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Retail Robustness Index: September 2020 Update—Store Reopenings Drive Higher Index Values

Coresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. The September update revises the scores based on financial reports and store-reopening announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in August.

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Insights from China: China’s Domestic Duty-Free Market Grows in the Wake of Covid-19

The Covid-19 crisis has heavily impacted airport retail in 2020. By contrast, China’s domestic duty-free market is accelerating. We discuss the market’s size and potential for growth, exploring three key drivers that present opportunities for brand and retailers—namely Hainan’s new duty-free policy, the rise of downtown duty-free stores and the shift of spending to the online channel.

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Why Not-for-Resale Savings Could Be the Key to Unlocking Profitability

Covid-19 has seen retailers become laser-focused on profitability as they search for cost-saving initiatives to combat declines. Using proprietary Coreseight Research survey findings, this free report analyzes the negative impact of the crisis on business profitability and explores how NFR (not-for-resale goods and services) savings represent a substantial opportunity for retailers to unlocking profitability.

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US Survey Update: Discretionary Purchases Continue To Pick Up (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 shoppers’ current shopping behaviors—including a pickup in discretionary purchases—online spending habits and 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 9.

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Earnings Insights 2Q20, Week 6 and Wrap-Up: Digital Businesses Lead Retail Recovery

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2020 earnings. We condense what retail companies are reporting, with a focus on the impact of the coronavirus crisis. This week, there are highlights from companies that reported in the week ended September 13, including American Eagle Outfitters, Casey’s General Stores and Kroger. This is the final report in the second-quarter Earnings Insights series. As such, we also summarize the performance of retailers reported in the prior weeks.

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Autonomous Retail in China: Opportunities for Brands

In China, alternative retail formats are becoming more desirable for brands and retailers to meet consumer demand for safety and convenience in the wake of the coronavirus crisis. We discuss the rise of “autonomous retail,” our term for a labor-light, technology-heavy retail segment that encompasses unstaffed stores, vending machines and unstaffed shelves.

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