August 6, 2020 Insight Report Premium Retail Reimagined: Implementing Contact-Light Retail To Deliver a Safe and Convenient Shopping ProcessAs part of our Retail Reimagined series, which explores the outlook for retail in a post-crisis world, we discuss how retailers are implementing contact-light retail operations to minimize contact for the consumer during the shopping journey. We discuss curbside pickup, cashierless stores, contactless payment and vending machines.
August 4, 2020 Insight Report Premium US Store Closures: Department Store Closures Exacerbate Challenges Faced by Mall OwnersStore closures are continuing to mount across various discretionary sectors in the US retail industry—with the rise in department store closures and bankruptcies a particular cause for concern for mall owners. We provide an overview of announced department store closures and bankruptcy filings and discuss the implications for mall owners and the retail industry as a whole.
August 4, 2020 Insight Report Premium Retail Robustness Index: August 2020 Update—Higher Scores Due to Increases in Store ReopeningsCoresight 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 August update updates 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 July.
July 29, 2020 Market Navigators/Market Outlook Premium Market Overview: US Grocery Retailers—Surge in Online Demand To Scale Up Automation in FulfillmentIn this Market Overview, we explore the current US grocery market and its 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 increasing automation in fulfillment, the advancement of dark stores and a shift from food service to food retail.
July 29, 2020 Insight Report Premium New Retail Briefing: International Brands Continue To Look to China for GrowthInternational brands have been looking to China for growth opportunities post pandemic. We discuss these recent developments in New Retail, including the latest partnerships between Chinese e-commerce platforms, such as Alibaba and JD.com, and international brands—including Beyond Meat and Gas Bijoux.
July 28, 2020 Insight Report Premium US Back to School 2020: The Outlook for Retail amid Uncertainty and a Gloomy Economic BackdropLaunching our US Back to School 2020 series, we outline our expectations for the season this year, which is being shaped by the coronavirus crisis. We discuss the core market drivers behind our estimates of consumer spending in the US—including consumer focus on health and safety, the impact of Covid-19 on discretionary retail, potential school and college reopening models and the economic backdrop.
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.
