Coresight 100

Access 7,000+ research reports and presentations on the retail and technology ecosystem, covering consumers, companies, economies, and retail and technology trends. Filter by product, sector, themes, regions, companies, or other parameters below. Alternatively, use the search box above to find relevant research content.

Insight Report | February 1, 2021 Premium

New Retail in China: Gucci Launches a Flagship Store on Tmall

We discuss recent developments in New Retail in China, including Gucci’s launch of a flagship store on Tmall Luxury Pavilion and China’s growing domestic duty-free market, including the opening of JD.com’s first duty-free store, in Hainan province. We also discuss investments in delivery lockers from JD.com, Pinduoduo and Suning.com, given the increase in popularity of these last-mile delivery solutions.

| February 1, 2021 Free Report

Three Things You Need To Know: Head-to-Head in E-Commerce—Alibaba vs. JD.com

We present Three Things You Need To Know on Head-to-Head in E-Commerce: Alibaba vs. JD.com.

Insight Report | January 25, 2021 Premium

Holiday 2020: UK Retail Wrap-Up—Digitally Adept Retailers Thrive; UK Retail Sales Fall in December

We review UK retail sales and major retailers’ trading updates from the 2020 holiday period. We provide trading updates for a comprehensive list of UK retailers including ASOS, Dixons Carphone, M&S, Next and Sainsbury’s, as well as a timeline of key events in the UK related to Covid-19. Our analysis of the holiday peak from last year can help to gauge the scale and shape of demand as we head further into 2021.

Event 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.

Market Outlook | January 14, 2021 Premium

E-Commerce Outlook: US Apparel and Footwear—Growth Prospects for 2021 and Beyond

In the first report in our E-Commerce Outlook series, we discuss the trends and major drivers in US apparel and footwear online shopping. We also discuss the competitive landscape in the US apparel and footwear sector, as well as market innovators and key themes to watch for the year ahead.

Insight Report | January 12, 2021 Premium

Chinese New Year: Five Strategies for International Brands and Retailers To Capitalize on the Holiday

Chinese New Year, also called Spring Festival, is the most important holiday of the year in Chinese culture, falling on February 11–17 in 2021. We discuss five ways in which international brands and retailers can capitalize on this retail opportunity in 2021 and future years, covering new products, red packets, themed campaigns, livestreaming and logistics.

Insight 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.

Insight Report | January 7, 2021 Premium

The TJX Companies: A Timeline of Key Events

The TJX Companies, an off-price apparel and home goods retailer, has been steadily growing its revenues and physical footprint. This report provides a timeline of significant events in the company’s history over the past four years, as well as data on total revenue growth and comparable store sales across the TJX segments from fiscal year 2015 to 2020.

Insight 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.

Deep 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.

Insight Report | December 24, 2020

Register for Free Access

US CPG Sales Tracker: CPG E-Commerce Stays Strong, Led by 84% Growth in Online Food Sales

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 November 29, 2020.

Deep 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.

Insight Report | December 22, 2020 Premium

Beauty Insights: An Analysis of Kohl’s and Sephora vs. Target and Ulta Beauty Partnerships—Which Retailers Win?

Recently, the two biggest beauty retailers in the US, Sephora and Ulta Beauty, announced partnerships with Kohl’s and Target, respectively. As part of our Beauty Insights series, we look at the benefits that the partnerships offer each retailer and analyze which retailers are set to gain the most.

| December 22, 2020 Free Report

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.

Insight Report | December 22, 2020 Premium

New Retail Briefing: Alibaba Upgrades Its Taobao Content Ecosystem

We discuss recent developments in New Retail in China, including Alibaba’s upgrades to the Taobao app content ecosystem and the opening of three Seven Fresh Life stores in Guangzhou between December 18 and 25 by JD.com. We also discuss Alibaba’s investment in the community-group buying platform “Nice Tuan”.