Showing 599 posts

Holiday 2020: UK Retail Outlook Update—November Lockdown To Slam Retail

We provide an update on our estimates for the UK retail outlook for holiday 2020, following UK Prime Minister Boris Johnson’s announcement on October 31 of a four-week lockdown in England beginning November 5. We discuss the impacts of the lockdown on nonessential retailers. We also explore our predictions for underlying holiday gifting demand, the implications of excess inventory for retailers into 2021 and our expectations for a renewed wave of UK store closures.

Read More

Holiday 2020: Five Predictions for US Retail

The shape and scale of consumer demand during the holiday peak is less certain than ever due to the Covid-19 pandemic. We present five predictions for US retail for the 2020 holiday season, covering consumer shopping plans for Black Friday and Thanksgiving; the rise of e-commerce this holiday; online grocery demand; and an evolving gifting mix, with gift cards presenting an opportunity for retailers.

Read More