Product TypeInsight Report January 2020 Monthly Consumer Update: US, UK and China Author Coresight February 26, 2020 We analyze key metrics that reflect consumer demand in the US, the UK and China. In these updates, we focus on direct, leading indicators of the health of the consumer economy: wage growth, price changes and retail sales growth.
Product TypeInsight Report Introducing Coresight Research’s Sustainability Framework, EnCORE: Part 1—Environmental Awareness Author Coresight February 26, 2020 Coresight Research’s new EnCORE framework is designed to help retailers and brands frame their approach to environmental sustainability. This report introduces the first component: environmental awareness. We discuss the increasing emphasis on environmental awareness worldwide, and suggest three key actions that retailers can take to enhance and demonstrate their understanding of this issue throughout the supply chain.
Product TypeFlash Report Coronavirus Briefing: China’s Outbound Tourism Will Be Hurt, but Possibly Not for Long Author Coresight February 24, 2020 Chinese outbound travelers led spending in tourism globally before the coronavirus outbreak. We discuss the potential short-term impact that the virus could therefore have on the tourism industries of popular destinations among Chinese travelers. We also consider how a decline in the number of international tourists from China could affect airport retail sales.
Product TypeWeinswig’s Weekly Weinswig’s Weekly—February 23, 2020 Author Coresight February 23, 2020 This week’s note “From the Desk of Deborah Weinswig” looks at the reports of the death of online-only retail—are they exaggerated?
Product TypeEvent Coverage Highlights from Walmart’s 2020 Investment Community Meeting Author Coresight February 21, 2020 Walmart held its 2020 investor day in New York, outlining ambitious plans to move into healthcare and profiling the secrets to success in China and India. In both markets, the company has grown organically and through acquisitions.
Product TypeInsight Report January 2020 UK Retail Sales: Online Retailers and Small Chains Drive Growth Author Coresight February 20, 2020 Total UK retail sales saw accelerated growth in January 2020 versus December 2019, fueled by online retailers and small chains. Large retailers, on the other hand, saw growth slow.
Product TypeStore Tracker Weekly US and UK Store Openings and Closures Tracker 2020, Week 8: Pier 1 Imports Files for Chapter 11 Bankruptcy Author Coresight February 20, 2020 Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from At Home and Pier 1 Imports in the US and Marks & Spencer and Shoe Zone in the UK.
Product TypeCompany Profile H&M (OMX: HM-B) Author Coresight February 20, 2020 H&M is a global retailer of apparel, accessories, homewares and beauty products. Headquartered in Sweden, the company operates under nine banners through physical and online stores in 71 markets around the world.
Product TypeInsight Report Beauty Insights: Assessing the Impact of the Coronarivus on Global Beauty Companies Author Coresight February 20, 2020 With the number of cases of coronavirus continuing to rise, we assess the potential impact of the outbreak on global beauty companies that have a presence in China—focusing on Estée Lauder, L'Oréal, LVMH (Sephora) and Shiseido. We consider both online and physical retail channels, as well as the travel retail market.
Product TypeFlash Report Coronavirus Briefing: Outbreak Disrupts Global Supply Chain, Particularly in Fashion Author Coresight February 19, 2020 Factories in China have been operating at partial capacity due to the coronavirus outbreak, impacting on supply chains globally. With the duration of the outbreak still uncertain, we consider the potential short-and long-term effects of labor shortages and transportation restrictions on the apparel and smartphone market segments in particular.
Product TypeWeinswig’s Weekly Weinswig’s Weekly—February 16, 2020 Author Coresight February 15, 2020 This week’s note “From the Desk of Deborah Weinswig” looks at whether this year could be the tipping point for sustainability in fashion.
Product TypeFlash Report Coronavirus Briefing: Outbreak Drives Four Innovative Retail Trends in China Author Coresight February 14, 2020 With the Chinese government advising people to stay indoors and avoid public places, the coronavirus outbreak is driving four key retail trends in China as retailers look to provide alternative access to their products for consumers. We discuss the introduction of innovative logistics and delivery methods—including drones—as well as the “shared staff” concept being pursued by major supermarket chains.
Product TypeStore Tracker Weekly US and UK Store Openings and Closures Tracker 2020, Week 7: Skechers Plans To Open More Stores Author Coresight February 14, 2020 Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Skechers and Under Armour in the US and Beales in the UK.
Product TypeFlash Report Coronavirus Briefing: What Can We Learn from the Swine Flu Pandemic of 2009? Author Coresight February 13, 2020 We compare the coronavirus outbreak to the swine flu pandemic of 2009, assessing the worldwide social and economic impact of each. With the coronavirus on the verge of becoming a pandemic, we consider the actions that governments are taking to prevent its spread, as well as the significant threat it could pose to global economic growth.
Product TypeFlash Report Coronavirus Briefing: Assessing the Impact on the Global Luxury Market Author Coresight February 12, 2020 Chinese outbound tourism has plummeted following the coronavirus outbreak—hitting hard luxury brands and retailers that have in recent years come to rely heavily on these consumers. How have luxury brands reacted, and what is their exposure?
