COVID-19: Impact on US ecommerce - Losers

Recently released US e-commerce data show how consumer behaviours are adapting to life under stay-at-home orders, home working and spending a lot more time with household cohabitees. Perhaps not too many surprises on what categories are winners and what are losers but the quantum of change and ranking still makes interesting reading. Its relevancy goes beyond the FMCG industry. It is also provides advanced warning to other sectors of what is coming next. As a recent Kantar report looking at recent Chinese retail data questions, are we facing “a new era, an acceleration of latent trends or just a short-lived blip?”