The Effects of COVID-19 Will Likely Further Cement Amazon’s Dominance in Retail

Even before the COVID-19 pandemic, Amazon had been dominating e-commerce, controlling 49% of U.S. spending online as of 2018. Its share of U.S. retail (5%) is more modest but still staggering considering the number of legacy companies it competes with. The pandemic has set in motion the acceleration of e-commerce adoption, which will surely benefit […]

COVID-19 May Mean Opportunity for the Indian Consumer Health Industry

On June 24, India reported 15,968 new coronavirus cases, a new single-day record, according to government statistics. That brought the nationwide total of cases to 456,183. Last week, Prime Minister Narendra Modi ruled out another nationwide lockdown. What does the surge of COVID-19 cases in India mean for the country’s consumer health sector? To find […]

A Shake-Up Is Coming for Quick-Service Restaurants after COVID-19

The COVID-19 shutdown forced many companies to shutter or change the way they do business. Restaurants were especially hard-hit; shelter-in-place orders closed dining rooms and made it impossible for most to do business as usual. Quick-service restaurants (QSRs) – a natural fit for takeout meals – were possibly the best suited to weather the storm. […]

Australian Travel, Tourism, and Leisure amid COVID-19

One of the challenges that Australia has always faced is people’s perceptions of our nation and of our economy. They view the Australian economy as still being strongly aligned with resources and extractives. This is partly true. Lately, we’ve seen strong growth in the value of Australia’s goods and services exports. In the 2018-19 year, […]

J.Crew Needs to Make Big Changes to Survive Post-Bankruptcy

J.Crew Group’s bankruptcy filing in early May, the first of a national retailer since widespread store closures related to the coronavirus pandemic took effect, comes after years of challenges battered the company. The parent company of the J.Crew and Madewell brands operates in a sector of the retail economy that simply isn’t what it was […]

COVID-19’s Impact on the Office Supply Market

The world of work is different right now. With so many offices closed and teams working from home, traditional demand for office supplies has taken a sharp dive. The office supply industry is already in seeming decline, and COVID-19 has accentuated this. With uncertainty in the air, the question is how permanent these changes might […]

COVID-19’s Effects on the Consumer Packaged Goods Business

In the short run, the COVID-19 pandemic has changed the way Americans shop. Some changes may be longer-lasting, and to find out what those might be and how they could affect the consumer packaged goods (CPG) business, GLG spoke with Kevin Ryan, Founder and CEO of Malachite Strategy and Research. His CPG experience includes serving […]

What Does COVID-19 Say about the Future of Retail Grocery?

The COVID-19 pandemic has had a profound impact on the retail grocery business, but Brittain Ladd believes this is just the beginning. The former director of Amazon Fresh and current consultant to Amazon and Kroger says that big changes to grocers’ business model are coming. GLG recently met with him to discuss what he sees […]

The Box Office Reaction to COVID-19

As many communities ban large public gatherings in response to the COVID-19 pandemic, a cross-section of businesses may suffer. One of those is the motion picture business. In our March 13 teleconference, GLG’s James Passeri spoke with David Ownby, formerly an Executive Vice President and Chief Financial Officer of Regal Entertainment Group, for his views […]

A Look at China’s Fresh Produce Retail Marketplace Amid COVID-19

Mainland China’s current fresh produce marketplace is a mix of the old and the new. The journey from traditional farm produce markets to fresh produce supermarkets to fresh produce e-commerce, the latter of which emerged in 2016-2017, hasn’t been a straight line. In fact, all three formats currently co-exist. This article is translated from Mandarin […]

Uncharted Waters: The Impact of COVID-19 on the Cruise Industry Mar 4

The cruise industry has seen immense setbacks since even before many of the passengers and crew on board the Diamond Princess became infected with COVID-19 in February. On March 8, the Centers for Disease Control and Prevention (CDC) advised people to avoid long flights and cruises. To understand the industry’s situation better, Lotta Nygren of […]

China’s Role in Global Generic Pharmaceutical Supply Chain

To discuss the potential impact of COVID-19 on the generic pharmaceutical market, and especially the effect of quarantines and travel bans on supply chains, GLG recently met with Steven Lynn, the former Director of the Office of Manufacturing and Product Quality at the Food and Drug Administration, Center for Drug Evaluation and Research’s Office of […]