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Product TypeMarket Outlook | premium

Market Outlook: Retail Technology Becomes Even More Crucial in 2021

In this Market Outlook, we discuss the global retail technology market in a pandemic-impacted retail environment. We present data on the size of the global market and its major segments, and we outline the primary market drivers in 2021. This report explores the competitive landscape and key tech trends across the segments of cloud computing, enterprise software, supply chain software, AI platforms and retail hardware.

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Product TypeInsight Report | premium

The New Value Retailers: Online Marketplaces Challenge Brick-and-Mortar Budget Formats

The value retail sector is expanding beyond traditional brick-and-mortar budget formats (including discount variety retailers such as dollar stores) with the emergence of online value marketplaces. We see the growth of these e-commerce platforms as presenting challenges to predominantly offline retailers in the value retail sector. We discuss the key online players, with a focus on the US, the UK and China.

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Product TypeInsight Report | premium

Earnings Insights 4Q20, Week 1: E-Commerce Players Stand Strong, While Luxury Retailers Witness Mixed Recovery

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2020 earnings. This week, there are highlights from companies that reported in the week ended February 7, namely Alibaba, Amazon, Brookfield Property Partners, Canada Goose, Capri Holdings, eBay, Ralph Lauren and Tapestry.

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Product TypeInsight Report | premium

New Retail in China: Gucci Launches a Flagship Store on Tmall

We discuss recent developments in New Retail in China, including Gucci’s launch of a flagship store on Tmall Luxury Pavilion and China’s growing domestic duty-free market, including the opening of JD.com’s first duty-free store, in Hainan province. We also discuss investments in delivery lockers from JD.com, Pinduoduo and Suning.com, given the increase in popularity of these last-mile delivery solutions.

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Product TypeDeep Dive | premium

Head-to-Head in E-Commerce: Alibaba vs. JD.com

For Coresight Research’s new Head-to-Head series, we compare China’s two largest e-commerce companies, Alibaba and JD.com. In this report, we discuss the companies’ evolving business models, investment strategies, and selected financial and operating metrics to provide insights into their next stages of growth.

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Product TypeEvent Coverage | Register for free access

CES 2021: Coresight Research CEO and Founder Deborah Weinswig Talks with Alibaba and Dick’s Sporting Goods

CES 2021, an event held by the Consumer Technology Association, took place on January 11–14. During the “Retail Trends: New Shopper” conference session, Deborah Weinswig, CEO and Founder of Coresight Research, delivered a presentation on six key trends in retail for 2021 and hosted fireside chats with leaders from Dick’s Sporting Goods and Alibaba Group. We present insights from the session.

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Product TypeInsight Report | premium

Alibaba in the Global Retail Market: Busting Five Myths

With Alibaba generating $945 billion in GMV through its China retail marketplaces in fiscal year 2020 and pioneering “New Retail,” understanding Alibaba is essential to any company looking to sell into China. In this report, we unlock five myths related to online retail in China to provide insights into the workings of this e-commerce giant.

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Product TypeInsight Report | premium

Chinese New Year: Five Strategies for International Brands and Retailers To Capitalize on the Holiday

Chinese New Year, also called Spring Festival, is the most important holiday of the year in Chinese culture, falling on February 11–17 in 2021. We discuss five ways in which international brands and retailers can capitalize on this retail opportunity in 2021 and future years, covering new products, red packets, themed campaigns, livestreaming and logistics.

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Product TypeDeep Dive | Register for free access

Retail 2021: 10 Trends for China E-Commerce

We expect 2021 to be a year full of innovation in China’s e-commerce market, with the Covid-19 pandemic having significantly altered the nature of how consumers engage with brands and make purchases. In this free report, we present 10 key trends for Chinese e-commerce in 2021 and discuss how brands and retailers that are targeting the China market could capitalize on the changes we expect to see over the course of the year. These trends cover livestreaming, shopping festivals, group buying, New Retail and more.

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Product TypeDeep Dive | premium

3Q20 US Earnings Season Wrap-Up: Discretionary Sectors Regain Momentum

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 third quarter of 2020, considering consensus estimates and year-over-year changes. Against the backdrop of the Covid-19 pandemic, many companies beat revenue consensus estimates, and most of the discretionary sectors regained their momentum during the quarter.

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Product TypeInsight Report |

Coresight Research x CEW: Beauty Insights—What Global Brands and Retailers Can Learn from China’s Singles’ Day 2020 Event

Beauty has always been a popular category on Singles’ Day, and this year, it continued to witness strong sales growth across various Chinese e-commerce platforms, including Alibaba’s Tmall and JD.com. Together with CEW, we assess beauty brands’ and retailers’ performance and explore the key beauty trends that came to the fore during the Singles’ Day 2020 shopping festival. In this free report, we discuss the strategies that beauty brands and retailers implemented for the event and the learnings that brands can apply in future festivals and beyond to capture share of the fast-growing beauty market in China.

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Product TypeInsight Report | premium

Retail Robustness Index: December 2020 Update—Shifting Consumer Demand Hits a Number of Top Retailers’ Scores

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 December 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 November.

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