Deep Dive | October 1, 2020 Premium 2Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 RecoverySecond-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. Read More
Deep Dive | September 29, 2020 Premium US Home-Improvement E-Commerce: Retailers Accelerate Plans To Scale Online OperationsDespite 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. Read More
Deep Dive | September 28, 2020 Premium US Survey Update: How Consumers Plan To Celebrate and Spend for Halloween (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 asked consumers how they expect to celebrate Halloween this year. We also discuss 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 22. Read More
Deep Dive | September 21, 2020 Premium US Survey Update: More Consumers Return to In-Store Shopping (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 highlight findings around shoppers’ return to brick-and-mortar stores, including discussion of their 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 15. Read More
Deep Dive | September 17, 2020 Free Report The Time for Sustainability in Retail Is NowEmployees, investors and consumers expect sustainability to be addressed at the companies for which they work, in which they invest and by the brands from which they buy. In this free report, sponsored by IBM, we discuss the development of sustainability in retail and present Coresight Research’s EnCORE framework, which is designed to help retailers and brands frame their approach to sustainability. Read More
Deep Dive | September 8, 2020 Premium Opportunities in the US Women’s Plus-Size Apparel MarketA 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. Read More
Deep Dive | August 31, 2020 Premium US Survey Update: How Covid-19 Has Impacted Consumers’ Attitudes Toward Sustainability (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 asked consumers about their attitudes toward environmental sustainability when they shop. We also discuss shoppers’ current online spending habits and avoidance of public places, as well as what activities they expect to do in the next two weeks. Our consumer survey was undertaken on August 26. Read More
Deep Dive | August 27, 2020 Premium Retail-Tech Landscape: Personalization in RetailWe continue our Retail-Tech Landscape report series, which spotlights innovative technology companies that are disrupting the retail industry. This landscape focuses on technology companies whose solutions can support retailers in providing a consistent, seamless and personalized experience to their customers—which has become more important than ever in light of the Covid-19 crisis. Our landscape infographic summarizes these companies. Read More
Deep Dive | August 26, 2020 Premium Reviewing America’s Retail Bankruptcies amid the Coronavirus CrisisFollowing 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. Read More
Deep Dive | August 25, 2020 Premium The US Women’s Intimates Market: Growth Opportunities at a Time of ChangeDriven 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. Read More
Deep Dive | August 24, 2020 Premium US Survey Update: Online Grocery Shopping Looks To Be Here To Stay (Full Report)Our latest survey report provides a detailed update on US consumers’ behaviors, concerns and expectations amid the coronavirus crisis, with a focus on the implications for retail. This week, we focus on consumers’ online grocery shopping behaviors—comparing the results with our previous survey findings from mid-March. We also discuss shoppers’ current online spending habits and avoidance of public places, as well as what activities they expect to do in the next two weeks. Our consumer survey was undertaken on August 19. Read More
Deep Dive | August 19, 2020 Free Report Innovator Intelligence: Can Technology Transform the Overall BOPIS Experience?As part of our Innovator Intelligence series, we discuss the key trends that are impacting omnichannel fulfillment and consider how retailers can leverage computer vision to simplify the order-pickup process. We also explore the iPickup platform, an omnichannel order-fulfillment solution from asset-tracking technology provider Position Imaging. Read More
Deep Dive | August 18, 2020 Premium Retail Innovators: Apparel TechnologiesThe Coresight Research Retail Innovators series examines how key players and startups are disrupting different retail sectors. In this report, we focus on five innovators in the apparel market: 3DLOOK, Obsess, Bold Metrics, Unmade and Myant. We discuss these industry players in the context of the technological innovations they are using to meet changing consumer demand in the apparel sector, including the influence of e-commerce and a heightened emphasis on remote and virtual services, as well as sustainability. Read More
Insight Report | August 13, 2020 Premium Retail Reimagined: Advancing Last-Mile Delivery with TechnologyAs part of our Retail Reimagined series, which explores the outlook for retail in a post-crisis world, we discuss how brands and retailers are rethinking last-mile delivery—with safety and convenience for consumers being top of mind. We explore the innovative approaches and advanced technologies being adopted in China and the US, including autonomous robots and drones, smart parcel lockers and dark stores. Read More
Deep Dive | August 10, 2020 Premium US Survey Update: How Consumers Spent and Plan To Spend Stimulus Checks (Full Report)Our latest survey report provides a detailed update on US consumers’ behaviors, concerns and expectations amid the coronavirus crisis, with a focus on the implications for retail. This week, we explore how consumers have spent, and plan to spend, their stimulus checks—with a focus on the prioritization of basic financial obligations versus discretionary retail spending. We also discuss what activities consumers have done over the past two weeks and their planned activities for the next two weeks. Our consumer survey was undertaken on August 5. Read More
