The report is compiled for the attendees of VTEX and is focused on retail trends in the US; however, the themes covered in the report are relevant for all the key markets. The report highlights that the US retail landscape is seeing consolidation/closure among undifferentiated retail growth in specialty retailers. It discusses that ~47K shopping centers/malls, top tier sites survive this trend. Further, we forecast that Latin America should see continued growth in high-value retail
Other key points covered in the report include:
- Major retailers pursuing the marketplace model in imitation of Amazon/B2W/Mercado Libre
- Retailers are looking to leverage big data and AI
- The emergence of Digital Native Vertical Brands (DNVB), with an overview of the largest DNVBs
- Traditional brands and retailers are committing capital to DNVB’s and digital retail
- Fundraising overview of venture-backed fashion startups
- DNVB and subscription e-commerce landscape
