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 | November 16, 2020 Premium

Earnings Insights 3Q20, Week 2: Beauty Categories Witness Strong Recovery; Crisis Continues To Support Discount Formats

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-quarter 2020 earnings. We condense what retail companies are reporting, with a focus on the impact of the coronavirus crisis. This week, there are highlights from companies that reported in the week ended November 15, namely Coty, CVS Health, Grocery Outlet and The RealReal.

Insight Report | November 13, 2020 Premium

Singles’ Day 2020: Making an Impact Around the World

Coresight Research visited physical stores and e-commerce websites to gauge the adoption of Singles’ Day by retailers globally and to gather examples of 11.11 deals—including in Europe, India, Southeast Asia and the US.

Insight Report | November 12, 2020 Premium

Retail Robustness Index: November 2020 Update—Most Metrics Improve Slightly

Coresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. The November update revises the scores based on financial reports and store-reopening announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in October.

Flash Report | November 12, 2020

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Singles’ Day 2020: Another Strong Double 11 Festival Supports China’s Retail Bounceback

Following a solid first round of sales, Alibaba’s Singles’ Day Festival 2020 held its second sale period on the typical November 11 for 24 hours. In this report, we present early sales results and new technologies adopted during the shopping spree.

Insight Report | November 9, 2020 Premium

Earnings Insights 3Q20, Week 1: Home Categories Prove Strong, While Beauty and Apparel Witness Substantial Improvement

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-quarter 2020 earnings. We condense what retail companies are reporting, with a focus on the impact of the coronavirus crisis. This week, there are highlights from companies that reported in the week ended November 8, namely Amazon, Canada Goose, Capri Holdings, Hanesbrands, The Estée Lauder Companies, Under Armour and Wayfair.

Flash Report | November 5, 2020

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Singles’ Day 2020: Early Observations of Alibaba’s Double 11

In China, Alibaba’s 11.11 Global Shopping Festival 2020 held its first sale period at 12:00 a.m. on November 1–3, following a pre-sale on October 21–31. In this free report, we present some early sales results from the first round of this year’s Singles’ Day event and discuss our observations so far, covering livestreaming and order fulfillment.

Market Navigators/Market Outlook | November 5, 2020 Premium

Market Outlook: Understanding China’s $5 Trillion Retail Sector

In this Market Outlook, we explore China’s retail sector. We analyze data on the sector’s size and present our estimates for growth in the remainder of 2020 and into 2021. We profile China’s leading retail companies and outline the composition and trajectory of the retail market. This report also discusses a number of key themes in the market—including e-commerce as a driver of sector consolidation, high consumer demand in certain product categories, sales growth among domestic beauty brands and opportunities in the duty-free format.

Insight Report | November 3, 2020 Premium

The 12 Weeks of Holidays: #6—Black Friday 2020 Looks To Be Mainly Digital

We explore the upcoming Black Friday shopping holiday, including US consumers’ expectations to shop online and in-store. This report is part of our 12 Weeks of Holidays series, in which we present key data, trends and observations as we count down to the peak holiday season.

Insight Report | October 29, 2020 Premium

New Retail Briefing: Alibaba To Invest in Travel Retailer Dufry To Tap Into China’s Growing Domestic Duty-Free Market

We discuss recent developments in New Retail in China, including Alibaba’s planned investment in travel retailer Dufry to capture sales from China’s growing domestic duty-free market and Pinduoduo’s partnership with Yili, the largest dairy company in China, to livestream the production process in its formula factory as a move to gain consumer trust.

Insight Report | October 28, 2020 Premium

Singles’ Day 2020 Preview: What’s New for the World’s Largest Shopping Festival?

This year, Singles’ Day has become more important than ever for brands and retailers to drive sales and mitigate the negative impacts of the Covid-19 pandemic. We provide our 11 predictions for Singles’ Day, explore what’s new from Alibaba for this year’s event and take a look at how different platforms are approaching 11.11—including JD.com, Pinduoduo and Suning.com.

Deep Dive | October 28, 2020 Premium

Holiday 2020: Hottest Toys

Continuing our Holiday 2020 series, we explore the hottest toys in the US, based on the key trends that we think are going to influence toy gifting this shopping season. We also summarize the top-toy lists from major US retailers, namely Amazon, Kohl’s, Target and Walmart.

Insight Report | October 27, 2020 Premium

The 12 Weeks of Holidays: #5—Thanksgiving 2020 Preview—Will Smaller Gatherings Create a “Big Bird” Problem?

We explore the upcoming Thanksgiving holiday, which is likely to be markedly different this year due to changing consumer behavior amid the Covid-19 pandemic. We discuss expectations for in-store shopping and e-commerce growth, as well as the potential “big bird” problem caused by a shift to smaller, at-home celebrations this holiday. This report is part of our 12 Weeks of Holidays series, in which we present key data, trends and observations as we count down to the peak holiday season.

Flash Report | October 26, 2020

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Introducing the New Coresight 100: The Companies Reinventing Retail

With 2020 having accelerated the pace of change in retail, we have re-evaluated the Coresight 100, our focus list of the top 100 of the largest and most influential companies in the global retail ecosystem. We introduce the new list of the top companies to watch, which spans eight sectors and now includes select innovators and private companies.

Insight Report | October 23, 2020 Premium

Amazon Prime Day 2020: Exclusive Pricing Data Reveal Depth and Breadth of Promotions

In collaboration with competitive intelligence provider DataWeave, Coresight Research analyzes the level and distribution of discounts on Amazon.com during Prime Day 2020 across the beauty, electronics, men’s fashion and women’s fashion categories. We also offer some comparisons to discounts at Best Buy, Target and Walmart during the Prime Day period. See our free infographic for a summary of select data.

Event Coverage | October 23, 2020

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Big Billion Days 2020 Wrap-Up: Focus on “Tier 2 and Beyond” Regions Drives Sales

Flipkart held its annual Big Billion Days in India on October 16–21. We discuss the metrics that Flipkart released for the five-day event, covering the e-commerce platform’s focus on “Tier 2 and beyond” cities and sales growth across multiple product categories.