Deep Dive | June 28, 2021 Premium 1Q21 US Earnings Season Wrap-Up: Most Discretionary Retailers See Robust RecoveryWe 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 first quarter of 2021, considering consensus estimates and year-over-year changes. Read More
Insight Report | June 15, 2021 Free Report Coresight Research x CEW: Innovations in Beauty Retail—How Brands and Retailers Are Reimagining the Store Post CrisisBeauty brands and retailers need to rethink how they can entice consumers back to brick-and-mortar locations in a post-crisis world. Together with CEW, we discuss how beauty brands globally are launching innovative store formats and turning to technology to offer convenience, increase sales and drive consumer excitement. In this free report, we present examples from L’Oréal, MAC Cosmetics, Shiseido, Tom Ford and more. Read More
Insight Report | May 18, 2021 Premium Earnings Insights 1Q21, Week 1: Estée Lauder and L’Oréal Report Positive Sales Growth on a Two-Year BasisOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended May 16, 2021 (and earlier), including Amazon, Estée Lauder, Grocery Outlet, Guess?, Hanesbrands, L’Oréal, Tractor Supply Company, Wayfair and more, as well as selected REITs. Read More
Insight Report | May 13, 2021 Premium Livestreaming Latest, May 2021: Personalization and Community Building Emerge as Key TrendsOur new Livestreaming Latest series provides regular updates on the variety of approaches in livestreaming e-commerce that are emerging around the world, across different retail sectors. We present recent market developments and discuss three notable trends in the livestreaming space, covering personalization and community building. We also offer examples of recent livestreaming events from retail companies globally. Read More
Insight Report | May 12, 2021 Premium China Retail Insights: The Rise of Virtual Influencers as an Innovative Marketing ToolVirtual influencers are a growing phenomenon in China. We explore the evolution of the concept, the different types of virtual influencers, and how brands and retailers can use these digital characters to increase engagement with young consumers in China—including through livestreaming. We present notable examples in the market and consider the benefits and drawbacks of virtual influencers. Read More
Insight Report | April 27, 2021 Premium M&A in Beauty: A Strong Start to 2021 Following a Soft 2020, with Momentum Set To ContinueBeauty M&A (mergers and acquisitions) activity has rebounded quickly from Covid-19 and started off strong in 2021. In this report, we discuss the soft performance of 2020 and highlight notable deals that have kickstarted the market in 2021. Read More
Deep Dive | April 6, 2021 Premium 4Q20 US Earnings Season Wrap-Up: Discretionary Sectors See Mixed RecoveryWe 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 fourth quarter of 2020, considering consensus estimates and year-over-year changes. Just over half of the companies covered beat revenue consensus estimates, with home and home-improvement retailers, discount retailers, e-commerce companies and mass merchandisers enjoying a particularly strong quarter. Read More
Insight Report | March 23, 2021 Free Report Coresight Research x CEW: How Is Technology Transforming the Beauty Industry?Today’s beauty consumers are looking for a high level of online interaction with brands and retailers, particularly with the Covid-19 pandemic having given rise to concerns around hygiene. Together with CEW, we discuss how beauty brands are embracing new technologies such as AI, AR and VR to engage with consumers online and offer them a more personalized beauty shopping experience. In this free report, we explore how technology is transforming the beauty industry and highlight the implications of its adoption for brands and retailers. Read More
Insight Report | February 22, 2021 Premium Earnings Insights 4Q20, Week 3: Walmart and CVS Health Remain Strong, While L’Oréal Sees RecoveryOur 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 21—namely, beauty brand owner L’Oréal, drugstore retailer CVS Health and mass merchandiser Walmart. Read More
Insight Report | December 10, 2020 Free Report Coresight Research x CEW: Beauty Insights—What Global Brands and Retailers Can Learn from China’s Singles’ Day 2020 EventBeauty 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. Read More
Insight Report | December 10, 2020 Premium Retail Robustness Index: December 2020 Update—Shifting Consumer Demand Hits a Number of Top Retailers’ ScoresCoresight 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
Insight Report | November 17, 2020 Premium Singles’ Day 2020: Analyzing New ProductsSingles’ Day presents an opportunity for new product launches, to help brands drive consumer excitement and boost sales. We discuss some of the new product strategies that brands employed on Alibaba’s Tmall during this year’s 11.11 shopping festival, and present learnings that can be applied to the China market and shopping festivals in particular, as well as to year-round sales strategies. Read More
Insight Report | November 13, 2020 Premium Singles’ Day 2020: Making an Impact Around the WorldCoresight 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
Insight Report | November 12, 2020 Premium Retail Robustness Index: November 2020 Update—Most Metrics Improve SlightlyCoresight 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
Flash Report | October 26, 2020 Register for Free Access Introducing the New Coresight 100: The Companies Reinventing RetailWith 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
