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Earnings Insights 3Q20, Week 2: Beauty Categories Witness Strong Recovery; Crisis Continues To Support Discount Formats

Our 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 15, namely Coty, CVS Health, Grocery Outlet and The RealReal.

US Survey Update: Latest Insights into Consumers’ Holiday Shopping Plans (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 consumers’ expected shopping behaviors for the 2020 holiday season. 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 10.

Retail Robustness Index: November 2020 Update—Most Metrics Improve Slightly

Coresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. The November update revises the scores based on financial reports and store-reopening announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in October.

Brand Journeys to Singles’ Day 2020: #10—Caraa Leverages Local Expertise in the China Market

Hosted annually on November 11, Singles’ Day is the world’s largest online shopping festival. Continuing Coresight Research’s Brand Journeys to Singles’ Day 2020 series, we profile sports bag and accessory brand Caraa. In this free report, we discuss how the brand is engaging with Chinese consumers, including the use of livestreaming ahead of this year’s Singles’ Day.

The 12 Weeks of Holidays: #7: Outlook for the US Apparel and Footwear Sector

Apparel and footwear retailers are having to rethink their approach to the holidays this year, due to the impacts of the Covid-19 pandemic. As part of The 12 Weeks of Holidays series, we provide an outlook for the sector, including our estimates for consumer spending during the holiday period. We also discuss e-commerce fulfillment, digital sales growth, the winning trends in apparel and insights into how select retailers are preparing for the holidays.

Unboxing the Gifting Market amid Experience-Driven Retail

We discuss the key trends impacting the gifting market, highlighting some of the key challenges in the industry, such as returns. This report offers insights into the size of the US gifting market, the popularity of gift cards and consumer demand for personalization. We also explore Loop Commerce’s Gift Experience Management (GXM) solution GiftNow, which helps retailers leverage omnichannel capabilities to redefine the gifting experience for gift shoppers and recipients alike.