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 TypeDeep Dive Product TypeDeep Dive | January 5, 2021 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.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 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 TypeStore Tracker Product TypeStore Tracker | December 11, 2020 premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 50: Francesca’s Files for Bankruptcy; Dollar General To Open Over 1,000 Stores in 2021 Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Francesca’s, Dollar General, Sephora and Wayfair in the US and Cath Kidston and Debenhams in the UK.Read More
Product TypeInsight Report Product TypeInsight Report | December 7, 2020 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. 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 TypeInsight Report Product TypeInsight Report | November 25, 2020 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. Read More
Product TypeInsight Report Product TypeInsight Report | November 24, 2020 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.Read More
Product TypeInsight Report Product TypeInsight Report | November 17, 2020 premium October 2020 US Retail Sales: Further Double-Digit Year-over-Year Growth US retail sales continued to rebound strongly in October, following September’s extraordinary growth. Using data from the US Census Bureau, this report looks at which retail sectors saw sales surge and which did not do well in October 2020.Read More
Product TypeCompany Profile Product TypeCompany Profile | November 17, 2020 Register for free access 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.Read More
Product TypeInsight Report Product TypeInsight Report | November 13, 2020 premium Singles’ Day 2020: Making an Impact Around the World Coresight Research visited physical stores and e-commerce websites to gauge the adoption of Singles’ Day by retailers globally and to gather examples of 11.11 deals—including in Europe, India, Southeast Asia and the US. Read More
Product TypeInsight Report Product TypeInsight Report | November 12, 2020 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. Read More
