Insight Report | October 6, 2020 Free Report The 12 Weeks of Holidays: #2—The Global Shopping Festival of 10.10 Festivalizes Holiday 2020We discuss the “festivalization” of holiday retail, with a focus on the new 10.10 Shopping Festival and Amazon’s Prime Day. We discuss the implications for US retailers, including the expected early start to the holiday shopping season. This free 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
Market Outlook | October 6, 2020 Premium Market Outlook: US Retail REITs—Recovery Under PressureIn this Market Outlook, we explore the recovery of the US retail REITs (real estate investment trusts) sector in a coronavirus-impacted retail environment. We analyze data on the sector’s size and competitive landscape and consider the impact of store closures on retail REITs. This report also discusses a number of key themes in the market—including rent collection, store closures and tenant-landlord relationships. Read More
Insight Report | October 5, 2020 Register for Free Access US Survey Update: Consumer Behavior Proves Volatile Across Retail and Food Service (Select Findings)This free report features select findings from our latest survey of US consumers, undertaken on September 29, which asked respondents about their behavior, sentiment and expectations amid the coronavirus crisis. Read More
Deep Dive | October 5, 2020 Premium US Survey Update: Consumer Behavior Proves Volatile Across Retail and Food Service (Full Report)Our latest survey report provides a detailed update on US consumers’ behaviors, concerns and expectations, with a focus on the implications for retail. This week, we discuss volatility in consumer behavior across retail and food service, including findings around consumers’ avoidance of public places, as well as what activities they expect to do in the next two weeks. Our consumer survey was undertaken on September 29. Read More
Deep Dive | October 1, 2020 Premium US Businesswear Market: Working from Home Accelerates Casualization, Hitting the Formal Clothing MarketThe rapid shift toward working from home in the wake of the coronavirus pandemic has accelerated the longstanding casualization trend in US workplace dress codes, with significant impacts for the formal businesswear market. We discuss the US businesswear market, future trends and what retailers and brands are doing to better serve this area of the apparel industry amid changing work habits. Read More
Insight Report | October 1, 2020 Premium Sustainability at Tapestry: Three Brands United by a Single VisionWe discuss the environmental, social and corporate governance goals of Tapestry, a US-based, multinational, luxury fashion holding company. This report kicks off our new series exploring the commitments of selected major retailers to sustainability, through the lens of Coresight Research’s EnCORE framework. Read More
Deep Dive | October 1, 2020 Premium 2Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 RecoverySecond-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
Insight Report | September 30, 2020 Premium Consumer Tech Briefing: Foldable Phones from Samsung and Microsoft, Plus Amazon’s Digital Wellness OfferingEach month, our Consumer Tech Briefing series discusses recent developments in the world of technology. This month, we look at new foldable screen smartphone releases from Microsoft and Samsung, as well as Amazon’s latest move into the health-care space. Read More
Insight Report | September 30, 2020 Premium Reshaping Supply Chains for the 2020s: #5—Technologies That Are Fueling Sales GrowthIn 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
Insight Report | September 29, 2020 Premium Halloween 2020 US Retail Preview: Covid-19 Spooks Festivities and Haunts RetailAs Halloween kicks off the US Holiday season, festivities are likely to be impacted by the coronavirus pandemic. We discuss the impact of Covid-19 on Halloween celebrations and retail spending. We also explore the detailed insights provided by our September 22 survey on US consumers’ behaviors, concerns and expectations in relation to this year’s Halloween holiday, with a focus on the implications for US retail. Read More
Deep Dive | September 29, 2020 Premium US Home-Improvement E-Commerce: Retailers Accelerate Plans To Scale Online OperationsDespite the underwhelming narrative for much of discretionary retail in the US this year, home-improvement retail is one sector that has fared well, supported in part by key retailers’ quick pivot to e-commerce. We discuss how three major Coresight 100 home-improvement retailers have accelerated their shift toward digital transformation and upped their e-commerce game to generate success. Read More
Insight Report | September 29, 2020 Register for Free Access US CPG Sales Tracker: Online CPG Growth Re-accelerates as the Pandemic Wears OnThe 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. Read More
Insight Report | September 24, 2020 Premium 2Q20 US Retail Inventory Tracker: Most Retailers Post Higher Inventory Turnover as Stores ReopenIn 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. Read More
Insight Report | September 24, 2020 Premium China National Day Golden Week 2020 Preview: A Focus on Smaller Tourist Groups and Safe TravelWith China’s National Day holiday fast approaching, we present our expectations for outbound international travel and domestic travel by Chinese tourists during Golden Week 2020. We also discuss the focus on safe travel that has emerged for this year’s holiday due to the Covid-19 crisis. Read More
Market Outlook | September 24, 2020 Premium US E-Commerce: Post-Crisis OutlookWe 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. Read More
