THE COWEN INSIGHT Sneaker resale is creating new markets and services. Our proprietary data shows a rapidly growing addressable market. Growth in the digital ecosystem of sneakers suggests new opportunities. The sneaker category shifts to digital in both the primary and resale markets. The Sneaker/Streetwear Resale Industry COVID-19 is accelerating digital transformation in both…
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THE COWEN INSIGHT Our third annual proprietary Gen Z and Millennial survey of consumers aged 18-34 across six sector verticals indicates that younger consumers are reshaping the consumer sector landscape. Survey results illustrate transformational shifts in spending power and variance in spending preferences. The theme of sustainability continues to resonate widely with younger consumers. This is empowering…
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. Retail…
In this episode of TD Cowen’s Retail Visionaries Podcast Series, Adam Siegel, Co-Founder CEO of Recurate, joined Cowen’s Retailing Broadlines and Department Stores Analyst Oliver Chen to discuss how Recurate sets itself apart by offering a tech-enabled peer-to-peer resale service to help brands launch their own resale channel. They also explored the differences…
This video shares highlights from The Rapid Ascent of Millennials and Gen Z, an Ahead of the Curve® Report based on Cowen’s fourth annual proprietary Millennial and Gen Z survey on the consumer preferences of 18-24 year olds. The survey revealed the importance of social impact, sustainability, resale, and smartphones on this segment’s purchase…
In this episode of TD Cowen’s Retail Visionaries Podcast Series, Natasha Franck, Founder CEO of EON, joins Cowens Retail and Luxury Analyst, Oliver Chen. Together they explore the inevitable merger of the digital and physical worlds in the future of retail and discuss EON’s mission to change the way consumers buy, sell, own, and connect…
In this episode of Cowen Insights, Christine Hunsicker, CEO Founder of CaaStle, and Andy Ruben, CEO Founder of Trove, speak with Oliver Chen, Retail Luxury Goods Analyst. They discuss the state of the recommerce market and its growing importance to brands and consumers. They also discuss the explosive growth ahead for
John Kernan, Cowen’s retail and consumer brands analyst explores the evolving sneaker market. He highlights the rise of resale and the impact of digital growth and shifts in distribution on the industry. Press play to learn more.
In this episode ofTD Cowen’s Retail Visionaries Podcast Series, Gregg Brockway, Co-Founder and CEO of Chairish joins Max Rakhlenko, Retail Fitness Analyst on the Cowen Insights podcast. They discuss the growth of the online vintage furniture and décor industry, and factors driving the rise of furniture re-sale. They also discuss secular tailwinds supporting growth,
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 play to learn more. Transcript We released an Ahead of the Curve® Series report…
In the fourth episode of Cowen’s Thematic Outlook Podcast Series, John Kernan, Retail Consumer Brands analyst, and Bill Bird, Head of Thematic Content, discuss the current state of the consumer. They focus on trends in the supply chain, commodities costs, inventory, and on investment themes such as shifting to online ordering and to alternative asset classes, such as sneaker re-sale…
The Cowen Insight Our fourth annual proprietary Gen Z and Millennial survey across seven verticals illustrates transformational shifts in spending power and variance in spending preferences. Sustainability, social commerce, and shifts to digital are likely to have profound effects on growth and risk across retail, eCommerce, restaurants, food, cannabis, and payments sectors. Key themes from our…
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