October 14, 2020 Insight Report Premium China’s National Day Wrap-Up: Golden Week Sees Uptick in Discretionary SpendingChina’s National Day holiday ran from October 1 through October 8 this year. We discuss data and offer insights into consumption patterns and behaviors among Chinese tourists during Golden Week 2020, covering travel revenue, retail sales, spending in discretionary categories and food-service revenue. We also consider travel to Macau and the popularity of duty-free shopping.
October 14, 2020 Market Navigators/Market Outlook Premium Market Outlook: US Drugstore Retail—Telehealth Adoption Accelerates and Competition Heats Up in Health CareIn this Market Outlook, we explore the US drugstore retail sector and its future outlook. We consider the competitive landscape, market innovators and disruptors, and the impact of the coronavirus pandemic on market growth and online sales. This report also discusses a number of key themes in the market, including store openings from CVS, Walgreens and Walmart, increased telehealth adoption and the growth of drugstore retail e-commerce.
October 14, 2020 Insight Report Premium Big Billion Days 2020 Preview: Flipkart Offers Pre-Booking and Daily Shopping Games To Drive SalesLaunched in 2014, the Big Billion Days shopping festival is the annual flagship shopping event of Walmart-owned Indian retailer Flipkart. The Big Billion days sale will take place on October 16–21 this year. We explore a preview of key features of this year’s Big Billion Days shopping festival, including pre-booking, shopping games, offers and promotions, and upcoming events by retail competitors.
October 13, 2020 Insight Report Premium The 12 Weeks of Holidays: #3—Carriers Add Holiday Surcharges To Manage Holiday Peak CapacityWe discuss the issues regarding last-mile shipping for the holiday season this year, with a focus on shipping capacity volumes and holiday surcharge fees for the big three carriers in the US—FedEx, UPS and the USPS. 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.
October 12, 2020 Insight Report Premium One Month to Singles’ Day: Platforms’ Plans for the 11.11 Global Shopping FestivalWith one month to go until Singles’ Day 2020, we discuss the different plans made by Chinese platforms, including e-commerce and short video platforms, for this year’s event.
October 12, 2020 Insight Report Premium Holiday 2020: US Retail and Logistics Firms Boost Staff Numbers for an Online Holiday SeasonAs part of our Holiday 2020 series, this report outlines key developments related to holiday hiring in US retail.
October 6, 2020 Insight Report Free Report The 12 Weeks of Holidays: #2—The Global Shopping Festival of 10.10 Festivalizes Holiday 2020We discuss the “festivalization” of holiday retail, with a focus on the new 10.10 Shopping Festival and Amazon’s Prime Day. We discuss the implications for US retailers, including the expected early start to the holiday shopping season. This free 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.
October 5, 2020 Insight Report Register for Free Access US Survey Update: Consumer Behavior Proves Volatile Across Retail and Food Service (Select Findings)This free report features select findings from our latest survey of US consumers, undertaken on September 29, which asked respondents about their behavior, sentiment and expectations amid the coronavirus crisis.
October 5, 2020 Deep Dive Premium US Survey Update: Consumer Behavior Proves Volatile Across Retail and Food Service (Full Report)Our latest survey report provides a detailed update on US consumers’ behaviors, concerns and expectations, with a focus on the implications for retail. This week, we discuss volatility in consumer behavior across retail and food service, including findings around consumers’ avoidance of public places, as well as what activities they expect to do in the next two weeks. Our consumer survey was undertaken on September 29.
October 2, 2020 Event Coverage Register for Free Access Alibaba Group Investor Day 2020: Alibaba Is Well-Positioned To Capture the Digitalization Trend in the Wake of Covid-19The 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.
October 1, 2020 Deep Dive Premium 2Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 RecoverySecond-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.
September 30, 2020 Insight Report Premium Consumer Tech Briefing: Foldable Phones from Samsung and Microsoft, Plus Amazon’s Digital Wellness OfferingEach 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.
September 29, 2020 Insight Report Premium Halloween 2020 US Retail Preview: Covid-19 Spooks Festivities and Haunts RetailAs 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.
September 29, 2020 Deep Dive Premium US Home-Improvement E-Commerce: Retailers Accelerate Plans To Scale Online OperationsDespite 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.
September 25, 2020 Insight Report Register for Free Access Blockchain Promises Financial Inclusion to the World’s 1.7 Billion-Plus Unbanked InhabitantsBlockchain 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.
