John Mercer, Head of Global Research and Managing Director of Data-Driven Research

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

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Insight Report | March 30, 2021 Premium

US Easter 2021 Retail Preview: High-Growth Context Provides Opportunities for Retailers

With Easter fast approaching, we assess the planned spending of US consumers on the holiday this year. We discuss the outlook for retail this Easter in light of current shopping trends and against weak comparatives for April 2020 amid a coronavirus-impacted retail environment. We also consider opportunities for retailers to drive Easter spending and prominent seasonal themes at major US retailers Kohl’s, Target and Walmart.

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Insight Report | February 23, 2021 Premium

The New Value Retailers: Online Marketplaces Challenge Brick-and-Mortar Budget Formats

The value retail sector is expanding beyond traditional brick-and-mortar budget formats (including discount variety retailers such as dollar stores) with the emergence of online value marketplaces. We see the growth of these e-commerce platforms as presenting challenges to predominantly offline retailers in the value retail sector. We discuss the key online players, with a focus on the US, the UK and China.

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