September 24, 2020 Insight Report Premium 2Q20 US Retail Inventory Tracker: Most Retailers Post Higher Inventory Turnover as Stores ReopenIn 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 2Q20 and assess why levels may have changed from the year-ago period—with most retailers posting higher inventory turnover as stores reopen.
September 24, 2020 Insight Report Premium China National Day Golden Week 2020 Preview: A Focus on Smaller Tourist Groups and Safe TravelWith China’s National Day holiday fast approaching, we present our expectations for outbound international travel and domestic travel by Chinese tourists during Golden Week 2020. We also discuss the focus on safe travel that has emerged for this year’s holiday due to the Covid-19 crisis.
September 24, 2020 Market Navigators/Market Outlook Premium US E-Commerce: Post-Crisis OutlookWe explore the impacts of the Covid-19 pandemic on US e-commerce. We present our trend analysis and insights into the online channel’s development in the second quarter of 2020. We also discuss three post-crisis US e-commerce trends across the themes of digital investment, omnichannel capabilities and drones/autonomous vehicles.
September 22, 2020 Insight Report Register for Free Access The Global Shopping Festival Landscape: The New 10.10 Shopping Festival in ContextDue to the Covid-19 crisis, shopping holidays are likely to hold heightened relevance during the remainder of 2020 for brands and retailers looking jump-start their sales recoveries, as well as for consumers looking for deals. We present Coresight Research’s new 10.10 Shopping Festival and outline the global landscape of shopping festivals.
September 22, 2020 Insight Report Premium Beauty Insights: CBD and the Future of Health and WellnessAs part of our Beauty Insights series, we explore the potential of cannabidiol (CBD) products in the US beauty sector and present our estimations for the significant growth of the market for CBD health and wellness over the next five years. We discuss the opportunity for brands and retailers in this space, using findings from Coresight Research’s proprietary survey of US CBD users.
September 16, 2020 Insight Report Premium Retail Robustness Index: September 2020 Update—Store Reopenings Drive Higher Index ValuesCoresight 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 September 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 August.
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.
