Retail Intelligence and Investor Services

We are trusted advisors that help retail businesses transform by applying intelligent, data-driven, and strategic analysis:

• Consumer and Market Analysis: We perform custom primary consumer and market analyses to understand consumers as well as the size, structure, and competitive market dynamics of retail-driven industries. We leverage our network, proprietary tools and internal market and consumer research techniques to provide timely and critical information and insights on the retail industry.
• Competitive Landscape Review: We perform competitor analysis across all channels, including field visits to brick-and-mortar stores, mobile, social and website audits. We build relevant, detailed case studies examining the business model and success factors for competitors and close-in companies that may become considered as strategic add-ons.
• Real Estate Analysis and Expansion Potential: We utilize the world’s leading mapping and location analytics platform to understand the spatial and demographic relationships underpinning retail properties. We leverage location analytics to assess the strength of the physical store portfolio, identify success factors across sites, and investigate the potential for new locations.
• Presentations and Speaking Engagements: We deliver keynotes, presentations, and immersive workshops to help businesses stay on the cutting edge of advancements in next generation retail. Our exceptional leadership team regularly delivers speeches, participates on panels, and facilitates workshops on the new realities of the global retail marketplace, consumer trends and retail innovations.
• Study Tours: We track innovative concepts and consumer trends to curate customized experiences that ignite inspiration. Our bespoke study and trend tours are designed to expertly guide clients through the latest trends and best practices in retail. Our custom tours are fully tailored to individual client needs.
• Expert Witness: We advise legal counsel and retail executives in support of important litigation impacting the retail industry and have worked with counsel in proceedings being brought by parties at the state and federal level. Our team of retail professionals provides expert testimony in all facets of disputes including discovery, expert report preparation, deposition, and trial testimony.

Our clients count on us for an objective, expert perspective. We have a long and successful track record supporting investors with due diligence assignments for consumer-driven companies. We assist in assessing acquisition opportunities, supporting strategic growth plans post-acquisition, and telling partner companies’ stories to advance sell-side opportunities. From consumer and market research to real estate and competitor and vendor analysis, our team delivers a full suite of investor services. In addition to our main retail intelligence services, we commonly assist investors in the following ways:

• Internal Company Assessment. We conduct interviews with the target company’s management to better understand the history, priorities, core competencies, and motivation behind the business and future plans.
• Industry Knowledge. We conduct expert interviews with key suppliers and industry experts to better understand category dynamics and strategic growth opportunities as well as the target company’s perceived strengths, weaknesses, threats, and opportunities in the eyes of industry stakeholders.
• Retail Account Analysis. We speak with retail stakeholders and visit key retail accounts to understand how acquisition target brands are positioned and merchandised in physical and digital environments. These interviews and visits can be conducted blind or on behalf of the brand to yield insights on how the target company performs and how it can improve post-acquisition.
• Website Analytics and Systems Review. We assess the performance and relative maturity across digital properties. We benchmark against competition and work to understand key metrics around visitation, conversion, satisfaction, and loyalty, as well as qualitative elements around user experience.

Our team leverages the combined power of our retail expertise and creative insights to unlock new opportunities and enable more informed decision making when investing in the retail industry.