Flash Report | February 27, 2020 Register for Free Access Coronavirus Briefing: Four Positive Takeaways from the Outbreak for Retailers in ChinaAs the coronavirus outbreak continues, we consider the positive takeaways for retailers in China. We discuss the effects of the current consumer preference for e-commerce over brick-and-mortar shopping, in both grocery and nonsectors sectors; the marketing opportunities provided by Chinese super app WeChat; and the increasing consumer focus on health and wellness. Read More
Insight Report | February 26, 2020 Premium January 2020 Monthly Consumer Update: US, UK and ChinaWe analyze key metrics that reflect consumer demand in the US, the UK and China. In these updates, we focus on direct, leading indicators of the health of the consumer economy: wage growth, price changes and retail sales growth. Read More
Event Coverage | February 21, 2020 Register for Free Access Highlights from Walmart’s 2020 Investment Community MeetingWalmart held its 2020 investor day in New York, outlining ambitious plans to move into healthcare and profiling the secrets to success in China and India. In both markets, the company has grown organically and through acquisitions. Read More
Store Tracker | February 20, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 8: Pier 1 Imports 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 At Home and Pier 1 Imports in the US and Marks & Spencer and Shoe Zone in the UK. Read More
Flash Report | February 14, 2020 Register for Free Access Coronavirus Briefing: Outbreak Drives Four Innovative Retail Trends in ChinaWith the Chinese government advising people to stay indoors and avoid public places, the coronavirus outbreak is driving four key retail trends in China as retailers look to provide alternative access to their products for consumers. We discuss the introduction of innovative logistics and delivery methods—including drones—as well as the “shared staff” concept being pursued by major supermarket chains. Read More
Insight Report | February 14, 2020 Premium Valentine’s Day: Making It SustainableIn the US, this year’s Valentine’s Day is set to be another record-breaker for spending, predicted to be up some 32% over last year. But how sustainable is Valentine’s Day? Read More
Store Tracker | February 14, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 7: Skechers Plans To Open More StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Skechers and Under Armour in the US and Beales in the UK. Read More
Flash Report | February 7, 2020 Register for Free Access Coronavirus Briefing: Assessing the Near-Term Impact on China’s EconomyWith the number of cases of coronavirus infection continuing to rise, we assess the possible economic impact of the outbreak on China’s economy. We can refer to the 2002-03 SARS outbreak, but China’s economy has changed since then, and that could alter the way this outbreak plays out. Read More
Store Tracker | February 7, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 6: Macy’s To Close Stores; Sephora Plans Store ExpansionOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Macy’s and Sephora in the US and Hawkin’s Bazaar in the UK. Read More
Flash Report | February 6, 2020 Register for Free Access Coronavirus Briefing: China’s Food-Service Firms Shutter Stores and Turn to Contactless ServicesFaced with restaurant closures and a sudden fall-off in business amid the ongoing corona virus outbreak, China’s food-service firms are inventing novel ways to bring food to customers in ways that minimize exposure to other people. Read More
Store Tracker | January 31, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 5: Lucky’s Market and Papyrus 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 Gap, Lucky’s Market and Papyrus in the US and Hawkin’s Bazaar in the UK. Read More
Insight Report | January 29, 2020 Premium December 2019 Monthly Consumer Update: US, UK and ChinaThis month’s economic data from China, the US and the UK was largely positive, although higher gasoline prices in the US pushed up the CPI. But, we still saw strong growth in US retail sales, despite consumers having to spend more on gasoline. Read More
Store Tracker | January 24, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 4: Bose and Papyrus To Close All Stores in the USOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Bose, Casey’s and Papyrus in the US and Arcadia in the UK. Read More
Insight Report | January 17, 2020 Premium December 2019 US Holiday Retail Sales and Comparable Sales Review: Solid Total Growth Not Enough To Support Challenged SectorsUS holiday retail and comparable sales show a relatively strong macro environment, but mixed results in retail. Some retailers posted strong comparabale sales growth, but for others the holiday shopping season delivered fairly modest gains. Read More
Store Tracker | January 16, 2020 Premium Reviewing 2019 US and UK Store ClosuresWe review store closures and openings in the US and UK for the full-year 2019. We break down the numbers by sector and analyze the key retailers that significantly contributed to total openings and closures over the course of the year. Read More
