Store Tracker | June 18, 2021 Premium 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
Deep Dive | June 17, 2021 Premium Five Key Insights into the Custom Apparel MarketWe see apparel customization as a key way for brands and retailers to differentiate themselves as the apparel industry bounces back from the slump in demand in 2020. In this report, we discuss five key insights into the global custom apparel market, covering clothing and footwear in customizable colors, sizes, and styles. Read More
Deep Dive | June 14, 2021 Premium IPOs in Retail: Strong Growth Opportunities in the US and the UKThere has been a significant rise in retail and consumer goods initial public offerings (IPOs) in the US and the UK in 2020 and the first half of 2021. We explore the opportunities and challenges facing private retailers and brand owners seeking to enter public markets via IPOs. We also discuss the aftermarket performance of recently completed IPOs and notable developments in the pipeline for 2021. Read More
Insight Report | June 14, 2021 Premium Earnings Insights 1Q21, Week 5: Stitch Fix and RH Maintain Strong Growth MomentumOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended June 13, 2021—namely, RH and Stitch Fix. Read More
Store Tracker | June 11, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 23: US Store Openings Up 38% 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 99 Ranch, Hibbett Sports, Hudson and QuickChek in the US and for Gap, IKEA, MaxiSaver and The Range in the UK. Read More
Insight Report | June 8, 2021 Premium Earnings Insights 1Q21, Week 4: Big Lots, Five Below and Lululemon Post Strong Results, While PVH Corp. Sees a Slower RecoveryOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended June 6, 2021—namely, Big Lots, Five Below, Lululemon Athletica and PVH Corp. Read More
Store Tracker | June 4, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 22: US Store Closures Up 16% 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 for Conn’s and Timothy Oulton in the US and Floor Superstore and Paul Smith in the UK. Read More
Insight Report | June 2, 2021 Premium Earnings Insights 1Q21, Week 3: American Eagle Outfitters, Foot Locker, Gap and Urban Outfitters Report Strong Sales GrowthOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended May 30, 2021, including American Eagle Outfitters, Dollar Geeral, Foot Locker, Gap, Guess?, Ulta Beauty, Urban Outfitters, VF Corporation, Williams-Sonoma and more. Read More
Store Tracker | May 28, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 21: US Store Openings Up 60% Year over YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, highlights include developments from Amazon, Hy-Vee and Scheels in the US and Farmfoods, Homebase, Marks & Spencer and Tesco in the UK. Read More
Insight Report | May 25, 2021 Premium Earnings Insights 1Q21, Week 2: Ross Stores and TJX Post Strong Results, While Kohl’s and Macy’s See a Slower RecoveryOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended May 23, 2021 (and earlier), including BJ’s Wholesale Club, Home Depot, JD.com, Kohl’s, L Brands, Lowe’s, Macy’s, Ralph Lauren, Ross Stores, Target, TJX and Walmart. Read More
Market Outlook | May 25, 2021 Premium Market Outlook: Apparel and Footwear Specialty Retailers in the US, the UK and China—Prospects for RecoveryIn this Market Outlook, we discuss the performance and outlook for the apparel and footwear specialty retail market, with a focus on the US, the UK and China. We provide our market sizing estimates for 2021 and beyond, and we consider the primary trends that will drive demand. This report also explores e-commerce penetration, the competitive landscape, US retail innovators and key themes—including demand for activewear, sustainability initiatives and the growth of DTC (direct-to-consumer). Read More
Store Tracker | May 21, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 20: Windsor Fashion To Open 150 StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, highlights include developments from Casey’s, Whole Foods Market, Windsor Fashion in the US and Amazon, Co-op, Happy Socks, Oliver Bonas and Wren Kitchens in the UK. Read More
Insight Report | May 18, 2021 Premium US Subscription E-Commerce Market: Channel Shifts and Discretionary Rebound Set To Support GrowthThe US subscription e-commerce market is set to see strong sales growth in 2021, building on high online shopping demand amid the pandemic in 2020. We discuss our market outlook for 2021, the competitive landscape in US subscription e-commerce and opportunities related to four trends we are watching in the market. Read More
Insight Report | May 18, 2021 Premium April 2021 US Retail Traffic and In-Store Metrics: Traffic Declines Slightly Accelerate, but Trends Improve Toward the End of the MonthIn April 2021, total US nonfood store traffic declined by 28.4% on a two-year basis (as compared to April 2019), a slight weakening from March’s 27.3% 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
