Product TypeInsight Report Product TypeInsight Report | January 18, 2021 premium December 2020 US Retail Sales: A Strong December Takes Total Holiday Growth to 9% US retail sales continued to see strong growth in December 2020. Furthermore, 2020 retail sales overall grew 6.9%—very strong growth in light of the industry’s early struggles amid the Covid-19 pandemic. Using data from the US Census Bureau, this report looks at which retail sectors saw sales surge and which did not do well in December 2020. Read More
Product TypeDeep Dive Product TypeDeep Dive | January 18, 2021 premium US Consumer Tracker: Apparel Takes Biggest Post-Holiday Hit (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 explore what shoppers are buying and which retailers they are buying from, and we present findings on consumers’ avoidance of public places and what activities they expect to do in the next two weeks. Our consumer survey was undertaken on January 11. Read More
Product TypeEvent Coverage Product TypeEvent Coverage | January 15, 2021 Register for free access NRF 2021 Day Three: Data-Driven Solutions, from Supply Chain to Store; Understanding Changed Shopping Patterns NRF 2021, the annual “Retail’s Big Show” event hosted by the National Retail Federation, is taking place virtually over six days between January 12 and 22. The Coresight Research team presents our 10 key insights from day three of the event, which focused on the importance of understanding consumers, many of whom have changed their behaviors over the course of the pandemic. The benefits of integrating technology across all retail operations, from supply chain to stores, emerged as another key theme.Read More
Product TypeEvent Coverage Product TypeEvent Coverage | January 14, 2021 Register for free access NRF 2021 Day Two: Leveraging Technology To Engage Consumers and Empower Employees NRF 2021, the annual “Retail’s Big Show” event hosted by the National Retail Federation, is taking place virtually over six days between January 12 and 22. The Coresight Research team presents our 10 key insights from day two of the event, which focused on how retailers can benefit from using data, artificial intelligence and voice commerce to appeal to consumers in the new environment. Sustainability and social responsibility also emerged as key themes.Read More
Product TypeEvent Coverage Product TypeEvent Coverage | January 13, 2021 Register for free access NRF 2021 Day One: Digital Strategy, Inventory Agility and Loyalty Are Top of Mind NRF 2021, the annual “Retail’s Big Show” event hosted by the National Retail Federation (NRF), has moved online for the first time, taking place entirely virtually over six days, from January 12 to 22. The Coresight Research team presents our 10 key insights from day one of the event, which focused on new digital strategies, the importance of an agile supply chain and the growing value of loyalty programs amid the Covid-19 pandemic. Read More
Product TypeInsight Report Product TypeInsight Report | January 7, 2021 premium Retail Robustness Index: January 2021 Update—Scores Rebound as Product Mix Shifts Back to Normalized Levels Coresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand amid the Covid-19 pandemic. The January 2021 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 December 2020.Read More
Product TypeInsight Report Product TypeInsight Report | January 5, 2021 premium 3Q20 US Retail Inventory Tracker: Inventory Turnover Rates Increase Year over Year for Most Retailers 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 3Q20 and assess why levels may have changed from the year-ago period—with most retailers posting increased inventory turnover levels. Read More
Product TypeDeep Dive Product TypeDeep Dive | January 4, 2021 premium 2021 Retail and Technology Outlook Against the challenging coronavirus-impacted retail environment, Coresight Research’s analysts provide directional outlooks and sector headwinds and tailwinds for 2021. We discuss the trends and data points that we expect to see during the year ahead, covering 10 channels, sectors or markets, with a focus on the US. Read More
Product TypeDeep Dive Product TypeDeep Dive | December 23, 2020 premium 3Q20 US Earnings Season Wrap-Up: Discretionary Sectors Regain Momentum We assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the third quarter of 2020, considering consensus estimates and year-over-year changes. Against the backdrop of the Covid-19 pandemic, many companies beat revenue consensus estimates, and most of the discretionary sectors regained their momentum during the quarter.Read More
Product TypeInsight Report Product TypeInsight Report | December 22, 2020 premium Beauty Insights: An Analysis of Kohl’s and Sephora vs. Target and Ulta Beauty Partnerships—Which Retailers Win? Recently, the two biggest beauty retailers in the US, Sephora and Ulta Beauty, announced partnerships with Kohl’s and Target, respectively. As part of our Beauty Insights series, we look at the benefits that the partnerships offer each retailer and analyze which retailers are set to gain the most. Read More
Product TypeInsight Report Product TypeInsight Report | December 18, 2020 premium November 2020 US Retail Sales: Total Growth Remains Very Strong US retail sales continued to see strong growth in November, continuing October’s rebound. Using data from the US Census Bureau, this report looks at which retail sectors saw sales surge and which did not do well in November 2020.Read More
Product TypeInsight Report Product TypeInsight Report | November 30, 2020 premium Holiday 2020: US Black Friday Insights—“The Quietest in 20 Years” Our observations and insights on US Black Friday demand, based on our store checks, consumer survey and discussions with retailers, as well as select third-party data points on store traffic and e-commerce sales.Read More
Product TypeCompany Profile Product TypeCompany Profile | November 27, 2020 Register for free access Reliance Retail Ventures Reliance Retail Ventures is an India-based retailer of apparel, food and beverages, general merchandise and home and personal care. Headquartered in Mumbai, the company operates 11,931 stores across India.Read More
Product TypeCompany Profile Product TypeCompany Profile | November 25, 2020 Register for free access Avenue Supermarts (NSEI: DMART) Avenue Supermarts is an India-based retailer of food and beverages, health and beauty, general merchandise and apparel. Headquartered in Mumbai, the company operates 220 stores across 11 Indian states and one union territory.Read More
Product TypeCompany Profile Product TypeCompany Profile | November 25, 2020 Register for free access Instacart (Maplebear Inc.) Instacart is US-based provider of online delivery and pickup services for groceries, prescriptions and apparel. Headquartered in San Francisco, the company operates across 5,500 cities in the US and Canada. Read More
