Store Tracker | April 9, 2021 Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 14: Urban Outfitters To Open 55 StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Best Buy, Guess, Johnnie-O, The Collected Group, and Urban Outfitters in the US and Astrid & Miyu, Browns, Craghoppers and Semichem in the UK. Read More
Insight Report | April 8, 2021 Premium Kroger Investor Day 2021: Plans To Double E-Commerce Sales (Again) by 2023, Leading With FreshThe Coresight Research team attended Kroger’s virtual Investor Day on March 31, 2021. In this report, we present insights from the event, covering the three core initiatives under the company’s go-forward strategy, called “Leading With Fresh and Accelerating With Digital.” Read More
Deep Dive | April 8, 2021 Premium Think Tank: SPACs in Retail—What Rapid Expansion Means for RetailersCoresight Research’s new Think Tank series delves into the trends and segments that we have identified as presenting growth opportunities in retail in 2021 and beyond. In this report, we explore what the significant rise in special purpose acquisition companies (SPACs) means for retail and the opportunities and challenges for private retailers and brand owners seeking to enter the US public market via SPACs. Read More
Free Data Graphic | April 8, 2021 Free Report Coresight Bites: Online US CPG Sales Growth Continues to DecelerateWe present Coresight Bites: Online US CPG Sales Growth Continues to Decelerate Read More
Insight Report | April 7, 2021 Premium 4Q20 US Retail Inventory Tracker: Discretionary Retailers Post Improved Inventory Turnover RatesOur quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 4Q20 and assess why levels may have changed from the year-ago period—with most retailers posting improved inventory turnover levels. Read More
Insight Report | April 7, 2021 Register for Free Access US CPG Sales Tracker: Food Continues To Outpace Other CPG Categories OnlineThe Coresight Research and IRI monthly US CPG Sales Tracker provides our data-driven insights into online sales trends in the US CPG industry—covering the product categories of food & beverage; health & beauty; and general merchandise & homecare. In this free report, we present five key insights from the four weeks ended February 21, 2021. Read More
Insight Report | April 7, 2021 Databank Members US Consumer Tracker: More Consumers Direct Third-Round Stimulus Checks into Discretionary Retail (Select Findings)This free report features select findings from our latest survey of US consumers, undertaken on March 29, which asked respondents about their behavior, sentiment and expectations amid the coronavirus crisis. Read More
Deep Dive | April 7, 2021 Databank Members US Consumer Tracker: More Consumers Direct Third-Round Stimulus Checks into Discretionary Retail (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 present findings on how consumers spent or plan to spend their third-round stimulus checks. We discuss what product categories respondents had purchased in-store and online in the past two weeks and what consumers are buying more of and less of than pre-pandemic. We also cover what activities respondents have done in the past two weeks and consumer avoidance of public places. Our consumer survey was undertaken on March 29. Read More
Event Presentation | April 6, 2021 Premium Coresight Connect: 2021 Brings a Heightened Focus on Climate Change in RetailCoresight Research discusses how implementing goals and actions that align with the elements under our EnCORE framework for environmental sustainability in retail, retailers and brands can lower their carbon footprint and thus reduce their impact on climate change—which should support them in attracting and retaining new customers and investors. Read More
Free Data Graphic | April 6, 2021 Free Report Three Things You Need To Know: New Retail in China—Developments in March 2021We present Three Things You Need To Know on New Retail in China: Developments in March 2021. Read More
Deep Dive | April 6, 2021 Premium Playbook: New Ways of Living and Spending in the USIn this Playbook, we discuss how US consumer spending behaviors have changed over the course of the Covid-19 pandemic. We identify five key strategies that US retailers can take to best capitalize on the trends in spending and living habits that are driving shifts in the retail landscape, covering market segmentation, e-commerce adoption, customer loyalty and more. Read More
Deep Dive | April 6, 2021 Premium 4Q20 US Earnings Season Wrap-Up: Discretionary Sectors See Mixed RecoveryWe 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 fourth quarter of 2020, considering consensus estimates and year-over-year changes. Just over half of the companies covered beat revenue consensus estimates, with home and home-improvement retailers, discount retailers, e-commerce companies and mass merchandisers enjoying a particularly strong quarter. Read More
Insight Report | April 5, 2021 Premium New Retail in China: Tencent Invests in Rakuten, Seeks Collaboration in E-CommerceWe discuss recent developments in New Retail in China, including Tencent’s investment in Japanese e-commerce solutions provider Rakuten. We also discuss the latest funding update for JD Property and Pinduoduo’s renewed commitment to digitalizing its agricultural product supply chain. Read More
Deep Dive | April 5, 2021 Premium RetailTech: Computer Vision—Approaching the Holy Grail of Ubiquitous Visual SearchAs part of our RetailTech series, we discuss computer vision, a powerful fundamental technology that is enabling many new exciting business models in retail and other industries. We discuss the applications of the technology in retail and provide an overview of global technology vendors and innovators in the market. Read More
Analyst Corner | April 4, 2021 Register for Free Access Weinswig’s Weekly: As E-Commerce Surged, How Did Retailers’ Variable Costs Shape Up?This week’s note “From the Desk of Deborah Weinswig” considers how the boom in online sales impacted variable costs at major digital-first retailers. Read More