March 21, 2021 Analyst Corner Register for Free Access Weinswig’s Weekly: Get Ready as We Annualize the Great DisruptionThis week’s note “From the Desk of Deborah Weinswig” predicts a volatile period for US retail as it annualizes the troughs from 2020 and as a third round of stimulus checks hit consumers’ bank accounts.
March 19, 2021 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 11: Big Lots To Open up to 60 StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Primark, Psycho Bunny and Toys“R”Us in the US and Greggs, John Lewis and Thorntons in the UK.
March 18, 2021 Insight Report Premium Zalando Capital Markets Day 2021: Company Targets €30 Billion Annual GMV and Over 10% Share of Europe’s Fashion Market by 2025The Coresight Research team attended Zalando’s virtual Capital Markets Day on March 16, 2021. In this report, we present insights from the event, covering the company’s “starting point for fashion” vision, its new targets for 2025 and its sustainability goals.
March 18, 2021 Insight Report Premium Target Financial Community Meeting 2021: Focus on Fulfillment, Partnerships and Store Expansion This YearThe Coresight Research team attended Target’s virtual Financial Community Meeting on March 2, 2021. We present our top takeaways from the event, including the company’s continued investment in its supply chain, its assortment expansion through partnerships and private-label launches, and its focus on digital and flexible fulfillment capabilities.
March 17, 2021 Insight Report Premium American Eagle Outfitters Investor Day 2021: Aerie To Double Revenue by 2023; American Eagle Banner To Be RevitalizedThe Coresight Research team attended American Eagle Outfitters’ virtual Investor Day on January 21, 2021. We present our top takeaways from the event, including the company’s initiatives to meet the objectives of its “Real Power. Real Growth plan”, as well as its long-term opportunities in the international market and sustainability commitments.
March 17, 2021 Insight Report Premium February 2021 US Retail Sales: Weather and Lack of Stimulus Slows Growth, but Sales Remain StrongUS retail sales growth grew by 7.2% in February 2021, down from revised growth in the low double-digits in January. Using data from the US Census Bureau, this report looks at which retail sectors saw sales surge and which did not do well in February 2021.
March 17, 2021 Insight Report Premium Adidas Investor Day 2021: “Own the Game” Strategy Focuses on Brand Credibility, Consumer Experience and SustainabilityThe Coresight Research team attended the Adidas virtual Investor Day 2021. We present key insights from the event, covering the company’s performance in 2020 and the three initiatives central to its “Own the Game” strategy moving forward.
March 17, 2021 Insight Report Premium January and February 2021 China Retail Sales: Total Sales Jump 30.7%; All Sectors Report Positive Growth Against Weak 2020We review data for retail in China in total and by sector for January and February 2021—a period that saw sales jump significantly year over year, against weak comparatives for the Covid-impacted period of 2020.
March 17, 2021 Deep Dive Premium RetailTech: What Do Data and AI Mean for Retail?This report discusses the challenges that many retailers face in leveraging data effectively, as well as the as well as the strengths of artificial intelligence (AI) for retail data analysis. We use Coresight Research’s proprietary CORE framework to categorize and explain the benefits of AI for retailers.
March 16, 2021 Insight Report Premium US Housing Market Macro Overview: March 2021 UpdateOur Housing Market Macro Overview report offers the latest insights into the state of the US housing landscape. We cover nine recent metrics for the US market, including existing home sales, the Housing Affordability Index (HAI) and the Pending Home Sales Index (PHSI).
March 16, 2021 Insight Report Register for Free Access US CPG Sales Tracker: CPG E-Commerce Growth Further Decelerates to 56%The 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 January 24, 2021
March 16, 2021 Deep Dive Databank Members US Consumer Tracker: Consumers Get Back to Socializing (Full Report)Our latest survey report provides a detailed update on US consumers’ behaviors, concerns and expectations, with a focus on the implications for retail. This week, we present findings on what activities consumers have done, including key trends from the past three months and breakdowns by income group. We also discuss consumer avoidance of public places and what consumers are buying more of and less of than pre-pandemic. Our consumer survey was undertaken on March 8.
March 16, 2021 Insight Report Databank Members US Consumer Tracker: Consumers Get Back to Socializing (Select Findings)This free report features select findings from our latest survey of US consumers, undertaken on March 8, which asked respondents about their behavior, sentiment and expectations amid the coronavirus crisis.
March 15, 2021 Deep Dive Free Report How Category Management Has Changed ForeverWe explore the future of retail category management with a focus on grocery, mass merchandisers and drug retail. We discuss the key skills necessary for success and consider current challenges and the impact of the Covid-19 pandemic on collaboration. We leverage findings from a December 2020 Coresight Research survey of global retailers and suppliers of grocery products/consumer packaged goods.
March 15, 2021 Insight Report Premium Earnings Insights 4Q20, Week 6: Discounters and E-Commerce Players See Continued Strength; Substantial Recovery for Beauty CategoryOur 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 March 14—namely, Big Lots, Dick’s Sporting Goods, JD.com, Stitch Fix and Ulta Beauty.
