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Coresight 100

Essential briefings on the companies you need to know about. Explore company profiles, earnings updates, sector coverage and deep-dive research reports on the Coresight 100, our focus list of retailers, brand owners and real estate firms, spanning the U.S., Europe and Asia. 

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4Q19 US Retail Inventory Tracker: Higher Inventory Turnover Due to Solid Holiday Sales and Disciplined Approaches

In our quarterly US Retail Inventory Tracker reports, we analyze inventory trends among those US retailers listed in the Coresight 100. We look at the inventory levels of various retailers in 4Q19 and assess why levels may have changed from the year-ago period. The coronavirus crisis means 4Q trends will not be an accurate guide to 2020, but those retailers heading into the storm with cleaner stock levels will enjoy an advantage over more heavily stocked rivals.

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East-to-West Learnings: How Grocery Retailers in China Have Addressed Labor Shortages During the Coronavirus Crisis

We look at the labor imbalance in China that has been caused by the coronavirus pandemic and how supermarket chains and grocery retailers are responding by launching co-employment initiatives with restaurant chains. We consider how retailers in the US could learn from China’s new employment models as the coronavirus situation worsens in the West.

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Amazon India and Flipkart: Head to Head

India’s marketplace-led e-commerce landscape is far less developed than China’s or its Western counterparts, but it’s growing quickly, from just $39 billion in 2017 to an expected $64 billion in 2020. Homegrown marketplace platform Flipkart realized this early on and enjoyed nearly unrivalled dominion over the Indian market until Amazon entered the fray in 2013.

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4Q19 US Earnings Season Wrap-Up

Fourth-quarter 2019 retail earnings show that many companies across the retail industry saw strong growth. However, our coverage of the Coresight 100 reveals that the CPG and department-store sectors bucked this trend, with the latter continuing to struggle. Companies across the board have updated their guidance due to coronavirus disruption in the supply chain and demand in Asia, but we are yet to see updates based on the spread of the virus to the US, with the nation moving closer to lockdown.

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US Off-Price Retail: Two Companies Dominate the Market

Consumer demand remains high for off-price retail in the US. We present the defining characteristics of this typically brick-and-mortar market and discuss the top retailers by US market share—including Burlington, Nordstrom, Ross Stores and TJX Companies, Inc—with two players being particularly dominant. This report also discusses the physical footprint expansion of selected retailers, the role of e-commerce, growing product categories in the market and how traditional department stores are leveraging off-price channels.

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