Feature HP Spotlight

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 | April 21, 2020 Premium

International Grocery Retail in India: Opportunities in a High-Growth Sector, Despite Regulatory Constraints

The food and grocery retail market in India is among the largest in the world. With organized retail still finding its feet, a host of international retailers are vying to claim a sizeable slice of the grocery sector. We examine the market landscape and discuss its key players.

Insight Report | April 17, 2020 Premium

US Holiday 2020 Retail First Look: Coronavirus Crisis Likely To Meaningfully Hit Demand

Amid the coronavirus crisis, we offer an early—and tentative—look at how holiday 2020 retail demand may shape up in the US. We draw on our proprietary consumer surveys on US shopping behaviors and provide an illustrative model for how we think retail’s trough and recovery could look in 2020, as well as the implications for US retailers of a coronavirus-impacted holiday season.

Deep Dive | April 14, 2020 Premium

Amazon Apparel Consumer Survey 2020: Amazon Cements Its Lead in US Fashion Market

In our third annual consumer-survey report on Amazon’s position in apparel, we explore how many US shoppers are buying clothing and footwear on Amazon, why, and where (if anywhere) they are switching spending from—among many other findings.

Deep Dive | April 13, 2020 Premium

Coronavirus Insights: US Survey Update—Many Shoppers Fear Longer-Term Impacts, Threatening the Holiday Season (Full Report)

Our latest survey report provides a detailed update on US consumers’ behaviors, concerns and expectations amid the coronavirus crisis. Our consumer survey, undertaken on April 8, updates findings from prior weekly surveys.

Insight Report | April 9, 2020 Premium

US Grocery Pop-Ups: Amid the Coronavirus Outbreak, Nonretailers Launch Grocery Pop-Up Stores To Meet Local Needs

The coronavirus outbreak has prompted nongrocery companies in the US to open pop-up stores, through which they can sell inventory to local consumers. There are examples of this phenomenon in the restaurant sector, as many US states have banned restaurant dining due to the pandemic. We discuss examples of recently launched grocery pop-up stores in the US and consider the future of the format in the grocery sector when the coronavirus crisis is over.

Insight Report | April 8, 2020 Premium

US Easter Retail Preview 2020: Retailers Must Offer Optimism and Seize the Few Opportunities amid Coronavirus Crisis

With Easter just around the corner, we assess the planned spending of US consumers on the holiday this year amid the coronavirus crisis. We consider the outlook for retail this Easter in light of current shopping trends and propose actions that retailers could take to engage with consumers over the holiday—both to drive sales in the short term and to build stronger customer relationships for long-term gains.

Insight Report | April 6, 2020 Free Report

Coronavirus Insights: Learnings from NIKE’s and Lululemon’s China Experiences

Despite 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.

Deep Dive | April 3, 2020 Premium

Coronavirus Insights: US Survey Update—Shoppers Cut Back Further, with Apparel Bearing the Brunt (Full Report)

We provide a detailed update on US consumer behavior and sentiment amid the coronavirus crisis. We asked US consumers how the coronavirus outbreak is changing how they spend, as well as how concerned they are. The survey for this report was undertaken on April 1 and provides an update to our prior survey findings.

Deep Dive | April 2, 2020 Premium

4Q19 US Retail Inventory Tracker: Higher Inventory Turnover Due to Solid Holiday Sales and Disciplined Approaches

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 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.

Deep Dive | March 31, 2020 Premium

Coronavirus Insights: A Look Back To Look Ahead—The Great Recession of 2007–2009 and Today

We 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.

Insight Report | March 27, 2020 Premium

Coronavirus Insights: US Survey Update—Shopper Worries Increase, Prompting More To Cut Retail Spending (Full Report)

Our US consumer survey provides a detailed update on consumer behavior and sentiment amid the coronavirus crisis. We asked US consumers about their concerns and how the coronavirus outbreak is changing how they shop. The survey for this report was undertaken on March 25 and provides an update to our prior survey findings.

Insight Report | March 26, 2020 Premium

Coronavirus Retail Robustness Index: The 10 US Retailers Best Able To Weather the Storm

With the ongoing coronavirus outbreak forcing store closures across the US, the Coresight Research Coronavirus Retail Robustness Index evaluates the 100 largest US retailers on their ability to cope.

Insight Report | March 25, 2020 Premium

Retail-Tech Landscape: In-Store Digitalization

In this report, we continue our Retail-Tech Landscape report series, which spotlights innovative technology companies that are disrupting the retail industry. This landscape focuses on technology companies that are enabling the transformation of physical stores through artificial intelligence, machine learning and computer vision.

Deep Dive | March 24, 2020 Premium

Esports: How Brands Can Leverage Gaming To Reach Targeted Audiences

The esports industry is seeing a growing number of viewers, particularly with the impact of the ongoing coronavirus outbreak meaning that people are spending more time at home on their devices. We discuss how brands and retailers can leverage the rising popularity of competitive video gaming to sell and market their products, particularly in China and the US.

Deep Dive | March 23, 2020 Premium

4Q19 US Earnings Season Wrap-Up

Fourth-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.