Analyst Corner

Retailers Running Out of Time to Optimize Digital Journeys

For the last 12 months, US retailers have been riding the gravy train (24 months for grocery and mass merchants). Sales growth has been in the high double-digits in many sectors thanks to strong comparisons to early COVID months the year before, multiple rounds of government stimulus and consumers that […]

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NRF 2022 – The Good, Bad and Ugly

In a quick review of NRF 2022 I thought it would be best to take from the great movie title…with a twist. We are going to go with The Great, Good, Bad, and Ugly. (Note: this is also on LinkedIn here) Let’s start with the Great! GREAT Top of the […]

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Retail’s Once-in-a-Generation Tech Reset

Retail is experiencing a once-in-a-generation increase in IT spend due to the impacts of COVID and the change in shopping journeys for consumers. Although consumers have come back to stores, the digital increase is here to stay. Retailers must get these transactions profitable. Add to this the ongoing labor challenges […]

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How Winning Retailers Differ on IT Spend

The COVID-19 pandemic ushered in a once in a generation increase in the percentage of revenue that retailers spend on IT. Where retailers had already been increasing IT spend over the past decade, from 2019 to 2022 that percentage of revenue has jumped a full percentage point as retailers were […]

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