August 4, 2021 Insight Report Premium Insights from Amazon’s India Prime Day 2021: A Road to Redemption for Small-Scale Physical RetailersAmazon 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.
August 3, 2021 Insight Report Premium Earnings Insights 2Q21, Week 1: Prime Day Supports Amazon Growth, L’Oréal Sees Robust RecoveryOur 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.
August 2, 2021 Deep Dive Premium Inclusive Corporate Strategies in US RetailCompanies 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.
July 22, 2021 Deep Dive Premium RetailTech: CRM Software—It’s All About the CustomerAs 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.
July 21, 2021 Deep Dive Premium Amazon Apparel Consumer Survey 2021: Amazon Outperforms in a Tough Year for US Clothing and FootwearAs 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.
July 20, 2021 Insight Report Premium Retail Robustness Index: July 2021 Update—Slight Gains Amid Volatility from Management ChangesCoresight 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.
July 15, 2021 Deep Dive Premium M&A in Retail: How US Retailers Can Capitalize on Growth OpportunitiesWe 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.
July 13, 2021 Insight Report Premium Digitally Native Vertical Brands in the US Furniture and Home-Furnishings Market—Insights into Their Continuing SuccessIn 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.
July 9, 2021 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 27: US Store Openings Up 45% Year over YearOur 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.
July 7, 2021 Insight Report 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.
July 7, 2021 Market Navigators/Market Outlook Premium Market Outlook: US and China E-Commerce—Platforms Likely To Adjust to a Changing Product MixIn 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.
July 5, 2021 Insight Report Premium US Hyperlocal Delivery Providers To Sustain Growth Although Challenges Lie AheadDemand 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.
June 30, 2021 Market Navigators/Market Outlook Premium Market Outlook: US Grocery Retailers—Shifting Demand and Changing BehaviorsThe 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.
June 30, 2021 Store Tracker Databank Members US Store Tracker Extra, June 2021: Major US Retailers To Open 58 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 June 25, 2021, versus the comparable period in 2020.
June 28, 2021 Deep Dive Premium 1Q21 US Earnings Season Wrap-Up: Most Discretionary Retailers See Robust RecoveryWe 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.
