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  • Article
     | 
    AUG 30, 2020

    Its share didn’t recover even when stimulus checks and unemployment assistance helped recharge discretionary goods categories. Despite more dollars flowing into ecommerce, JCPenney left more than its fair share on the table. By contrast, Old Navy entered the pandemic with the smallest share (24%) but claimed a 31% share by early July.

  • Report
     | 
    AUG 12, 2020

    The stimulus seems to have had a big effect in buoying consumer spending—and if that changes, Q3 may look worse than Q2. Changes to iOS 14 (discussed below) and tensions with China may also affect our expectations for late Q3 and Q4.

  • Article
     | 
    MAY 27, 2020

    The recently announced COVID-19 stimulus package—which focuses on investments in next-generation tech and services, including 5G—will likely accelerate the effort. Bold 5G Experimentation Has Begun. The experience enhancement of 5G on mobile is less pronounced compared with the dramatic speed improvement 4G had over 3G, for example.

  • Article
     | 
    AUG 26, 2019

    Researchers also took a look at the effect of “priming,” or the act of one stimulus subconsciously influencing how people respond to subsequent stimuli. When respondents viewed branded influencer content prior to seeing a non-influencer ad for the same company, their reaction was often more positive compared with those who had not seen an influencer ad beforehand.

  • Report
     | 
    JUN 10, 2020

    This scenario assumes that fiscal policy and stimulus actions will help to manage the economic fallout and that consumer spending returns to normal fairly quickly. This scenario also assumes there will be no fall resurgence of the virus. In this case, we forecast just a 1.4% decline in China’s retail market.

  • Article
     | 
    DEC 9, 2019

    Also, to offer economic relief, it announced a stimulus package worth HKD19 billion ($2.42 billion) in August 20019. The political unrest has undermined the region's retail sector as well, shuttering outlets and deterring tourism to the city. As of July 2019, retail sales had dropped for six straight months, according to the Hong Kong government.

  • Report
     | 
    JUN 17, 2020

    This scenario assumes that fiscal policy and stimulus actions help to manage the economic fallout and consumer spending will return to normal quickly. This scenario also assumes there is no fall resurgence of the virus. Severe Case: Protracted Economic Recovery. Summary: In this scenario, there is a steep economic decline, followed by a long period with no growth.

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