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
Analyst Corner | June 27, 2021 Register for Free Access Weinswig’s Weekly: Pandemic-Driven Baby Bust To Have Lasting Impact on Retail CategoriesThis week’s note “From the Desk of Deborah Weinswig” discusses the impact on retail of a pandemic-driven decline in US birth rates. Read More
Analyst Corner | June 20, 2021 Register for Free Access Weinswig’s Weekly: Going to Best Buy To Purchase Your Fourth-of-July GrillThis week’s note “From the Desk of Deborah Weinswig” discusses retailers’ expansion into non-traditional product and service categories. Read More
Insight Report | June 18, 2021 Premium Amazon Prime Day 2021: Preview—Five Key InsightsWe present five key insights into Prime Day 2021 in advance of the event on June 21–22, covering popular product categories, advantages of the June timing for Amazon, Prime membership rates, support for third-party businesses and competing retailers’ sales events. Read More
Analyst Corner | June 13, 2021 Register for Free Access Weinswig’s Weekly: Amid a Recovery in Demand, How Can Malls Become Platforms for Retailers?This week’s note “From the Desk of Deborah Weinswig” discusses opportunities for malls to become platforms for their retail tenants amid a recovery in demand at US shopping centers. Read More
Analyst Corner | June 6, 2021 Register for Free Access Weinswig’s Weekly: Amazon Prime Day—June 21–22, 2021This week’s note “From the Desk of Deborah Weinswig” discusses the reveal of Amazon’s Prime Day event this year. Read More
Analyst Corner | May 30, 2021 Register for Free Access Weinswig’s Weekly: Rising Input Costs To Push Up Prices and Squeeze Retail Margins—Is It Transitory?This week’s note “From the Desk of Deborah Weinswig” discusses inflationary trends in input costs in the US and the impact on retailers’ margins. Read More
