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Product TypeMarket Outlook | premium

US Home and Home-Improvement Retail: Post-Crisis Outlook—Fall 2020 Update

We explore the continued impacts of the Covid-19 crisis on the US home and home-improvement sector and present an outlook for the remainder of 2020 and into 2021. To analyze the sector, we look closely at select US retailers—including Home Depot, Lowe’s RH and Willams-Sonoma—as well as the effects of consumer trends in e-commerce.

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Product TypeInsight Report | premium

US and China Quarterly Economic Update, 3Q20: Recovery in Both Countries, but Covid-19 Resurgence Could Slow Growth in the US

In this report, we discuss macroeconomic indicators from the US and China—including GDP and industrial production. Recently released data show recovery in both the US and China, although the resurgence of Covid-19 in the US could slow growth. Meanwhile, China’s economy expanded further—building on the previous quarter.

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Product TypeInsight Report | premium

The 12 Questions of US Holiday Retail 2020: Part 2—The Consumer’s Propensity To Spend

Coresight Research has 12 questions about the upcoming holiday selling season, which promises to be the most interesting in our team’s collective memory. In this second report of the series, we present and provide answers to three questions, which focus on the US consumer’s propensity to spend. We consider how the employment situation, a “wealth effect” and the upcoming presidential election will impact holiday spending.

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Product TypeInsight Report | premium

The 12 Questions of US Holiday Retail 2020: Part 1—Changed Consumer Behavior

Coresight Research has 12 questions about the upcoming holiday selling season, which promises to be the most interesting in our team’s collective memory. In this first report of the series, we present and provide answers to our first four questions, which focus on changed consumer behaviors. We consider the potential impacts of social distancing, work-from-home trends and reduced gifting opportunities on holiday spending this year.

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Product TypeInsight Report | premium

US Back to School 2020: Digital Trends and Digital Learning—Online Sales Set To Be Up Strongly in a Weak Total Market

As part of our US Back to School 2020 series, we present three insights into digital trends this season—covering e-commerce market share and growth, consumer expectations of how and where they will shop for BTS, and how retailers are promoting digital shopping. We also discuss the role of remote learning in school-reopening plans and how this is impacting BTS shoppers’ spending expectations for online learning.

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Product TypeInsight Report | premium

US Back to School 2020: Consumer Survey Update—Further Shift of Spending from In-School to Digital Learning

Part of our US Back to School 2020 series, we provide an update on consumer attitudes toward the back-to-school season, based on a recent Coresight Research survey of US consumers. We discuss our findings across three key topics—spending expectations, concerns about Covid-19 and attitudes toward in-store versus online shopping—with a focus on in-school versus online learning.

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Product TypeInsight Report | premium

US and China Quarterly Economic Update, 2Q20: Coronavirus Tanks US Economy; China Bounces Back to Growth

In this report, we discuss macroeconomic indicators from the US and China—including GDP and industrial production. Recently released data show the US economy being severely impacted by the coronavirus crisis, with the second quarter of 2020 being its worst on record—although there were signs of recovery in June. Meanwhile, China’s economy has returned to modest growth.

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Product TypeInsight Report | premium

US Back to School 2020: A Redefined Shopping Basket

Part of our US Back to School 2020 series, we look at what the shopping basket may look like this season amid uncertainty around school and college reopening models due to the coronavirus crisis. We discuss the challenges that retailers face in determining demand and the implications of the transformed BTC season for students and retailers.

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Product TypeInsight Report | premium

US Back to School 2020: The Outlook for Retail amid Uncertainty and a Gloomy Economic Backdrop

Launching our US Back to School 2020 series, we outline our expectations for the season this year, which is being shaped by the coronavirus crisis. We discuss the core market drivers behind our estimates of consumer spending in the US—including consumer focus on health and safety, the impact of Covid-19 on discretionary retail, potential school and college reopening models and the economic backdrop.

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Fashinnovation’s Worldwide Talks 2020—Second Edition: Sustainability, Innovation and Inclusivity

Industry leaders in the fashion industry came together for two days of discussion amid the coronavirus pandemic. We present key insights from the second edition of Fashinnovation’s Worldwide Talks 2020, a digital event that highlighted the major themes of sustainability and innovation in the fashion industry.

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Product TypeInsight Report | premium

Coronavirus Insights: US Luxury Is Well Positioned To Recover Post Crisis

As a discretionary retail sector, luxury was dealt a significant blow by the coronavirus crisis this year. We discuss how the market’s recovery could play out over the next two years, using proprietary consumer survey data. We also take learnings from the Chinese luxury market to provide indicators into future consumer behavior in the US.

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Product TypeMarket Outlook | premium

US Home and Home-Improvement Retail: Post-Crisis Outlook

We explore the impacts of the coronavirus crisis on the home and home-improvement sector—including on sales, spending, store closures and retailer bankruptcies—and present an outlook for the remainder of 2020. To analyze the sector, we look closely at select US retailers, including Home Depot, RH and Willams-Sonoma. We summarize our key estimates for 2020 in an infographic

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Product TypeInsight Report | premium

Coronavirus Insights: China Launches New “55 Shopping Festival” To Give Retail a Post-Lockdown Boost

To stimulate the economy and encourage consumers to release pent-up demand post Covid-19, the Shanghai Municipal People’s Government co-launched a new, large-scale shopping holiday with the retail industry at the beginning of May 2020. We discuss the scale and impact of the omnichannel 55 Shopping Festival, exploring how it is driving purchasing behavior in retail and tourism.

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