Store Tracker | December 20, 2019 Premium Weekly US and UK Store Openings and Closures Tracker 2019, Week 51: Shopko Optical Opens Many CentersOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Shopko Optical and home-furnishings retailer RH in the US and House of Fraser in the UK. In the US, year-to-date announced closures have already exceeded the total we recorded for the full year 2018. Read More
Deep Dive | December 19, 2019 Premium Alibaba vs. Amazon: Head to Head in E-Commerce and TechnologyAlibaba Group and Amazon are innovators in retailing and technology, and both are expanding their presence into international markets. Employing its “New Retail” strategy, could the emerging China giant threaten Amazon’s global dominance? We discuss the competition between these two companies, considering their retail ecosystems, global expansion plans, financial performance and internally developed technologies. Read More
Insight Report | December 17, 2019 Premium New Retail Briefing: Christian Louboutin Beauty Launches a Flagship Store on TmallDior launches a seasonal Christmas mini program on WeChat; Christian Louboutin Beauty opens its flagship store on Alibaba’s Tmall; and Alibaba invests in milk-delivery startup Tianxianpei. Read More
Insight Report | December 17, 2019 Premium November 2019 US Retail Sales: Slowdown Seen Across Sectors with Major Softening in Clothing and Department StoresUS retail sales growth slowed in November across all sectors as a late Thanksgiving pushed holiday buying late into the month—and Cyber Monday into the following month. US retail sales in November grew at half the rate of October, with department stores faring worst of all sectors. Read More
Deep Dive | December 17, 2019 Premium 3Q19 US Earnings Season Wrap-UpThird-quarter 2019 retail earnings show mixed results across categories. Our coverage of the Coresight 100 reveal most companies beat consensus, but there were sectors that fared much better than others—and luxury was one that did not meet expectations despite recent recovery. Read More
Question of the Week | December 16, 2019 Free Report How Do US Marijuana Users Consume the Drug?QUESTION OF THE WEEK: How Do US Marijuana Users Consume the Drug? Read More
Event Coverage | December 13, 2019 Register for Free Access ICSC New York Deal Making 2019 Wrap-UpICSC New York Deal Making 2019 highlighted the reinvention of physical retail, which is being driven by innovations in the use of space, the proliferation of omnichannel shoppers and a widespread focus on sustainability. A number of technologies are being implemented by retailers to undertake a transition from a profits-first approach to a consumer-centric operational model. Read More
Analyst Corner | December 13, 2019 Register for Free Access Weinswig’s Weekly—December 15, 2019This week’s note “From the Desk of Deborah Weinswig” looks at how much holiday shopping US consumers have yet to do, and what that means for retailers. Read More
Store Tracker | December 13, 2019 Premium Weekly US and UK Store Openings and Closures Tracker 2019, Week 50: Dollar General Plans To Continue Store Expansion in Fiscal Year 2020Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Dollar General and RTW Retailwinds in the US and Co-op and Ted Baker in the UK. In the US, year-to-date announced closures have already exceeded the total we recorded for the full year 2018. Read More
Event Coverage | December 12, 2019 Register for Free Access Insights from ICSC New York Deal Making 2019The Coresight Research team is attending ICSC New York Deal Making 2019 from December 10 to 12 in New York City. Key insights from the conference include the importance of experiential retail, the growth of “Buy Online, Pick Up in Store” services and the impact of value-for-money concepts on outlet centres. Read More
Deep Dive | December 11, 2019 Premium Cannabis Insights: The Marijuana ConsumerWe analyze the results of our US survey of marijuana (or cannabis) users, in nine states where marijuana is legal for recreational use. We look at how much marijuana users spend on the drug, how often they use marijuana and how they consume it, where they purchase the drug and why they use the drug—including medical and recreational reasons. Read More
Insight Report | December 11, 2019 Premium Supply Chain Briefing: A Growing Role for Predictive Analytics in RetailPredictive analytics to play an increasing role in retail: Companies across industries are embracing predictive analytics to help them predict consumer behavior to better plan marketing, pricing and assortment. Read More
Deep Dive | December 10, 2019 Premium Tencent’s Smart Retail StrategyChinese Internet giant Tencent is focusing on the business-to-business space through its “Smart Retail” concept—the company’s answer to Alibaba’s New Retail. Tencent’s Smart Retail ecosystem has a number of components that facilitate the integration of online and offline commerce, including the leveraging of WeChat mini programs, investment in JD.com and the exploitation of the company’s strength in gaming and digital entertainment. Read More
Insight Report | December 10, 2019 Premium Beauty Insights: What Beauty Retailers Are Offering for the 2019 Holiday Shopping SeasonThe US beauty sector is expected to see strong sales this holiday season, with consumers indicating that beauty and personal care items will be popular as gifts. We assess the key strategies that major beauty brands and retailers—such as Macy’s, Sephora and Ulta Beauty—are implementing to capitalize on this opportunity. Read More
Deep Dive | December 9, 2019 Premium How Dollar Stores Are Gearing Up To Sustain GrowthDollar stores emerged as Wall Street darlings in the early 2000s, got a boost during the financial crisis—and just kept going. We look at how the major players, Dollar Tree, Family Dollar and Dollar General, plan to maintain the momentum in the coming years. Read More