Insight Report | December 17, 2019 Premium New Retail Briefing: Christian Louboutin Beauty Launches a Flagship Store on TmallDior launches a seasonal Christmas mini program on WeChat; Christian Louboutin Beauty opens its flagship store on Alibaba’s Tmall; and Alibaba invests in milk-delivery startup Tianxianpei. Read More
Insight Report | December 17, 2019 Premium US Retail Traffic and In-Store Metrics, November 2019: Traffic Decline Steepens Slightly but Black Friday PerformsUS store traffic fell at a faster rate in November than in October. Black Friday outperformed November overall and accounted for the largest portion of traffic during the month but traffic was still down over last year. Read More
Insight Report | December 17, 2019 Premium November 2019 US Retail Sales: Slowdown Seen Across Sectors with Major Softening in Clothing and Department StoresUS retail sales growth slowed in November across all sectors as a late Thanksgiving pushed holiday buying late into the month—and Cyber Monday into the following month. US retail sales in November grew at half the rate of October, with department stores faring worst of all sectors. Read More
Deep Dive | December 17, 2019 Premium 3Q19 US Earnings Season Wrap-UpThird-quarter 2019 retail earnings show mixed results across categories. Our coverage of the Coresight 100 reveal most companies beat consensus, but there were sectors that fared much better than others—and luxury was one that did not meet expectations despite recent recovery. Read More
Flash Report | December 17, 2019 Register for Free Access Intel Acquires Israeli AI Chipmaker Habana Labs for $2 Billion in CashIntel pushes further into AI with acquisition of Israeli chipmaker Habana Labs for $2 Billion in cash. AI is a fundamental technology for deploying machine learning to enable predictive analytics, customization and personalization in retail. Intel is accelerating development and filling gaps in its product portfolio to be a major player in the AI hardware sector. Read More
Question of the Week | December 16, 2019 Free Report How Do US Marijuana Users Consume the Drug?QUESTION OF THE WEEK: How Do US Marijuana Users Consume the Drug? Read More
Deep Dive | December 16, 2019 Premium Convenience Stores: More than Just RetailMajor convenience-store chains across China, Japan and the US—such as 7-Eleven, Casey’s General Stores and FamilyMart—are making significant moves to increase sales and store traffic in line with changing consumer preferences. We look at how this fast-growing retail sector is diversifying its offerings through a number of key trends, including a greater emphasis on foodservice and the introduction of delivery services and new store formats. Read More
Event Coverage | December 13, 2019 Register for Free Access ICSC New York Deal Making 2019 Wrap-UpICSC New York Deal Making 2019 highlighted the reinvention of physical retail, which is being driven by innovations in the use of space, the proliferation of omnichannel shoppers and a widespread focus on sustainability. A number of technologies are being implemented by retailers to undertake a transition from a profits-first approach to a consumer-centric operational model. Read More
Analyst Corner | December 13, 2019 Register for Free Access Weinswig’s Weekly—December 15, 2019This week’s note “From the Desk of Deborah Weinswig” looks at how much holiday shopping US consumers have yet to do, and what that means for retailers. Read More
Insight Report | December 13, 2019 Premium Holiday 2019: US Black Friday and Cyber Monday Online Pricing InsightsIn partnership with competitive intelligence provider DataWeave, we aggregated and analyzed pricing data on over 53,000 products on the websites of Amazon, Best Buy, Home Depot and Macy’s. Read More
Flash Report | December 13, 2019 Register for Free Access Kroger and Walgreens Deepen Year-Old Partnership with Purchasing AllianceNew Walgreens-Kroger alliance seeks to cut costs, enhance efficiency—and fend off the ever-encroaching Amazon menace. The two companies will buy more products together, sell one another’s private labels and integrate supply chains. Read More
Store Tracker | December 13, 2019 Databank Members Weekly US and UK Store Openings and Closures Tracker 2019, Week 50: Dollar General Plans To Continue Store Expansion in Fiscal Year 2020Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Dollar General and RTW Retailwinds in the US and Co-op and Ted Baker in the UK. In the US, year-to-date announced closures have already exceeded the total we recorded for the full year 2018. Read More
Event Coverage | December 12, 2019 Register for Free Access Insights from ICSC New York Deal Making 2019The Coresight Research team is attending ICSC New York Deal Making 2019 from December 10 to 12 in New York City. Key insights from the conference include the importance of experiential retail, the growth of “Buy Online, Pick Up in Store” services and the impact of value-for-money concepts on outlet centres. Read More
Insight Report | December 12, 2019 Premium November 2019 US Same-Store Sales: Costco Comp Growth SlowsNovember same-store sales hit by late Thanksgiving that pushed Cyber Monday into December. Costco, Cato and Buckle all reported slowing same-store and in particular online sales growth in November, much attributable to Cyber Monday moving into the following month. Read More
Event Presentation | December 11, 2019 Premium The Store of the Future (Barclays)The Store of the Future: How landlords can stay relevant in the ever changing retail real estate environment. Read More
