June 25, 2020 Insight Report Premium US Independence Day Retail Preview 2020: Consumer Spending Expected To Decline Versus Last YearWith Independence Day just around the corner, we estimate total US consumer spending on the occasion this year, in the context of easing coronavirus lockdowns. We propose actions that retailers could take to drive sales for Independence Day.
June 24, 2020 Deep Dive Premium Retail Innovators: REITsThe Coresight Research Retail Innovators series examines how key players and startups are disrupting different retail sectors. In this report, we focus on five disruptors in the REITs sector that are offering innovative data and technology solutions to real-estate owners. We also highlight the ways in which some REITs in the US are introducing innovation, such as by adding entertainment to properties.
June 23, 2020 Insight Report Premium China Sees a Significant Sales Rebound during the 6.18 Midyear Shopping FestivalThe 6.18 Shopping Festival represented a significant sales rebound in China following the coronavirus crisis. We explore the success of e-commerce platforms during this year’s event and the underlying consumer trends that drove sales.
June 22, 2020 Insight Report Premium May 2020 UK Retail Sales: Partial Rebound in Discretionary Sector Even Before Most Stores ReopenUK retail sales saw improvement in May after April’s deep declines, aided by a strong performance in DIY and hardware-store sales as these were deemed essential by the government and were thus allowed to stay open during lockdown. Some sectors also began to reopen in May after coronavirus-led temporary closures. We review May data for UK retail in total and by sector.
June 16, 2020 Deep Dive Premium US Apparel Retail: Post-Crisis OutlookWe explore the impacts of the coronavirus crisis on the apparel retail sector and present an outlook for the remainder of 2020 based on a three-phase V-shaped recovery. To analyze the sector, we look closely at select US retailers, including American Eagle Outfitters, Gap Inc. and Hanesbrands. We summarize our key estimates for 2020 in an infographic.
June 11, 2020 Market Navigators/Market Outlook Premium US Home and Home-Improvement Retail: Post-Crisis OutlookWe explore the impacts of the coronavirus crisis on the home and home-improvement sector—including on sales, spending, store closures and retailer bankruptcies—and present an outlook for the remainder of 2020. To analyze the sector, we look closely at select US retailers, including Home Depot, RH and Willams-Sonoma. We summarize our key estimates for 2020 in an infographic
June 10, 2020 Deep Dive Premium New Retail Models in the Global Apparel and Footwear MarketAs part of our series exploring new models of retailing across different sectors and channels, we focus on the innovative strategies being implemented by brands and retailers in the global apparel and footwear market, including ASOS and Macy’s. We discuss how brands are leveraging technologies to upgrade the shopping experience, providing extended options as part of the sharing economy and utilizing consumer data.
June 9, 2020 Insight Report Premium Insights from China: Douyin vs. Kuaishou—Using Short-Video Platforms To Target ConsumersWe look at the marketing opportunities that Douyin and Kuaishou, the two leading short-video platforms in China, present for brands and retailers—considering the user base, content distribution model and e-commerce capabilities of each.
June 5, 2020 Company Earnings Update Register for Free Access Costco Monthly Sales, May 2020: Comp Growth Accelerates as E-Commerce Sales DoubleCostco’s global same-store sales increased year over year in May, and e-commerce growth accelerated. We review the comparable sales metrics reported by Costco for May 2020 and consider the factors that impacted results—including the coronavirus crisis and gasoline price deflation.
June 4, 2020 Deep Dive Premium RetailTech: Oracle—Spanning the Software Gamut, from Databases to ERP to CloudBuilding on its strength in databases, which are the foundation for nearly all enterprise and business applications, technology company Oracle has branched out into other software categories, becoming a leader in areas such as ERP software, finance, CRM and supply chain management. We outline Oracle’s offerings in retail and its acquisition strategy in a competitive landscape.
June 1, 2020 Insight Report Premium Earnings Insights 1Q20, Week 2: Evidence of Pent-Up Consumer Demand as US Lockdowns Ease and Stores ReopenOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-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 May 31, including Burlington Stores, Dollar General and Ulta Beauty.
May 28, 2020 Insight Report Premium Beauty Insights: The Future of Home Hair Color as Salons ReopenSalons are reopening across the US as coronavirus lockdowns are lifted. We assess the impacts of the Covid-19 lockdown and recovery on the home hair color product category and explore the possible future reality of the hair color sector over the next year.
May 28, 2020 Deep Dive Premium Social Commerce Platforms: Diverse Opportunities for Brands and RetailersWe present the social commerce landscapes in China and the US, discussing major platforms across areas such as social media, livestreaming, group buying and e-commerce. This report highlights the broader scope of the Chinese market and the learnings that Western companies could take from China’s alternative social commerce models, as well as the opportunities for brands and retailers in the sector.
May 26, 2020 Free Report Three Things You Need To Know: Inside the World of Amazon’s Private-Label OfferingWe present Three Things You Need To Know on Inside the World of Amazon’s Private-Label Offering.
May 26, 2020 Flash Report Register for Free Access Retail 2020: 10 China E-Commerce Trends—Update, Shaped by Covid-19We present 10 trends that are shaping China’s e-commerce landscape through 2020, impacted by the coronavirus crisis and changes in consumer behavior. We discuss the implications of these trends for brands and retailers as the nation recovers from Covid-19
