THE COWEN INSIGHT Curbside Retailers Will Steal Share: Cowen estimates curbside pickup will be a $30-35 billion annual opportunity. Over 15% of the U.S. have tried curbside pickup. We estimate it will rise to 25% by the end of 2020 given high customer satisfaction, youngercustomer preference for curbside, and higher spend in this channel. The rise…
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In this video, Cowen Research shares highlights from from the Ahead of the Curve® report, Theres No Place Like Home. They discuss the evolution of consumer and stay-at-home trends in media consumption, healthcare, video games, health fitness, groceries and restaurants. Press…
THE COWEN INSIGHT The COVID-19 crisis is a catalyst for innovation. We forecast consumers will accelerate adoption of recommerce online grocery as they pivot toward value and blend digital physical interactions. Store closures accelerated by the crisis will lead to additional mall closures. Brands retailers need to pivot to at-home engagement.
The Cowen Insight Starting July 15, 2021 ~39 mm households will begin receiving monthly bank deposits through year-end, totaling ~$150 bn in 12 months. This is a notable shift in policy that we view as an underappreciated catalyst for discretionary consumer spend. Herein we provide perspectives on the affect it can have on multiple sectors including airlines, alcohol, tobacco cannabis,
THE COWEN INSIGHT Our proprietary survey of 100+ merchants in more non-discretionary categories (grocery, retail pharmacy) reveals that COVID-19 has accelerated the digitization of payments. This opens a $19 billion revenue opportunity. Merchants are looking to invest more in proprietary digital solutions vs. third-party. We expect expanded digital payment offerings such as wallets, both online…
In a six-part series, John Blackledge, Cowen Internet Analyst, introduces Cowen’s non-US Internet Consumer Surveys, a companion to our surveys on US Internet usage.These proprietary, recurring surveys gather data in Germany, Japan and the UK, which represent ~45% of global GDP ex-China.The survey aims to providea deeper understanding of the non-US operations of leading Internet…
THE COWEN INSIGHT Cowen’s research team published its 5th annualeCommerce Disruption report—a deep dive known for its thoughtful framework and approach for quantifying eCommerce’s penetration across all retail sectors. In the report, Cowen has updated its USeCommercevertical model, suggesting total sales of $932BN in 22, +12%…
Cowen · Cowen Insights | Automating Online Grocery Featuring Fabric’s CEO Elram GorenListen on Apple PodcastsListen on SpotifyListen on SoundCloud In this episode of TD Cowen’s Retail Visionaries Podcast Series, Elram Goren, CEO of Fabric speaks with Oliver Chen, Retail Luxury Analyst. They discuss the future of online grocery, the role of robotics, automation software in on demand…
This video gives an overview of the report Digitization Opening Up A Whole New (Old) World. Accelerated digitization across non-discretionary retail verticals presents a +$19 billion revenue opportunity for payments processors. Growth in eCommerce is expected to increase in 2021. Continued investment in digital…
Cowen Research shares the results from the latest COVID-19 Consumer Survey, a recurring monthly survey of 2,500 U.S. consumers. They share updates on vaccine expectations, consumer sentiment around returning to bars and restaurants, air travel and hotels. In addition, they highlight behavior around…
THE COWEN INSIGHT In our 4th annualeCommercestudy, we find the sector reflecting outsized growth. Our updated USeCommercevertical model suggests eCommerce sales will reach $1TN in ’22, roughly 2 years ahead of our prior estimate. This is likely because COVID-19’s impact on consumer behavior has some permanence. We estimate USeCommercesales of $867BN in 20, +48% y/y. This…
Our new proprietary U.S. eCommerce vertical model suggests accelerating growth in '17 (third year in a row). eCommerce disruption is still early days, as most large verticals (Apparel, Auto, Grocery) are in early/mid stages of eCommerce disruption per our analysis. As over-retailed verticals shut doors, AMZN, which accelerated its fulfillment footprint in '16, should benefit, among others.
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