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
Insight Report | July 13, 2021 Premium Digitally Native Vertical Brands in the US Furniture and Home-Furnishings Market—Insights into Their Continuing SuccessIn this report, we assess the outlook for US furniture and home furnishings DNVBs as they meet the challenges of easing pandemic restrictions and traditional retailers expanding further into e-commerce. 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
Insight Report | July 7, 2021 Premium Can Wayfair Sustain Its Newfound Profitability?Online furniture retailer Wayfair finally achieved profitability in 2020 due to its earlier growth-oriented investments and the favorable impact of Covid-19. We analyze the company’s prospects as US retail recovers from the pandemic. 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
Store Tracker | July 2, 2021 Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 26: 7-Eleven Completes Acquisition of 3,800 Speedway StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, highlights include developments from 7-Eleven, Lowe’s and United Supermarkets in the US and Gap, Hobbycraft and Tommy Hilfiger in the UK. Read More
Deep Dive | July 2, 2021 Databank Members US Consumer Tracker Extra, June 2021: Lower-Income Consumers Boost Discretionary SpendingAggregating data from our weekly surveys, our monthly US Consumer Tracker Extra series reveals longer-term trends in consumer behavior. We dive deeper into demographic factors behind changes in spending and social habits and project how these changes will impact the retail landscape over the next few months. In this report, we also consider the differences in shopping behaviors between Amazon and Walmart shoppers. Read More
Deep Dive | June 29, 2021 Databank Members US Consumer Tracker: A Gradual Return to Pre-Pandemic BehaviorOur 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
Deep Dive | June 28, 2021 Premium 1Q21 US Earnings Season Wrap-Up: Most Discretionary Retailers See Robust RecoveryWe 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 first quarter of 2021, considering consensus estimates and year-over-year changes. Read More
Store Tracker | June 25, 2021 Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 25: US Store Closures Down Year over Year for the First Time in 2021Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Harbor Freight Tools, Rothy’s and Wawa in the US and Abercrombie & Fitch, Kate Spade and Suit Direct in the UK. Read More
Insight Report | June 24, 2021 Premium 1Q21 US Retail Inventory Tracker: Most Retailers Post Higher Inventory Turnover Rates on a Two-Year BasisOur 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 1Q21 and assess how and why levels are changing—with most retailers posting improved inventory turnover levels on a two-year basis. Read More
Deep Dive | June 22, 2021 Databank Members US Consumer Tracker: Travel Plans and a Widespread Return to Public Places Signal a Strong Summer AheadOur 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 shopping, as well as consumer avoidance of public places and what activities they have done in the past two weeks. Read More
Insight Report | June 21, 2021 Premium May 2021 UK Retail Sales: Total Sales Maintain Growth Momentum on a Two-Year BasisWe review data for UK retail in total and by sector for May 2021. Retail sales growth slowed, but still remained strong, and are on an upward trajectory on a two-year basis. Read More
Store Tracker | June 18, 2021 Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 24: US Store Closures Up 4% 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 Dillard’s, Hermès and Schnucks in the US and Amazon, Debenhams and Toolstation in the UK. Read More
Insight Report | June 17, 2021 Premium May 2021 US Retail Traffic and In-Store Metrics: Traffic Declines Ease on a Two-Year BasisIn May 2021, total US nonfood store traffic declined by 26.7% on a two-year basis (as compared to May 2019), strengthening from April’s 28.4% 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
