September 14, 2020 Insight Report Premium Earnings Insights 2Q20, Week 6 and Wrap-Up: Digital Businesses Lead Retail RecoveryOur 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 September 13, including American Eagle Outfitters, Casey’s General Stores and Kroger. This is the final report in the second-quarter Earnings Insights series. As such, we also summarize the performance of retailers reported in the prior weeks.
September 10, 2020 Insight Report Premium Two Months to Singles’ Day: Five Marketing Tools To Drive Store Traffic for Alibaba’s Newly Extended Double 11 EventWith two months to go until Singles’ Day 2020, we explore how brands and retailers can use Alibaba’s marketing tools to increase brand or product exposure and drive traffic to their Tmall and Taobao stores.
September 8, 2020 Deep Dive Premium Opportunities in the US Women’s Plus-Size Apparel MarketA growing number of inclusive apparel brands and retailers are addressing new consumer expectations in the US women’s plus-size clothing market, broadening their plus-size offerings to better serve this growing segment and take advantage of the opportunity it presents. We present a market overview and explore recent developments—including influencer collaborations and the body positivity movement.
September 7, 2020 Insight Report Premium Earnings Insights 2Q20, Week 5: Crisis Supports Structural Shifts, Benefitting Discount FormatsOur 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 September 6, including Dollar Tree, Five Below, Macy’s and PVH Corp.
September 4, 2020 Insight Report Premium The 12 Questions of US Holiday Retail 2020: Part 4—An Early Start to Holiday Shopping and a Green ChristmasCoresight Research has 12 questions about the upcoming holiday selling season, which promises to be the most interesting in our team’s collective memory. In the fourth report of the series, we present and provide answers to the final three questions, which explore the potential for an early start to the season this year and how growing consumer interest in sustainability could affect holiday shopping.
September 3, 2020 Insight Report Premium The 12 Questions of US Holiday Retail 2020: Part 3—Product Availability and the Supply ChainCoresight Research has 12 questions about the upcoming holiday selling season, which promises to be the most interesting in our team’s collective memory. In this third report of the series, we present and provide answers to two questions around the impact of Covid-19 on product availability and the supply chain—and what this means for retailers as they plan for the holidays.
September 2, 2020 Market Navigators/Market Outlook Premium Market Overview: US Discount Stores, Mass Merchandisers and Warehouse Clubs—Digital Sales Soar and Discounters Continue To ExpandIn this Market Overview, we explore the US discount store, mass merchant and warehouse club sectors and their future outlook. We consider the competitive landscape and the impact of the coronavirus pandemic on market growth and online sales. This report also discusses a number of key themes in the market, including expanding retail footprints, apparel resale and omnichannel initiatives.
August 31, 2020 Insight Report Premium Earnings Insights 2Q20, Week 4: Home Categories Continue To Outperform; Apparel Remains WeakOur 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 30, including Best Buy, Dollar General, Nordstrom and Ulta Beauty.
August 26, 2020 Deep Dive Premium Reviewing America’s Retail Bankruptcies amid the Coronavirus CrisisFollowing a large number of bankruptcy filings in 2019, retail failures have continued apace in 2020, driven by the Covid-19 crisis. We examine notable US bankruptcies from last year and in year-to-date 2020—including Ascena Retail Group, JCPenney, J.Crew and Neiman Marcus—and discuss the major factors behind these filings.
August 25, 2020 Insight Report Premium US Mall Closures: Impact of Covid-19 Likely To Accelerate Mall ConsolidationConsidering the impact of Covid-19 on mall consolidation, we present our estimates for mall closures in the next five years. We explore how department store and other anchor store closures are exacerbating the challenges faced by mall owners and the influence of tenant mix on near-term vulnerability—as well as opportunities for malls to adapt and survive, such as through repurposing space into fulfillment centers and tapping health-care and grocery retail.
August 25, 2020 Deep Dive Premium The US Women’s Intimates Market: Growth Opportunities at a Time of ChangeDriven by shifting consumer expectations and evolving lifestyle choices, the US women’s intimates industry is showing distinct signs of opportunity. We discuss growth opportunities in the US women’s underwear market, including shifts away from traditional retail, increased consumer and brand focus on inclusivity and diversity, and expanding definitions of the underwear category.
August 25, 2020 Insight Report Premium New Retail Briefing: Burberry Launches a Social Store with Tencent; JD.com Invests $100 Million in Li & FungWe 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.
August 24, 2020 Insight Report Premium Earnings Insights 2Q20, Week 3: Home Categories Prove Strong and Apparel Weak as Discretionary Retail Sees an Uneven RecoveryOur 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.
August 20, 2020 Deep Dive Premium RetailTech: Demand-Forecasting Software—An Essential Link in the Supply ChainDemand 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.
August 20, 2020 Insight Report Premium Apparel Retailers and Brands Launch New Products and Services To Adapt to the Changing Retail EnvironmentWith 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.
