Product TypeInsight Report Product TypeInsight Report | February 24, 2021 premium US Retail’s Updated Gift Card Guidelines: Accounting for Breakage and Bankruptcy US retailers witnessed a surge in gift cards sales in 2020. We discuss how US retailers account for gift cards under the updated revenue recognition model issued by the Financial Accounting Standards Board (FASB). We cover how retailers record sales and redemptions of gift cards, as well as the two methods of accounting for unredeemed gift cards under FASB’s Accounting Standards Codification (ASC) 606 update. We also explore retailers’ liabilities toward gift card holders in the event of bankruptcy and liquidation.Read More
Product TypeInsight Report Product TypeInsight Report | February 23, 2021 premium The New Value Retailers: Online Marketplaces Challenge Brick-and-Mortar Budget Formats The value retail sector is expanding beyond traditional brick-and-mortar budget formats (including discount variety retailers such as dollar stores) with the emergence of online value marketplaces. We see the growth of these e-commerce platforms as presenting challenges to predominantly offline retailers in the value retail sector. We discuss the key online players, with a focus on the US, the UK and China.Read More
Product TypeInsight Report Product TypeInsight Report | February 16, 2021 premium Frictionless Grocery: Pandemic Ushers In Smart Checkout Technologies Alongside the shift to e-commerce, the Covid-19 pandemic has been driving the digitalization of grocery at brick-and-mortar locations. In this report, we discuss three smart checkout technologies that grocery retailers are increasingly implementing in stores to meet heightened consumer demand for convenience, safety and efficiency in the physical shopping journey: automated checkout, smart carts and scan-and-go.Read More
Product TypeInsight Report Product TypeInsight Report | February 8, 2021 premium Earnings Insights 4Q20, Week 1: E-Commerce Players Stand Strong, While Luxury Retailers Witness Mixed Recovery Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2020 earnings. This week, there are highlights from companies that reported in the week ended February 7, namely Alibaba, Amazon, Brookfield Property Partners, Canada Goose, Capri Holdings, eBay, Ralph Lauren and Tapestry.Read More
Product TypeMarket Outlook Product TypeMarket Outlook | February 4, 2021 premium Market Outlook: Understanding India’s $800 Billion Retail Sector In this Market Outlook report, we explore India’s retail sector. We analyze data on the sector size and present our growth estimates for 2021. We discuss key market drivers and e-commerce penetration in India’s retail market compared to other global markets. This report also covers a breakdown of India’s top 15 retail companies by revenue,—including Avenue Supermarts, Flipkart Internet, Reliance Retail and V-Mart Retail.Read More
Product TypeMarket Outlook Product TypeMarket Outlook | February 3, 2021 premium E-Commerce Outlook: US Furniture and Home Furnishings—Growth To Slow Against Solid Comparatives As part of our E-Commerce Outlook series, we provide an overview of e-commerce development in the US furniture and home-furnishings retail category. We also discuss how e-commerce growth is driving structural shifts within the category, as well as the outlook for the online channel in 2021 and beyond.Read More
Product TypeInsight Report Product TypeInsight Report | January 7, 2021 premium Retail Robustness Index: January 2021 Update—Scores Rebound as Product Mix Shifts Back to Normalized Levels Coresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand amid the Covid-19 pandemic. The January 2021 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 December 2020.Read More
Product TypeDeep Dive Product TypeDeep Dive | January 5, 2021 premium US Grocery E-Commerce: Sustained Shifts in Fulfillment and Service Models To Drive Long-Term Growth Covid-19 has catalyzed the widespread adoption of online shopping in grocery, driving fundamental, lasting changes in consumer behavior. In this report, we provide an essential briefing on recent shifts in the US grocery e-commerce market and present an outlook for the future, with a focus on fulfillment and service models—including BOPIS and curbside pickup.Read More
Product TypeDeep Dive Product TypeDeep Dive | December 23, 2020 premium 3Q20 US Earnings Season Wrap-Up: Discretionary Sectors Regain Momentum We assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the third quarter of 2020, considering consensus estimates and year-over-year changes. Against the backdrop of the Covid-19 pandemic, many companies beat revenue consensus estimates, and most of the discretionary sectors regained their momentum during the quarter.Read More
December 22, 2020 Holiday Bites: Top Five US Retailers by Biggest Holiday Hiring Plans 2020 Our Holiday Bites series features bitesize information on the shape and scale of consumer demand, retail sales and category performance in the 2020 holiday season. We consider the subject of top five US retailers by biggest holiday hiring plans 2020.Read More
Product TypeInsight Report Product TypeInsight Report | December 17, 2020 premium The 12 Weeks of Holidays: #12—Five Notable Things We Have Seen in US Retail This Holiday Season This report concludes The 12 Weeks of Holidays series, in which we have presented key data, trends and observations in the countdown to the peak holiday season. In this report, we discuss five key trends that we have seen this holiday season in US retail, spanning hiring to online grocery growth to last-mile delivery.Read More
December 16, 2020 Holiday Bites: Selected Major US Retailers—Same-Day Delivery Options Our Holiday Bites series features bitesize information on the shape and scale of consumer demand, retail sales and category performance in the 2020 holiday season. We consider the subject of selected major US retailers: same-day delivery options.Read More
Product TypeInsight Report Product TypeInsight Report | December 2, 2020 premium AI Can Help Retailers To Compete and Thrive This report explores categories in the AI ecosystem, including chips, platforms, applications and users. We discuss examples of AI offerings from select technology companies and innovators, focusing on the areas in which retailers can benefit by leveraging AI tools—including smarter customer engagement, communication, operational efficiency, removing friction and e-commerce.Read More
Product TypeDeep Dive Product TypeDeep Dive | December 1, 2020 premium America’s Changing Shopping Centers: Part 3—Malls Seek To Adapt as Pandemic Expedites Retail Shakeup As malls grapple with the repercussions of the Covid-19 pandemic—including a rise in e-commerce, retail bankruptcies and the threat of declining foot traffic—mall owners are finding new ways to compete for consumer’s attention and retail spending. In this report—the third and final in our America’s Changing Shopping Centers series—we discuss the steps taken by mall operators to future-proof their centers amid the changing retail landscape. Read More
Product TypeInsight Report Product TypeInsight Report | November 13, 2020 premium Singles’ Day 2020: Making an Impact Around the World Coresight Research visited physical stores and e-commerce websites to gauge the adoption of Singles’ Day by retailers globally and to gather examples of 11.11 deals—including in Europe, India, Southeast Asia and the US. Read More
