Product TypeInsight Report Product TypeInsight Report | September 21, 2021 Register for Free Access Not Your Regular Mall-Based Stores: Part Two—Reducing Retailers’ Last-Mile Delivery Expenses Retailers are turning to store-based e-commerce fulfillment to meet consumer expectations and reduce shipping costs. Leveraging proprietary survey findings, Coresight Research and Fillogic explore this opportunity and present strategies for managing last-mile costs while providing fast delivery services.Read More
Product TypeInsight Report Product TypeInsight Report | September 17, 2021 Premium August 2021 US Retail Sales: Total Sales Up Almost 20% on a Two-Year Basis Total US retail sales, excluding gasoline and automobiles, grew by a strong 19.7% when compared to 2019 values, slightly decelerating from July’s 21% growth. Using data from the US Census Bureau, we look at which retail sectors saw sales surge and which did not do well in August 2021. Read More
Product TypeDeep Dive Product TypeDeep Dive | September 3, 2021 Premium US Consumer Tracker Extra: Assessing the Delta-Driven Consumer Retreat Consumers’ retreat from physical stores in the face of Covid-19’s Delta variant has derailed many retailers’ hopes of a quick recovery. Our US Consumer Tracker Extra series offers a deeper dive into key longer-term trends revealed by our weekly survey data.Read More
Product TypeMarket Outlook Product TypeMarket Outlook | September 2, 2021 Premium Market Outlook: Grocery Retail in India—A Sustained Shift to E-Commerce and a Focus on Health and Wellness In this Market Outlook, we provide an overview of grocery retail in India, including consumer spending growth and projections. We also discuss key market drivers, avenues for growth and prominent themes in grocery retail through the remainder of 2021 and beyond.Read More
Product TypeInsight Report Product TypeInsight Report | September 1, 2021 Premium Stitch Fix: How the Online Personal Styling Service Is Disrupting the US Apparel Market Stitch Fix has expanded from a startup to a multibillion-dollar public retail company within just 10 years of its incorporation. We review the company’s business model in detail, highlighting the company’s major growth strategies and revenue drivers.Read More
Product TypeStore Tracker Product TypeStore Tracker | September 1, 2021 Premium US Store Tracker Extra, August 2021: Major US Retailers To Close 56 Million Square Feet of Retail Space in 2021 The US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements. We include details on closures and openings as a percentage of total store base as well as square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of August 27, 2021, versus the comparable period in 2020.Read More
Product TypeInsight Report Product TypeInsight Report | August 31, 2021 Premium Earnings Insights 2Q21, Week 5: Dick’s Sporting Goods, Foot Locker, Gap and Urban Outfitters Post Strong Results; Ulta Beauty Raises Guidance Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended August 29, 2021, including apparel specialty retailers Dick’s Sporting Goods, Foot Locker, Gap and Urban Outfitters.Read More
Product TypeInsight Report Product TypeInsight Report | August 31, 2021 Premium India Retail Insights: The Future of Brick-and-Mortar Retail Brick-and-mortar retailers in India need to adapt to changes in consumer confidence and preferences amid pandemic recovery and beyond. As part of our India Retail Insights series, we discuss the future of brick-and-mortar retail in India, covering pandemic-led changes in consumer confidence and behavior, actions that retailers can take to attract customers back to stores, government policies to support brick-and-mortar retailers and opportunities for international retail players. Read More
Product TypeInsight Report Product TypeInsight Report | August 25, 2021 Premium US Back to School 2021: Popular Product Categories This Season To Be Determined by Potential Return to In-Person Classes As part of our US Back to School 2021 series, we discuss the product categories that are likely to see strong sales and the drivers behind category shifts. Using proprietary US consumer survey findings, we analyze consumer spending expectations this season. Read More
Product TypeInsight Report Product TypeInsight Report | August 24, 2021 Premium Earnings Insights 2Q21, Week 4: Ross Stores and TJX See Robust Recovery; Kohl’s, Macy’s, Target and Walmart Raise Guidance Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended August 22, 2021—namely, Kohl’s, Macy’s, Ross Stores, Target, TJX and Walmart.Read More
Product TypeInsight Report Product TypeInsight Report | August 24, 2021 Register for Free Access Not Your Regular Mall-Based Stores: Part One—Ship from Store Presents a Profitable Online Order-Fulfillment Opportunity Leveraging their mall-based stores to fulfill online orders presents huge opportunity for retailers to reduce store-based inventories, manage reverse logistics, meet consumer demand more efficiently and thus improve their top and bottom line. Leveraging proprietary survey findings, Coresight Research and Fillogic explore this opportunity, with a focus on the “ship from store” order-fulfillment model.Read More
Product TypeCompany Profile Product TypeCompany Profile | August 23, 2021 Register for Free Access John Lewis Partnership John Lewis Partnership is a UK-based retailer of Apparel and footwear, home furnishings and accessories, electronics and appliances, beauty and personal care products, and food and beverages. Headquartered in London, the company operates stores in England, Scotland, Wales and the Channel Islands. Read More
Product TypeCompany Profile Product TypeCompany Profile | August 18, 2021 Register for Free Access Hudson’s Bay (TSX: HBC) Hudson’s Bay Company is a Canada-based retailer of apparel, beauty, grocery and home-improvement products. Headquartered in Brampton, Ontario, the company operates across Canada and the US.Read More
Product TypeInsight Report Product TypeInsight Report | August 18, 2021 Premium July 2021 US Retail Sales: Total Sales Up 21% on a Two-Year Basis Total US retail sales, excluding gasoline and automobiles, grew by a strong 21% when compared to 2019 values. Using data from the US Census Bureau, we look at which retail sectors saw sales surge and which did not do well in July 2021. Read More
Product TypeDeep Dive Product TypeDeep Dive | August 11, 2021 Premium European Apparel E-Commerce Platforms: Gaining Share of an Expanding Market While the overall Western European apparel and footwear market continues to see gradual post-pandemic recovery, pure-play e-commerce retail companies are witnessing very strong trends. We discuss the competitive landscape and outlook for three leading European apparel and footwear e-commerce retail firms in our Coresight 100 list: ASOS, Boohoo Group and Zalando. We cover four key investment areas for these e-commerce players, as well as three trends we are watching.Read More
