Flash Report | March 27, 2019 Register for Free Access Ocado Inks Another International Deal, Signing Up Australia’s Coles Group to the Ocado Smart PlatformOcado Group has signed Australian grocery retailer Coles to its Ocado Smart Platform. The companies will construct two robotic fulfillment centers and Coles will deploy Ocado’s store-picking technology. Read More
Flash Report | March 27, 2019 Register for Free Access Boohoo Group Acquires MissPapBoohoo Group has acquired Internet-only women’s fashion brand MissPap. The acquisition adds to Boohoo Group’s collection of banners, which include Nasty Gal and PrettyLittleThing. Read More
Insight Report | March 25, 2019 Premium February 2019 UK Retail Sales: Fragmented Sectors Drive Strong Total Growth, But Core Sectors Show SoftnessThe Office for National Statistics reported a strengthening of retail growth to 4.0% year over year in February 2019, supported by a 3.5% increase in volumes. Read More
Insight Report | March 7, 2019 Premium January 2019 Monthly Consumer Update: US, UK and ChinaEach month, we round up key metrics that reflect consumer demand in the US, the UK and China. In these updates, we focus on direct, leading indicators of the health of the consumer economy. Read More
Insight Report | February 18, 2019 Premium January 2019 UK Retail Sales: Solid Growth for Grocery and ClothingJanuary was a solid month for the core sectors of grocery and clothing, though the substantial department stores/mixed-goods retailers sector turned negative; the latter may not surprise watchers of John Lewis’s weekly sales figures, which ranged from meaningfully negative to mildly positive across most of January. Read More
Deep Dive | February 6, 2019 Free Report US Retailer Survey: Revealing the Hidden Costs of Poor Inventory ManagementToday’s retail environment is marked by more intense competition and rapid changes in consumer preferences, both of which pressure retailers to make smarter inventory decisions. To minimize unplanned markdowns that impact the bottom line, retailers must ensure that they deliver products consumers want to buy to the locations where they want to buy them. Read More
Market Outlook | January 31, 2019 Premium Sector Overview: North American Food Retailers — Cross-Channel Retailing Is Emerging as the Dominant ModelEach Sector Overview report provides an analysis of a particular retail sector or consumer market. This report covers the North American grocery sector, concentrating on the US. Our coverage focuses on supermarket retailers with some discussion of other grocery channels. Mass merchandisers, warehouse clubs and discount stores are covered in a separate Sector Overview report. Read More
Insight Report | January 28, 2019 Premium December 2018 Monthly Consumer Update: US, UK and ChinaRetail Sales: The U.S. government shutdown means that December retail sales figure are not yet available. In November, year-over-year growth in retail sales excluding automobiles and gasoline remained broadly stable at 5.1%. In November, grocery store sales were up 3.0% and clothing store sales up were 4.1%; department store sales were down 0.2% year over year. Read More
Market Outlook | January 8, 2019 Premium Sector Overview: European Retail — Germany’s Shoppers Cut BackApparently alarmed by world events such as Brexit and tariff wars, and in a context of slowly climbing inflation, German consumers have retrenched their discretionary spending. Read More
Insight Report | December 24, 2018 Premium November 2018 UK Retail Sales: Unexpectedly Strong NumbersThe Office for National Statistics (ONS) reported surprisingly solid retail growth for November, despite downbeat commentary by some major UK retailers. Read More
Analyst Corner | December 21, 2018 Register for Free Access WEINSWIG’S WEEKLY DECEMBER 21, 2018This week’s note “From the Desk of Deborah Weinswig” discusses what US retail sales data and other recent metrics tell us as we enter the holiday homestretch. Read More
Analyst Corner | December 14, 2018 Register for Free Access WEINSWIG’S WEEKLY DECEMBER 14, 2018This week’s note “From the Desk of Deborah Weinswig” discusses how Americans are spending more time viewing content on their smartphones, but also smoking less, signing up for gym memberships and spending more time with pets. Read More
Analyst Corner | November 30, 2018 Register for Free Access WEINSWIG’S WEEKLY NOVEMBER 30, 2018This week’s note “From the Desk of Deborah Weinswig” discusses what we have learned from visiting and analyzing Amazon’s physical stores. Read More
Insight Report | November 30, 2018 Premium October 2018 Monthly Consumer Update: US, UK and ChinaEach month, we round up key metrics that reflect consumer demand in the US, the UK and China. In these updates, we focus on direct, leading indicators of the health of the consumer economy: wage growth, price changes and retail sales growth. Read More
Insight Report | November 19, 2018 Premium October 2018 UK Retail Sales: Growth Softens in an Unusually Volatile OctoberRetail sales growth in the UK slowed in October as demand softened in a number of big-ticket sectors. Read More
