Product TypeStore Tracker Product TypeStore Tracker | January 15, 2021 premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 2: Family Video To Close All 250 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, Bed Bath & Beyond, Family Video, IKEA and Loves Furniture in the US and B&M, Debenhams and Marks & Spencer in the UK.Read More
Product TypeInsight Report Product TypeInsight Report | January 7, 2021 premium Retail Robustness Index: January 2021 Update—Scores Rebound as Product Mix Shifts Back to Normalized Levels Coresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand amid the Covid-19 pandemic. The January 2021 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 December 2020.Read More
Product TypeDeep Dive Product TypeDeep Dive | January 5, 2021 premium US Grocery E-Commerce: Sustained Shifts in Fulfillment and Service Models To Drive Long-Term Growth Covid-19 has catalyzed the widespread adoption of online shopping in grocery, driving fundamental, lasting changes in consumer behavior. In this report, we provide an essential briefing on recent shifts in the US grocery e-commerce market and present an outlook for the future, with a focus on fulfillment and service models—including BOPIS and curbside pickup.Read More
Product TypeDeep Dive Product TypeDeep Dive | December 23, 2020 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.Read More
December 22, 2020 Holiday Bites: Top Five US Retailers by Biggest Holiday Hiring Plans 2020 Our Holiday Bites series features bitesize information on the shape and scale of consumer demand, retail sales and category performance in the 2020 holiday season. We consider the subject of top five US retailers by biggest holiday hiring plans 2020.Read More
Product TypeInsight Report Product TypeInsight Report | December 17, 2020 premium The 12 Weeks of Holidays: #12—Five Notable Things We Have Seen in US Retail This Holiday Season This report concludes The 12 Weeks of Holidays series, in which we have presented key data, trends and observations in the countdown to the peak holiday season. In this report, we discuss five key trends that we have seen this holiday season in US retail, spanning hiring to online grocery growth to last-mile delivery.Read More
December 16, 2020 Holiday Bites: Selected Major US Retailers—Same-Day Delivery Options Our Holiday Bites series features bitesize information on the shape and scale of consumer demand, retail sales and category performance in the 2020 holiday season. We consider the subject of selected major US retailers: same-day delivery options.Read More
Product TypeInsight Report Product TypeInsight Report | December 10, 2020 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.Read More
Product TypeDeep Dive Product TypeDeep Dive | December 9, 2020 premium E-Commerce Platforms Make Multibillion-Dollar Investments in Logistics as Online Demand Surges With the Covid-19 pandemic having significantly accelerated the growth of e-commerce, the global e-commerce logistics market is booming as platforms strive to meet consumer demands for delivery. We look at recent investments into logistics capabilities by select e-commerce platforms—including Amazon, Alibaba, Flipkart and JD.com—across six key areas, from facilities to autonomous delivery technologies and last-mile delivery.Read More
Product TypeInsight Report Product TypeInsight Report | December 2, 2020 premium AI Can Help Retailers To Compete and Thrive This report explores categories in the AI ecosystem, including chips, platforms, applications and users. We discuss examples of AI offerings from select technology companies and innovators, focusing on the areas in which retailers can benefit by leveraging AI tools—including smarter customer engagement, communication, operational efficiency, removing friction and e-commerce.Read More
Product TypeDeep Dive Product TypeDeep Dive | December 1, 2020 premium America’s Changing Shopping Centers: Part 3—Malls Seek To Adapt as Pandemic Expedites Retail Shakeup As malls grapple with the repercussions of the Covid-19 pandemic—including a rise in e-commerce, retail bankruptcies and the threat of declining foot traffic—mall owners are finding new ways to compete for consumer’s attention and retail spending. In this report—the third and final in our America’s Changing Shopping Centers series—we discuss the steps taken by mall operators to future-proof their centers amid the changing retail landscape. Read More
Product TypeInsight Report Product TypeInsight Report | November 13, 2020 premium Singles’ Day 2020: Making an Impact Around the World Coresight Research visited physical stores and e-commerce websites to gauge the adoption of Singles’ Day by retailers globally and to gather examples of 11.11 deals—including in Europe, India, Southeast Asia and the US. Read More
Product TypeInsight Report Product TypeInsight Report | November 12, 2020 premium Retail Robustness Index: November 2020 Update—Most Metrics Improve Slightly 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 November 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 October. Read More
Product TypeInsight Report Product TypeInsight Report | November 9, 2020 premium Earnings Insights 3Q20, Week 1: Home Categories Prove Strong, While Beauty and Apparel Witness Substantial Improvement Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-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 November 8, namely Amazon, Canada Goose, Capri Holdings, Hanesbrands, The Estée Lauder Companies, Under Armour and Wayfair. Read More
Product TypeDeep Dive Product TypeDeep Dive | October 28, 2020 premium Holiday 2020: Hottest Toys Continuing our Holiday 2020 series, we explore the hottest toys in the US, based on the key trends that we think are going to influence toy gifting this shopping season. We also summarize the top-toy lists from major US retailers, namely Amazon, Kohl’s, Target and Walmart. Read More