Research

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Insight Report | September 1, 2020 Premium

The 12 Questions of US Holiday Retail 2020: Part 1—Changed Consumer Behavior

Coresight Research has 12 questions about the upcoming holiday selling season, which promises to be the most interesting in our team’s collective memory. In this first report of the series, we present and provide answers to our first four questions, which focus on changed consumer behaviors. We consider the potential impacts of social distancing, work-from-home trends and reduced gifting opportunities on holiday spending this year.

Insight Report | August 31, 2020 Premium

Earnings Insights 2Q20, Week 4: Home Categories Continue To Outperform; Apparel Remains Weak

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 August 30, including Best Buy, Dollar General, Nordstrom and Ulta Beauty.

Flash Report | August 31, 2020

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US Survey Update: How Covid-19 Has Impacted Consumers’ Attitudes Toward Sustainability (Select Findings)

This free report features select findings from our US consumer survey, undertaken on August 26, which asked respondents about their behavior, sentiment and expectations amid the coronavirus crisis.

Deep Dive | August 31, 2020 Premium

US Survey Update: How Covid-19 Has Impacted Consumers’ Attitudes Toward Sustainability (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 asked consumers about their attitudes toward environmental sustainability when they shop. We also discuss shoppers’ current 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 August 26.

Analyst Corner | August 30, 2020

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Weinswig’s Weekly: Could Supplemental Employment Benefits Be Behind the Strength in US Retail Sales?

This week’s note “From the Desk of Deborah Weinswig” discusses the astounding rebound in US retail sales and the potential effect of supplementary unemployment benefits on retail robustness in the country.

Store Tracker | August 28, 2020 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2020, Week 35: Payless Plans To Open More Than 300 Stores

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Neiman Marcus and Payless in the US, and Frasers Group in the UK.

Event Coverage | August 27, 2020

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Leveraging Data Insights and Identifying Opportunity in CPG with Andrew Appel, IRI

Coresight Research hosted Andrew Appel, President and CEO at IRI, in a webinar to discuss the impact of Covid-19 on the CPG industry and the future of retail. We present an edited transcript from this webinar, which offers insights into changes in consumer shopping behavior amid the pandemic, retailers’ assortments and the challenge of retaining customers, and how retailers can leverage data insights to adapt and succeed in the new environment.

Insight Report | August 27, 2020 Premium

July 2020 Monthly Consumer Update: US, UK and China

Analyzing consumer demand in July 2020, we saw the US and the UK maintain growth momentum, while China continued to see improvements.

Insight Report | August 27, 2020 Premium

US Back to School 2020: Digital Trends and Digital Learning—Online Sales Set To Be Up Strongly in a Weak Total Market

As part of our US Back to School 2020 series, we present three insights into digital trends this season—covering e-commerce market share and growth, consumer expectations of how and where they will shop for BTS, and how retailers are promoting digital shopping. We also discuss the role of remote learning in school-reopening plans and how this is impacting BTS shoppers’ spending expectations for online learning.

| August 27, 2020 Free Report

Three Things You Need To Know: US Survey Update—Online Grocery Shopping Looks To Be Here To Stay

We present Three Things You Need To Know on US Survey Update: Online Grocery Shopping Looks To Be Here To Stay.

Deep Dive | August 27, 2020 Premium

Retail-Tech Landscape: Personalization in Retail

We continue our Retail-Tech Landscape report series, which spotlights innovative technology companies that are disrupting the retail industry. This landscape focuses on technology companies whose solutions can support retailers in providing a consistent, seamless and personalized experience to their customers—which has become more important than ever in light of the Covid-19 crisis. Our landscape infographic summarizes these companies.

Deep Dive | August 26, 2020 Premium

Retail Innovators: E-Commerce Platforms

The Coresight Research Retail Innovators series examines how key players and startups are disrupting different retail sectors. In this report, we focus on six innovators in the global e-commerce market: Fanjoy, Huckberry, Mia.com, Simsim, Springlane and Yunji. We discuss these industry players in the context of changing consumer behavior and the influence of social commerce.

Event Coverage | August 26, 2020

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Open for Business with Conor Flynn, Kimco Realty: The Future of Retail Real Estate

As part of our Open for Business webinar series, Coresight Research hosted Conor Flynn, CEO of Kimco Realty, to discuss how the REIT is working with tenants at its shopping centers to adapt to the transformed physical retail landscape. We present key insights into the future of retail real estate across three topics: resourceful use of space, tenants as partners and shifting store structures.

Deep Dive | August 26, 2020 Premium

Reviewing America’s Retail Bankruptcies amid the Coronavirus Crisis

Following a large number of bankruptcy filings in 2019, retail failures have continued apace in 2020, driven by the Covid-19 crisis. We examine notable US bankruptcies from last year and in year-to-date 2020—including Ascena Retail Group, JCPenney, J.Crew and Neiman Marcus—and discuss the major factors behind these filings.

Insight Report | August 25, 2020 Premium

US Mall Closures: Impact of Covid-19 Likely To Accelerate Mall Consolidation

Considering the impact of Covid-19 on mall consolidation, we present our estimates for mall closures in the next five years. We explore how department store and other anchor store closures are exacerbating the challenges faced by mall owners and the influence of tenant mix on near-term vulnerability—as well as opportunities for malls to adapt and survive, such as through repurposing space into fulfillment centers and tapping health-care and grocery retail.