Product TypeInsight Report July 2, 2020 premium Coronavirus Tracker: Retail Metrics and Key Developments Coresight Research’s Coronavirus Tracker includes a timeline of key developments; details temporary US store closures and reopenings; charts weekly data on shoppers' purchasing behaviors; and notes US retail hirings, US states' reopening dates for businesses and furloughs by major retail companies. Recently added are details of capital raising, management changes, financial guidance updates and bankruptcies in retail.Read More
Product TypeDeep Dive June 11, 2020 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 infographicRead More
Product TypeInsight Report June 9, 2020 premium JD.com Kicks Off This Year’s 6.18 Shopping Festival: A Boost for Online and Offline Retail Post Crisis JD.com launched its annual 6.18 Shopping Festival on May 25, 2020, marking the start of the event’s pre-sale period. We explore how the e-commerce platform has upgraded its services for this year’s festival, including by integrating physical retail promotions for a boundaryless shopping experience.Read More
Product TypeInsight Report May 21, 2020 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.Read More
Product TypeInsight Report May 21, 2020 premium US and China Quarterly Economic Update: Coronavirus Inflicted Economic Harm to Both Countries in 1Q20 Recently released data from the US and China show both economies being impacted by the global coronavirus pandemic in the first quarter of 2020. US GDP declined to the lowest level since the Global Recession in 2008, and China’s GDP contracted for the first time in nearly 30 years. Furthermore, due to the Covid-19 crisis, industrial output in both nations fell significantly.Read More
Product TypeInsight Report May 14, 2020 premium Coronavirus Insights: Three Post-Lockdown Consumer Trends in China Coronavirus-related lockdowns have impacted consumption behavior around the world. As China emerges from the crisis, we identify three areas of altered consumer behavior that we expect to impact future spending patterns—including omnichannel experiences and group buying.Read More
Product TypeDeep Dive May 13, 2020 premium Operating in a Post-Coronavirus World: How Indian Retailers Can Navigate the Road to Recovery The 2020 coronavirus pandemic has seen the Indian government impose restrictions to curb the spread of the virus. We discuss the wide-ranging impacts of the ongoing lockdown on India’s retail sector and explore how retailers have responded to the crisis. In addition to examining the challenges that lie ahead, we present a three-pronged approach for retailers to survive the post-coronavirus recovery period and emerge stronger.Read More
Product TypeInsight Report April 30, 2020 premium Coronavirus Insights: Retail Playbook—React and Adapt With the global retail industry taking heavy hits from the impact of the ongoing coronavirus pandemic, we provide a playbook for nonfood brands and retailers in Western markets to help them navigate the crisis. Our guide is based around the themes of reacting in the short term and adapting in the medium to long term.Read More
Product TypeFlash Report April 20, 2020 premium Coronavirus Stimulus Payments Under the US CARES Act Have Begun Rolling Out Economic stimulus payments as part of the CARES (Coronavirus Aid, Relief and Economic Security) Act began rolling out to US taxpayers in the week of April 13.Read More
Product TypeInsight Report April 20, 2020 premium Coronavirus Insights: China’s GDP Drops for the First Time in Decades; March Retail Sales Fall, but Pace of Decline Eases As coronavirus lockdowns ease in China, we review the growth of GDP, retail sales and industrial production in the country—to consider the impacts of the outbreak on the economy including retail sales, and the shape of the recovery.Read More
Product TypeInsight Report April 2, 2020 premium Coronavirus Insights: China Embraces Signs of Recovery Since the coronavirus broke out in Wuhan in January, China has implemented unprecedented measures to control the spread of the virus. The nationwide lockdown looks to have been a success—we discuss signs that indicate the country is now on the road to recovery. We consider the implications for brands, as well as what the “new normal” might look like for China’s residents and businesses as the nation looks to move on from the coronavirus.Read More
Product TypeInsight Report March 18, 2020 premium Coronavirus Insights: India Suspends Visas as Supply Chains Are Disrupted and Consumers Face Lockdowns India reported its first COVID-19 case on January 30. Although it appears to be spreading more slowly than in other countries, concerns have prompted a suspension of visitors, lockdowns and product shortages.Read More
Product TypeFlash Report March 10, 2020 premium Coronavirus Briefing: China’s PMI Slumps as Disruption Continues in Supply Chain; International Demand Could Be the Next Challenge The effects of the coronavirus outbreak on retail are being felt across the globe. With supply-chain disruption continuing, China’s PMI has slumped, with factory activity falling to an all-time low in February 2020. We consider the impact of the virus to China’s exports market going into the second quarter of the year. Read More
Product TypeFlash Report February 27, 2020 premium Coronavirus Briefing: Four Positive Takeaways from the Outbreak for Retailers in China As the coronavirus outbreak continues, we consider the positive takeaways for retailers in China. We discuss the effects of the current consumer preference for e-commerce over brick-and-mortar shopping, in both grocery and nonsectors sectors; the marketing opportunities provided by Chinese super app WeChat; and the increasing consumer focus on health and wellness. Read More
Product TypeFlash Report February 14, 2020 premium Coronavirus Briefing: Outbreak Drives Four Innovative Retail Trends in China With the Chinese government advising people to stay indoors and avoid public places, the coronavirus outbreak is driving four key retail trends in China as retailers look to provide alternative access to their products for consumers. We discuss the introduction of innovative logistics and delivery methods—including drones—as well as the “shared staff” concept being pursued by major supermarket chains.Read More
