Retailers

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Deep Dive | August 11, 2021 Premium

European Apparel E-Commerce Platforms: Gaining Share of an Expanding Market

While the overall Western European apparel and footwear market continues to see gradual post-pandemic recovery, pure-play e-commerce retail companies are witnessing very strong trends. We discuss the competitive landscape and outlook for three leading European apparel and footwear e-commerce retail firms in our Coresight 100 list: ASOS, Boohoo Group and Zalando. We cover four key investment areas for these e-commerce players, as well as three trends we are watching.

Insight Report | August 10, 2021 Premium

Earnings Insights 2Q21, Week 2: Hanesbrands and VF Corporation See Robust Recovery; Macerich and Simon Property Group Raise Guidance

Our 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 8, 2021—including Alibaba, Hanesbrands, Macerich, Simon Property Group and VF Corporation.

Deep Dive | August 10, 2021 Databank Members

US Consumer Tracker: Amazon Prime—Why Members Join the Program and Why Other Shoppers Don’t

Our latest survey report reviews Amazon Prime membership among US consumers, including the reasons shopper do or do not join the program. 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.

Deep Dive | August 4, 2021 Premium

Think Tank: China—The Vanguard in Luxury Consumption

Chinese consumers are at the forefront of luxury consumption. In this Think Tank, we present our market trajectory estimates and four key trends within China’s luxury retail growth. We also cover selected luxury brands and companies in China, and the role of e-commerce giants Alibaba and JD.com in facilitating China’s luxury ecosystem. Our report includes insights from our conversations with key personnel at Alibaba Group and JD.com.

Insight Report | August 4, 2021 Premium

Insights from Amazon’s India Prime Day 2021: A Road to Redemption for Small-Scale Physical Retailers

Amazon India held its fifth annual Prime Day shopping festival on July 26–27, 2021. We present insights from the event, covering Amazon’s preparations for the event, sales results and notable deals and discounts.

Insight Report | August 3, 2021 Premium

Earnings Insights 2Q21, Week 1: Prime Day Supports Amazon Growth, L’Oréal Sees Robust Recovery

Our 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 1, 2021—namely, Amazon, L’Oréal and Unibail-Rodamco-Westfield.

Deep Dive | August 2, 2021 Premium

Inclusive Corporate Strategies in US Retail

Companies are focusing on their corporate strategies to improve diversity through internal teams, products and the supply chain. We explore inclusivity in corporate structures and policies, with examples of recent initiatives by brands and retailers operating in the US.

Deep Dive | July 22, 2021 Premium

RetailTech: CRM Software—It’s All About the Customer

As part of our RetailTech report series, we discuss CRM (customer relationship management) software, a powerful fundamental technology that enables retailers and other enterprises to automate and manage the entire sales and customer-support process.

Deep Dive | July 21, 2021 Premium

Amazon Apparel Consumer Survey 2021: Amazon Outperforms in a Tough Year for US Clothing and Footwear

As US retail continues to recover from the Covid-19 pandemic—which hit the apparel sector particularly hard—we explore how many US shoppers are buying clothing and footwear on Amazon, why, and where (if anywhere) they are switching spending from—among many other findings. This is Coresight Research’s fourth annual Amazon apparel survey report.

Insight Report | July 20, 2021 Premium

Retail Robustness Index: July 2021 Update—Slight Gains Amid Volatility from Management Changes

Coresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand amid the Covid-19 pandemic. The July 2021 update revises the scores based on financial reports and store- and management-related announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in April 2021.

Deep Dive | July 15, 2021 Premium

M&A in Retail: How US Retailers Can Capitalize on Growth Opportunities

We analyze 2020 and year-to-date 2021 retail-focused mergers and acquisitions (M&A) activities in the US. We also assess opportunities and challenges for retailers seeking to enter M&A transactions.

Insight Report | July 13, 2021 Premium

Digitally Native Vertical Brands in the US Furniture and Home-Furnishings Market—Insights into Their Continuing Success

In this report, we assess the outlook for US furniture and home furnishings DNVBs as they meet the challenges of easing pandemic restrictions and traditional retailers expanding further into e-commerce.

Store Tracker | July 9, 2021 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2021, Week 27: US Store Openings Up 45% Year over Year

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, highlights include updates from Market Basket, Rally House and Torrid in the US and Hema, Wickes and Zara in the UK.

Insight Report | July 7, 2021 Premium

Can Wayfair Sustain Its Newfound Profitability?

Online furniture retailer Wayfair finally achieved profitability in 2020 due to its earlier growth-oriented investments and the favorable impact of Covid-19. We analyze the company’s prospects as US retail recovers from the pandemic.

Market Navigators/Market Outlook | July 7, 2021 Premium

Market Outlook: US and China E-Commerce—Platforms Likely To Adjust to a Changing Product Mix

In this Market Outlook, we explore how the e-commerce market in the US and China has been impacted by the Covid-19 pandemic and provide an outlook for the sector moving forward. We discuss the key drivers of e-commerce growth, as well as the market’s competitive landscape, M&A activity, retail innovators and themes we are watching in 2021 and beyond.