Luxury

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Insight Report | September 1, 2021 Premium

Reviewing Amazon’s Share of US Online CPG Sales

Amazon has been increasing its share of the CPG (consumer packaged goods) market in recent years, and the global pandemic has served to accelerate the e-commerce giant’s presence in the space. We discuss Amazon’s success in the US CPG market, including its focus on grocery and private labels.

Insight Report | August 24, 2021 Premium

Earnings Insights 2Q21, Week 4: Ross Stores and TJX See Robust Recovery; Kohl’s, Macy’s, Target and Walmart Raise Guidance

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended August 22, 2021—namely, Kohl’s, Macy’s, Ross Stores, Target, TJX and Walmart.

Insight Report | August 18, 2021 Premium

July 2021 US Retail Sales: Total Sales Up 21% on a Two-Year Basis

Total US retail sales, excluding gasoline and automobiles, grew by a strong 21% 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 in July 2021.

Insight Report | August 17, 2021 Premium

Earnings Insights 2Q21, Week 3: eBay and The RealReal Maintain Strong Growth Momentum; Canada Goose Sees Sales Recovery Slow

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended August 15, 2021—namely, eBay, Canada Goose, Grocery Outlet and The RealReal.

Insight Report | August 17, 2021 Premium

July 2021 US Retail Traffic and In-Store Metrics: Traffic Declines Ease Further Even as New Covid-19 Cases Surge

In July 2021, total US nonfood store traffic declined by 23.5% on a two-year basis (as compared to July 2019), an improvement from June’s 23.8% two-year decline. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type.

Insight Report | August 12, 2021 Premium

Livestreaming Latest, August 2021: M&A and Investments Continue; Brands Diversify Product Catalogs and Connect with Communities

As part of our Livestreaming Latest series, we present recent M&A and investment activity as well as three notable trends in the global livestreaming space—namely, the rapid launch of new brands, diversifying product catalogs and brands’ efforts to connect with consumer communities. We also offer examples of recent livestreaming events from retail companies globally.

Insight Report | August 10, 2021 Premium

Earnings Insights 2Q21, Week 2: Hanesbrands and VF Corporation See Robust Recovery; Macerich and Simon Property Group Raise Guidance

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended August 8, 2021—including Alibaba, Hanesbrands, Macerich, Simon Property Group and VF Corporation.

Company Profile | August 6, 2021 Premium

Canada Goose Holdings Inc. (TSX: GOOS) Company Profile

Canada Goose is a Canada-based retailer of accessories and apparel. Headquartered in Toronto, the company operates in over 50 countries.

Deep Dive | August 4, 2021 Premium

Think Tank: China—The Vanguard in Luxury Consumption

Chinese consumers are at the forefront of luxury consumption. In this Think Tank, we present our market trajectory estimates and four key trends within China’s luxury retail growth. We also cover selected luxury brands and companies in China, and the role of e-commerce giants Alibaba and JD.com in facilitating China’s luxury ecosystem. Our report includes insights from our conversations with key personnel at Alibaba Group and JD.com.

Insight Report | July 19, 2021 Premium

June 2021 US Retail Traffic and In-Store Metrics: Two-Year Traffic Declines Lessen Further as More States Lift Restrictions

In June 2021, total US nonfood store traffic declined by 23.8% on a two-year basis (as compared to June 2019), strengthening from May’s 26.7% two-year decline. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type.

Deep Dive | July 15, 2021 Premium

M&A in Retail: How US Retailers Can Capitalize on Growth Opportunities

We analyze 2020 and year-to-date 2021 retail-focused mergers and acquisitions (M&A) activities in the US. We also assess opportunities and challenges for retailers seeking to enter M&A transactions.

Deep Dive | July 8, 2021 Premium

Wholesale vs. DTC: Strategies for Brands and Retailers

Selling directly to consumers is becoming an increasingly important channel for both new and existing brands. In this report, we compare the wholesale and direct-to-consumer (DTC) sales channels and cover a landscape of brands that are pivoting toward a DTC approach. We also present a playbook for brands and retailers to improve their wholesale and DTC strategies, including alternative wholesale approaches.

Insight Report | July 8, 2021 Premium

Gender-Free Products: A Growing Market Opportunity

Diverse representation across gender identification is driving growth in retail categories including apparel and footwear, accessories and beauty. We discuss the emergence and evolution of the gender-free product category, highlighting opportunities for brands and retailers.

Market Outlook | July 7, 2021 Premium

Market Outlook: US and China E-Commerce—Platforms Likely To Adjust to a Changing Product Mix

In this Market Outlook, we explore how the e-commerce market in the US and China has been impacted by the Covid-19 pandemic and provide an outlook for the sector moving forward. We discuss the key drivers of e-commerce growth, as well as the market’s competitive landscape, M&A activity, retail innovators and themes we are watching in 2021 and beyond.

Flash Report | July 5, 2021

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Richemont Acquires Leather Goods Maker Delvaux, Underlining Its Ambitions To Grow in Soft Luxury

On June 30, 2021, Richemont announced that it has acquired Belgian luxury leather goods maker Delvaux. We discuss what the deal means for Richemont and how it aligns with the company’s expansion strategies.