July 11, 2021 Analyst Corner 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.
July 7, 2021 Insight Report 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.
July 7, 2021 Market Navigators/Market Outlook 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.
July 5, 2021 Flash Report 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.
July 4, 2021 Analyst Corner 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.
June 27, 2021 Analyst Corner 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.
June 20, 2021 Analyst Corner 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.
June 18, 2021 Insight Report 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.
June 13, 2021 Analyst Corner 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.
June 6, 2021 Analyst Corner 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.
May 30, 2021 Analyst Corner 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.
May 23, 2021 Analyst Corner Register for Free Access Weinswig’s Weekly: Increasing Gas Prices and Supply Chain Hiccups Could Hinder Summer Travel and Consumer PurchasesThis week’s note “From the Desk of Deborah Weinswig” discusses the impact of fuel price increases on summer travel and spending in the US.
May 16, 2021 Analyst Corner Register for Free Access Weinswig’s Weekly: Taking Inclusivity to Product Offerings with Adaptive Apparel and FootwearThis week’s note “From the Desk of Deborah Weinswig” discusses the emerging adaptive clothing and footwear market—and how a product offering serving the needs of people with disabilities can be one component of retailers’ efforts on inclusion.
May 9, 2021 Analyst Corner Register for Free Access Weinswig’s Weekly: Getting Your Hair Done in London… by Amazon.comThis week’s note “From the Desk of Deborah Weinswig” discusses increased interest from Amazon in the UK market following the launch of the company’s first hair salon, in London.
May 2, 2021 Analyst Corner Register for Free Access Weinswig’s Weekly: A Wave of New Resale Ventures Sweeps European RetailThis week’s note “From the Desk of Deborah Weinswig” discusses the new resale ventures rippling across European retail.