July 22, 2020 Free Report Three Things You Need To Know: Amazon Prime Day 2020—Expected October Timing To Draw Forward Holiday SpendingWe present Three Things You Need To Know for Amazon Prime Day 2020: Expected October Timing To Draw Forward Holiday Spending.
July 20, 2020 Deep Dive Premium Coronavirus Insights: US Survey Update—Holiday Early Read with Consumers Expecting To Shop Early and Spend Less (Full Report)Our latest survey report provides a detailed update on US consumers’ behaviors, concerns and expectations amid the coronavirus crisis, with a focus on the implications for retail. This week, we focus on consumers’ expected shopping behaviors for the 2020 holiday season. We also discuss shoppers’ current online spending habits and avoidance of public places, as well as what activities they expect to do in the next two weeks. Our consumer survey was undertaken on July 15.
July 16, 2020 Insight Report Premium Amazon Prime Day 2020: Expected October Timing To Draw Forward Holiday SpendingAmazon is seemingly postponing its Prime Day shopping holiday this year, from July to the fall. We present our expectations for the 2020 event, based on proprietary survey data. We also discuss its key tailwinds, considering the impact on the back-to-school and holiday shopping seasons.
July 14, 2020 Insight Report Premium Insights from China: China’s Booming Pet EconomyThe rising popularity of raising pets in China is fueling the growth of the Chinese pet economy and increasing demand for premium and smart pet-care products. We look at key drivers in China’s rapidly growing pet products and services market, the e-commerce habits of pet owners and the trends in product demand.
July 10, 2020 Insight Report Premium Four Months to Singles’ Day: How To Drive Brand Awareness and Store TrafficWith four months to go until Singles’ Day 2020, we provide key strategies for how brands and retailers can increase their presence and exposure on Alibaba’s Tmall platform in the lead-up to the shopping festival.
July 10, 2020 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 28: Brooks Brothers, G-Star Raw, Lucky Brand and Sur La Table File for BankruptcyOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Brooks Brothers and G-Star Raw in the US, and John Lewis, Little Mistress and Soletrader in the UK.
July 8, 2020 Deep Dive Premium 1Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 ImpactFirst-quarter 2020 retail earnings include the negative impact on sales caused by the coronavirus outbreak. 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. With retail sectors weathering the Covid-19 crisis in different ways, sales declines are now easing due to stores reopening post lockdown, but the pace of recovery will vary.
July 8, 2020 Insight Report Premium Retail Robustness Index: July 2020 Update—A Revised Methodology Due to Changing Retail EnvironmentCoresight Research’s Retail Robustness Index, first published on March 26, evaluated the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. This report updates the scores based on financial reports and store-reopening announcements. We also revise our methodology to factor in the major changes in the retail environment over the last three months. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update.
July 2, 2020 Insight Report Premium 1Q20 US Retail Inventory Tracker: Discretionary Sectors Post Lower Inventory Turnover as Lockdowns HitIn 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 1Q20 and assess why levels may have changed from the year-ago period—with many companies witnessing heavy impacts from the coronavirus crisis.
July 1, 2020 Deep Dive Premium Do Not Touch: Contactless Technologies for RetailWe explore the adoption and evolution of contactless and contact-light technologies at various stages of the shopping journey, including ordering, checkout, payment and delivery. With the Covid-19 pandemic fueling the development of such technologies—due to heightened consumer sensitivity to safety and out of necessity during temporary store shutdowns—retailers are likely to introduce more innovations to remove physical contact in transactions over the long term.
June 30, 2020 Insight Report Premium New Retail Briefing: E-Commerce Platforms Launch Key Strategies To Support Businesses in China and the US Post PandemicE-commerce platforms in China have been rolling out new strategies to support businesses in China and the US in the wake of the coronavirus crisis. We discuss these recent developments in New Retail, which include the extension of payment terms for US buyers by Alibaba.com and JD.com’s plans to upgrade its logistics network to better serve lower-tier markets in China.
June 25, 2020 Insight Report Premium US Independence Day Retail Preview 2020: Consumer Spending Expected To Decline Versus Last YearWith Independence Day just around the corner, we estimate total US consumer spending on the occasion this year, in the context of easing coronavirus lockdowns. We propose actions that retailers could take to drive sales for Independence Day.
June 23, 2020 Insight Report Premium China Sees a Significant Sales Rebound during the 6.18 Midyear Shopping FestivalThe 6.18 Shopping Festival represented a significant sales rebound in China following the coronavirus crisis. We explore the success of e-commerce platforms during this year’s event and the underlying consumer trends that drove sales.
June 18, 2020 Insight Report Premium Aldi’s One-Year Anniversary in China: Key Learnings for International GrocersWith discount supermarket Aldi celebrating its one-year anniversary in China, we discuss the retailer’s success in the market and the learnings it could offer to other foreign grocers. We explore the five key components of Aldi’s strategy in the China market—including the retailer’s adoption of technology in a new retail model, its focus on fresh food, the implementation of cost-saving strategies and the role of online stores in offering imported goods to consumers.
June 15, 2020 Insight Report Premium Earnings Insights 1Q20, Week 4 and Wrap-Up: Retailers Cite Pent-Up Demand as They Report Higher-than-Anticipated Sales Productivity RatesOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-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 June 14, including Five Below, Macy’s and PVH Corp. This is the fourth and final report in the first-quarter Earnings Insights series. As such, we also summarize the performance of retailers reported in the prior weeks.
