July 27, 2020 Insight Report Premium June 2020 UK Retail Sales: Reopening of Nonessential Stores Drives Strong Recovery in Discretionary SectorsUK retail sales saw significant improvement in June and almost reached pre-lockdown levels following the reopening of nonessential stores and the release of pent-up consumer demand. We review June data for UK retail in total and by sector.
July 23, 2020 Insight Report Premium Retail Reimagined: Leveraging Social Media To Drive Consumer Engagement and ConversionAs part of our Retail Reimagined series, we discuss the importance of social media as a marketing channel for brands to showcase their products and drive conversion—particularly in the context of increased reliance on digital channels due to recent Covid-19 retail shutdowns. We consider the use of social media beyond the crisis and consider the implications for brands, retailers and technology vendors.
July 23, 2020 Insight Report Premium REITs Becoming Retailers: Mall Owners Are Looking To Acquire Struggling RetailersAmid the rise of bankruptcies in the retail industry and increasing brick-and-mortar store closures due to the coronavirus pandemic, we discuss a selection of US retailers that are potentially facing acquisition by mall owners—and we analyze the strategy behind REITs becoming retailers.
July 22, 2020 Insight Report Premium Contactless Technologies in Grocery Retail and Food Service: Touch-Free Shopping in a Post-Crisis WorldWe discuss recent developments in the adoption of contactless technologies in grocery retail and by food-service businesses, as they adapt to demand for touch-free shopping in the wake of the Covid-19 crisis. This report includes highlights from Amazon, Coca-Cola and Walmart.
July 22, 2020 Free Report Three Things You Need To Know: Amazon Prime Day 2020—Expected October Timing To Draw Forward Holiday SpendingWe present Three Things You Need To Know for Amazon Prime Day 2020: Expected October Timing To Draw Forward Holiday Spending.
July 21, 2020 Insight Report Premium Reshaping Supply Chains for the 2020s: #3—Building a More Flexible and Cost-Efficient Manufacturing System after Covid-19In 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 the implications of Covid-19 for retail manufacturing and the evolution of technology solutions to streamline processes, reduce costs and improve flexibility in supply chains.
July 14, 2020 Company Earnings Update Register for Free Access Costco Monthly Sales, June 2020: Highest Total Comp Growth in the Past Year, but E-Commerce Growth DeceleratesCostco’s global same-store sales increased year over year in June, although e-commerce growth decelerated. We review the comparable sales metrics reported by Costco for June 2020 and consider the factors that impacted results—including coronavirus-led store closures and gasoline price deflation.
July 10, 2020 Insight Report Premium Four Months to Singles’ Day: How To Drive Brand Awareness and Store TrafficWith four months to go until Singles’ Day 2020, we provide key strategies for how brands and retailers can increase their presence and exposure on Alibaba’s Tmall platform in the lead-up to the shopping festival.
July 9, 2020 Insight Report Premium Retail M&A Deals Unravel in the Wake of the Coronavirus CrisisWe are seeing a slew of companies reassess M&A deals in the context of Covid-19 impacts on sellers’ revenues, cash flow and liquidity. We explore the recent breakdown of such deals across a number of retail sectors—including retail real estate, luxury, apparel and grocery.
July 9, 2020 Market Navigators/Market Outlook Premium US Department Stores: Post-Crisis OutlookWe explore the impacts of the coronavirus crisis on the US department-store sector and present an outlook for the remainder of 2020. This report also highlights technology innovators that may support the sector moving forward. We summarize our key estimates for 2020 and beyond in an infographic.
July 8, 2020 Deep Dive Premium 1Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 ImpactFirst-quarter 2020 retail earnings include the negative impact on sales caused by the coronavirus outbreak. 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. With retail sectors weathering the Covid-19 crisis in different ways, sales declines are now easing due to stores reopening post lockdown, but the pace of recovery will vary.
July 8, 2020 Insight Report Premium Retail Robustness Index: July 2020 Update—A Revised Methodology Due to Changing Retail EnvironmentCoresight Research’s Retail Robustness Index, first published on March 26, evaluated the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. This report updates the scores based on financial reports and store-reopening announcements. We also revise our methodology to factor in the major changes in the retail environment over the last three months. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update.
July 7, 2020 Insight Report Premium H&M and Inditex Change Course, Closing Stores To Focus More on E-CommerceH&M and Inditex (owner of Zara), the world’s two biggest clothing specialist retailers, have announced plans to close a greater number of stores in the wake of the coronavirus crisis. For H&M, 2020 will be the first year for many years that it will see a reduction in total store numbers. We look at their plans and explore the implications.
June 29, 2020 Insight Report Premium VF Corporation: A Timeline of Key EventsThis report explores the recent history of VF Corporation, one of the world’s largest apparel, footwear and accessories companies. We look at key events over the last three years, during which time the company has undergone restructuring but remained committed to its sustainability and responsibility strategy. We also provide a timeline of VF Corporation’s product offering changes, executive changes and expansion over the past decade.
June 25, 2020 Insight Report Premium Beauty Insights: Opportunities in India’s Beauty and Personal Care MarketAs part of our Beauty Insights series, we explore the beauty and personal care market in India and the opportunities that it presents to international brands and retailers. We detail the industry’s key growth drivers—considering population demographics, the e-commerce channel and evolving consumer trends—and discuss the competitive landscape, which includes international players such as L’Oréal, Estée Lauder and Sephora. We also assess the impact of the coronavirus crisis on the India’s beauty sector against the backdrop of easing nationwide lockdowns.
