October 9, 2020 Insight Report Premium Retail Robustness Index: October 2020 Update—Average Financial Health Metric DeterioratesCoresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. The October 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 September.
October 9, 2020 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 41: Allbirds and Wegmans Open New StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Wegmans and Dick’s Sporting Goods in the US and Ann Summers and H&M in the UK.
October 8, 2020 Insight Report Free Report 10 Things To Know About the Perfect 10 Shopping Festival: Coresight Research Launches the Global 10.10 Shopping FestivalCoresight Research is kicking off the 2020 shopping holiday season with the inaugural 10.10 Shopping Festival, in collaboration with shopping rewards app Shopkick, online fashion marketplace Fashwire and an exciting array of charities, supporting partners, retailers and brands. We highlight the 10 things you need to know, including which retailers will participate in 10.10 and what proportion of consumers expect to shop the event.
October 6, 2020 Insight Report Free Report The 12 Weeks of Holidays: #2—The Global Shopping Festival of 10.10 Festivalizes Holiday 2020We discuss the “festivalization” of holiday retail, with a focus on the new 10.10 Shopping Festival and Amazon’s Prime Day. We discuss the implications for US retailers, including the expected early start to the holiday shopping season. This free report is part of our 12 Weeks of Holidays series, in which we present key data, trends and observations as we count down to the peak holiday season.
October 6, 2020 Market Navigators/Market Outlook Premium Market Outlook: US Retail REITs—Recovery Under PressureIn this Market Outlook, we explore the recovery of the US retail REITs (real estate investment trusts) sector in a coronavirus-impacted retail environment. We analyze data on the sector’s size and competitive landscape and consider the impact of store closures on retail REITs. This report also discusses a number of key themes in the market—including rent collection, store closures and tenant-landlord relationships.
October 5, 2020 Insight Report Register for Free Access US Survey Update: Consumer Behavior Proves Volatile Across Retail and Food Service (Select Findings)This free report features select findings from our latest survey of US consumers, undertaken on September 29, which asked respondents about their behavior, sentiment and expectations amid the coronavirus crisis.
October 5, 2020 Deep Dive Premium US Survey Update: Consumer Behavior Proves Volatile Across Retail and Food Service (Full Report)Our latest survey report provides a detailed update on US consumers’ behaviors, concerns and expectations, with a focus on the implications for retail. This week, we discuss volatility in consumer behavior across retail and food service, including findings around consumers’ avoidance of public places, as well as what activities they expect to do in the next two weeks. Our consumer survey was undertaken on September 29.
October 1, 2020 Deep Dive Premium US Businesswear Market: Working from Home Accelerates Casualization, Hitting the Formal Clothing MarketThe rapid shift toward working from home in the wake of the coronavirus pandemic has accelerated the longstanding casualization trend in US workplace dress codes, with significant impacts for the formal businesswear market. We discuss the US businesswear market, future trends and what retailers and brands are doing to better serve this area of the apparel industry amid changing work habits.
October 1, 2020 Insight Report Premium Sustainability at Tapestry: Three Brands United by a Single VisionWe discuss the environmental, social and corporate governance goals of Tapestry, a US-based, multinational, luxury fashion holding company. This report kicks off our new series exploring the commitments of selected major retailers to sustainability, through the lens of Coresight Research’s EnCORE framework.
October 1, 2020 Deep Dive Premium 2Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 RecoverySecond-quarter 2020 retail earnings include recovery from the Covid-19 crisis. We assess the recent performance of US retailers in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Although the pace of recovery varies between retail sectors, many retailers initially saw strong sales in reopened stores, driven by pent-up demand. Furthermore, the coronavirus-led pivot to e-commerce led to unprecedented growth in digital sales.
September 30, 2020 Insight Report Premium Consumer Tech Briefing: Foldable Phones from Samsung and Microsoft, Plus Amazon’s Digital Wellness OfferingEach month, our Consumer Tech Briefing series discusses recent developments in the world of technology. This month, we look at new foldable screen smartphone releases from Microsoft and Samsung, as well as Amazon’s latest move into the health-care space.
September 30, 2020 Insight Report Premium Reshaping Supply Chains for the 2020s: #5—Technologies That Are Fueling Sales GrowthIn our Reshaping Supply Chains for the 2020s series, we analyze the technologies and trends that are enabling the evolution of the supply chain. In this report, we discuss what retailers are doing to optimize sales management and the strategies and technologies that will drive sales growth.
September 29, 2020 Insight Report Premium Halloween 2020 US Retail Preview: Covid-19 Spooks Festivities and Haunts RetailAs Halloween kicks off the US Holiday season, festivities are likely to be impacted by the coronavirus pandemic. We discuss the impact of Covid-19 on Halloween celebrations and retail spending. We also explore the detailed insights provided by our September 22 survey on US consumers’ behaviors, concerns and expectations in relation to this year’s Halloween holiday, with a focus on the implications for US retail.
September 29, 2020 Deep Dive Premium US Home-Improvement E-Commerce: Retailers Accelerate Plans To Scale Online OperationsDespite the underwhelming narrative for much of discretionary retail in the US this year, home-improvement retail is one sector that has fared well, supported in part by key retailers’ quick pivot to e-commerce. We discuss how three major Coresight 100 home-improvement retailers have accelerated their shift toward digital transformation and upped their e-commerce game to generate success.
September 29, 2020 Insight Report Register for Free Access US CPG Sales Tracker: Online CPG Growth Re-accelerates as the Pandemic Wears OnThe 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 September 6, 2020.
