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Product TypeInsight Report |

10 Things To Know About the Perfect 10 Shopping Festival: Coresight Research Launches the Global 10.10 Shopping Festival

Coresight Research is kicking off the 2020 shopping holiday season with the inaugural 10.10 Shopping Festival, in collaboration with shopping rewards app Shopkick, online fashion marketplace Fashwire and an exciting array of charities, supporting partners, retailers and brands. We highlight the 10 things you need to know, including which retailers will participate in 10.10 and what proportion of consumers expect to shop the event.

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Product TypeDeep Dives | 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.

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Product TypeInsight Reports |

US CPG Sales Tracker: Online CPG Growth Re-accelerates as the Pandemic Wears On

The Coresight Research and IRI monthly US CPG Sales Tracker provides our data-driven insights into online sales trends in the US CPG industry—covering the product categories of food & beverage; health & beauty; and general merchandise & homecare. In this report, we present five key insights from the four weeks ended September 6, 2020.

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Product TypeInsight Report | premium

2Q20 US Retail Inventory Tracker: Most Retailers Post Higher Inventory Turnover as Stores Reopen

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 2Q20 and assess why levels may have changed from the year-ago period—with most retailers posting higher inventory turnover as stores reopen.

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Product TypeMarket Outlook | premium

US E-Commerce: Post-Crisis Outlook

We explore the impacts of the Covid-19 pandemic on US e-commerce. We present our trend analysis and insights into the online channel’s development in the second quarter of 2020. We also discuss three post-crisis US e-commerce trends across the themes of digital investment, omnichannel capabilities and drones/autonomous vehicles.

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Product TypeInsight Report | premium

Retail Reimagined: Implementing Contact-Light Retail To Deliver a Safe and Convenient Shopping Process

As part of our Retail Reimagined series, which explores the outlook for retail in a post-crisis world, we discuss how retailers are implementing contact-light retail operations to minimize contact for the consumer during the shopping journey. We discuss curbside pickup, cashierless stores, contactless payment and vending machines.

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Product TypeInsight Report | premium

Retail Robustness Index: August 2020 Update—Higher Scores Due to Increases in Store Reopenings

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 August update updates 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 July.

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Product TypeMarket Outlook | premium

Market Overview: US Grocery Retailers—Surge in Online Demand To Scale Up Automation in Fulfillment

In this Market Overview, we explore the current US grocery market and its future outlook. We consider the competitive landscape and the impact of the coronavirus pandemic on market growth and online sales. This report also discusses a number of key themes in the market, including increasing automation in fulfillment, the advancement of dark stores and a shift from food service to food retail.

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Product TypeDeep Dives | premium

1Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 Impact

First-quarter 2020 retail earnings include the negative impact on sales caused by the coronavirus outbreak. 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. With retail sectors weathering the Covid-19 crisis in different ways, sales declines are now easing due to stores reopening post lockdown, but the pace of recovery will vary.

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Product TypeInsight Report | premium

Coronavirus Insights: US Drugstore Chains and Big-Box Pharmacy Retailers Roll Out Drive-Thru Coronavirus Testing Sites

As some US states begin to reopen businesses and lift stay-at-home orders, the need for increased testing has become a focal point to slow the spread of the coronavirus. We discuss how the concept of drive-thru testing is undergoing mass expansion across the nation, due to the efforts of drugstore chains and pharmacy retailers.

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Product TypeDeep Dives | premium

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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Product TypeDeep Dives | premium

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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