May 18, 2021 Insight Report 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.
May 18, 2021 Insight Report Premium US Subscription E-Commerce Market: Channel Shifts and Discretionary Rebound Set To Support GrowthThe US subscription e-commerce market is set to see strong sales growth in 2021, building on high online shopping demand amid the pandemic in 2020. We discuss our market outlook for 2021, the competitive landscape in US subscription e-commerce and opportunities related to four trends we are watching in the market.
May 18, 2021 Insight Report Premium April 2021 US Retail Traffic and In-Store Metrics: Traffic Declines Slightly Accelerate, but Trends Improve Toward the End of the MonthIn April 2021, total US nonfood store traffic declined by 28.4% on a two-year basis (as compared to April 2019), a slight weakening from March’s 27.3% two-year decline. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type.
May 17, 2021 Insight Report Premium April 2021 US Retail Sales: Confident Consumers and Pent-Up Spending Power Drive Another Strong MonthUS retail sales grew by nearly 29% year over year in April 2021, 10 percentage points higher than March’s growth. Using data from the US Census Bureau, this report looks at which retail sectors saw sales surge and which did not do well in April 2021.
May 16, 2021 Analyst Corner Register for Free Access Weinswig’s Weekly: Taking Inclusivity to Product Offerings with Adaptive Apparel and FootwearThis week’s note “From the Desk of Deborah Weinswig” discusses the emerging adaptive clothing and footwear market—and how a product offering serving the needs of people with disabilities can be one component of retailers’ efforts on inclusion.
May 14, 2021 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 19: Closures Overtake OpeningsOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Christopher & Banks, Primark and Sally Beauty in the US and Majestic Wines, Poundstretcher and Shoeaholics in the UK.
May 14, 2021 Insight Report Premium Hanesbrands Investor Day 2021: “Full Potential Plan” Focuses on the Champion Brand, Innerwear Business and Consumer-CentricityWe present key insights from Hanesbrands’ virtual Investor Day on May 11, 2021, covering the company’s “Full Potential Plan” and its financial outlook.
May 13, 2021 Deep Dive Premium Head-to-Head in Beauty: Sephora vs. UltaAs part of Coresight Research’s Head-to-Head series, we compare Sephora and Ulta, the leading beauty retailers in the US. In this report, we provide insights into the two companies’ sales performance and e-commerce penetration rates as well as their evolving store portfolios, merchandise offerings, and diversity and inclusion initiatives.
May 13, 2021 Insight Report Premium April 2021 Leading Indicators of US Retail Sales: Surprisingly Slow Labor Market Mars an Otherwise Strong MonthIn our monthly Leading Indicators of US Retail Sales series, we examine several key macroeconomic indicators of US retail sales and analyze how they may impact the industry in the months to come. We analyze the latest available data, as of the end of April 2021, covering the job market, income and savings, and housing.
May 13, 2021 Insight Report 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.
May 12, 2021 Deep Dive Premium Think Tank: The US Adaptive Apparel Market—Its Purpose and PromiseAdaptive apparel refers to clothing and footwear designed to meet the needs of individuals with disabilities and conditions. In this Think Tank, we explore the US market, including consumer needs, growth opportunities, recent developments and industry initiatives that are helping to expand the space.
May 12, 2021 Insight Report Register for Free Access US CPG Sales Tracker: Tough Comparatives Trigger Slowdown in CPG E-Commerce GrowthThe Coresight Research and IRI monthly US CPG Sales Tracker provides our data-driven insights into online sales trends in the US CPG industry—covering the product categories of food & beverage; health & beauty; and general merchandise & homecare. In this free report, we present five key insights from the four weeks ended April 18, 2021.
May 12, 2021 Insight Report 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.
May 11, 2021 Deep Dive Premium Innovator Trends That Are Reshaping the Retail IndustryThe global Covid-19 pandemic has changed the way consumers shop and accelerated the adoption of various advanced technologies. We outline our expectations for the top innovator trends that are impacting the retail industry, covering contact-light shopping, personalized experiences, livestream e-commerce, last-mile delivery, micro-fulfillment centers and more.
May 11, 2021 Insight Report Premium Six Months to Singles’ Day: Set 11.11 on Your Retail CalendarSingles’ Day is the world’s largest online shopping event in terms of GMV, with Chinese e-commerce giants Alibaba and JD.com being the two major players. With six months to go until this year’s event, we discuss the reasons why brands and retailers should set Singles’ Day 2021 in their retail calendar—covering the recent performance of the annual shopping festival, examples of success by international brands, and the actions that brands and retailers can take now to plan for the event.
