April 6, 2020 Insight Report Free Report Coronavirus Insights: Learnings from NIKE’s and Lululemon’s China ExperiencesDespite the impact of the coronavirus, NIKE and Lululemon each reported favorable earnings on March 24, 2020 and March 26, 2020, respectively. With China embracing signs of recovery from the coronavirus crisis, we discuss the lessons learned by the two athletic apparel companies from their experiences in the country.
April 3, 2020 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 14: GameStop Announces Store ClosuresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Fairway Market, GameStop and Shoe Carnival in the US and BrightHouse and Jack Wills in the UK.
April 2, 2020 Deep Dive Premium 4Q19 US Retail Inventory Tracker: Higher Inventory Turnover Due to Solid Holiday Sales and Disciplined ApproachesIn 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 4Q19 and assess why levels may have changed from the year-ago period. The coronavirus crisis means 4Q trends will not be an accurate guide to 2020, but those retailers heading into the storm with cleaner stock levels will enjoy an advantage over more heavily stocked rivals.
April 1, 2020 Deep Dive Premium Pinduoduo: What’s Driving Growth for China’s Group-Buying PlatformPinduoduo launched in 2015 and has quickly become the fastest-growing major e-commerce platform in China. In market capitalization, Pinduoduo trails giants Alibaba, Tencent, Meituan and JD.com, but recently overtook Baidu.
March 31, 2020 Free Report Three Things You Need To Know: Amazon India and Flipkart—Head to HeadWe present Three Things You Need To Know on Amazon India and Flipkart: Head to Head
March 31, 2020 Deep Dive Premium Coronavirus Insights: A Look Back To Look Ahead—The Great Recession of 2007–2009 and TodayWe look back at the Great Recession of 2007–2009, to apply learnings from the sales performance of the US retail industry to the current coronavirus situation. We break down our analysis of the impact of the recession on the retail industry by sector and consider the implications for how retailers will fare the coronavirus pandemic.
March 30, 2020 Insight Report Premium East-to-West Learnings: How Grocery Retailers in China Have Addressed Labor Shortages During the Coronavirus CrisisWe look at the labor imbalance in China that has been caused by the coronavirus pandemic and how supermarket chains and grocery retailers are responding by launching co-employment initiatives with restaurant chains. We consider how retailers in the US could learn from China’s new employment models as the coronavirus situation worsens in the West.
March 27, 2020 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 13: RTW Retailwinds Announces Store ClosuresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Five Below, Ollie’s Bargain Outlet and RTW Retailwinds in the US and Frasers Group and Laura Ashley in the UK.
March 26, 2020 Deep Dive Premium Amazon India and Flipkart: Head to HeadIndia’s marketplace-led e-commerce landscape is far less developed than China’s or its Western counterparts, but it’s growing quickly, from just $39 billion in 2017 to an expected $64 billion in 2020. Homegrown marketplace platform Flipkart realized this early on and enjoyed nearly unrivalled dominion over the Indian market until Amazon entered the fray in 2013.
March 26, 2020 Insight Report Premium Amazon India and Flipkart: Head to Head—InfographicWe assess the competition between two major players in the e-commerce sector in India. This infographic outlines key comparative data between Amazon India and Flipkart.
March 25, 2020 Insight Report Premium Beauty Insights: Beauty Activism Represents the Next Wave of Brand DifferentiationActivism is taking hold in the beauty sector as retailers and brands take a stance on environmental and social issues. In this report, we discuss how social activism is becoming the next big movement the beauty industry, offering brands the opportunity to differentiate themselves in a crowded market.
March 24, 2020 Insight Report Premium New Retail Briefing: Amid Coronavirus Outbreak, ByteDance’s News Platform Jinritoutiao Launches “Play at Home” FunctionAs China slowly but surely emerges from the the coronavirus outbreak, retailers are leveraging the tools they deployed during the toughest periods to accelerate recovery. Others are finding creative ways to clear unsold inventory and reengage with consumers.
March 23, 2020 Deep Dive Premium 4Q19 US Earnings Season Wrap-UpFourth-quarter 2019 retail earnings show that many companies across the retail industry saw strong growth. However, our coverage of the Coresight 100 reveals that the CPG and department-store sectors bucked this trend, with the latter continuing to struggle. Companies across the board have updated their guidance due to coronavirus disruption in the supply chain and demand in Asia, but we are yet to see updates based on the spread of the virus to the US, with the nation moving closer to lockdown.
March 20, 2020 Insight Report Premium Coronavirus Insights: Battening Down the Hatches—Assessing Major US Retailers’ Prospects to Weather the StormAs a global pandemic keeps shoppers home and stores close, many want to know which retailers are best positioned. But there is no standard roadmap for a situation like this—so Coresight Research created one.
March 20, 2020 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 12: Modell’s Sporting Goods Files for Chapter 11 Bankruptcy; Coronavirus Triggers Temporary Store ClosuresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Gap, Modell’s Sporting Goods and Neiman Marcus in the US and Dixons Carphone and Laura Ashley in the UK.
