May 18, 2021 Insight Report Premium Earnings Insights 1Q21, Week 1: Estée Lauder and L’Oréal Report Positive Sales Growth on a Two-Year BasisOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended May 16, 2021 (and earlier), including Amazon, Estée Lauder, Grocery Outlet, Guess?, Hanesbrands, L’Oréal, Tractor Supply Company, Wayfair and more, as well as selected REITs.
May 18, 2021 Insight Report Premium US Subscription E-Commerce Market: Channel Shifts and Discretionary Rebound Set To Support GrowthThe US subscription e-commerce market is set to see strong sales growth in 2021, building on high online shopping demand amid the pandemic in 2020. We discuss our market outlook for 2021, the competitive landscape in US subscription e-commerce and opportunities related to four trends we are watching in the market.
May 13, 2021 Deep Dive Premium Head-to-Head in Beauty: Sephora vs. UltaAs part of Coresight Research’s Head-to-Head series, we compare Sephora and Ulta, the leading beauty retailers in the US. In this report, we provide insights into the two companies’ sales performance and e-commerce penetration rates as well as their evolving store portfolios, merchandise offerings, and diversity and inclusion initiatives.
May 13, 2021 Insight Report Premium Livestreaming Latest, May 2021: Personalization and Community Building Emerge as Key TrendsOur new Livestreaming Latest series provides regular updates on the variety of approaches in livestreaming e-commerce that are emerging around the world, across different retail sectors. We present recent market developments and discuss three notable trends in the livestreaming space, covering personalization and community building. We also offer examples of recent livestreaming events from retail companies globally.
May 12, 2021 Deep Dive Premium Think Tank: The US Adaptive Apparel Market—Its Purpose and PromiseAdaptive apparel refers to clothing and footwear designed to meet the needs of individuals with disabilities and conditions. In this Think Tank, we explore the US market, including consumer needs, growth opportunities, recent developments and industry initiatives that are helping to expand the space.
May 12, 2021 Insight Report Register for Free Access US CPG Sales Tracker: Tough Comparatives Trigger Slowdown in CPG E-Commerce GrowthThe 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 April 18, 2021.
May 11, 2021 Deep Dive Premium Innovator Trends That Are Reshaping the Retail IndustryThe global Covid-19 pandemic has changed the way consumers shop and accelerated the adoption of various advanced technologies. We outline our expectations for the top innovator trends that are impacting the retail industry, covering contact-light shopping, personalized experiences, livestream e-commerce, last-mile delivery, micro-fulfillment centers and more.
May 11, 2021 Insight Report Premium Six Months to Singles’ Day: Set 11.11 on Your Retail CalendarSingles’ Day is the world’s largest online shopping event in terms of GMV, with Chinese e-commerce giants Alibaba and JD.com being the two major players. With six months to go until this year’s event, we discuss the reasons why brands and retailers should set Singles’ Day 2021 in their retail calendar—covering the recent performance of the annual shopping festival, examples of success by international brands, and the actions that brands and retailers can take now to plan for the event.
May 6, 2021 Insight Report Premium US Grocery Private-Label Market Set To Maintain Growth MomentumConsumer interest in purchasing private-label products continues, with 2020 proving to be a major milestone for private-label evolution. We discuss the segment’s recent growth and market share, as well as the impact of price inflation on private-label sales. We also provide insights into two key trends in the private-label grocery segment in the US and the opportunities that these trends present to retailers.
May 4, 2021 Insight Report Premium Cybersecurity and Retail: Hackers Have Shifted Their Attacks from Consumers to the Technology ProvidersRetailers are a particularly attractive target for hackers as they possess customer and payment data, and point-of-sale terminals represent another connected device that can be attacked. Hackers are now attacking data stored in the cloud as well as providers of Internet and cybersecurity tools. We discuss cybersecurity as it affects retail, including an overview of this space, selected technology providers and recent developments. We explore types of cyberattacks and the measures that all types of enterprises, including retailers, can take to defend themselves.
April 29, 2021 Insight Report Premium Research Preview: Playbook—Inclusivity in RetailInclusivity, providing equal access for people who might otherwise be excluded or marginalized, touches every part of an organization and is guided by the organization’s strategic goals and mission. This Research Preview offers an early look at our research on inclusivity in retail, from our forthcoming Playbook. We present selected insights from our key strategies for organizations to align inclusivity across operations, products and marketing.
April 27, 2021 Insight Report Premium M&A in Beauty: A Strong Start to 2021 Following a Soft 2020, with Momentum Set To ContinueBeauty M&A (mergers and acquisitions) activity has rebounded quickly from Covid-19 and started off strong in 2021. In this report, we discuss the soft performance of 2020 and highlight notable deals that have kickstarted the market in 2021.
April 23, 2021 Insight Report Premium High US Imports and Port Congestion Impacts To Be Drawn Out Through 2021The Covid-19 pandemic has upended various aspects of the retail supply chain and has resulted in a high level of US imports. We discuss the impact of this on ports and the rest of the supply chain.
April 22, 2021 Insight Report Premium ASOS Capital Markets Day 2021: Topshop To Contribute to Doubling of In-House Brand SalesThe Coresight Research team attended the virtual ASOS Capital Markets Day on April 20, 2021. In this report, we present insights from the event, covering the company’s “top destination for 20-somethings worldwide” vision, in-house brand growth and fiscal 2021 targets, and sustainability and inclusivity goals.
April 21, 2021 Deep Dive Premium Head-to-Head in Department Store Retail: Kohl’s vs. Macy’sAs part of Coresight Research’s new Head-to-Head series, we compare Kohl’s and Macy’s, the leading department store chains in the US. In this report, we provide insights into the two companies’ revenue growth and discuss their recent innovations in physical and digital retail.
