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Coronavirus Insights: US Survey Update—Shoppers’ Post-Lockdown Expectations Sound Alarm Bells for Retail (Full Report)

Our latest survey report provides a detailed updated on US consumers’ behaviors, concerns and expectations amid the coronavirus crisis, with a focus on the implications for retail. This week, we focus our discussion on shoppers’ expectations for the period after lockdowns end and the crisis eases. Our consumer survey was undertaken on April 22.

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From Steak to Chicken: Coronavirus-Driven Downturn Likely To Prompt a Wave of Trading Down in US Grocery

The economic crisis resulting from the coronavirus pandemic will likely lead to a surge in trading down in nondiscretionary retailing, with value becoming the key priority for US consumers. Shoppers are seeking cheaper options as they look to mitigate the impact of economic uncertainty. We explore this trend, using data from the Global Recession of 2007–2009 to inform our insights.

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US Holiday 2020 Retail First Look: Coronavirus Crisis Likely To Meaningfully Hit Demand

Amid the coronavirus crisis, we offer an early—and tentative—look at how holiday 2020 retail demand may shape up in the US. We draw on our proprietary consumer surveys on US shopping behaviors and provide an illustrative model for how we think retail’s trough and recovery could look in 2020, as well as the implications for US retailers of a coronavirus-impacted holiday season.

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European Apparel Retailing: Value and E-Commerce Continue To Set the Pace

In this report, we look at the European apparel retail sector, with a focus on France, Germany and the UK. In addition to discussing apparel sales in these regions, we discuss how online pure plays are on an upward growth trajectory, bucking the doom-and-gloom trend, as well as efforts by European value retailers to expand their reach and footprint. We also consider multibrand e-commerce players’ moves in the sportswear space and sustainability efforts.

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