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.

Insight Report | September 14, 2020 Premium

Earnings Insights 2Q20, Week 6 and Wrap-Up: Digital Businesses Lead Retail Recovery

Our 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.

Insight Report | September 10, 2020 Premium

Two Months to Singles’ Day: Five Marketing Tools To Drive Store Traffic for Alibaba’s Newly Extended Double 11 Event

With 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.

Company Profile | September 9, 2020 Premium

Oracle Corporation (NYSE: ORCL) Company Profile

Oracle is a US-based retail-tech provider with products including business software, client premise or cloud-based applications and hardware including enterprise resource planning (ERP). Headquartered in Redwood Shores, California, the company operates in China, the UK and the US, among others.

Deep Dive | September 8, 2020 Premium

Opportunities in the US Women’s Plus-Size Apparel Market

A 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.

Insight Report | September 7, 2020 Premium

Earnings Insights 2Q20, Week 5: Crisis Supports Structural Shifts, Benefitting Discount Formats

Our 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.

Insight Report | September 4, 2020 Premium

The 12 Questions of US Holiday Retail 2020: Part 4—An Early Start to Holiday Shopping and a Green Christmas

Coresight 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.

Insight Report | September 3, 2020 Premium

The 12 Questions of US Holiday Retail 2020: Part 3—Product Availability and the Supply Chain

Coresight 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.

Market Navigators/Market Outlook | September 2, 2020 Premium

Market Overview: US Discount Stores, Mass Merchandisers and Warehouse Clubs—Digital Sales Soar and Discounters Continue To Expand

In 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.

Insight Report | August 31, 2020 Premium

Earnings Insights 2Q20, Week 4: Home Categories Continue To Outperform; Apparel Remains Weak

Our 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.

Deep Dive | August 26, 2020 Premium

Reviewing America’s Retail Bankruptcies amid the Coronavirus Crisis

Following 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.

Insight Report | August 25, 2020 Premium

US Mall Closures: Impact of Covid-19 Likely To Accelerate Mall Consolidation

Considering the impact of Covid-19 on mall consolidation, we present our estimates for mall closures in the next five years. We explore how department store and other anchor store closures are exacerbating the challenges faced by mall owners and the influence of tenant mix on near-term vulnerability—as well as opportunities for malls to adapt and survive, such as through repurposing space into fulfillment centers and tapping health-care and grocery retail.

Deep Dive | August 25, 2020 Premium

The US Women’s Intimates Market: Growth Opportunities at a Time of Change

Driven by shifting consumer expectations and evolving lifestyle choices, the US women’s intimates industry is showing distinct signs of opportunity. We discuss growth opportunities in the US women’s underwear market, including shifts away from traditional retail, increased consumer and brand focus on inclusivity and diversity, and expanding definitions of the underwear category.

Insight Report | August 25, 2020 Premium

New Retail Briefing: Burberry Launches a Social Store with Tencent; JD.com Invests $100 Million in Li & Fung

We discuss the recent developments in New Retail, including the opening of Burberry’s new “social retail” store with Tencent and the launch of Alibaba’s fifth Taobao Maker Festival, as well as flagship store openings on JD.com and the platform’s new business partnerships.

Insight Report | August 24, 2020 Premium

Earnings Insights 2Q20, Week 3: Home Categories Prove Strong and Apparel Weak as Discretionary Retail Sees an Uneven Recovery

Our 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 23, including Estée Lauder, Kohl’s, L Brands and The TJX Companies.

Deep Dive | August 20, 2020 Premium

RetailTech: Demand-Forecasting Software—An Essential Link in the Supply Chain

Demand forecasting lies at the core of every retailer’s operations and supply chain, since it affects nearly every other retail business function—from sales and inventory to promotions and margins. We present a market overview of demand-forecasting technology as well as profiles of selected solutions providers, ranging from industry giants to emerging businesses.