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.

Event Coverage | October 2, 2020

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Alibaba Group Investor Day 2020: Alibaba Is Well-Positioned To Capture the Digitalization Trend in the Wake of Covid-19

The Coresight Research team attended Alibaba Group’s annual Investor Day virtually. We present key insights from the event on September 28–30, covering the recent performance and future outlook of Alibaba’s key businesses, as well as the company’s overall strategies.

Deep Dive | October 1, 2020 Premium

2Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 Recovery

Second-quarter 2020 retail earnings include recovery from the Covid-19 crisis. We assess the recent performance of US retailers in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Although the pace of recovery varies between retail sectors, many retailers initially saw strong sales in reopened stores, driven by pent-up demand. Furthermore, the coronavirus-led pivot to e-commerce led to unprecedented growth in digital sales.

Insight Report | September 30, 2020 Premium

Consumer Tech Briefing: Foldable Phones from Samsung and Microsoft, Plus Amazon’s Digital Wellness Offering

Each month, our Consumer Tech Briefing series discusses recent developments in the world of technology. This month, we look at new foldable screen smartphone releases from Microsoft and Samsung, as well as Amazon’s latest move into the health-care space.

Insight Report | September 29, 2020 Premium

Halloween 2020 US Retail Preview: Covid-19 Spooks Festivities and Haunts Retail

As Halloween kicks off the US Holiday season, festivities are likely to be impacted by the coronavirus pandemic. We discuss the impact of Covid-19 on Halloween celebrations and retail spending. We also explore the detailed insights provided by our September 22 survey on US consumers’ behaviors, concerns and expectations in relation to this year’s Halloween holiday, with a focus on the implications for US retail.

Deep Dive | September 29, 2020 Premium

US Home-Improvement E-Commerce: Retailers Accelerate Plans To Scale Online Operations

Despite the underwhelming narrative for much of discretionary retail in the US this year, home-improvement retail is one sector that has fared well, supported in part by key retailers’ quick pivot to e-commerce. We discuss how three major Coresight 100 home-improvement retailers have accelerated their shift toward digital transformation and upped their e-commerce game to generate success.

Insight Report | September 25, 2020

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Blockchain Promises Financial Inclusion to the World’s 1.7 Billion-Plus Unbanked Inhabitants

Blockchain is a powerful, fundamental financial technology that offers benefits to consumers around the world, particularly those currently excluded from financial systems. We present its features and the benefits it provides to businesses and consumers globally. We discuss three examples of companies that are developing blockchain solutions—namely, China-based Ant Group, UK-based Electroneum and US-based Ripple.

Insight Report | September 24, 2020 Premium

2Q20 US Retail Inventory Tracker: Most Retailers Post Higher Inventory Turnover as Stores Reopen

In our quarterly US Retail Inventory Tracker reports, we analyze inventory trends among those US retailers listed in the Coresight 100. We look at the inventory levels of various retailers in 2Q20 and assess why levels may have changed from the year-ago period—with most retailers posting higher inventory turnover as stores reopen.

Insight Report | September 24, 2020 Premium

China National Day Golden Week 2020 Preview: A Focus on Smaller Tourist Groups and Safe Travel

With China’s National Day holiday fast approaching, we present our expectations for outbound international travel and domestic travel by Chinese tourists during Golden Week 2020. We also discuss the focus on safe travel that has emerged for this year’s holiday due to the Covid-19 crisis.

Market Navigators/Market Outlook | September 24, 2020 Premium

US E-Commerce: Post-Crisis Outlook

We explore the impacts of the Covid-19 pandemic on US e-commerce. We present our trend analysis and insights into the online channel’s development in the second quarter of 2020. We also discuss three post-crisis US e-commerce trends across the themes of digital investment, omnichannel capabilities and drones/autonomous vehicles.

Flash Report | September 23, 2020

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Amazon Prime Day 2020 Reportedly To Take Place on October 13: Five Predictions

With Amazon expected to hold its Prime Day for Western markets in October this year, we present five expectations for the shopping event—including global sales estimates, the extension of Prime Day and its potential to eclipse Black Friday and Cyber Monday in terms of number of shoppers.

Insight Report | September 22, 2020

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The Global Shopping Festival Landscape: The New 10.10 Shopping Festival in Context

Due to the Covid-19 crisis, shopping holidays are likely to hold heightened relevance during the remainder of 2020 for brands and retailers looking jump-start their sales recoveries, as well as for consumers looking for deals. We present Coresight Research’s new 10.10 Shopping Festival and outline the global landscape of shopping festivals.

Insight Report | September 18, 2020 Premium

Highlights from Alibaba’s 9.9 Shopping Festival 2020: Deep Discounts and Livestreaming Boost Consumer Spending

We highlight the marketing and sales strategies that Alibaba implemented to boost sales during its 9.9 Shopping Festival 2020 this year, in the wake of the Covid-19 crisis—including deep discounts and livestreaming.

Insight Report | September 17, 2020 Premium

New Retail Briefing: Alibaba Increases Stake in Logistics Firm YTO Express To Gain Bigger Share of Delivery Market

We discuss recent developments in New Retail in China, including Alibaba’s investment in logistics firm YTO Express to increase its stake in China’s express delivery market, as well as JD.com’s new partnership with Chinese cooking brand Fulinmen.

Insight Report | September 15, 2020 Premium

The Slow Decline of Private-Label Clothing in Europe: Global Learnings

An increasing shift from private-label apparel to branded clothing has emerged among numerous major clothing retailers in the UK and elsewhere in Europe. We discuss this trend and its implications for brands, retailers and intermediary vendors.

Insight Report | September 14, 2020 Premium

Earnings Insights 2Q20, Week 6 and Wrap-Up: Digital Businesses Lead Retail Recovery

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-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 September 13, including American Eagle Outfitters, Casey’s General Stores and Kroger. This is the final report in the second-quarter Earnings Insights series. As such, we also summarize the performance of retailers reported in the prior weeks.