Coresight 100

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Deep Dive | October 5, 2020 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.

Deep Dive | October 1, 2020 Premium

US Businesswear Market: Working from Home Accelerates Casualization, Hitting the Formal Clothing Market

The 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.

Insight Report | October 1, 2020 Premium

Sustainability at Tapestry: Three Brands United by a Single Vision

We 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.

Deep Dive | October 1, 2020 Premium

2Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 Recovery

Second-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.

Insight Report | September 30, 2020 Premium

Consumer Tech Briefing: Foldable Phones from Samsung and Microsoft, Plus Amazon’s Digital Wellness Offering

Each 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.

Insight Report | September 30, 2020 Premium

Reshaping Supply Chains for the 2020s: #5—Technologies That Are Fueling Sales Growth

In 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.

Insight Report | September 29, 2020 Premium

Halloween 2020 US Retail Preview: Covid-19 Spooks Festivities and Haunts Retail

As 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.

Deep Dive | September 29, 2020 Premium

US Home-Improvement E-Commerce: Retailers Accelerate Plans To Scale Online Operations

Despite 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.

Insight Report | September 29, 2020

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US CPG Sales Tracker: Online CPG Growth Re-accelerates as the Pandemic Wears On

The 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.

Insight Report | September 24, 2020 Premium

2Q20 US Retail Inventory Tracker: Most Retailers Post Higher Inventory Turnover as Stores Reopen

In 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.

Insight Report | September 24, 2020 Premium

China National Day Golden Week 2020 Preview: A Focus on Smaller Tourist Groups and Safe Travel

With 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.

Market Navigators/Market Outlook | September 24, 2020 Premium

US E-Commerce: Post-Crisis Outlook

We 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.

Insight Report | September 22, 2020

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The Global Shopping Festival Landscape: The New 10.10 Shopping Festival in Context

Due 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.

Insight Report | September 22, 2020 Premium

Beauty Insights: CBD and the Future of Health and Wellness

As 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.

Insight Report | September 16, 2020 Premium

Retail Robustness Index: September 2020 Update—Store Reopenings Drive Higher Index Values

Coresight 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.