November 30, 2020 Insight Report Premium Earnings Insights 3Q20, Week 4: Apparel Specialists See Strong Recovery; Home Categories Remain StrongOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-quarter 2020 earnings. We condense what retail companies are reporting, with a focus on the impact of the coronavirus crisis. This week, there are highlights from companies that reported in the week ended November 29, namely American Eagle Outfitters, Best Buy, Burlington Stores, Dick’s Sporting Goods, Dollar Tree, Gap Inc., Nordstrom, Urban Outfitters and Williams-Sonoma.
November 30, 2020 Insight Report Register for Free Access US Survey Update: Fewer Consumers Visit Shopping Centers This November (Select Findings)This free report features select findings from our latest survey of US consumers, undertaken on November 24, which asked respondents about their behavior, sentiment and expectations amid the coronavirus crisis.
November 30, 2020 Deep Dive Premium US Survey Update: Fewer Consumers Visit Shopping Centers This November (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 focus on the declining trend in consumer visits to shopping centers throughout November. We also discuss shoppers’ current online spending habits and avoidance of public places, as well as what activities they expect to do in the next two weeks. Our consumer survey was undertaken on November 24.
November 29, 2020 Analyst Corner Register for Free Access Weinswig’s Weekly: Was That the Sound of Black Friday Dying?This week’s note “From the Desk of Deborah Weinswig” discusses the apparent “death” of Black Friday in the US and the implications for retailers.
November 27, 2020 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 48: Guitar Center Files for BankruptcyOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Foot Locker, Home Depot, Hibbett Sports, L Brands and Lowe’s in the US and Clarks, Jaeger and Peacocks in the UK.
November 26, 2020 Deep Dive Premium Singles’ Day 2020 Ebook: Analyzing Product, Marketing and Channel StrategiesIn Coresight Research’s Singles’ Day 2020 Ebook, we offer a thematic discussion of the key strategies employed by brand and retailers around the world to drive sales during the shopping extravaganza in November 2020. We analyze four key topics: new products, marketing campaigns, new entrants and New Retail strategies.
November 26, 2020 Insight Report Premium Reshaping Supply Chains for the 2020s: #7—Data-Oriented and AI-Integrated CRM SolutionsIn our Reshaping Supply Chains for the 2020s series, we analyze the technologies and trends that are enabling the evolution of the supply chain. In this report, we discuss key trends in Customer Relationship Management (CRM) in the retail industry and what software solutions CRM providers are offering.
November 26, 2020 Insight Report Premium October 2020 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in October 2020, we saw very strong retail sales growth in the US, while the UK maintained growth momentum and China reported a positive increase in retail sales for the third consecutive month. We also consider wage growth and food and fuel prices in these three markets.
November 25, 2020 Insight Report Premium The 4-5-4 US Retail Calendar, 2021–22: Your Guide to the Retail YearThe 4-5-4 US retail calendar is a guide to the fiscal year ending January 29, 2022. The calendar is used by many US retailers; it ensures comparability between years by dividing the year into months based on a “4 weeks-5 weeks-4 weeks” format. We note major holidays and calendar events within each week across the year and compare when these fall to 2020–21.
November 25, 2020 Market Navigators/Market Outlook Premium The US Athleisure Market: Analyzing Opportunities and StrategiesIn this report, we discuss the US athleisure market, identifying key growth drivers and trends in this segment of the apparel industry. In addition, we examine what retailers and brands are doing to better serve demand for sports apparel and footwear that can be worn for both sports and casual purposes.
November 25, 2020 Insight Report Premium New Retail Briefing: Alibaba Invests in Hypermarket Chain Sun Art and Luxury E-Commerce Platform FarfetchWe discuss recent developments in New Retail in China, including Alibaba’s investment to increase its stake in domestic hypermarket Sun Art Retail to become the controlling shareholder and JD.com’s partnership with Kuaishou to host a 200-hour livestreaming session for Singles’ Day from November 1 to 9.
November 24, 2020 Deep Dive Premium RetailTech: Supply Chain Software—Shaking Off the Chains of the PastSupply chain software was already becoming an essential tool to manage complex, data-fueled retail prior to the Covid-19 outbreak, but the pandemic has further underscored the need for retailers to have flexible, adaptable supply chains. We explore the functionality of the modern supply chain, its components and the leading global companies that provide software tools for supply chain management.
November 24, 2020 Insight Report Premium Insights from China: Exploring Alibaba’s Success in China’s Grocery Market—Innovation at FreshippoAs part of our Insights from China series, we discuss the success of Freshippo, Alibaba’s grocery chain. We consider the impact of the Covid-19 pandemic this year and explore how the retailer has leveraged innovation across three key areas: new store formats, differentiated products offerings and the integration of technology and data.
November 24, 2020 Insight Report Premium The 12 Weeks of Holidays: #9—Warmer Weather Expected for the Thanksgiving-Black Friday Holiday WeekendWe explore how the weather this holiday season will affect consumer demand in US retail—including weather-driven demand for the upcoming Thanksgiving-Black Friday weekend. This report is part of The 12 Weeks of Holidays series, in which we present key data, trends and observations as we count down to the peak holiday season.
November 23, 2020 Insight Report Premium October 2020 UK Retail Sales: Total Sales Jump 8% Ahead of Second LockdownWe review data for UK retail in total and by sector for October 2020—a month that saw total retail sales grow at the fastest pace recorded since 2014, supported by strength at health and beauty retailers and in the DIY and hardware sector. With England having entered a second Covid-19 lockdown on November 5, we expect the strong growth momentum of UK retail sales to come to an end.
