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Think Tank: SPACs in Retail—What Rapid Expansion Means for Retailers

Coresight 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.

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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.

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Playbook: New Ways of Living and Spending in the US

In 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.

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4Q20 US Earnings Season Wrap-Up: Discretionary Sectors See Mixed Recovery

We 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.

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