Anand Kumar, Associate Director of Retail Research

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Insight Report | August 3, 2021 Premium

Earnings Insights 2Q21, Week 1: Prime Day Supports Amazon Growth, L’Oréal Sees Robust Recovery

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 1, 2021—namely, Amazon, L’Oréal and Unibail-Rodamco-Westfield.

Insight Report | July 27, 2021 Premium

June 2021 Monthly Consumer Update: US, UK and China

Analyzing consumer demand in June 2021, we saw strong retail sales growth in the US, the UK and China. We also consider wage growth and food and fuel prices in these three markets.

Insight Report | July 27, 2021 Premium

Shein: How Is the Chinese Brand Conquering the US Fast-Fashion Market?

China-based online clothing brand Shein has taken the US fast-fashion market by storm. We explore how Shein has found success, reviewing its business model and marketing strategies.

Insight Report | July 23, 2021 Premium

L Brands Investor Day 2021: Bath & Body Works Outlines Expansion Plan, Victoria’s Secret Details Comeback Strategy

We present key insights from the L Brands virtual Investor Day on July 19, 2021, covering BBW and Victoria’s Secret’s upcoming split, each business’s financial outlook and strategies for the medium term.

Insight Report | July 20, 2021 Premium

June 2021 US Retail Sales: Total Sales Up 24% on a Two-Year Basis Even as Spending Shifts to Services

Total US retail sales, excluding gasoline and automobiles, grew by a strong 12.3% year over year and by 24.2% when compared to 2019 values. Using data from the US Census Bureau, this report looks at which retail sectors saw sales surge and which did not do well in June 2021.

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 | June 28, 2021 Premium

1Q21 US Earnings Season Wrap-Up: Most Discretionary Retailers See Robust Recovery

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 first quarter of 2021, considering consensus estimates and year-over-year changes.

Insight Report | June 24, 2021 Premium

1Q21 US Retail Inventory Tracker: Most Retailers Post Higher Inventory Turnover Rates on a Two-Year Basis

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 1Q21 and assess how and why levels are changing—with most retailers posting improved inventory turnover levels on a two-year basis.

Insight Report | June 22, 2021 Premium

May 2021 Monthly Consumer Update: US, UK and China

Analyzing consumer demand in May 2021, we saw strong retail sales growth in the US, the UK and China. We also consider wage growth and food and fuel prices in these three markets.

Insight Report | June 17, 2021 Premium

May 2021 US Retail Traffic and In-Store Metrics: Traffic Declines Ease on a Two-Year Basis

In 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.

Deep Dive | June 14, 2021 Premium

IPOs in Retail: Strong Growth Opportunities in the US and the UK

There 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.

Insight Report | June 14, 2021 Premium

Earnings Insights 1Q21, Week 5: Stitch Fix and RH Maintain Strong Growth Momentum

Our 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.

Deep Dive | June 10, 2021 Premium

How Updated Laws Are Impacting the Outcomes of US Retail Bankruptcies Today

In the context of a recent surge in retail bankruptcies, it is important for retailers to understand how updates to the US Bankruptcy Code impact retail bankruptcy outcomes today. We review pandemic-led bankruptcies in 2020 and year-to-date 2021, and offer recommendations for how US retailers filing for bankruptcy can improve their prospects for a successful turnaround.

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 Recovery

Our 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.