April 5, 2021 Insight Report Premium New Retail in China: Tencent Invests in Rakuten, Seeks Collaboration in E-CommerceWe discuss recent developments in New Retail in China, including Tencent’s investment in Japanese e-commerce solutions provider Rakuten. We also discuss the latest funding update for JD Property and Pinduoduo’s renewed commitment to digitalizing its agricultural product supply chain.
April 5, 2021 Deep Dive Premium RetailTech: Computer Vision—Approaching the Holy Grail of Ubiquitous Visual SearchAs part of our RetailTech series, we discuss computer vision, a powerful fundamental technology that is enabling many new exciting business models in retail and other industries. We discuss the applications of the technology in retail and provide an overview of global technology vendors and innovators in the market.
April 2, 2021 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 13: Lululemon To Open 40–50 StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Floor & Decor, JCPenney, Lululemon, RH, Shoe Carnival and Target in the US and Frasers Group and Majestic Wine in the UK.
April 1, 2021 Deep Dive Premium US Retailers Leverage Technology To Make the Last Mile a Competitive AdvantageConsumer demand has been increasing for faster, more secure and trackable fulfillment. We discuss four technological innovations that US retailers are implementing to increase the efficiency of their last-mile logistics operations and thus gain a competitive advantage: autonomous delivery robots, BOPIS and curbside pickup, smart lockers and visibility tools.
March 31, 2021 Deep Dive Premium Think Tank: Community Group Buying in China—Advantages of the Model and Future ProspectsCoresight Research’s new Think Tank series delves into the trends and segments that we have identified as presenting growth opportunities in retail in 2021 and beyond. In this report, we explore the community group-buying market in China, covering a timeline of key developments and the advantages that the model presents for both consumers and retailers. We discuss the key players in the China market—including startups and Internet giants—and consider the future of the market in China and internationally.
March 31, 2021 Store Tracker Databank Members US Store Tracker Extra, March 2021: Openings Set To Outpace Closures by Almost 9 Million Square FeetThe 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 March 26, 2021, versus the comparable period in 2020.
March 31, 2021 Insight Report Premium 2021 US Tax Tracker #2: IRS Issues $146 Billion in Refunds, Down Versus Last YearEach year, the IRS reports tax return filings and refunds on a weekly basis. The IRS has extended the deadline to May 17 this year, due to the Covid-19 pandemic. In this report, we look at what has happened in the tax filing season so far, as of the fifth week. The season got off to a delayed start on February 12 this year.
March 30, 2021 Insight Report Premium US Easter 2021 Retail Preview: High-Growth Context Provides Opportunities for RetailersWith Easter fast approaching, we assess the planned spending of US consumers on the holiday this year. We discuss the outlook for retail this Easter in light of current shopping trends and against weak comparatives for April 2020 amid a coronavirus-impacted retail environment. We also consider opportunities for retailers to drive Easter spending and prominent seasonal themes at major US retailers Kohl’s, Target and Walmart.
March 26, 2021 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 12: US Openings Continue To Outpace ClosuresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from 7-Eleven, Alimentation Couche-Tard, At Home, Designer Brands, Fabletics, Hobby Lobby, Kroger and Signet Jewelers in the US and Beales, Decathlon, Dunelm, John Lewis, Joules and Mango in the UK.
March 25, 2021 Insight Report Premium US Home-Goods Retailers Step Up Focus on Mobile ApplicationsHome-goods retailers are stepping up their focus on mobile applications as part of a wider pivot to e-commerce. We discuss the most recent initiatives taken by Home Depot, IKEA and Tractor Supply to improve their mobile app offerings.
March 24, 2021 Insight Report Premium India Retail Insights: Tata Group To Put Its Eggs in BigBasket—Acquisitions Boost Conglomerate’s Retail PresenceAs part of Coresight Research’s India Retail Insights series, we examine Tata Group’s competitive positioning within retail—against the dominance of Reliance Industries—and the implications of its impending acquisition of a majority stake in online grocery retailer BigBasket.
March 23, 2021 Insight Report Premium Earnings Insights 4Q20, Week 7: Home-Goods and Discount Remain Strong; Apparel Sees Mixed RecoveryOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2020 earnings. This week, there are highlights from companies that reported in the week ended March 21—namely, Dollar General, Five Below, NIKE, Ollie’s Bargain Outlet and Williams-Sonoma.
March 19, 2021 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 11: Big Lots To Open up to 60 StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Primark, Psycho Bunny and Toys“R”Us in the US and Greggs, John Lewis and Thorntons in the UK.
March 18, 2021 Insight Report Premium Zalando Capital Markets Day 2021: Company Targets €30 Billion Annual GMV and Over 10% Share of Europe’s Fashion Market by 2025The Coresight Research team attended Zalando’s virtual Capital Markets Day on March 16, 2021. In this report, we present insights from the event, covering the company’s “starting point for fashion” vision, its new targets for 2025 and its sustainability goals.
March 17, 2021 Insight Report Premium January and February 2021 China Retail Sales: Total Sales Jump 30.7%; All Sectors Report Positive Growth Against Weak 2020We review data for retail in China in total and by sector for January and February 2021—a period that saw sales jump significantly year over year, against weak comparatives for the Covid-impacted period of 2020.
