February 17, 2021 Insight Report Premium US Warehouse Clubs and Dollar Stores Forge Ahead with Omnichannel Initiatives and Physical ExpansionContinuing to ride on the pandemic-driven e-commerce wave of 2020, warehouse clubs and dollar stores are likely to remain in growth mode through 2021 and beyond. We look at the omnichannel initiatives and real estate expansion plans of major warehouse clubs (BJ’s Wholesale Club, Costco and Sam’s Club) and discount variety storers (dollar stores Dollar General and Dollar Tree, as well as discount retailers Big Lots and Five Below) in the US as they aim to attract and retain consumers across the income spectrum.
February 16, 2021 Insight Report Premium US Housing Market Macro OverviewOur 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).
February 16, 2021 Insight Report Premium Frictionless Grocery: Pandemic Ushers In Smart Checkout TechnologiesAlongside the shift to e-commerce, the Covid-19 pandemic has been driving the digitalization of grocery at brick-and-mortar locations. In this report, we discuss three smart checkout technologies that grocery retailers are increasingly implementing in stores to meet heightened consumer demand for convenience, safety and efficiency in the physical shopping journey: automated checkout, smart carts and scan-and-go.
February 15, 2021 Insight Report Databank Members US Consumer Tracker: Consumers Spend Stimulus Checks on Bills and Essentials (Select Findings)This free report features select findings from our latest survey of US consumers, undertaken on February 8, which asked respondents about their behavior, sentiment and expectations amid the coronavirus crisis.
February 15, 2021 Deep Dive Databank Members US Consumer Tracker: Consumers Spend Stimulus Checks on Bills and Essentials (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 explore how consumers have spent or plan to spend their second stimulus checks. We present findings on what activities consumers have done in the past two weeks and what product categories they had purchased in-store and online in the past two weeks. Our consumer survey was undertaken on February 8.
February 15, 2021 Insight Report Premium Earnings Insights 4Q20, Week 2: Apparel and Beauty Brand Owners Experience Mixed Recovery; REITs Remain Badly HitOur 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 14—namely, brand owners Coty, Estée Lauder, Hanesbrands and Under Armour, as well as three REITs: Macerich Company, Simon Property Group and Unibail-Rodamco-Westfield.
February 14, 2021 Analyst Corner Register for Free Access Weinswig’s Weekly: Are We Heading Back to the Roaring 20s?This week’s note “From the Desk of Deborah Weinswig” discusses the parallels between the “Roaring 20s” and the 2020s in the US.
February 12, 2021 Event Coverage Register for Free Access Experience the Experience: Learnings for Brands, Retailers and Retail Real Estate Firms from ULI Asia PacificCoresight Research was an innovator sponsor of the recent “Experience the Experience” virtual conference, hosted by nonprofit organization ULI Asia Pacific. The Coresight Research team joined more than 40 thought leaders globally to discuss current issues in retail and real estate. In this free report, we present key insights from the event, from retail innovation to consumer engagement and more.
February 12, 2021 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 6: Five Below To Open 170 New 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 Aldi, At Home, Five Below, Gertrude Hawk Chocolates, Kmart, Murphy USA, Sears, Skechers, Trader Joe’s and Weis Markets in the US and Aldi, Boohoo, Clarks, Dermstore and The Hut Group in the UK.
February 11, 2021 Innovator Profile Register for Free Access Innovator Profile: Nexite Connects Merchandise Data To Illuminate the Consumer JourneyAs part of our Innovator Profile series, we profile Nexite, provider of the Connected Merchandise Platform that provides real-time insights to retailers to help optimize the consumer journey. This free report is sponsored by Nexite.
February 11, 2021 Insight Report Premium Nordstrom Investor Day 2021: “Closer to You” Strategy Seeks To Expand Inventory by 5X and Lower Prices at Nordstrom RackThe Coresight Research team attended Nordstrom’s virtual Investor Day on February 4, 2021. We present our top takeaways from the event, including the company’s views of the shifting retail landscape and Nordstrom’s three initiatives under its digital-first “Closer to You” market strategy.
February 10, 2021 Insight Report Premium US and China Quarterly Economic Update, 4Q20: Strong Chinese Recovery Continues; US Rebound SlowsIn this report, we discuss macroeconomic indicators from the US and China—including GDP and industrial production. Recently released data show a slowdown in the growth rebound in the US and a continued strong recovery in China.
February 10, 2021 Event Presentation Premium Coresight Connect: Top 10 Takeaways from CES 2021 and NRF 2021—PresentationOn February 9, 2021, Deborah Weinswig, CEO and Founder of Coresight Research, hosted an exclusive Coresight Connect event for Coresight Research premium subscribers. Our analysts presented key insights from two of the biggest events in the retail industry: CES and NRF. The top 10 takeaways we dive into in this presentation include personalization in customer engagement, the benefits of data integration for retailers, technology-driven ways of reimagining the store, and more.
February 10, 2021 Insight Report Premium US Resale Market Set To Boom in 2021, as Consumers Increasingly Embrace Secondhand ProductsThe US resale market, from apparel to furniture and toys, is set to boom in 2021. We provide an overview of the US resale market, with a focus on fashion resale. We discuss six resale models that represent the majority of resale businesses today, as well as major players and opportunities and challenges in the US market.
February 9, 2021 Insight Report Register for Free Access Retail 2021: Global Trends—PresentationCoresight Research’s key global retail and consumer trends for 2021 fall under five umbrellas: the new consumer; the future of physical retail; the evolution of digital retail; doing good is good business; and discovering ways of transacting. In this presentation, we outline our predictions and discuss the impact of each trend on various retail sectors and regions.
