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Market Overview: E-Commerce Platforms–Mixed Impact from Coronavirus, but Innovation Continues To Support Gains

In 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.

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From Steak to Chicken: Coronavirus-Driven Downturn Likely To Prompt a Wave of Trading Down in US Grocery

The economic crisis resulting from the coronavirus pandemic will likely lead to a surge in trading down in nondiscretionary retailing, with value becoming the key priority for US consumers. Shoppers are seeking cheaper options as they look to mitigate the impact of economic uncertainty. We explore this trend, using data from the Global Recession of 2007–2009 to inform our insights.

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US Grocery Pop-Ups: Amid the Coronavirus Outbreak, Nonretailers Launch Grocery Pop-Up Stores To Meet Local Needs

The coronavirus outbreak has prompted nongrocery companies in the US to open pop-up stores, through which they can sell inventory to local consumers. There are examples of this phenomenon in the restaurant sector, as many US states have banned restaurant dining due to the pandemic. We discuss examples of recently launched grocery pop-up stores in the US and consider the future of the format in the grocery sector when the coronavirus crisis is over.

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East-to-West Learnings: How Chinese Grocery Retailers Have Enhanced Efficiency To Get Food to Consumers during the Coronavirus Crisis

During the coronavirus crisis, Chinese domestic retailers had to react quickly to the new reality of shopping in a nationwide lockdown. We discuss the actions taken by grocery retailers to enhance efficiency in response to a surge in demand, as well as the launch of other initiatives, such as creating product bundles and forming collaborations with other industry players. We consider how learnings from these examples could be applied to other markets.

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