Insight Report | March 26, 2020 Premium Coronavirus Retail Robustness Index: The 10 US Retailers Best Able To Weather the StormWith the ongoing coronavirus outbreak forcing store closures across the US, the Coresight Research Coronavirus Retail Robustness Index evaluates the 100 largest US retailers on their ability to cope. Read More
Deep Dive | March 26, 2020 Premium Amazon India and Flipkart: Head to HeadIndia’s marketplace-led e-commerce landscape is far less developed than China’s or its Western counterparts, but it’s growing quickly, from just $39 billion in 2017 to an expected $64 billion in 2020. Homegrown marketplace platform Flipkart realized this early on and enjoyed nearly unrivalled dominion over the Indian market until Amazon entered the fray in 2013. Read More
Insight Report | March 24, 2020 Premium New Retail Briefing: Amid Coronavirus Outbreak, ByteDance’s News Platform Jinritoutiao Launches “Play at Home” FunctionAs China slowly but surely emerges from the the coronavirus outbreak, retailers are leveraging the tools they deployed during the toughest periods to accelerate recovery. Others are finding creative ways to clear unsold inventory and reengage with consumers. Read More
Deep Dive | March 23, 2020 Premium 4Q19 US Earnings Season Wrap-UpFourth-quarter 2019 retail earnings show that many companies across the retail industry saw strong growth. However, our coverage of the Coresight 100 reveals that the CPG and department-store sectors bucked this trend, with the latter continuing to struggle. Companies across the board have updated their guidance due to coronavirus disruption in the supply chain and demand in Asia, but we are yet to see updates based on the spread of the virus to the US, with the nation moving closer to lockdown. Read More
Insight Report | March 23, 2020 Premium Coronavirus Insights: US Drugstores Step Up; Potential Drug Shortages Could Be a Long-Term ConcernWith the coronavirus continuing to spread globally, US drugstore chains CVS, Rite Aid and Walgreens are responding to the shifting landscape by rolling out key initiatives. We discuss the supportive measures that these companies are implementing, and we consider the potential long-term drug shortages that could result from the coronavirus outbreak. Read More
Insight Report | March 20, 2020 Premium Coronavirus Insights: Battening Down the Hatches—Assessing Major US Retailers’ Prospects to Weather the StormAs a global pandemic keeps shoppers home and stores close, many want to know which retailers are best positioned. But there is no standard roadmap for a situation like this—so Coresight Research created one. Read More
Store Tracker | March 20, 2020 Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 12: Modell’s Sporting Goods Files for Chapter 11 Bankruptcy; Coronavirus Triggers Temporary Store ClosuresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Gap, Modell’s Sporting Goods and Neiman Marcus in the US and Dixons Carphone and Laura Ashley in the UK. Read More
Flash Report | March 18, 2020 Register for Free Access Amazon Suspends Inbound Shipments of Non-Essential Products from Marketplace SellersAs the coronavirus outbreak spreads in the US, online has surged as shoppers shun stores and crowded locations. Faced with unprecedented demand, Amazon suspends support for third-party sellers for all but essential items. Read More
Flash Report | March 17, 2020 Register for Free Access Amazon Plans To Add 100,000 Workers, Bucking the COVID-19 Employment TrendAs coronavirus angst drives people to hoard toilet paper and shun crowded places (including most retail locations), many in retail may worry about their prospects. But Amazon plans to hire 100,000 people—and give them a raise. Read More
Flash Report | March 16, 2020 Register for Free Access Former Home Depot CFO Carol Tomé To Succeed David Abney as UPS CEOUPS has surprised company watchers by appointing the first outsider to serve as CEO. The former Home Depot CFO was credited with deliver huge gains in shareholder value, and now UPS hopes she can do the same for them. Read More
Flash Report | March 13, 2020 Register for Free Access Coronavirus Briefing: US Retailers Hit by Both Demand and Supply Chain IssuesUS retailers are assessing the impact of the coronavirus. As US retail companies reported 4Q19 earnings, many noted sharply lower sales in China and outlined the impact of supply-chain disruptions. However, suppressed retail demand in the US market is likely yet to come. Read More
Store Tracker | March 13, 2020 Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 11: Art Van Furniture Files for Chapter 11 BankruptcyOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Art Van Furniture, Kroger and Nordstrom in the US and John Lewis Partnership in the UK. Read More
Flash Report | March 11, 2020 Register for Free Access Coronavirus Briefing: How Tech Companies in China Are Leveraging AI and Cloud Computing To Battle the CoronavirusWith the number of new cases of coronavirus reported in China falling—but numbers climbing in other parts of the world—China’s technology giants have been working on AI and machine learning-assisted research and diagnostic tools. And making them available to the world. Read More
Insight Report | March 10, 2020 Premium Insights from China: How Brands Can Leverage Chinese Quora-Like Platform ZhihuChina’s Zhihu is a Quora-like online forum that has grown to attract 220 million users, most of whom are well educated, have higher-than-average incomes and live mostly in tier-1 and tier-2 cities. The social platform offers opportunities for brands to interact with consumers and build brand awareness: Companies such as Amazon have started to utilize Zhihu’s enhanced features, which include livestreaming. Read More
Market Navigators/Market Outlook | March 5, 2020 Premium Market Overview: Apparel—Changing Consumer Attitudes Drive E-Commerce and Socially Engaged BusinessOur Market Overview for apparel offers a data-rich analysis of the global clothing market, with more detailed metrics for the US, the UK and China. In addition, our analysts offer their perspectives on the fashion market in 2020 and further ahead. Read More
