September 24, 2020 Insight Report Premium 2Q20 US Retail Inventory Tracker: Most Retailers Post Higher Inventory Turnover as Stores ReopenIn 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.
September 24, 2020 Insight Report Premium China National Day Golden Week 2020 Preview: A Focus on Smaller Tourist Groups and Safe TravelWith 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.
September 24, 2020 Market Navigators/Market Outlook Premium US E-Commerce: Post-Crisis OutlookWe 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.
September 23, 2020 Flash Report Register for Free Access Amazon Prime Day 2020 Reportedly To Take Place on October 13: Five PredictionsWith 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.
September 22, 2020 Insight Report Register for Free Access The Global Shopping Festival Landscape: The New 10.10 Shopping Festival in ContextDue 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.
September 18, 2020 Insight Report Premium Highlights from Alibaba’s 9.9 Shopping Festival 2020: Deep Discounts and Livestreaming Boost Consumer SpendingWe 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.
September 17, 2020 Insight Report Premium New Retail Briefing: Alibaba Increases Stake in Logistics Firm YTO Express To Gain Bigger Share of Delivery MarketWe 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.
September 15, 2020 Insight Report Premium The Slow Decline of Private-Label Clothing in Europe: Global LearningsAn 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.
September 14, 2020 Insight Report Premium Earnings Insights 2Q20, Week 6 and Wrap-Up: Digital Businesses Lead Retail RecoveryOur 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.
September 10, 2020 Insight Report Premium Two Months to Singles’ Day: Five Marketing Tools To Drive Store Traffic for Alibaba’s Newly Extended Double 11 EventWith two months to go until Singles’ Day 2020, we explore how brands and retailers can use Alibaba’s marketing tools to increase brand or product exposure and drive traffic to their Tmall and Taobao stores.
September 9, 2020 Store Tracker Databank Members US Store Closures: More Retailers Shift to E-Commerce at the Expense of StoresUS retailers have had to rapidly adjust to the jump in online sales amid the Covid-19 pandemic. We discuss how retailers are rethinking their brick-and-mortar store presence over the longer term as a result of this refocus—covering store closures and the role of the physical store in omnichannel operations.
September 8, 2020 Deep Dive Premium Opportunities in the US Women’s Plus-Size Apparel MarketA growing number of inclusive apparel brands and retailers are addressing new consumer expectations in the US women’s plus-size clothing market, broadening their plus-size offerings to better serve this growing segment and take advantage of the opportunity it presents. We present a market overview and explore recent developments—including influencer collaborations and the body positivity movement.
September 7, 2020 Insight Report Premium Earnings Insights 2Q20, Week 5: Crisis Supports Structural Shifts, Benefitting Discount FormatsOur 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 6, including Dollar Tree, Five Below, Macy’s and PVH Corp.
September 2, 2020 Market Navigators/Market Outlook Premium Market Overview: US Discount Stores, Mass Merchandisers and Warehouse Clubs—Digital Sales Soar and Discounters Continue To ExpandIn this Market Overview, we explore the US discount store, mass merchant and warehouse club sectors and their future outlook. We consider the competitive landscape 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 expanding retail footprints, apparel resale and omnichannel initiatives.
August 31, 2020 Insight Report Premium Earnings Insights 2Q20, Week 4: Home Categories Continue To Outperform; Apparel Remains WeakOur 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 August 30, including Best Buy, Dollar General, Nordstrom and Ulta Beauty.
