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.

Insight Report | July 5, 2021 Premium

US Hyperlocal Delivery Providers To Sustain Growth Although Challenges Lie Ahead

Demand for hyperlocal delivery exploded during the pandemic in the US. We believe that providers of such services have staying power as consumers increasingly expect, and rely on, quick and convenient grocery delivery. We discuss three trends in the US hyperlocal delivery space and the impacts of key challenges for brands and retailers.

Market Navigators/Market Outlook | June 30, 2021 Premium

Market Outlook: US Grocery Retailers—Shifting Demand and Changing Behaviors

The US grocery market had a strong 2020 compared to discretionary sectors, supported by significant e-commerce spending growth. We examine the size and trajectory of the US grocery market and key factors impacting growth. We also cover the performance and outlook for online grocery, as well as the market’s competitive landscape, retail innovators and themes we are watching in 2021 and beyond.

Store Tracker | June 30, 2021 Databank Members

US Store Tracker Extra, June 2021: Major US Retailers To Open 58 Million Square Feet of Retail Space in 2021

The 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 June 25, 2021, versus the comparable period in 2020.

Deep Dive | June 28, 2021 Premium

1Q21 US Earnings Season Wrap-Up: Most Discretionary Retailers See Robust Recovery

We assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the first quarter of 2021, considering consensus estimates and year-over-year changes.

Insight Report | June 24, 2021 Premium

6.18 Shopping Festival 2021 Provides a Further Boost to Retail in China

The 6.18 Shopping Festival further stimulated post-pandemic consumption in China. We outline sales performances across different e-commerce platforms during the festival and discuss three key trends that we saw during this year’s event—covering consumer interest in new products, upgraded logistics networks and e-commerce platforms’ strategies to improve the shopping experience.

Insight Report | June 24, 2021 Premium

1Q21 US Retail Inventory Tracker: Most Retailers Post Higher Inventory Turnover Rates on a Two-Year Basis

Our quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 1Q21 and assess how and why levels are changing—with most retailers posting improved inventory turnover levels on a two-year basis.

Insight Report | June 18, 2021 Premium

Amazon Prime Day 2021: Preview—Five Key Insights

We present five key insights into Prime Day 2021 in advance of the event on June 21–22, covering popular product categories, advantages of the June timing for Amazon, Prime membership rates, support for third-party businesses and competing retailers’ sales events.

Store Tracker | June 18, 2021 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2021, Week 24: US Store Closures Up 4% Year over Year

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Dillard’s, Hermès and Schnucks in the US and Amazon, Debenhams and Toolstation in the UK.

Insight Report | June 14, 2021 Premium

Earnings Insights 1Q21, Week 5: Stitch Fix and RH Maintain Strong Growth Momentum

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended June 13, 2021—namely, RH and Stitch Fix.

Event Coverage | June 14, 2021

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10 Trends in China’s E-Commerce Market: Coresight Research Presents at Bucharest Tech Week

Deborah Weinswig, CEO and Founder of Coresight Research, presented at the Bucharest Tech Week event on May 19, 2021. We offer key insights from the presentation, in which Weinswig discussed China’s e-commerce growth and Coresight Research’s 10 key trends in the market for 2021—including livestreaming, shopping festivals, community group buying and more.

Insight Report | June 11, 2021 Premium

Five Months to Singles’ Day: Understanding the Popular Marketing Tools in China—Livestreaming and Content Marketing

With five months to go until Singles’ Day 2021, we discuss the popular Chinese social media apps that can enable brands and retailers to increase brand awareness and ultimately drive sales during the festival—covering livestreaming and content marketing platforms.

Insight Report | June 8, 2021 Premium

Earnings Insights 1Q21, Week 4: Big Lots, Five Below and Lululemon Post Strong Results, While PVH Corp. Sees a Slower Recovery

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended June 6, 2021—namely, Big Lots, Five Below, Lululemon Athletica and PVH Corp.

Deep Dive | June 7, 2021 Premium

Playbook: Evolving the Last Mile in the US

In this Playbook, we present four key strategies that US retailers can adopt to gain a competitive advantage in the last mile, covering in-house logistics infrastructure, returns, sustainability, and technology for BOPIS and curbside pickup.

Analyst Corner | June 6, 2021

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Weinswig’s Weekly: Amazon Prime Day—June 21–22, 2021

This week’s note “From the Desk of Deborah Weinswig” discusses the reveal of Amazon’s Prime Day event this year.

Store Tracker | June 4, 2021 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2021, Week 22: US Store Closures Up 16% Year over Year

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from for Conn’s and Timothy Oulton in the US and Floor Superstore and Paul Smith in the UK.