Insight Report | August 24, 2021 Premium Earnings Insights 2Q21, Week 4: Ross Stores and TJX See Robust Recovery; Kohl’s, Macy’s, Target and Walmart Raise GuidanceOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended August 22, 2021—namely, Kohl’s, Macy’s, Ross Stores, Target, TJX and Walmart. Read More
Insight Report | August 24, 2021 Register for Free Access Not Your Regular Mall-Based Stores: Part One—Ship from Store Presents a Profitable Online Order-Fulfillment OpportunityLeveraging their mall-based stores to fulfill online orders presents huge opportunity for retailers to reduce store-based inventories, manage reverse logistics, meet consumer demand more efficiently and thus improve their top and bottom line. Leveraging proprietary survey findings, Coresight Research and Fillogic explore this opportunity, with a focus on the “ship from store” order-fulfillment model. Read More
Company Profile | August 23, 2021 Premium Instacart (Maplebear Inc.) Company ProfileInstacart is a US-based provider of online delivery and pickup services for apparel, general merchandise, groceries and prescriptions. Headquartered in San Francisco, the company operates across 5,500 cities in the US and Canada. Read More
Deep Dive | August 23, 2021 Databank Members US Consumer Tracker: Holiday-Season Expectations Shift, Suggesting VolatilityOur latest weekly survey report presents findings on where, how and how much consumers are spending, as well as consumer avoidance of public places and what activities they have done in the past two weeks. This week, we also take a monthly temperature check of shoppers’ holiday-season expectations. Read More
Insight Report | August 23, 2021 Premium July 2021 UK Retail Sales: Year-over-Year Growth Continues To EaseWe review data for UK retail in total and by sector for July 2021. Retail growth slowed for the third consecutive month, which may be partly attributed to dilution in consumer spending in retail amid the reopening of the hospitality and leisure sectors as pandemic-led restrictions came to an end on July 19, 2021. Read More
Insight Report | August 23, 2021 Premium US Back to School 2021: Rising Covid-19 Cases Threaten To Derail a Return to ClassesAs part of our US Back to School 2021 series, we discuss three key influences on spending this season, using proprietary US consumer survey findings. We explore expectations and implications around the Child Tax Credit, a return to in-person classes and uncertainty around school reopenings—as the spread of the Covid-19 Delta variant casts a shadow over the back-to-school season. Read More
Analyst Corner | August 22, 2021 Register for Free Access Weinswig’s Weekly: Heading Toward a Disruptive “IOS” Fall as Retailers Boost Inventories and Charter Ships and PlanesThis week’s note “From the Desk of Deborah Weinswig” discusses disruption related to inflationary pressures, out-of-stocks, and consumers staying at home more. Read More
Store Tracker | August 20, 2021 Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 33: US Store Closures Down 37% Year over YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Lowe’s and Trader Joe’s in the US and B&M, Homebase and Poundland in the UK. Read More
Company Profile | August 19, 2021 Premium Grocery Outlet (NASDAQ: GO) Company ProfileGrocery Outlet is a retailer of food and beverages, general merchandise, and health and beauty products. Headquartered in Emeryville, the company operates stores across the US. Read More
Deep Dive | August 19, 2021 Premium Head-to-Head in Discount Retail: Dollar General vs. Dollar Tree, Inc.As part of Coresight Research’s Head-to-Head series, we compare Dollar General and Dollar Tree, Inc., the two largest dollar store companies in the US by revenue and store count. In this report, we provide an overview of both companies, including market share, and cover three key elements of their businesses—comprising revenue, profitability and store strategy. Read More
Free Data Graphic | August 19, 2021 Free Report Three Things You Need To Know: India Retail Insights—DNVBs Set for Next-Level GrowthWe present Three Things You Need To Know: India Retail Insights—DNVBs Set for Next-Level Growth Read More
Event Presentation | August 18, 2021 Register for Free Access Livestream Shopping 2021: Unlocking Next Gen Live CommerceOn August 18, 2021, Coresight Research hosted a digital conference that saw five innovative livestreaming-tech startups pitch their solutions. In this presentation, we introduce the concept of livestream shopping and provide insights into livestreaming e-commerce growth and opportunity in China and the US. Read More
Company Profile | August 18, 2021 Premium Hudson’s Bay (TSX: HBC) Company ProfileHudson’s Bay Company is a Canada-based retailer of apparel, beauty, grocery and home-improvement products. Headquartered in Brampton, Ontario, the company operates across Canada and the US. Read More
Insight Report | August 18, 2021 Premium July 2021 US Retail Sales: Total Sales Up 21% on a Two-Year BasisTotal US retail sales, excluding gasoline and automobiles, grew by a strong 21% when compared to 2019 values. Using data from the US Census Bureau, we look at which retail sectors saw sales surge and which did not do well in July 2021. Read More
Insight Report | August 18, 2021 Premium July 2021 China Retail Sales: Growth Slows to Single Digits for First Time in 2021We review the latest data for retail sales in China, in total and by sector. In July 2021, sales growth slowed year over year, hitting single digits for the first time this year. Read More
