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February 6, 2021

The world is facing an extraordinary crisis. The COVID-19 pandemic has sent shockwaves throughout global communities, dislocated international supply chains and triggered steep selloffs in financial markets. It has already become clear that the high street will take on a very different form once the pandemic is over. Weaker players will, unfortunately, cease to exist, leaving behind a smaller but more resilient sector that have acted fast.

For our report series, we partnered with Retail Economics, to provide new data-backed insights analysis into the extraordinary crisis sweeping through the retail industry, based on economic modelling, financial analysis and consumer panel.

The Shape of Retail: COVID-19 and the future of retail supply chains

Click here to view our third report

This report explores structural changes and contextualises the impact of COVID-19 on supply chains across the European retail industry. It incorporates data from interviews with 30 of the largest European retailers.

 

The Shape of Retail: Consumers and the new normal

Click here to view our second report

This report explores how the COVID-19 crisis is impacting consumer behaviour, measuring the attitudes of over 6,000 consumers across six European countries. It identifies similarities and differences in consumer sentiment, emerging trends, temporary and permanent impact to retailers, and offers a glimpse into the future.

Click here for additional individual country profiles:

Surviving the cash crunch

Click here to view our first report

This report contains a range of economic and financial analysis to assess the financial health of major U.K. non-food retailers and the financial impact caused by the pandemic. We also use consumer panel analysis to add colour to shifts in behaviour and confidence around the ongoing impact, some of which is forward-looking to assess areas of behavioural shifts.

Related Insights

Retailers to on-shore £4.2 billion¹ of products to the U.K. over the next 12 months as COVID-19 resets supply chain strategies

A new report by global professional services firm Alvarez & Marsal (A&M), in partnership with Retail Economics, estimates that more than £4.2 billion of products will be on-shored to the U.K. by retailers in the next 12 months. This would represent a significant fillip to U.K. manufacturing, being equivalent to the country’s entire current clothing manufacturing output².

Every major non-food retailer is operating in negative cashflow

A new report by global professional services firm Alvarez & Marsal (A&M), in partnership with Retail Economics, has found that more than half of the U.K.’s major non-food retailers will deplete their entire working capital should the Covid-19 lockdown continue through the summer.

The Shape of Retail

To better understand the future of physical space in U.K. retail A&M has partnered with Retail Economics to provide new data-backed insights into the ‘perfect storm’ sweeping through the industry.

Major U.K. retailers operate at 20 percent over-capacity

A new report by Alvarez & Marsal, in partnership with Retail Economics, has found that major U.K. retailers now occupy 20 percent more store space than they need and can financially justify, yet shops remain the bedrock of the customer journey amongst Gen Z and Millennials.
Unlocking Value in Retail Restructuring | Richard Fleming

Unlocking Value in Retail Restructuring

Listen to Richard Fleming, European Head of Restructuring, give a summary on why the retail sector is struggling and why bricks and mortar in particular is under pressure.