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Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Deep Dive | January 5, 2022 Premium

America’s Retail Bankruptcies: 2021 Review

The US retail industry is navigating an unprecedented era of disruption and transformation. We review major US retail bankruptcies in 2021 in total and by notable retailers. We discuss the key factors that led selected retailers to collapse and compare the bankruptcy landscape in 2021 to 2020.

Deep Dive | January 3, 2022 Databank Members

US Consumer Tracker: Omicron Drives Further Consumer Avoidance

As the holiday season draws to a close, the rapid spread of the Omicron variant is driving a resurgence in consumer caution. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail.

Insight Report | January 3, 2022 Premium

3Q21 US Retail Inventory Tracker: Inventories Jump Despite Supply Chain Constraints

Our quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 3Q21 and assess how and why levels are changing. This quarter, many retailers posted higher two-year inventory turnover rates on a two-year basis.

Store Tracker | December 31, 2021 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2021, Week 52: US Store Closures Down 42% Year over Year

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Indochino, Thorntons and World Market in the US and Toolstation in the UK.

Store Tracker | December 24, 2021 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2021, Week 51: US Store Openings Up 55% Year over Year

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Hy-Vee, Kohl’s and Market Basket in the US and Monsoon Accessorize, Poundstretcher and Rituals in the UK.

Deep Dive | December 23, 2021 Premium

3Q21 US Earnings Season Wrap-Up: Most Brands and Retailers Enjoy Another Strong Quarter

We assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the third quarter of 2021, considering consensus estimates and year-over-year changes.

Insight Report | December 23, 2021 Premium

Supply Chain Briefing: How Are Retailers and Ports Addressing Disruptions?

As part of our Supply Chain Briefing series, we analyze how businesses are chartering ships and automating logistics, and discuss extended port hours in the US ahead of the new year.

Insight Report | December 20, 2021 Premium

November 2021 UK Retail Sales: Black Friday Demand and Decade-High Inflation Support Acceleration in Growth

UK retail sales continued to grow, year over year, in November 2021, during the holiday season and registered the largest two-year growth in decades. We review data for UK retail in total and by sector for November 2021, covering year-over-year and two-year growth trends.

Deep Dive | December 20, 2021 Databank Members

US Consumer Tracker: Consumer Caution over Omicron Variant Eases

As we head into the homestretch of the holiday season, consumer caution over the Omicron variant has declined. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail.

Store Tracker | December 17, 2021 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2021, Week 50: US Store Openings and Closures Neck-and-Neck

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Alimentation Couche-Tard, Build-A-Bear and Vince Holdings in the US and Amazon, Dr. Martens and RH in the UK.

Insight Report | December 16, 2021 Premium

November 2021 US Retail Sales: Sales Jump 15% Amid Raised Inflation

November 2021 US retail sales, excluding gasoline and automobiles, grew by a strong 24.8% 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.

Insight Report | December 16, 2021 Premium

November 2021 US Retail Traffic and In-Store Metrics: Black Friday Drives Year-over-Year Surge in Traffic

In November 2021, total US nonfood store traffic increased by 39.3% compared to November 2020, higher than October’s 31.4% year-over-year growth. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type.

Store Tracker | December 10, 2021 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2021, Week 49: US Store Closures Inch Past Openings

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Daiso Japan, Hy-Vee and Wayfair in the US and Flying Tiger Copenhagen, Just for Pets and Shoe Zone in the UK.

Deep Dive | December 8, 2021 Free Report

Headless Commerce: Part 1—The Evolving State of E-Commerce Infrastructure

The commerce-as-a-service (CaaS) space is emerging in the US, offering retailers and brands the ability to spin up a new e-commerce site with speed and quickly customize the back and front ends of the site. Leveraging proprietary US survey data, we explore the impact of Covid-19 on e-commerce operations, the evolution of the e-commerce infrastructure landscape and the need for CaaS solutions. This free report is sponsored by Nogin.

Deep Dive | December 7, 2021 Databank Members

US Consumer Tracker: Omicron Variant Drives Heightened Consumer Concern

US consumer caution has increased following the discovery of the Omicron variant, and consumers’ expectations for the winter have become more pessimistic. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail.