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.
December 22, 2020 Insight Report Premium Beauty Insights: An Analysis of Kohl’s and Sephora vs. Target and Ulta Beauty Partnerships—Which Retailers Win?Recently, the two biggest beauty retailers in the US, Sephora and Ulta Beauty, announced partnerships with Kohl’s and Target, respectively. As part of our Beauty Insights series, we look at the benefits that the partnerships offer each retailer and analyze which retailers are set to gain the most.
December 22, 2020 Free Report Holiday Bites: Top Five US Retailers by Biggest Holiday Hiring Plans 2020Our Holiday Bites series features bitesize information on the shape and scale of consumer demand, retail sales and category performance in the 2020 holiday season. We consider the subject of top five US retailers by biggest holiday hiring plans 2020.
December 22, 2020 Insight Report Premium New Retail Briefing: Alibaba Upgrades Its Taobao Content EcosystemWe discuss recent developments in New Retail in China, including Alibaba’s upgrades to the Taobao app content ecosystem and the opening of three Seven Fresh Life stores in Guangzhou between December 18 and 25 by JD.com. We also discuss Alibaba’s investment in the community-group buying platform “Nice Tuan”.
December 17, 2020 Insight Report Premium The 12 Weeks of Holidays: #12—Five Notable Things We Have Seen in US Retail This Holiday SeasonThis report concludes The 12 Weeks of Holidays series, in which we have presented key data, trends and observations in the countdown to the peak holiday season. In this report, we discuss five key trends that we have seen this holiday season in US retail, spanning hiring to online grocery growth to last-mile delivery.
December 17, 2020 Free Report Holiday Bites: Selected US Retailers: Increased Fulfillment CapacityOur Holiday Bites series features bitesize information on the shape and scale of consumer demand, retail sales and category performance in the 2020 holiday season. We consider the subject of selected US retailers: increased fulfillment capacity.
December 16, 2020 Free Report Holiday Bites: Selected Major US Retailers—Same-Day Delivery OptionsOur Holiday Bites series features bitesize information on the shape and scale of consumer demand, retail sales and category performance in the 2020 holiday season. We consider the subject of selected major US retailers: same-day delivery options.
December 14, 2020 Insight Report Premium Earnings Insights 3Q20, Week 6: Home-Goods Retailers, Discounters and Warehouse Clubs Outperform; Apparel Sees Strong RecoveryOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-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 December 13, namely Big Lots, Costco, Lululemon Athletica, RH and Stitch Fix. This is the final report in the third-quarter Earnings Insights series.
December 9, 2020 Insight Report Premium Consumer Tech Briefing: At-Home Fitness Startups Flourish amid the PandemicEach month, our Consumer Tech Briefing series explores recent developments in the world of technology. This month, we look at new developments from at-home fitness startups, including Mirror’s launch in Lululemon stores and recent funding raised by home fitness tech startups Tonal and Zwift.
December 3, 2020 Insight Report Register for Free Access US CPG Sales Tracker: CPG E-Commerce Climbs 66%, Driven by Strong 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 1, 2020.
