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Insight Report | August 25, 2020 Premium

New Retail Briefing: Burberry Launches a Social Store with Tencent; JD.com Invests $100 Million in Li & Fung

We discuss the recent developments in New Retail, including the opening of Burberry’s new “social retail” store with Tencent and the launch of Alibaba’s fifth Taobao Maker Festival, as well as flagship store openings on JD.com and the platform’s new business partnerships.

Insight Report | August 24, 2020 Premium

Earnings Insights 2Q20, Week 3: Home Categories Prove Strong and Apparel Weak as Discretionary Retail Sees an Uneven Recovery

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-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 August 23, including Estée Lauder, Kohl’s, L Brands and The TJX Companies.

Deep Dive | August 20, 2020 Premium

RetailTech: Demand-Forecasting Software—An Essential Link in the Supply Chain

Demand forecasting lies at the core of every retailer’s operations and supply chain, since it affects nearly every other retail business function—from sales and inventory to promotions and margins. We present a market overview of demand-forecasting technology as well as profiles of selected solutions providers, ranging from industry giants to emerging businesses.

Insight Report | August 20, 2020 Premium

Apparel Retailers and Brands Launch New Products and Services To Adapt to the Changing Retail Environment

With US consumers shopping online more now than prior to the Covid-19 pandemic, brands and retailers have had to deepen their digital capabilities to adapt to the growth of e-commerce. We explore how the apparel sector is remaining competitive in the fast-changing retail environment by launching new products and services to drive sales during and post crisis.

Store Tracker | August 18, 2020 Premium

US Store Closures: Retailers Refocus on Product over Experiences, Driving Up Closures

As one result of the “mask economy” due to Covid-19, retailers are refocusing on product over experiences—a reversal of the previous trend toward experiential retail. We discuss how this shift is leading to retail store closures in the US, as well as its impact on e-commerce fulfillment and the implications for retailers and real estate firms.

Insight Report | August 17, 2020 Premium

Earnings Insights 2Q20, Week 2: Canada Goose Stores See Slow Start in North America and Europe

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-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 August 16, including ASOS and Canada Goose.

Deep Dive | August 17, 2020 Premium

US Survey Update: How Consumers Expect To Shop for the Holidays (Full Report)

Our latest survey report provides a detailed update on US consumers’ behaviors, concerns and expectations amid the coronavirus crisis, with a focus on the implications for retail. This week, we focus on consumers’ expected shopping behaviors for the 2020 holiday season—comparing the results with our survey findings from a month ago. We also discuss shoppers’ current online spending habits and avoidance of public places, as well as what activities they expect to do in the next two weeks. Our consumer survey was undertaken on August 12.

Insight Report | August 13, 2020 Premium

Retail Reimagined: Advancing Last-Mile Delivery with Technology

As part of our Retail Reimagined series, which explores the outlook for retail in a post-crisis world, we discuss how brands and retailers are rethinking last-mile delivery—with safety and convenience for consumers being top of mind. We explore the innovative approaches and advanced technologies being adopted in China and the US, including autonomous robots and drones, smart parcel lockers and dark stores.

Insight Report | August 12, 2020 Premium

Insights from Amazon Prime Day 2020 in India: A Precursor to Prime Day in Other Markets

We present insights from Amazon’s Prime Day event in India, which took place on August 6–7. We discuss the e-commerce giant’s preparations for the event this year, headline deals and consumer challenges. We discuss how the event in India is a precursor to Amazon’s Prime Day in other markets later in the year, and its implications for brands and retailers.

Insight Report | August 12, 2020 Premium

US Back to School 2020: Consumer Survey Update—Further Shift of Spending from In-School to Digital Learning

Part of our US Back to School 2020 series, we provide an update on consumer attitudes toward the back-to-school season, based on a recent Coresight Research survey of US consumers. We discuss our findings across three key topics—spending expectations, concerns about Covid-19 and attitudes toward in-store versus online shopping—with a focus on in-school versus online learning.

Store Tracker | August 11, 2020 Premium

US Store Closures: Apparel Sector Accelerates Toward Record Number of Store Closures

Store closures are continuing to mount across various discretionary sectors in the US retail industry against the backdrop of Covid-19—with the apparel sector having seen a high number of permanent closures and bankruptcies so far in 2020. We provide an overview of these developments and discuss the outlook for the sector over the remainder of the year.

Insight Report | August 10, 2020 Premium

Earnings Insights 2Q20, Week 1: Retailers’ Path to Recovery Is Being Led by Digital Business

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-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 August 9 and earlier, including Amazon, Capri Holdings, CVS Health and VF Corporation.

Insight Report | August 7, 2020 Premium

Costco Monthly Sales, July 2020: Comp Growth Accelerates Further, but E-Commerce Growth Decelerates

Costco’s global same-store sales increased year over year in July. Reflecting a return to stores by shoppers, the acceleration in total comparable sales growth came despite a slowing in e-commerce growth. We review the comparable sales metrics reported by Costco for July 2020 and consider the factors that impacted results—including currency fluctuations and gasoline price deflation.

Company Profile | August 6, 2020 Premium

The RealReal (NasdaqGS: REAL) Company Profile

The RealReal is a US-based online marketplace for luxury consigned apparel, footwear and accessories. Headquartered in San Francisco, California, the company operates online in the US and has 10 luxury consignment offices across the country.

Insight Report | August 6, 2020 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.