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.
April 21, 2021 Insight Report Premium Is Home Fitness the Future of the US Fitness Industry?Consumers turned to at-home fitness solutions when the Covid-19 pandemic hit, as gyms were forced to close or limit capacity. We explore the growing home fitness market in the US and its prospects for the future.
April 20, 2021 Insight Report Premium Retail Robustness Index: April 2021 Update—Relative Stability Amid Renewed Temporary Closures and Management ChangesCoresight 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 April 2021 update revises the scores based on financial reports and store- and management-related announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in January 2021.
April 12, 2021 Deep Dive Premium Think Tank: Textile Innovations in the Apparel and Footwear MarketIn this Think Tank, we explore two key areas of textile innovation that are gaining traction in the global apparel and footwear market: performance and sustainability. We present market analysis and discuss heightened consumer focus on wellness and sustainability as key market drivers. This report provides an overview of selected textiles and considers three notable innovators—namely, Celliant, Evrnu and OROS. We also present key themes that we are watching in the textile innovation space, including partnerships and fashion upcycling.
April 9, 2021 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 14: Urban Outfitters To Open 55 StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Best Buy, Guess, Johnnie-O, The Collected Group, and Urban Outfitters in the US and Astrid & Miyu, Browns, Craghoppers and Semichem in the UK.
April 8, 2021 Insight Report Premium Kroger Investor Day 2021: Plans To Double E-Commerce Sales (Again) by 2023, Leading With FreshThe Coresight Research team attended Kroger’s virtual Investor Day on March 31, 2021. In this report, we present insights from the event, covering the three core initiatives under the company’s go-forward strategy, called “Leading With Fresh and Accelerating With Digital.”
April 7, 2021 Insight Report Premium 4Q20 US Retail Inventory Tracker: Discretionary Retailers Post Improved Inventory Turnover RatesOur quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 4Q20 and assess why levels may have changed from the year-ago period—with most retailers posting improved inventory turnover levels.
April 6, 2021 Deep Dive Premium 4Q20 US Earnings Season Wrap-Up: Discretionary Sectors See Mixed RecoveryWe 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 fourth quarter of 2020, considering consensus estimates and year-over-year changes. Just over half of the companies covered beat revenue consensus estimates, with home and home-improvement retailers, discount retailers, e-commerce companies and mass merchandisers enjoying a particularly strong quarter.
April 5, 2021 Insight Report Premium New Retail in China: Tencent Invests in Rakuten, Seeks Collaboration in E-CommerceWe discuss recent developments in New Retail in China, including Tencent’s investment in Japanese e-commerce solutions provider Rakuten. We also discuss the latest funding update for JD Property and Pinduoduo’s renewed commitment to digitalizing its agricultural product supply chain.
