Product TypeInsight Report June 29, 2020 premium VF Corporation: A Timeline of Key Events This report explores the recent history of VF Corporation, one of the world’s largest apparel, footwear and accessories companies. We look at key events over the last three years, during which time the company has undergone restructuring but remained committed to its sustainability and responsibility strategy. We also provide a timeline of VF Corporation’s product offering changes, executive changes and expansion over the past decade. Read More
Product TypeInsight Report June 25, 2020 premium Beauty Insights: Opportunities in India’s Beauty and Personal Care Market As part of our Beauty Insights series, we explore the beauty and personal care market in India and the opportunities that it presents to international brands and retailers. We detail the industry’s key growth drivers—considering population demographics, the e-commerce channel and evolving consumer trends—and discuss the competitive landscape, which includes international players such as L’Oréal, Estée Lauder and Sephora. We also assess the impact of the coronavirus crisis on the India’s beauty sector against the backdrop of easing nationwide lockdowns.Read More
Product TypeInsight Report June 25, 2020 premium US Independence Day Retail Preview 2020: Consumer Spending Expected To Decline Versus Last Year With Independence Day just around the corner, we estimate total US consumer spending on the occasion this year, in the context of easing coronavirus lockdowns. We propose actions that retailers could take to drive sales for Independence Day. Read More
Product TypeDeep Dive June 24, 2020 premium Retail Innovators: REITs The Coresight Research Retail Innovators series examines how key players and startups are disrupting different retail sectors. In this report, we focus on five disruptors in the REITs sector that are offering innovative data and technology solutions to real-estate owners. We also highlight the ways in which some REITs in the US are introducing innovation, such as by adding entertainment to properties.Read More
Product TypeInsight Report June 23, 2020 premium China Sees a Significant Sales Rebound during the 6.18 Midyear Shopping Festival The 6.18 Shopping Festival represented a significant sales rebound in China following the coronavirus crisis. We explore the success of e-commerce platforms during this year’s event and the underlying consumer trends that drove sales.Read More
Product TypeInsight Report June 22, 2020 premium May 2020 UK Retail Sales: Partial Rebound in Discretionary Sector Even Before Most Stores Reopen UK retail sales saw improvement in May after April’s deep declines, aided by a strong performance in DIY and hardware-store sales as these were deemed essential by the government and were thus allowed to stay open during lockdown. Some sectors also began to reopen in May after coronavirus-led temporary closures. We review May data for UK retail in total and by sector.Read More
Product TypeDeep Dive June 16, 2020 premium US Apparel Retail: Post-Crisis Outlook We explore the impacts of the coronavirus crisis on the apparel retail sector and present an outlook for the remainder of 2020 based on a three-phase V-shaped recovery. To analyze the sector, we look closely at select US retailers, including American Eagle Outfitters, Gap Inc. and Hanesbrands. We summarize our key estimates for 2020 in an infographic.Read More
Product TypeDeep Dive June 11, 2020 premium US Home and Home-Improvement Retail: Post-Crisis Outlook We explore the impacts of the coronavirus crisis on the home and home-improvement sector—including on sales, spending, store closures and retailer bankruptcies—and present an outlook for the remainder of 2020. To analyze the sector, we look closely at select US retailers, including Home Depot, RH and Willams-Sonoma. We summarize our key estimates for 2020 in an infographicRead More
Product TypeDeep Dive June 10, 2020 premium New Retail Models in the Global Apparel and Footwear Market As part of our series exploring new models of retailing across different sectors and channels, we focus on the innovative strategies being implemented by brands and retailers in the global apparel and footwear market, including ASOS and Macy’s. We discuss how brands are leveraging technologies to upgrade the shopping experience, providing extended options as part of the sharing economy and utilizing consumer data. Read More
Product TypeInsight Report June 9, 2020 premium Insights from China: Douyin vs. Kuaishou—Using Short-Video Platforms To Target Consumers We look at the marketing opportunities that Douyin and Kuaishou, the two leading short-video platforms in China, present for brands and retailers—considering the user base, content distribution model and e-commerce capabilities of each. Read More
Product TypeCompany Earnings Update June 5, 2020 premium Costco Monthly Sales, May 2020: Comp Growth Accelerates as E-Commerce Sales Double Costco’s global same-store sales increased year over year in May, and e-commerce growth accelerated. We review the comparable sales metrics reported by Costco for May 2020 and consider the factors that impacted results—including the coronavirus crisis and gasoline price deflation. Read More
Product TypeDeep Dive June 4, 2020 premium RetailTech: Oracle—Spanning the Software Gamut, from Databases to ERP to Cloud Building on its strength in databases, which are the foundation for nearly all enterprise and business applications, technology company Oracle has branched out into other software categories, becoming a leader in areas such as ERP software, finance, CRM and supply chain management. We outline Oracle’s offerings in retail and its acquisition strategy in a competitive landscape. Read More
Product TypeInsight Report June 1, 2020 premium Earnings Insights 1Q20, Week 2: Evidence of Pent-Up Consumer Demand as US Lockdowns Ease and Stores Reopen Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2020 earnings. We condense what retail companies are reporting, with a focus on the impact of the coronavirus crisis. This week, there are highlights from companies that reported in the week ended May 31, including Burlington Stores, Dollar General and Ulta Beauty.Read More
Product TypeInsight Report May 28, 2020 premium Beauty Insights: The Future of Home Hair Color as Salons Reopen Salons are reopening across the US as coronavirus lockdowns are lifted. We assess the impacts of the Covid-19 lockdown and recovery on the home hair color product category and explore the possible future reality of the hair color sector over the next year.Read More
Product TypeDeep Dive May 28, 2020 premium Social Commerce Platforms: Diverse Opportunities for Brands and Retailers We present the social commerce landscapes in China and the US, discussing major platforms across areas such as social media, livestreaming, group buying and e-commerce. This report highlights the broader scope of the Chinese market and the learnings that Western companies could take from China’s alternative social commerce models, as well as the opportunities for brands and retailers in the sector. Read More
