Insight Report | December 22, 2020 Premium November 2020 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in November 2020, we saw strong retail sales growth in the US, while the UK maintained growth momentum and China reported a positive increase in retail sales for the fourth consecutive month. We also consider wage growth and food and fuel prices in these three markets. Read More
Analyst Corner | December 20, 2020 Register for Free Access Weinswig’s Weekly: Renewed Lockdowns Come at a Crucial Time for RetailThis week’s note “From the Desk of Deborah Weinswig” discusses the impact of renewed Covid-19 lockdowns on retail globally. Read More
Insight Report | December 18, 2020 Premium November 2020 UK Retail Sales: Total Sales Jump 7.6% Despite Lockdown RestrictionsWe review data for UK retail in total and by sector for November 2020—a month that saw a solid year-over-year increase in UK retail sales, supported by strength in e-commerce amid a four-week national Covid-19 lockdown. Read More
Store Tracker | December 18, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 51: First Look at 2021 ClosuresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Designer Brands in the US and Frasers Group in the UK. We also provide a first look at 2021 major US and UK store closures and openings announced to date. Read More
Insight Report | December 18, 2020 Premium November 2020 US Retail Sales: Total Growth Remains Very StrongUS retail sales continued to see strong growth in November, continuing October’s rebound. Using data from the US Census Bureau, this report looks at which retail sectors saw sales surge and which did not do well in November 2020. Read More
Deep Dive | December 16, 2020 Premium What’s Next for the Digitally Native DTC Apparel and Footwear Market?In this report, we discuss key trends in the US digitally native DTC (direct-to-consumer) clothing and footwear market. We examine what brands are doing to better serve this market and leverage the opportunities it presents, with examples from digitally native DTC brands including Allbirds, Bonobos and Outdoor Voices. Read More
Insight Report | December 14, 2020 Register for Free Access US Survey Update: A Last Look at Consumers’ Holiday Shopping Expectations (Select Findings)This free report features select findings from our latest survey of US consumers, undertaken on December 8, which asked respondents about their behavior, sentiment and expectations amid the coronavirus crisis. Read More
Deep Dive | December 14, 2020 Premium US Survey Update: A Last Look at Consumers’ Holiday Shopping Expectations (Full Report)Our latest survey report provides a detailed update on US consumers’ behaviors, concerns and expectations, with a focus on the implications for retail. This week, as we move into the last couple of weeks of the 2020 holiday season, we analyze consumers’ holiday shopping expectations for the final time. We also present findings on shoppers’ current online spending habits and avoidance of public places, as well as what activities they expect to do in the next two weeks. Our consumer survey was undertaken on December 8. Read More
Analyst Corner | December 13, 2020 Register for Free Access Weinswig’s Weekly: In the New Year Will Come the Reckoning for the E-Commerce BoomThis week’s note “From the Desk of Deborah Weinswig” discusses how major US retailers will face a cost reckoning in the new year for the holiday e-commerce boom. Read More
Store Tracker | December 11, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 50: Francesca’s Files for Bankruptcy; Dollar General To Open Over 1,000 Stores in 2021Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Francesca’s, Dollar General, Sephora and Wayfair in the US and Cath Kidston and Debenhams in the UK. Read More
Insight Report | December 10, 2020 Premium The 12 Weeks of Holidays: #11—Our Predictions for a Digital December in US RetailWe present our expectations for a digital December and analyze the implications for US retailers. We cover recent retail traffic trends, mobile commerce and digital selling tools, popular online product categories, and online-order fulfillment and last mile-delivery. This report is part of The 12 Weeks of Holidays series, in which we present key data, trends and observations as we count down to the peak holiday season. Read More
Insight Report | December 10, 2020 Premium Retail Robustness Index: December 2020 Update—Shifting Consumer Demand Hits a Number of Top Retailers’ ScoresCoresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. The December update revises the scores based on financial reports and store-reopening announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in November. Read More
Deep Dive | December 9, 2020 Premium E-Commerce Platforms Make Multibillion-Dollar Investments in Logistics as Online Demand SurgesWith the Covid-19 pandemic having significantly accelerated the growth of e-commerce, the global e-commerce logistics market is booming as platforms strive to meet consumer demands for delivery. We look at recent investments into logistics capabilities by select e-commerce platforms—including Amazon, Alibaba, Flipkart and JD.com—across six key areas, from facilities to autonomous delivery technologies and last-mile delivery. Read More
Deep Dive | December 8, 2020 Premium Six Ways Covid-19 Will Continue To Impact US Retailers and ConsumersCoronavirus vaccines are now in production, and there are indications that the US economy is on the road to recovery from the global pandemic. We analyze six ways in which pandemic-driven changes to the economy, retail and consumer behavior will affect the US retail industry moving forward. These include impacts related to unemployment rates and changed business operations—such as work-from-home practices and reduced travel—and the outlook for the service industry. Read More
Analyst Corner | December 6, 2020 Register for Free Access Weinswig’s Weekly: The Elongated Holiday Season Hits a Softer Tone on Cyber MondayThis week’s note “From the Desk of Deborah Weinswig” discusses forecasts for online sales growth this holiday season, following Black Friday and an anticlimactic Cyber Monday. Read More
