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Product TypeInsight Report | 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.

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Product TypeDeep Dive | premium

US Grocery E-Commerce: Sustained Shifts in Fulfillment and Service Models To Drive Long-Term Growth

Covid-19 has catalyzed the widespread adoption of online shopping in grocery, driving fundamental, lasting changes in consumer behavior. In this report, we provide an essential briefing on recent shifts in the US grocery e-commerce market and present an outlook for the future, with a focus on fulfillment and service models—including BOPIS and curbside pickup.

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Product TypeDeep Dive | 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.

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Product TypeDeep Dive | 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.

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Product TypeInsight Report | premium

Earnings Insights 3Q20, Week 5: Discounters Stand Strong and Beauty Sees Strong Recovery; Declines Continue for Some Apparel Brands

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 December 6, including Dollar General, Five Below, Kroger, PVH Corp and Ulta Beauty.

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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.

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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.

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Product TypeInsight Report | premium

New Retail Briefing: Alibaba Invests in Hypermarket Chain Sun Art and Luxury E-Commerce Platform Farfetch

We discuss recent developments in New Retail in China, including Alibaba’s investment to increase its stake in domestic hypermarket Sun Art Retail to become the controlling shareholder and JD.com’s partnership with Kuaishou to host a 200-hour livestreaming session for Singles’ Day from November 1 to 9.

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Product TypeInsight Report | premium

Insights from China: Exploring Alibaba’s Success in China’s Grocery Market—Innovation at Freshippo

As part of our Insights from China series, we discuss the success of Freshippo, Alibaba’s grocery chain. We consider the impact of the Covid-19 pandemic this year and explore how the retailer has leveraged innovation across three key areas: new store formats, differentiated products offerings and the integration of technology and data.

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Kroger (NYSE: KR)

The Kroger. Co is a US-based supermarket retailer. Headquartered in Cincinnati, Ohio the company operates a range of stores formats across the US under ten different banners.

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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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