Insight Report | March 9, 2020 Premium February 2020 US Same-Store Sales: Costco Comp Growth Increases on the Back of Coronavirus BuyingWith new corona cases popping up around the country and California declaring a state of emergency, Americans are snapping up supplies. Costco benefited hugely, but not all retailers fared as well. Read More
Insight Report | March 9, 2020 Premium International Women’s Day 2020 Update: Brands Across the Globe Launch Marketing Campaigns To Celebrate and Capitalize On the EventInternational Women’s Day 2020 took place on March 8. We discuss how brands and retailers around the world used the event as an opportunity to tap into consumer awareness of women’s right campaigns and thus increase their exposure and sales potential. Read More
Deep Dive | March 9, 2020 Premium Retail Innovators: Home-Furnishing RetailersThe Coresight Research Retail Innovators series examines how key players and startups are disrupting different retail sectors. In this report, we focus on three innovators in the home-furnishing market: DTC brand Burrow, furniture rental startup Fernish and design platform Modsy. We discuss these relatively new industry players in the context of changing consumer preferences in the furniture sector, including increasing demand for convenience and a heightened emphasis on sustainability. Read More
Deep Dive | March 3, 2020 Premium New Retail Models in E-Commerce: Opportunities To Accelerate GrowthAs part of our series exploring new models of retailing across different sectors and channels, we focus on the innovative strategies being implemented by major e-commerce players in China and the US, including Alibaba and JD.com. We discuss how online platforms are using technologies to improve the shopping experience, implementing extended features such as dropshipping and alternative payment options, helping brands to adopt consumer-to-manufacturer business models and launching creative initiatives to extend their reach to customers. Read More
Deep Dive | March 3, 2020 Free Report Best Practices for Using Data To Futureproof RetailRetail has been undergoing seismic shifts in the last decade that have upended decades-old norms and created an entire new sets of often challenging customer expectations. The good news it, the same technology that has created these challenges also offers solutions. Read More
Insight Report | March 2, 2020 Premium International Women’s Day Preview: In China, It’s Another Shopping FestivalMarch 8 will mark International Women’s Day, an annual event that has been treated in recent years as another shopping festival—representing an opportunity for brands and retailers to launch price promotions and marketing campaigns. We discuss how the retail industry in China is capitalizing on International Women’s Day this year, focusing on e-commerce. Read More
Flash Report | February 27, 2020 Register for Free Access Salesforce Co-CEO Block To Step Down; Salesforce To Acquire Vlocity for $1.33 Billion in Cash, Reports 4Q20 and Raises FY21 GuidanceFor fiscal 4Q20, Salesforce reported on February 25, 2020 that it beat the consensus estimate for adjused EPS and raised FY21 guidance. In addition, the company announced the stepping down of Co-CEO Keith Block, as well as its acquisition of cloud and mobile software provider Vlocity. Read More
Flash Report | February 24, 2020 Register for Free Access Coronavirus Briefing: China’s Outbound Tourism Will Be Hurt, but Possibly Not for LongChinese outbound travelers led spending in tourism globally before the coronavirus outbreak. We discuss the potential short-term impact that the virus could therefore have on the tourism industries of popular destinations among Chinese travelers. We also consider how a decline in the number of international tourists from China could affect airport retail sales. Read More
Event Coverage | February 21, 2020 Register for Free Access Highlights from Walmart’s 2020 Investment Community MeetingWalmart held its 2020 investor day in New York, outlining ambitious plans to move into healthcare and profiling the secrets to success in China and India. In both markets, the company has grown organically and through acquisitions. Read More
Flash Report | February 19, 2020 Register for Free Access Coronavirus Briefing: Outbreak Disrupts Global Supply Chain, Particularly in FashionFactories in China have been operating at partial capacity due to the coronavirus outbreak, impacting on supply chains globally. With the duration of the outbreak still uncertain, we consider the potential short-and long-term effects of labor shortages and transportation restrictions on the apparel and smartphone market segments in particular. Read More
Deep Dive | February 17, 2020 Premium Chinese E-Commerce Platforms: Exploring the Diverse Opportunities for BrandsWe assess China’s e-commerce landscape, which has evolved over the years to become more diverse, encompassing different verticals, cross-border commerce and social media. We highlight the moves being made by major players in the sector—such as Alibaba and JD.com—to drive traffic and better serve consumers, as well as discussing the opportunities in the China market that these platforms are offering brands and retailers. Read More
Insight Report | February 14, 2020 Premium Valentine’s Day: Making It SustainableIn the US, this year’s Valentine’s Day is set to be another record-breaker for spending, predicted to be up some 32% over last year. But how sustainable is Valentine’s Day? Read More
Flash Report | February 13, 2020 Register for Free Access Coronavirus Briefing: What Can We Learn from the Swine Flu Pandemic of 2009?We compare the coronavirus outbreak to the swine flu pandemic of 2009, assessing the worldwide social and economic impact of each. With the coronavirus on the verge of becoming a pandemic, we consider the actions that governments are taking to prevent its spread, as well as the significant threat it could pose to global economic growth. Read More
Insight Report | February 12, 2020 Premium 2020 Tax Tracker, Week 1: Tax Season Off to a Slow Start with 1.6% Decline in FilingsThe IRS kicked off the 2020 tax filing season on January 27 when it began accepting tax returns for 2019. The IRS expects to process over 150 million individual tax returns in 2020. Read More
Flash Report | February 12, 2020 Register for Free Access Coronavirus Briefing: Assessing the Impact on the Global Luxury MarketChinese outbound tourism has plummeted following the coronavirus outbreak—hitting hard luxury brands and retailers that have in recent years come to rely heavily on these consumers. How have luxury brands reacted, and what is their exposure? Read More