March 14, 2021 Analyst Corner Register for Free Access Weinswig’s Weekly: Walmart Makes a Second Splash on TikTok with a Beauty-Focused LivestreamThis week’s note “From the Desk of Deborah Weinswig” discusses Walmart’s foray into livestreaming via TikTok, with the retailer having hosted a beauty-focused event on March 11, 2021.
March 12, 2021 Insight Report Premium February 2021 US Retail Traffic and In-Store Metrics: Traffic Declines by 36%, Easing Toward the End of the MonthFebruary 2021 saw a total US nonfood store traffic decline of 36% year over year, a weakening in traffic trends compared to January. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type.
March 12, 2021 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 10: US Openings Exceed Closures as Discount Chains ExpandOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Abercrombie & Fitch, Burlington Stores, Chico’s, Dick’s Sporting Goods, Dollar Tree, Foxtrot Market, Gap, Grocery Outlet, NIKE, Ross Stores and The Children’s Place in the US and Clarks and Morrisons in the UK.
March 11, 2021 Insight Report Premium US Apparel and Beauty Spending Tracker: Clothing and Footwear Spending Sees Revival in JanuaryThe Coresight Research US Apparel and Beauty Spending Tracker provides a monthly update on the trajectory of consumer spending on beauty, clothing and footwear.
March 11, 2021 Insight Report Premium Walmart Analyst Day 2021: Company To Continue Playing Offense with New Flywheel StrategyThe Coresight Research team attended Walmart’s virtual Analyst Day 2021. We present key insights from the event, covering the company’s new flywheel business model and its expansion strategies moving forward.
March 10, 2021 Market Navigators/Market Outlook Premium Market Outlook: Apparel and Footwear in the US, the UK and China—Prospects for 2021 and BeyondIn this Market Outlook, we discuss the recovery of the apparel and footwear market in a pandemic-impacted retail environment, with a focus on the US, the UK and China. We provide our market sizing estimates for 2021 and beyond, and we consider the primary trends that will drive demand. This report also explores e-commerce penetration, the competitive landscape, US retail innovators and key themes—including a shift to DTC, the importance of sustainability and the rise of athleisure.
March 9, 2021 Insight Report Premium How Are US Home and Home-Improvement Retailers Handling Returns?We discuss seven measures that US home and home-improvement retailers use to manage their returns processes, including updates in light of increased e-commerce demand. We include examples from retailers including Home Depot, IKEA, Macy’s, Wayfair and Williams-Sonoma and innovators such as Position Imaging and Newmine.
March 9, 2021 Insight Report Premium New Retail in China: Tencent Pilots Centralized Portal for WeChat Mini ProgramsWe discuss recent developments in New Retail in China, including Tencent’s launch of a centralized portal for brands and retailers’ WeChat mini programs. We also discuss the IPO prospectus filing from JD Logistics and the opening of a Tmall Luxury Pavillion store by Italian high-end shoe brand Santoni.
March 8, 2021 Insight Report Databank Members US Consumer Tracker: Rebound in Online Apparel and Beauty Purchases (Select Findings)This free report features select findings from our latest survey of US consumers, undertaken on March 1, which asked respondents about their behavior, sentiment and expectations amid the coronavirus crisis.
March 8, 2021 Deep Dive Databank Members US Consumer Tracker: Rebound in Online Apparel and Beauty Purchases (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 product categories consumers had purchased in-store and online in the past two weeks, as well as what they are buying more of and less of than pre-pandemic. We also discuss what activities consumers have done in the past two weeks. Our consumer survey was undertaken on March 1.
March 8, 2021 Insight Report Premium Earnings Insights 4Q20, Week 5: Discounters Stand Strong While Department Stores Remain Badly Hit and Apparel Specialists See Slow 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 March 7—namely, American Eagle Outfitters, BJ’s Wholesale Club, Burlington Stores, Dollar Tree, Foot Locker, Gap Inc., Grocery Outlet Holding Corp., Kohl’s, Kroger, Nordstrom, Ross Stores, Target and Urban Outfitters.
March 7, 2021 Analyst Corner Register for Free Access Weinswig’s Weekly: Amazon Launches Its First UK Grocery Store as It Licenses “Just Walk Out” Technology in Travel RetailThis week’s note “From the Desk of Deborah Weinswig” discusses two new retail ventures using Amazon’s “Just Walk Out” technology.
March 5, 2021 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 9: TJX Companies To Open 81 Net US Stores in 2021Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Bath & Body Works, Bob’s Discount Furniture, Casper Sleep, Dick’s Sporting Goods, Hudson, Macy’s, Paper Source, Payless, Sprouts Farmers Market, TJX Companies and Victoria’s Secret in the US and Amazon, Sainsbury’s, Tesco and Thomas Pink in the UK.
March 5, 2021 Insight Report Premium February 2021 Leading Indicators of US Retail Sales: Without Additional Stimulus, Early Spring Sales Look Set To WeakenIn 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 February 2021, covering the job market, income and savings, and housing.
March 4, 2021 Store Tracker Databank Members US Store Tracker Extra, February 2021: 2,222 Store Closures by Major US Retailers Will Result in 31 Million Square Feet of Closed Retail Space in 2021The US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements. We include details on closures and openings as a percentage of total store base as well as square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of February 26, 2021, versus the comparable period in 2020.
