Deep Dive | March 25, 2021 Premium Playbook: Alternative Models in RetailThe new Coresight Research Playbook series provides recommendations for brands, retailers and marketplaces seeking to tap growth segments and emerging trends. In this Playbook, we present six key strategies for retail players to capitalize on gradually maturing alternative models in retail: collaboration, DTC (direct to consumer), rental, resale and subscription. We discuss examples of the strategies and models across multiple categories, with a focus on the US market. Read More
Insight Report | March 24, 2021 Premium India Retail Insights: Tata Group To Put Its Eggs in BigBasket—Acquisitions Boost Conglomerate’s Retail PresenceAs part of Coresight Research’s India Retail Insights series, we examine Tata Group’s competitive positioning within retail—against the dominance of Reliance Industries—and the implications of its impending acquisition of a majority stake in online grocery retailer BigBasket. Read More
Insight Report | March 23, 2021 Premium Earnings Insights 4Q20, Week 7: Home-Goods and Discount Remain Strong; Apparel Sees Mixed RecoveryOur 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 March 21—namely, Dollar General, Five Below, NIKE, Ollie’s Bargain Outlet and Williams-Sonoma. Read More
Insight Report | March 23, 2021 Free Report Coresight Research x CEW: How Is Technology Transforming the Beauty Industry?Today’s beauty consumers are looking for a high level of online interaction with brands and retailers, particularly with the Covid-19 pandemic having given rise to concerns around hygiene. Together with CEW, we discuss how beauty brands are embracing new technologies such as AI, AR and VR to engage with consumers online and offer them a more personalized beauty shopping experience. In this free report, we explore how technology is transforming the beauty industry and highlight the implications of its adoption for brands and retailers. Read More
Insight Report | March 18, 2021 Premium Zalando Capital Markets Day 2021: Company Targets €30 Billion Annual GMV and Over 10% Share of Europe’s Fashion Market by 2025The Coresight Research team attended Zalando’s virtual Capital Markets Day on March 16, 2021. In this report, we present insights from the event, covering the company’s “starting point for fashion” vision, its new targets for 2025 and its sustainability goals. Read More
Insight Report | March 18, 2021 Premium Target Financial Community Meeting 2021: Focus on Fulfillment, Partnerships and Store Expansion This YearThe Coresight Research team attended Target’s virtual Financial Community Meeting on March 2, 2021. We present our top takeaways from the event, including the company’s continued investment in its supply chain, its assortment expansion through partnerships and private-label launches, and its focus on digital and flexible fulfillment capabilities. Read More
Insight Report | March 17, 2021 Premium American Eagle Outfitters Investor Day 2021: Aerie To Double Revenue by 2023; American Eagle Banner To Be RevitalizedThe Coresight Research team attended American Eagle Outfitters’ virtual Investor Day on January 21, 2021. We present our top takeaways from the event, including the company’s initiatives to meet the objectives of its “Real Power. Real Growth plan”, as well as its long-term opportunities in the international market and sustainability commitments. Read More
Insight Report | March 17, 2021 Premium Adidas Investor Day 2021: “Own the Game” Strategy Focuses on Brand Credibility, Consumer Experience and SustainabilityThe Coresight Research team attended the Adidas virtual Investor Day 2021. We present key insights from the event, covering the company’s performance in 2020 and the three initiatives central to its “Own the Game” strategy moving forward. Read More
Insight Report | March 17, 2021 Premium January and February 2021 China Retail Sales: Total Sales Jump 30.7%; All Sectors Report Positive Growth Against Weak 2020We review data for retail in China in total and by sector for January and February 2021—a period that saw sales jump significantly year over year, against weak comparatives for the Covid-impacted period of 2020. Read More
Insight Report | March 16, 2021 Register for Free Access US CPG Sales Tracker: CPG E-Commerce Growth Further Decelerates to 56%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 free report, we present five key insights from the four weeks ended January 24, 2021 Read More
Insight Report | March 15, 2021 Premium Earnings Insights 4Q20, Week 6: Discounters and E-Commerce Players See Continued Strength; Substantial Recovery for Beauty CategoryOur 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 March 14—namely, Big Lots, Dick’s Sporting Goods, JD.com, Stitch Fix and Ulta Beauty. Read More
Company Profile | March 5, 2021 Premium Pinduoduo (NASDAQ: PDD) Company ProfilePinduoduo is a Chinese e-commerce retailer, selling a range of merchandise. Headquartered in Shanghai, the company operates its group-buying retail model throughout China. Read More
Store Tracker | March 4, 2021 Premium US Store Tracker Extra, February 2021: 2,222 Store Closures by Major US Retailers Will Result in 31 Million Square Feet of Closed Retail Space in 2021The US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements. We include details on closures and openings as a percentage of total store base as well as square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of February 26, 2021, versus the comparable period in 2020. Read More
Market Outlook | March 3, 2021 Premium Market Outlook: Retail Technology Becomes Even More Crucial in 2021In this Market Outlook, we discuss the global retail technology market in a pandemic-impacted retail environment. We present data on the size of the global market and its major segments, and we outline the primary market drivers in 2021. This report explores the competitive landscape and key tech trends across the segments of cloud computing, enterprise software, supply chain software, AI platforms and retail hardware. Read More
Deep Dive | March 2, 2021 Premium US Retail amid Economic Recovery: Learnings from the Global Financial CrisisIn this report, we examine the impending economic and retail recovery from the coronavirus crisis in the US through the lens of recovery from the 2008 Global Financial Crisis (GFC). We discuss how lessons from the 2008 financial crisis are useful for understanding the shape and speed of the expected retail recovery from the coronavirus pandemic, as well as exploring the differences in the nature and cause of the two crises. Read More