Flash Report | February 7, 2020 Register for Free Access Coronavirus Briefing: Assessing the Near-Term Impact on China’s EconomyWith the number of cases of coronavirus infection continuing to rise, we assess the possible economic impact of the outbreak on China’s economy. We can refer to the 2002-03 SARS outbreak, but China’s economy has changed since then, and that could alter the way this outbreak plays out. Read More
Event Coverage | February 7, 2020 Register for Free Access Macy’s Investor Day 2020: Plans To Optimize Fleet Through Closure of 125 Stores, Continued Backstage ExpansionMacy’s 2020 investor day focused on the company’s new five-point Polaris strategy. Highlights include: store optimization, off price expansion, building private brands and focusing on the under-40 consumer. Read More
Flash Report | February 6, 2020 Register for Free Access Coronavirus Briefing: China’s Food-Service Firms Shutter Stores and Turn to Contactless ServicesFaced with restaurant closures and a sudden fall-off in business amid the ongoing corona virus outbreak, China’s food-service firms are inventing novel ways to bring food to customers in ways that minimize exposure to other people. Read More
Flash Report | February 3, 2020 Register for Free Access Coronavirus Briefing: Potential Impact on China’s GDP, More Store Closures, Implications for Supply ChainsThe coronavirus impact on China’s GDP could be worse than the two percentage points SARS shaved off during the 2002–03 outbreak. With Wuhan a center of manufacturing for several key industries, we expect supply chain disruptions if factories remain closed. Read More
Flash Report | January 31, 2020 Register for Free Access Coronavirus Briefing: Global Retailers, Brands and Tech Companies Offer AssistanceGlobal retail is likely to be further affected by the coronavirus in China as the World Health Organization has now declared it a “public health emergency of international concern.” Global companies—including retailers, tech companies, real estate firms and wealthy individuals—are continuing to pledge donations. Read More
Flash Report | January 30, 2020 Register for Free Access Coronavirus Briefing: Restaurants and Stores Close, Flights CutThe ongoing Coronavirus outbreak in China is impacting not only the domestic economy but retail globally. Already, international retailers are closing shops in, and limiting travel to, affected areas. Airlines have canceled flights and the falloff in Chinese outbound tourism could hit travel retail hard. Read More
Flash Report | January 29, 2020 Register for Free Access Coronavirus Briefing: Assessing the Economic ImpactThe coronavirus hitting central China came at a bad time for the domestic economy—just before the all-important Lunar New Year holidays. The good news is that most consumers probably did most of their holiday shopping in advance; the bad news is that the outbreak is far from over. Read More
Deep Dive | January 21, 2020 Free Report Retail 2020: Five Forces, 10 Trends in Global RetailCoresight Research looks ahead at the 10 trends we think will reshape retail in 2020. We expect inclusivity to become more inclusive, innovative business models to become more mainstream and technology to continue to drive retail innovation. Read More
Insight Report | January 16, 2020 Premium Chinese New Year Preview: E-Commerce Platforms and Brands Seek To Tap into the Year of Rat’s $156 Billion in Consumer SpendingChinese New Year is the single most important holiday of the year in Chinese culture. We look at what retailers, brands and online platforms are doing to make the most of this annual retail opportunity. Read More
Event Presentation | January 11, 2020 Premium RAC Board DinnerOn January 11, 2020, Coresight Research presented at the RAC board dinner. This presentation covers Coresight Research’s framework for new retail, plus insights into technology-powered future stores and what lies beyond technology for retail players in terms of brand building, experiences and services. Read More
Event Presentation | January 9, 2020 Premium 2019 Holiday Wrap-UpOn January 9, 2020, Coresight Research presented a holiday 2019 wrap-up at a virtual webinar hosted by business weather intelligence firm Planalytics. This presentation provides an early read on US sales over the holiday season sales and recaps the 2019 shopping calendar, including key shopping and returns dates. We also provide insights on the impact of weather on 2019 holiday season shopping. Read More
Event Presentation | January 8, 2020 Premium East to West: What Retailers Can Learn from Asia’s Dynamic Retail EcosystemsOn January 8, 2020, Coresight Research presented at the annual Consumer Electronics Show (CES). This presentation covers learnings from the East than can be applied to retail in the West, including product discovery, shopping festivals and spectacular retail. We also present 11 takeaways from the 11.11 festival (Alibaba’s Singles’ Day). Read More
Flash Report | December 23, 2019 Register for Free Access Holiday LetterIn 2020, we will further enhance our data offerings, make additional improvements to the look, feel and functionality of our website and continue to focus on the future of the store (our BEST framework), AI in retail (our CORE and SCORE frameworks) and payments. Read More
Flash Report | December 20, 2019 Register for Free Access Double 12 Shopping Festival 2019 Wrap-UpE-commerce platforms and offline merchants celebrated China’s last major shopping festival of the year, Double 12, on December 12. We provide highlights from this year’s festival, including the promotions and performance of Alibaba’s Taobao and Tmall, the popularity of livestreaming, Alipay’s partnership with offline merchants and the strong consumption in lower-tier cities experienced by JD.com. Read More
Event Coverage | December 20, 2019 Register for Free Access Insights from the Second Alibaba ONE Business Conference: Customer Acquisition, Product Innovation and Organization DigitalizationChina’s retailers come together to discuss new digitalization strategies at the Second Alibaba ONE Business Conference. Read More