Store Tracker | December 24, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 52: NIKE Plans To Open 30 StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Guitar Center, NIKE and rue21 in the US and Arcadia Group, Debenhams, Flannels and Gap in the UK. Read More
| December 24, 2020 Free Report Holiday Bites: US Consumers’ Holiday Spending Expectations—Survey UpdateOur Holiday Bites series features bitesize information on the shape and scale of consumer demand, retail sales and category performance in the 2020 holiday season. We consider the subject of US consumers’ holiday Spending Expectations—Survey Update Read More
Event Presentation | December 23, 2020 Premium Coresight Connect: 2021 Global Retail PredictionsOn December 16, 2020, Coresight Research hosted a Coresight Connect webinar to introduce our global retail trend predictions for 2021. In this presentation, we explore the prospects for high-growth retail channels, the coming shifts in logistics, new retail models and brick-and-mortar retail, emerging category opportunities and the multiyear consumer shifts underlying expected developments in 2021. Read More
Deep Dive | December 23, 2020 Premium Chinese Outbound Tourists Survey 2020: Understanding Covid-19’s Impact on Travel into 2021This report details the results of our sixth annual survey of Chinese overseas tourists’ travel, spending behavior and preferences, with a focus on the impact of Covid-19. Read More
Deep Dive | December 23, 2020 Premium 3Q20 US Earnings Season Wrap-Up: Discretionary Sectors Regain MomentumWe 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
| December 23, 2020 Free Report Holiday Bites: US Consumers’ Holiday Shopping Expectations—Survey UpdateOur Holiday Bites series features bitesize information on the shape and scale of consumer demand, retail sales and category performance in the 2020 holiday season. We consider the subject of US consumers’ holiday shopping expectations—survey update Read More
Insight 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
| December 22, 2020 Free Report Holiday Bites: Top Five US Retailers by Biggest Holiday Hiring Plans 2020Our Holiday Bites series features bitesize information on the shape and scale of consumer demand, retail sales and category performance in the 2020 holiday season. We consider the subject of top five US retailers by biggest holiday hiring plans 2020. Read More
Insight Report | December 22, 2020 Premium November 2020 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in November 2020, we saw strong retail sales growth in the US, while the UK maintained growth momentum and China reported a positive increase in retail sales for the fourth consecutive month. We also consider wage growth and food and fuel prices in these three markets. Read More
Insight Report | December 22, 2020 Premium New Retail Briefing: Alibaba Upgrades Its Taobao Content EcosystemWe discuss recent developments in New Retail in China, including Alibaba’s upgrades to the Taobao app content ecosystem and the opening of three Seven Fresh Life stores in Guangzhou between December 18 and 25 by JD.com. We also discuss Alibaba’s investment in the community-group buying platform “Nice Tuan”. Read More
Insight Report | December 21, 2020 Register for Free Access US Survey Update: Online Apparel Shopping Continues To Gain Momentum Heading Into Christmas (Select Findings)This free report features select findings from our latest survey of US consumers, undertaken on December 15, which asked respondents about their behavior, sentiment and expectations amid the coronavirus crisis. Read More
Deep Dive | December 21, 2020 Premium US Survey Update: Online Apparel Shopping Continues To Gain Momentum Heading Into Christmas (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 discuss what shoppers are doing and where they are going as we head into the holiday peak, including findings on the avoidance of public places and what activities they expect to do in the next two weeks. Our consumer survey was undertaken on December 15. Read More
Question of the Week | December 21, 2020 Free Report What Is the Breakdown of Online Sales by Category in the US Digitally Native DTC Apparel and Footwear Market?QUESTION OF THE WEEK: What Is the Breakdown of Online Sales by Category in the US Digitally Native DTC Apparel and Footwear Market? Read More
Analyst Corner | December 20, 2020 Register for Free Access Weinswig’s Weekly: Renewed Lockdowns Come at a Crucial Time for RetailThis week’s note “From the Desk of Deborah Weinswig” discusses the impact of renewed Covid-19 lockdowns on retail globally. Read More
Insight Report | December 18, 2020 Premium November 2020 UK Retail Sales: Total Sales Jump 7.6% Despite Lockdown RestrictionsWe review data for UK retail in total and by sector for November 2020—a month that saw a solid year-over-year increase in UK retail sales, supported by strength in e-commerce amid a four-week national Covid-19 lockdown. Read More
