Deep Dive | September 6, 2021 Premium Fulfillment in US Grocery E-Commerce: Heading Toward Greater DiversityWe assess the rapidly evolving US online grocery-delivery market, which has been impacted by changing consumer expectations amid the Covid-19 pandemic. We discuss disruptive new players in the fulfillment landscape and the challenges facing retailers. Read More
Store Tracker | September 3, 2021 Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 35: US Store Openings Up 53% Year over YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Allbirds, Amazon and Homeland in the US and Asda, Sofology and Tommy Hilfiger in the UK. Read More
Insight Report | September 2, 2021 Premium Supply Chain Briefing: Chinese Port Logjams Clog Global Shipping Routes as Consumer Prices SurgeAs part of our Supply Chain Briefing series, we discuss the impacts of port shutdowns in China on the retail supply chain, including the implications for retailers’ pricing, promotions and product mix ahead of the holiday season. Read More
Insight Report | September 1, 2021 Premium Reviewing Amazon’s Share of US Online CPG SalesAmazon has been increasing its share of the CPG (consumer packaged goods) market in recent years, and the global pandemic has served to accelerate the e-commerce giant’s presence in the space. We discuss Amazon’s success in the US CPG market, including its focus on grocery and private labels. Read More
Store Tracker | September 1, 2021 Databank Members US Store Tracker Extra, August 2021: Major US Retailers To Close 56 Million Square Feet of Retail Space in 2021The US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements. We include details on closures and openings as a percentage of total store base as well as square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of August 27, 2021, versus the comparable period in 2020. Read More
Insight Report | August 31, 2021 Premium Earnings Insights 2Q21, Week 5: Dick’s Sporting Goods, Foot Locker, Gap and Urban Outfitters Post Strong Results; Ulta Beauty Raises GuidanceOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended August 29, 2021, including apparel specialty retailers Dick’s Sporting Goods, Foot Locker, Gap and Urban Outfitters. Read More
Insight Report | August 31, 2021 Premium India Retail Insights: The Future of Brick-and-Mortar RetailBrick-and-mortar retailers in India need to adapt to changes in consumer confidence and preferences amid pandemic recovery and beyond. As part of our India Retail Insights series, we discuss the future of brick-and-mortar retail in India, covering pandemic-led changes in consumer confidence and behavior, actions that retailers can take to attract customers back to stores, government policies to support brick-and-mortar retailers and opportunities for international retail players. Read More
Deep Dive | August 30, 2021 Databank Members US Consumer Tracker: Mall Visits Increase Despite Heightened Shopper CautionOur latest survey report assesses the impact of opposing drivers of consumer behavior: back-to-school shopping and increased caution due to the spread of the Covid-19 Delta variant. We also present findings on where, how and how much consumers are spending, as well as consumer avoidance of public places and what activities they have done in the past two weeks. Read More
Insight Report | August 24, 2021 Premium Earnings Insights 2Q21, Week 4: Ross Stores and TJX See Robust Recovery; Kohl’s, Macy’s, Target and Walmart Raise GuidanceOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended August 22, 2021—namely, Kohl’s, Macy’s, Ross Stores, Target, TJX and Walmart. Read More
Store Tracker | August 20, 2021 Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 33: US Store Closures Down 37% Year over YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Lowe’s and Trader Joe’s in the US and B&M, Homebase and Poundland in the UK. Read More
Deep Dive | August 19, 2021 Premium Head-to-Head in Discount Retail: Dollar General vs. Dollar Tree, Inc.As part of Coresight Research’s Head-to-Head series, we compare Dollar General and Dollar Tree, Inc., the two largest dollar store companies in the US by revenue and store count. In this report, we provide an overview of both companies, including market share, and cover three key elements of their businesses—comprising revenue, profitability and store strategy. Read More
Insight Report | August 18, 2021 Premium Supply Chain Briefing: Labor Scarcities Loom, Factory Shutdowns Force Supply Reallocation and Foam Shortage Impacts Home SectorAs part of our Supply Chain Briefing series, we examine key challenges and developments on retail’s supply side and their implications for the retail environment. In this report, read our analysis of labor scarcities, foam shortages and factory shutdowns in Vietnam. Read More
Insight Report | August 17, 2021 Premium Earnings Insights 2Q21, Week 3: eBay and The RealReal Maintain Strong Growth Momentum; Canada Goose Sees Sales Recovery SlowOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended August 15, 2021—namely, eBay, Canada Goose, Grocery Outlet and The RealReal. Read More
Free Data Graphic | August 16, 2021 Free Report Coresight Bites: European Apparel E-Commerce Platforms—Gaining Share of an Expanding MarketWe present Coresight Bites: European Apparel E-Commerce Platforms—Gaining Share of an Expanding Market Read More
Free Data Graphic | August 12, 2021 Free Report Coresight Bites: Amazon Prime—Why Non-Members Don’t Join the ProgramWe present Coresight Bites: Amazon Prime—Why Non-Members Don’t Join the Program Read More
