December 17, 2019 Deep Dive Premium 3Q19 US Earnings Season Wrap-UpThird-quarter 2019 retail earnings show mixed results across categories. Our coverage of the Coresight 100 reveal most companies beat consensus, but there were sectors that fared much better than others—and luxury was one that did not meet expectations despite recent recovery.
December 16, 2019 Deep Dive Premium Convenience Stores: More than Just RetailMajor convenience-store chains across China, Japan and the US—such as 7-Eleven, Casey’s General Stores and FamilyMart—are making significant moves to increase sales and store traffic in line with changing consumer preferences. We look at how this fast-growing retail sector is diversifying its offerings through a number of key trends, including a greater emphasis on foodservice and the introduction of delivery services and new store formats.
December 13, 2019 Event Coverage Register for Free Access ICSC New York Deal Making 2019 Wrap-UpICSC New York Deal Making 2019 highlighted the reinvention of physical retail, which is being driven by innovations in the use of space, the proliferation of omnichannel shoppers and a widespread focus on sustainability. A number of technologies are being implemented by retailers to undertake a transition from a profits-first approach to a consumer-centric operational model.
December 13, 2019 Analyst Corner Register for Free Access Weinswig’s Weekly—December 15, 2019This week’s note “From the Desk of Deborah Weinswig” looks at how much holiday shopping US consumers have yet to do, and what that means for retailers.
December 13, 2019 Insight Report Premium Holiday 2019: US Black Friday and Cyber Monday Online Pricing InsightsIn partnership with competitive intelligence provider DataWeave, we aggregated and analyzed pricing data on over 53,000 products on the websites of Amazon, Best Buy, Home Depot and Macy’s.
December 13, 2019 Flash Report Register for Free Access Kroger and Walgreens Deepen Year-Old Partnership with Purchasing AllianceNew Walgreens-Kroger alliance seeks to cut costs, enhance efficiency—and fend off the ever-encroaching Amazon menace. The two companies will buy more products together, sell one another’s private labels and integrate supply chains.
December 13, 2019 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2019, Week 50: Dollar General Plans To Continue Store Expansion in Fiscal Year 2020Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Dollar General and RTW Retailwinds in the US and Co-op and Ted Baker in the UK. In the US, year-to-date announced closures have already exceeded the total we recorded for the full year 2018.
December 12, 2019 Event Coverage Register for Free Access Insights from ICSC New York Deal Making 2019The Coresight Research team is attending ICSC New York Deal Making 2019 from December 10 to 12 in New York City. Key insights from the conference include the importance of experiential retail, the growth of “Buy Online, Pick Up in Store” services and the impact of value-for-money concepts on outlet centres.
December 12, 2019 Insight Report Premium November 2019 US Same-Store Sales: Costco Comp Growth SlowsNovember same-store sales hit by late Thanksgiving that pushed Cyber Monday into December. Costco, Cato and Buckle all reported slowing same-store and in particular online sales growth in November, much attributable to Cyber Monday moving into the following month.
December 11, 2019 Deep Dive Premium Cannabis Insights: The Marijuana ConsumerWe analyze the results of our US survey of marijuana (or cannabis) users, in nine states where marijuana is legal for recreational use. We look at how much marijuana users spend on the drug, how often they use marijuana and how they consume it, where they purchase the drug and why they use the drug—including medical and recreational reasons.
December 11, 2019 Insight Report Premium Supply Chain Briefing: A Growing Role for Predictive Analytics in RetailPredictive analytics to play an increasing role in retail: Companies across industries are embracing predictive analytics to help them predict consumer behavior to better plan marketing, pricing and assortment.
December 10, 2019 Deep Dive Premium Tencent’s Smart Retail StrategyChinese Internet giant Tencent is focusing on the business-to-business space through its “Smart Retail” concept—the company’s answer to Alibaba’s New Retail. Tencent’s Smart Retail ecosystem has a number of components that facilitate the integration of online and offline commerce, including the leveraging of WeChat mini programs, investment in JD.com and the exploitation of the company’s strength in gaming and digital entertainment.
December 10, 2019 Insight Report Premium Beauty Insights: What Beauty Retailers Are Offering for the 2019 Holiday Shopping SeasonThe US beauty sector is expected to see strong sales this holiday season, with consumers indicating that beauty and personal care items will be popular as gifts. We assess the key strategies that major beauty brands and retailers—such as Macy’s, Sephora and Ulta Beauty—are implementing to capitalize on this opportunity.
December 10, 2019 Insight Report Premium Insights from China: The Opportunities in China’s $1.3 Trillion Lower-Tier MarketsChina’s online retailers target the country’s fast-growing but lower-income, lower-tier cities. For decades, retailers and brands have focused on a handful of China’s “tier-1” cities that are seen as wealthier and more sophisticated. Now, retailers are looking at up-and-coming lower-tier areas for growth.
December 9, 2019 Deep Dive Premium How Dollar Stores Are Gearing Up To Sustain GrowthDollar stores emerged as Wall Street darlings in the early 2000s, got a boost during the financial crisis—and just kept going. We look at how the major players, Dollar Tree, Family Dollar and Dollar General, plan to maintain the momentum in the coming years.
