Deep Dive | September 3, 2021 Premium US Consumer Tracker Extra, August 2021: Assessing the Delta-Driven Consumer RetreatConsumers’ retreat from physical stores in the face of Covid-19’s Delta variant has derailed many retailers’ hopes of a quick recovery. Our US Consumer Tracker Extra series offers a deeper dive into key longer-term trends revealed by our weekly survey data. Read More
Deep Dive | August 30, 2021 Premium US Consumer Tracker: Mall Visits Increase Despite Heightened Shopper CautionOur latest survey report assesses the impact of opposing drivers of consumer behavior: back-to-school shopping and increased caution due to the spread of the Covid-19 Delta variant. We also 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
Analyst Corner | August 29, 2021 Register for Free Access Weinswig’s Weekly: Big Retailers Are Increasingly Sharing Their Space with Brands and Even Other RetailersThis week’s note “From the Desk of Deborah Weinswig” discusses how big retailers are increasingly sharing their store space with external brands and even other retailers. Read More
Deep Dive | August 23, 2021 Premium US Consumer Tracker: Holiday-Season Expectations Shift, Suggesting VolatilityOur latest weekly survey report presents 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. This week, we also take a monthly temperature check of shoppers’ holiday-season expectations. Read More
Analyst Corner | August 22, 2021 Register for Free Access Weinswig’s Weekly: Heading Toward a Disruptive “IOS” Fall as Retailers Boost Inventories and Charter Ships and PlanesThis week’s note “From the Desk of Deborah Weinswig” discusses disruption related to inflationary pressures, out-of-stocks, and consumers staying at home more. Read More
Analyst Corner | August 15, 2021 Register for Free Access Weinswig’s Weekly: New Clouds on the Horizon for Malls Following a Strong Second QuarterThis week’s note “From the Desk of Deborah Weinswig” discusses the outlook for REITs and malls following a strong second quarter. Read More
Analyst Corner | August 8, 2021 Register for Free Access Weinswig’s Weekly: Square Buys Now, Pays $29 Billion Later for AfterpayThis week’s note “From the Desk of Deborah Weinswig” discusses developments in the buy now, pay later industry. Read More
Analyst Corner | August 1, 2021 Register for Free Access Weinswig’s Weekly: The Magic of Brands that Generate a Cult FollowingThis week’s note “From the Desk of Deborah Weinswig” discusses the magic formula behind footwear brand Crocs’ cult following. Read More
Analyst Corner | July 25, 2021 Register for Free Access Weinswig’s Weekly: Brands from Gucci to Toyota Are Embracing the Fast-Growing Esports Community To Broaden Their ReachThis week’s note “From the Desk of Deborah Weinswig” discusses how brands from different retail sectors are embracing the fast-growing esports community. Read More
Analyst Corner | July 18, 2021 Register for Free Access Weinswig’s Weekly: It’s Amazon Prime Day All Over Again—in India’s $800 Billion Retail SectorThis week’s note “From the Desk of Deborah Weinswig” discusses Amazon India’s upcoming Prime Day and the retailer’s strategies to capture a greater share of the country’s e-commerce market. Read More
Analyst Corner | July 11, 2021 Register for Free Access Weinswig’s Weekly: CEO of Lidl-Owner Schwarz Group Departs After 17 YearsThis week’s note “From the Desk of Deborah Weinswig” discusses the resignation of CEO Klaus Gehrig from Lidl-owner Schwarz Group and the discounter’s successful global expansion. 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
Market Outlook | July 7, 2021 Premium Market Outlook: US and China E-Commerce—Platforms Likely To Adjust to a Changing Product MixIn 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. Read More
Flash Report | July 5, 2021 Register for Free Access UK’s Fourth-Largest Grocer, Morrisons, To Go Private in $13.1 Billion DealOn July 3, 2021, Morrisons agreed to be acquired by a group of private equity investors, led by Fortress Group. We outline the details and consider what it means for the company and the UK grocery sector. Read More
Analyst Corner | July 4, 2021 Register for Free Access Weinswig’s Weekly: Can’t Wait for Two-Hour Grocery Delivery? How About 10 Minutes?This week’s note “From the Desk of Deborah Weinswig” discusses the ever-increasing demand for, and availability of, grocery delivery services worldwide. Read More
