Data-driven insights that help companies navigate the changing retail and technology landscape. LEARN MORE

Archive

Product TypeDeep Dive | premium

US Retail amid Economic Recovery: Learnings from the Global Financial Crisis

In this report, we examine the impending economic and retail recovery from the coronavirus crisis in the US through the lens of recovery from the 2008 Global Financial Crisis (GFC). We discuss how lessons from the 2008 financial crisis are useful for understanding the shape and speed of the expected retail recovery from the coronavirus pandemic, as well as exploring the differences in the nature and cause of the two crises.

Read More
Product TypeInsight Report | premium

Earnings Insights 4Q20, Week 4: Home Categories Stand Strong, While Apparel Sees Weak Demand

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 28—namely, Best Buy, Farfetch, Home Depot, L Brands, Lowe’s, Macy’s, The RealReal, The TJX Companies and Wayfair.

Read More
Product TypeEvent Coverage | Register for free access

NRF 2021: Coresight Research CEO and Founder Deborah Weinswig Discusses Offline Retail in 2021 with Placer.ai

NRF 2021, the annual “Retail’s Big Show” event hosted by the National Retail Federation, is taking place virtually over six days between January 12 and 22. Deborah Weinswig, CEO and Founder of Coresight Research, hosted the “Offline Retail in 2021: A Data-Driven Look at the Trends That Will Define Retail Success in 2021” session with location data analytics startup Placer.ai. We present insights from the session.

Read More
Product TypeEvent Coverage | Register for free access

CES 2021 Day Two: Technology Companies Highlight Efforts To Increase Diversity and Inclusion

CES 2021, an event held by the Consumer Technology Association, is taking place on January 11–14. The Coresight Research team presents our key insights from day two of the virtual event, which focused on initiatives launched, and progress made, by technology companies to benefit society in light of the Covid-19 pandemic, as well as video gaming as a driver of technology. Sustainability, diversity and inclusion also emerged as key themes.

Read More
Product TypeInsight Report | 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 TypeInsight Report | premium

3Q20 US Retail Inventory Tracker: Inventory Turnover Rates Increase Year over Year for Most Retailers

In our quarterly US Retail Inventory Tracker reports, we analyze inventory trends among those US retailers listed in the Coresight 100. We look at the inventory levels of various retailers in 3Q20 and assess why levels may have changed from the year-ago period—with most retailers posting increased inventory turnover levels.

Read More
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.

Read More
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.

Read More
Product TypeInsight Report | premium

Earnings Insights 3Q20, Week 4: Apparel Specialists See Strong Recovery; Home Categories Remain Strong

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 29, namely American Eagle Outfitters, Best Buy, Burlington Stores, Dick’s Sporting Goods, Dollar Tree, Gap Inc., Nordstrom, Urban Outfitters and Williams-Sonoma.

Read More
Product TypeInsight Report | 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 | premium

The 12 Weeks of Holidays: #5—Thanksgiving 2020 Preview—Will Smaller Gatherings Create a “Big Bird” Problem?

We explore the upcoming Thanksgiving holiday, which is likely to be markedly different this year due to changing consumer behavior amid the Covid-19 pandemic. We discuss expectations for in-store shopping and e-commerce growth, as well as the potential “big bird” problem caused by a shift to smaller, at-home celebrations this holiday. This report is part of our 12 Weeks of Holidays series, in which we present key data, trends and observations as we count down to the peak holiday season.

Read More
Product TypeFlash Report | Register for free access

Introducing the New Coresight 100: The Companies Reinventing Retail

With 2020 having accelerated the pace of change in retail, we have re-evaluated the Coresight 100, our focus list of the top 100 of the largest and most influential companies in the global retail ecosystem. We introduce the new list of the top companies to watch, which spans eight sectors and now includes select innovators and private companies.

Read More
Product TypeInsight Report | premium

Amazon Prime Day 2020: Exclusive Pricing Data Reveal Depth and Breadth of Promotions

In collaboration with competitive intelligence provider DataWeave, Coresight Research analyzes the level and distribution of discounts on Amazon.com during Prime Day 2020 across the beauty, electronics, men’s fashion and women’s fashion categories. We also offer some comparisons to discounts at Best Buy, Target and Walmart during the Prime Day period. See our free infographic for a summary of select data.

Read More
Products
Regions
Themes
Sector
Coresight Research

GET OUR DAILY INSIGHTS