 29, 2020 Premium Market Overview: E-Commerce Platforms–Mixed Impact from Coronavirus, but Innovation Continues To Support GainsIn this Market Overview, we explore the current retail e-commerce market and its future outlook, with a focus on China and the US. We consider the competitive landscape and the impact of the ongoing coronavirus pandemic. This report also discusses a number of key themes in the market, including new physical store formats, social commerce and private labels. Read More
Flash Report | April 28, 2020 Register for Free Access Facebook and Reliance Industries Trial Grocery Shopping via WhatsApp in IndiaFollowing Facebook’s investment into Reliance Jio Platforms on April 22, the social media company has joined hands with Reliance Industries to trial the JioMart online grocery shopping platform on WhatsApp. We examine this development and outline how the ordering system works on the messaging platform. Read More
