October 5, 2020 Deep Dive Premium US Survey Update: Consumer Behavior Proves Volatile Across Retail and Food Service (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 discuss volatility in consumer behavior across retail and food service, including findings around consumers’ avoidance of public places, as well as what activities they expect to do in the next two weeks. Our consumer survey was undertaken on September 29.
October 4, 2020 Analyst Corner Register for Free Access Weinswig’s Weekly: The New 10.10 Shopping Festival To Kickstart the US Holiday Shopping SeasonThis week’s note “From the Desk of Deborah Weinswig” discusses how the new 10.10 Shopping Festival will kickstart the holiday shopping season in early October in the US this year.
October 3, 2020 Insight Report Premium Coronavirus Tracker: Retail Metrics and Key DevelopmentsCoresight Research’s Coronavirus Tracker includes a timeline of key developments; details temporary US store closures and reopenings; charts weekly data on shoppers’ purchasing behaviors; and notes US retail hirings and US states’ reopening dates for businesses.
October 2, 2020 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 40: Allbirds To Increase Store FootprintOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Allbirds and Ascena Retail Group in the US and Aldi and B&M in the UK.
October 2, 2020 Event Coverage Register for Free Access Alibaba Group Investor Day 2020: Alibaba Is Well-Positioned To Capture the Digitalization Trend in the Wake of Covid-19The Coresight Research team attended Alibaba Group’s annual Investor Day virtually. We present key insights from the event on September 28–30, covering the recent performance and future outlook of Alibaba’s key businesses, as well as the company’s overall strategies.
October 2, 2020 Event Coverage Register for Free Access Workforce Management Automation in the New Retail Environment, with Andreas Sjölund, QuinyxOn September 22, 2020, Coresight Research hosted Andreas Sjölund, Quinyx Chief Revenue Officer and Cofounder, to discuss how workforce management automation can help retailers manage the new retail landscape. We present key insights from the webinar.
October 1, 2020 Deep Dive Premium US Businesswear Market: Working from Home Accelerates Casualization, Hitting the Formal Clothing MarketThe rapid shift toward working from home in the wake of the coronavirus pandemic has accelerated the longstanding casualization trend in US workplace dress codes, with significant impacts for the formal businesswear market. We discuss the US businesswear market, future trends and what retailers and brands are doing to better serve this area of the apparel industry amid changing work habits.
October 1, 2020 Insight Report Premium Sustainability at Tapestry: Three Brands United by a Single VisionWe discuss the environmental, social and corporate governance goals of Tapestry, a US-based, multinational, luxury fashion holding company. This report kicks off our new series exploring the commitments of selected major retailers to sustainability, through the lens of Coresight Research’s EnCORE framework.
October 1, 2020 Deep Dive Premium 2Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 RecoverySecond-quarter 2020 retail earnings include recovery from the Covid-19 crisis. We assess the recent performance of US retailers in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Although the pace of recovery varies between retail sectors, many retailers initially saw strong sales in reopened stores, driven by pent-up demand. Furthermore, the coronavirus-led pivot to e-commerce led to unprecedented growth in digital sales.
September 30, 2020 Insight Report Premium Consumer Tech Briefing: Foldable Phones from Samsung and Microsoft, Plus Amazon’s Digital Wellness OfferingEach month, our Consumer Tech Briefing series discusses recent developments in the world of technology. This month, we look at new foldable screen smartphone releases from Microsoft and Samsung, as well as Amazon’s latest move into the health-care space.
September 30, 2020 Event Coverage Register for Free Access Coresight Research x IBM: Redefining Sustainability for the New Era of RetailWe present key insights from the “Redefining Sustainability for a New Era of Retail” webinar, which was hosted by Coresight Research and IBM and featured speakers from The North Face and Tapestry. The webinar included discussion of Coresight Research’s EnCORE framework for sustainability in retail, and explored how retailers can set and achieve bold sustainability goals to improve the triple bottom line: planet, people and profits.
September 30, 2020 Insight Report Premium August 2020 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in August 2020, we saw the US and the UK maintain strong growth momentum, while China continued to see a rebound.
September 30, 2020 Insight Report Premium Reshaping Supply Chains for the 2020s: #5—Technologies That Are Fueling Sales GrowthIn 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 what retailers are doing to optimize sales management and the strategies and technologies that will drive sales growth.
September 29, 2020 Insight Report Premium Halloween 2020 US Retail Preview: Covid-19 Spooks Festivities and Haunts RetailAs Halloween kicks off the US Holiday season, festivities are likely to be impacted by the coronavirus pandemic. We discuss the impact of Covid-19 on Halloween celebrations and retail spending. We also explore the detailed insights provided by our September 22 survey on US consumers’ behaviors, concerns and expectations in relation to this year’s Halloween holiday, with a focus on the implications for US retail.
September 29, 2020 Deep Dive Premium US Home-Improvement E-Commerce: Retailers Accelerate Plans To Scale Online OperationsDespite the underwhelming narrative for much of discretionary retail in the US this year, home-improvement retail is one sector that has fared well, supported in part by key retailers’ quick pivot to e-commerce. We discuss how three major Coresight 100 home-improvement retailers have accelerated their shift toward digital transformation and upped their e-commerce game to generate success.
