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 | November 23, 2020 Premium

Earnings Insights 3Q20, Week 3: Off-Pricers See Strong Improvement, but Department Stores Remain Badly Hit; Sales Surge in Home Improvement

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 22, including Home Depot, Kohl’s, Macy’s, Target, The TJX Companies and Walmart.

Insight Report | November 19, 2020 Premium

Singles’ Day 2020: Alibaba and JD.com Record $115 Billion in Sales

As the world’s largest online global shopping festival, Singles’ Day presents an exciting sales opportunity for brands and retailers. We discuss the Singles’ Day sales performance of China’s leading e-commerce players, including a comparison of Alibaba and JD.com. We highlight key themes from this year’s festival and consumer shopping patterns.

Deep Dive | November 18, 2020 Premium

Singles’ Day 2020: Analyzing Merchants’ Marketing Campaigns

As part of our coverage of Singles’ Day 2020, we review the marketing campaigns that various brands and retailers launched on Alibaba’s Tmall platform to encourage consumer spending during the shopping festival. We focus on three themes: financial incentives, community building and livestream/influencer marketing.

Event Coverage | November 18, 2020

Register for Free Access

Singles’ Day 2020: Highlights from Alibaba’s Observing China Forum

Continuing our coverage of Singles’ Day 2020 in China, we present highlights from Alibaba’s Observing China Forum, which focused on changing consumer demand and the acceleration of digitalization against the backdrop of the Covid-19 pandemic.

Insight Report | November 18, 2020 Premium

The 12 Weeks of Holidays: #8—Outlook for the US Beauty Sector

Beauty brands and retailers have had to adapt to changes in how and what consumers are shopping due to the impacts of the Covid-19 pandemic, so are approaching the holiday season differently this year. As part of The 12 Weeks of Holidays series, we provide an outlook for the sector, including our estimates for consumer spending during the holiday period. We also discuss e-commerce fulfillment, the use of livestreaming and five key beauty trends for this holiday season.

Insight Report | November 17, 2020 Premium

Singles’ Day 2020: Analyzing New Products

Singles’ Day presents an opportunity for new product launches, to help brands drive consumer excitement and boost sales. We discuss some of the new product strategies that brands employed on Alibaba’s Tmall during this year’s 11.11 shopping festival, and present learnings that can be applied to the China market and shopping festivals in particular, as well as to year-round sales strategies.

Market Outlook | November 17, 2020 Premium

US Home and Home-Improvement Retail: Post-Crisis Outlook—Fall 2020 Update

We explore the continued impacts of the Covid-19 crisis on the US home and home-improvement sector and present an outlook for the remainder of 2020 and into 2021. To analyze the sector, we look closely at select US retailers—including Home Depot, Lowe’s RH and Willams-Sonoma—as well as the effects of consumer trends in e-commerce.

Insight 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.

Insight 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.

Insight Report | November 12, 2020 Premium

Consumer Tech Briefing: 5G Launches from Apple and OnePlus, and a $90,000 Rollable TV from LG

Each month, our Consumer Tech Briefing series explores recent developments in the world of technology. This month, we look at the launch of new devices with 5G wireless capability, from Apple and OnePlus. We also discuss the release of the new OLED R rollable television from LG.

Insight Report | November 10, 2020 Premium

The 12 Weeks of Holidays: #7: Outlook for the US Apparel and Footwear Sector

Apparel and footwear retailers are having to rethink their approach to the holidays this year, due to the impacts of the Covid-19 pandemic. As part of The 12 Weeks of Holidays series, we provide an outlook for the sector, including our estimates for consumer spending during the holiday period. We also discuss e-commerce fulfillment, digital sales growth, the winning trends in apparel and insights into how select retailers are preparing for the holidays.

Insight Report | November 9, 2020 Premium

Earnings Insights 3Q20, Week 1: Home Categories Prove Strong, While Beauty and Apparel Witness Substantial Improvement

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 8, namely Amazon, Canada Goose, Capri Holdings, Hanesbrands, The Estée Lauder Companies, Under Armour and Wayfair.

Flash Report | November 5, 2020

Register for Free Access

Singles’ Day 2020: Early Observations of Alibaba’s Double 11

In China, Alibaba’s 11.11 Global Shopping Festival 2020 held its first sale period at 12:00 a.m. on November 1–3, following a pre-sale on October 21–31. In this free report, we present some early sales results from the first round of this year’s Singles’ Day event and discuss our observations so far, covering livestreaming and order fulfillment.

Market Outlook | November 5, 2020 Premium

Market Outlook: Understanding China’s $5 Trillion Retail Sector

In this Market Outlook, we explore China’s retail sector. We analyze data on the sector’s size and present our estimates for growth in the remainder of 2020 and into 2021. We profile China’s leading retail companies and outline the composition and trajectory of the retail market. This report also discusses a number of key themes in the market—including e-commerce as a driver of sector consolidation, high consumer demand in certain product categories, sales growth among domestic beauty brands and opportunities in the duty-free format.

Insight Report | November 3, 2020 Premium

The 12 Weeks of Holidays: #6—Black Friday 2020 Looks To Be Mainly Digital

We explore the upcoming Black Friday shopping holiday, including US consumers’ expectations to shop online and in-store. 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.