Showing 209 posts

The 12 Weeks of Holidays 2021: #1—US Retail Outlook Update

Kicking off our 12 Weeks of Holiday series, we offer further analysis on the trajectory and trends that we expect to see in US holiday retail this year. We discuss the prospects of a services-versus-retail battle for discretionary dollars and our sector analysts offer their insights into apparel, department stores and grocery in the coming holiday season.

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US Off-Price Retail: Strategies in the Physical and Digital Channels

As the US off-price sector becomes increasingly competitive, we explore the physical and digital strategies of major off-price retailers Burlington Stores, Nordstrom Rack, Ross Stores and The TJX Companies. We discuss brick-and-mortar expansion over the past 10 years, store productivity, trends in physical retail and digital growth.

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US Department Store Insights: Assessing Recoveries and Outlooks

Ahead of second-quarter earnings, we review metrics on US department stores’ recoveries so far. We focus on the three leading chains—Kohl’s, Macy’s and Nordstrom. We discuss trends in comparable sales, revenue, digital sales, trending categories and areas of note by management. We also summarize the three department stores’ outlook for fiscal 2021.

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Inclusive Corporate Strategies in US Retail

Companies are focusing on their corporate strategies to improve diversity through internal teams, products and the supply chain. We explore inclusivity in corporate structures and policies, with examples of recent initiatives by brands and retailers operating in the US.

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Playbook: Inclusivity in Retail

Inclusivity is a movement that is being propelled by societal forces. It is a thread that runs through every part of an organization. In this Playbook, we present five strategies for brands and retailers to align inclusivity goals across their products and operations.

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Wholesale vs. DTC: Implications for US Department Stores as Apparel Brands Go Direct

Department stores have traditionally relied on the wholesale model to sell brands. This is now changing due to a rise in digital sales, brands choosing to sell through their own channels and a rise in direct-to-consumer (DTC) brands. We explore these interconnected factors and their implications for US department stores. We analyze the selling models of major retailers Kohl’s, Macy’s and Nordstrom.

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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.

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The Future Model of US Department Stores

With the rise in e-commerce amid pandemic-led disruption, the transformation of the department store model will be pivotal to the future success of the sector. We explore potential shifts in the sector based on five key trends that we have identified across physical and digital retail channels—covering experimental formats, specialized stores, endless aisle inventory, new partnership models and stores as fulfillment hubs.

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