Product TypeInsight Report Product TypeInsight Report | March 1, 2021 premium Earnings Insights 4Q20, Week 4: Home Categories Stand Strong, While Apparel Sees Weak Demand 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 28—namely, Best Buy, Farfetch, Home Depot, L Brands, Lowe’s, Macy’s, The RealReal, The TJX Companies and Wayfair. Read More
Product TypeEvent Coverage Product TypeEvent Coverage | January 22, 2021 Register for free access NRF 2021: Coresight Research CEO and Founder Deborah Weinswig Discusses Offline Retail in 2021 with Placer.ai NRF 2021, the annual “Retail’s Big Show” event hosted by the National Retail Federation, is taking place virtually over six days between January 12 and 22. Deborah Weinswig, CEO and Founder of Coresight Research, hosted the “Offline Retail in 2021: A Data-Driven Look at the Trends That Will Define Retail Success in 2021” session with location data analytics startup Placer.ai. We present insights from the session.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 TypeInsight Report Product TypeInsight Report | January 5, 2021 premium 3Q20 US Retail Inventory Tracker: Inventory Turnover Rates Increase Year over Year for Most Retailers 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 3Q20 and assess why levels may have changed from the year-ago period—with most retailers posting increased inventory turnover levels. 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 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 | November 30, 2020 premium Holiday 2020: US Black Friday Insights—“The Quietest in 20 Years” Our observations and insights on US Black Friday demand, based on our store checks, consumer survey and discussions with retailers, as well as select third-party data points on store traffic and e-commerce sales.Read More
Product TypeInsight Report Product TypeInsight Report | November 30, 2020 premium Earnings Insights 3Q20, Week 4: Apparel Specialists See Strong Recovery; Home Categories Remain Strong Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-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 November 29, namely American Eagle Outfitters, Best Buy, Burlington Stores, Dick’s Sporting Goods, Dollar Tree, Gap Inc., Nordstrom, Urban Outfitters and Williams-Sonoma.Read More
Product TypeInsight Report Product TypeInsight Report | November 12, 2020 premium Retail Robustness Index: November 2020 Update—Most Metrics Improve Slightly Coresight 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 November 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 October. Read More
Product TypeInsight Report Product TypeInsight Report | October 27, 2020 premium The 12 Weeks of Holidays: #5—Thanksgiving 2020 Preview—Will Smaller Gatherings Create a “Big Bird” Problem? We explore the upcoming Thanksgiving holiday, which is likely to be markedly different this year due to changing consumer behavior amid the Covid-19 pandemic. We discuss expectations for in-store shopping and e-commerce growth, as well as the potential “big bird” problem caused by a shift to smaller, at-home celebrations this holiday. This report is part of our 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
Product TypeFlash Report Product TypeFlash Report | October 26, 2020 Register for free access Introducing the New Coresight 100: The Companies Reinventing Retail With 2020 having accelerated the pace of change in retail, we have re-evaluated the Coresight 100, our focus list of the top 100 of the largest and most influential companies in the global retail ecosystem. We introduce the new list of the top companies to watch, which spans eight sectors and now includes select innovators and private companies. Read More
Product TypeInsight Report Product TypeInsight Report | October 23, 2020 premium Amazon Prime Day 2020: Exclusive Pricing Data Reveal Depth and Breadth of Promotions In collaboration with competitive intelligence provider DataWeave, Coresight Research analyzes the level and distribution of discounts on Amazon.com during Prime Day 2020 across the beauty, electronics, men’s fashion and women’s fashion categories. We also offer some comparisons to discounts at Best Buy, Target and Walmart during the Prime Day period. See our free infographic for a summary of select data.Read More
Product TypeInsight Report Product TypeInsight Report | October 15, 2020 premium Insights from Amazon’s US Prime Day 2020: A Discount-Focused Start to Holiday Shopping Amazon held its sixth annual Prime Day shopping festival in the US on October 13–14, having postponed it from July due to the Covid-19 pandemic. We present insights from the 48-hour event, which offered promotions in multiple retail categories and saw the e-commerce platform feature livestreaming sessions to promote deals in real time. We also outline the selected major US retailers that offered deals alongside Amazon’s event this year.Read More
Product TypeDeep Dive Product TypeDeep Dive | October 1, 2020 premium 2Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 Recovery Second-quarter 2020 retail earnings include recovery from the Covid-19 crisis. We assess the recent performance of US retailers in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Although the pace of recovery varies between retail sectors, many retailers initially saw strong sales in reopened stores, driven by pent-up demand. Furthermore, the coronavirus-led pivot to e-commerce led to unprecedented growth in digital sales. Read More
Product TypeInsight Report Product TypeInsight Report | September 30, 2020 premium Reshaping Supply Chains for the 2020s: #5—Technologies That Are Fueling Sales Growth In our Reshaping Supply Chains for the 2020s series, we analyze the technologies and trends that are enabling the evolution of the supply chain. In this report, we discuss what retailers are doing to optimize sales management and the strategies and technologies that will drive sales growth.Read More
