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Product TypeInsight Report | premium

Earnings Insights 3Q20, Week 3: Off-Pricers See Strong Improvement, but Department Stores Remain Badly Hit; Sales Surge in Home Improvement

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-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 November 22, including Home Depot, Kohl’s, Macy’s, Target, The TJX Companies and Walmart.

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Product TypeInsight Report | premium

Retail Robustness Index: November 2020 Update—Most Metrics Improve Slightly

Coresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. The November update revises the scores based on financial reports and store-reopening announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in October.

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Product TypeInsight Report | premium

The Inaugural 10.10 Shopping Festival: From Concept to Creation—and the Five Factors That Drove Its Success

Coresight Research launched the 10.10 Shopping Festival exactly one month ago, to bring fun and excitement back to the retail industry and to help retailers and shoppers address the disruption caused by Covid-19. We provide insights into the creation and launch of the inaugural 10.10 Shopping Festival, which took place on October 9–12, and the five key factors that drove its success.

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Product TypeMarket Outlook | premium

Market Outlook: Understanding China’s $5 Trillion Retail Sector

In this Market Outlook, we explore China’s retail sector. We analyze data on the sector’s size and present our estimates for growth in the remainder of 2020 and into 2021. We profile China’s leading retail companies and outline the composition and trajectory of the retail market. This report also discusses a number of key themes in the market—including e-commerce as a driver of sector consolidation, high consumer demand in certain product categories, sales growth among domestic beauty brands and opportunities in the duty-free format.

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Product TypeFlash Report | Register for free access

Introducing the New Coresight 100: The Companies Reinventing Retail

With 2020 having accelerated the pace of change in retail, we have re-evaluated the Coresight 100, our focus list of the top 100 of the largest and most influential companies in the global retail ecosystem. We introduce the new list of the top companies to watch, which spans eight sectors and now includes select innovators and private companies.

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Product TypeMarket Outlook | premium

US Department Stores: Post-Crisis Outlook—Fall 2020 Update

We explore the continued impacts of the Covid-19 crisis on the US department store sector and present an outlook for the remainder of 2020 and into 2021. In addition to discussing major players in the department store sector, we explore key trends to provide insight and analysis on focus sales categories, delivery services, fulfillment and digital sales. We summarize our key estimates in an infographic.

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Product TypeInsight Report | premium

Retail Robustness Index: October 2020 Update—Average Financial Health Metric Deteriorates

Coresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. The October update revises the scores based on financial reports and store-reopening announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in September.

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Product TypeEvent Coverage | Register for free access

10 Post-Crisis Retail Trends and Actions: Insights from the Dallas-Fort Worth Retailers Association September Meeting

Deborah Weinswig, CEO and Founder of Coresight Research, presented at the Dallas-Fort Worth Retailers Association September Meeting, providing insights into the trends shaping the future of retail. We summarize key takeaways from the presentation, including five post-crisis trends in retail and five actions that retailers can take to drive market share in the new environment, as well expectations for this holiday season.

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