February 4, 2021 Market Navigators/Market Outlook Premium Market Outlook: Understanding India’s $800 Billion Retail SectorIn this Market Outlook report, we explore India’s retail sector. We analyze data on the sector size and present our growth estimates for 2021. We discuss key market drivers and e-commerce penetration in India’s retail market compared to other global markets. This report also covers a breakdown of India’s top 15 retail companies by revenue,—including Avenue Supermarts, Flipkart Internet, Reliance Retail and V-Mart Retail.
February 3, 2021 Market Navigators/Market Outlook Premium E-Commerce Outlook: US Furniture and Home Furnishings—Growth To Slow Against Solid ComparativesAs part of our E-Commerce Outlook series, we provide an overview of e-commerce development in the US furniture and home-furnishings retail category. We also discuss how e-commerce growth is driving structural shifts within the category, as well as the outlook for the online channel in 2021 and beyond.
February 2, 2021 Insight Report Premium Holiday 2020: US Retail Wrap-Up—A Strong Holiday Season Overall, with Uneven Gains Across SectorsWe review comparable sales growth and e-commerce performance for the US holiday 2020 period. We provide updates for a 13 major UK retailers including Costco, Five Below, Macy’s, Target and Tiffany & Co. This US Retail Wrap-Up report can help to gauge the scale and shape of demand as we head further into 2021.
February 1, 2021 Insight Report Premium New Retail in China: Gucci Launches a Flagship Store on TmallWe discuss recent developments in New Retail in China, including Gucci’s launch of a flagship store on Tmall Luxury Pavilion and China’s growing domestic duty-free market, including the opening of JD.com’s first duty-free store, in Hainan province. We also discuss investments in delivery lockers from JD.com, Pinduoduo and Suning.com, given the increase in popularity of these last-mile delivery solutions.
February 1, 2021 Free Report Three Things You Need To Know: Head-to-Head in E-Commerce—Alibaba vs. JD.comWe present Three Things You Need To Know on Head-to-Head in E-Commerce: Alibaba vs. JD.com.
January 25, 2021 Insight Report Premium Holiday 2020: UK Retail Wrap-Up—Digitally Adept Retailers Thrive; UK Retail Sales Fall in DecemberWe review UK retail sales and major retailers’ trading updates from the 2020 holiday period. We provide trading updates for a comprehensive list of UK retailers including ASOS, Dixons Carphone, M&S, Next and Sainsbury’s, as well as a timeline of key events in the UK related to Covid-19. Our analysis of the holiday peak from last year can help to gauge the scale and shape of demand as we head further into 2021.
January 22, 2021 Event Coverage Register for Free Access NRF 2021: Coresight Research CEO and Founder Deborah Weinswig Discusses Offline Retail in 2021 with Placer.aiNRF 2021, the annual “Retail’s Big Show” event hosted by the National Retail Federation, is taking place virtually over six days between January 12 and 22. Deborah Weinswig, CEO and Founder of Coresight Research, hosted the “Offline Retail in 2021: A Data-Driven Look at the Trends That Will Define Retail Success in 2021” session with location data analytics startup Placer.ai. We present insights from the session.
January 14, 2021 Market Navigators/Market Outlook Premium E-Commerce Outlook: US Apparel and Footwear—Growth Prospects for 2021 and BeyondIn the first report in our E-Commerce Outlook series, we discuss the trends and major drivers in US apparel and footwear online shopping. We also discuss the competitive landscape in the US apparel and footwear sector, as well as market innovators and key themes to watch for the year ahead.
January 12, 2021 Insight Report Premium Chinese New Year: Five Strategies for International Brands and Retailers To Capitalize on the HolidayChinese New Year, also called Spring Festival, is the most important holiday of the year in Chinese culture, falling on February 11–17 in 2021. We discuss five ways in which international brands and retailers can capitalize on this retail opportunity in 2021 and future years, covering new products, red packets, themed campaigns, livestreaming and logistics.
January 7, 2021 Insight Report Premium Retail Robustness Index: January 2021 Update—Scores Rebound as Product Mix Shifts Back to Normalized LevelsCoresight 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 January 2021 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 December 2020.
January 7, 2021 Insight Report Premium The TJX Companies: A Timeline of Key EventsThe TJX Companies, an off-price apparel and home goods retailer, has been steadily growing its revenues and physical footprint. This report provides a timeline of significant events in the company’s history over the past four years, as well as data on total revenue growth and comparable store sales across the TJX segments from fiscal year 2015 to 2020.
January 5, 2021 Insight Report Premium 3Q20 US Retail Inventory Tracker: Inventory Turnover Rates Increase Year over Year for Most RetailersIn 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 3Q20 and assess why levels may have changed from the year-ago period—with most retailers posting increased inventory turnover levels.
January 5, 2021 Deep Dive Premium US Grocery E-Commerce: Sustained Shifts in Fulfillment and Service Models To Drive Long-Term GrowthCovid-19 has catalyzed the widespread adoption of online shopping in grocery, driving fundamental, lasting changes in consumer behavior. In this report, we provide an essential briefing on recent shifts in the US grocery e-commerce market and present an outlook for the future, with a focus on fulfillment and service models—including BOPIS and curbside pickup.
December 24, 2020 Insight Report Register for Free Access US CPG Sales Tracker: CPG E-Commerce Stays Strong, Led by 84% Growth in Online Food SalesThe 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 November 29, 2020.
December 23, 2020 Deep Dive Premium 3Q20 US Earnings Season Wrap-Up: Discretionary Sectors Regain MomentumWe 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 third quarter of 2020, considering consensus estimates and year-over-year changes. Against the backdrop of the Covid-19 pandemic, many companies beat revenue consensus estimates, and most of the discretionary sectors regained their momentum during the quarter.
