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Holiday 2020: US Shopper Survey—How Shifting Spending Patterns Will Impact Retail

Coresight Research’s recent survey provides a detailed update on US consumers’ holiday 2020 shopping expectations, with a focus on the implications for US retail. Given the uncertain context to US consumer’s holiday shopping decisions, the shape and scale of consumer demand during the holiday peak is less certain than ever. We take a deep dive into shoppers’ expectations for the US holiday 2020 season with results and insights from our survey.

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Buy Now, Pay Later: A Growing Trend in Retail

“Buy now, pay later” (BNPL), a service that allows shoppers to break down purchases into monthly installments, has become a popular payment option, particularly in light of the Covid-19 pandemic. We explore the growth of the BNPL market, the competitive landscape and the use of such services by US consumers. We also discuss three recent developments by major financial services companies in the BNPL space.

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The 12 Weeks of Holidays: #2—The Global Shopping Festival of 10.10 Festivalizes Holiday 2020

We discuss the “festivalization” of holiday retail, with a focus on the new 10.10 Shopping Festival and Amazon’s Prime Day. We discuss the implications for US retailers, including the expected early start to the holiday shopping season. This free report is part of our 12 Weeks of Holidays series, in which we present key data, trends and observations as we count down to the peak holiday season.

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Market Outlook: US Retail REITs—Recovery Under Pressure

In this Market Outlook, we explore the recovery of the US retail REITs (real estate investment trusts) sector in a coronavirus-impacted retail environment. We analyze data on the sector’s size and competitive landscape and consider the impact of store closures on retail REITs. This report also discusses a number of key themes in the market—including rent collection, store closures and tenant-landlord relationships.

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10 Post-Crisis Retail Trends and Actions: Insights from the Dallas-Fort Worth Retailers Association September Meeting

Deborah Weinswig, CEO and Founder of Coresight Research, presented at the Dallas-Fort Worth Retailers Association September Meeting, providing insights into the trends shaping the future of retail. We summarize key takeaways from the presentation, including five post-crisis trends in retail and five actions that retailers can take to drive market share in the new environment, as well expectations for this holiday season.

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US Survey Update: Consumer Behavior Proves Volatile Across Retail and Food Service (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 volatility in consumer behavior across retail and food service, including findings around consumers’ avoidance of public places, as well as what activities they expect to do in the next two weeks. Our consumer survey was undertaken on September 29.

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