Reasons to Read

Pandemic-driven supply chain disruption and heightened demand continue to create challenges for US retailers. Labor shortages, rising input costs and severe weather events have driven rises in consumer prices—and will continue to do so into the holiday season.

We analyze inflation—covering price rises and input cost increases—across the following US retail sectors:

  • Food at home
  • Apparel retail
  • Furniture retail

Explore our wider coverage of the retail supply chain.

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Our Holiday Bites series provide free snapshots of Coresight Research data and findings, covering the shape and scale of consumer demand, retail sales and category performance in the 2021 holiday season. Click here to see more Holiday Bites as well as our in-depth research reports on US holiday retail.

Reasons to Read

Sustainability in apparel has evolved from a buzzword to a powerful theme, and is now an integral part of the culture of the Indian apparel industry; major brands, retailers and start-ups are embracing sustainability and integrating it into their core business strategies.

Our report examines five key trends:

  • Ethical sourcing
  • Taking responsibility for suppliers’ sustainability
  • Circular models
  • Carbon-neutral pledges
  • Cruelty-free and vegan clothing

Read the previous report in this series, which discusses the future of brick-and-mortar retail, and explore our wider coverage of sustainability topics.

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Reasons to Read

After so much disruption in 2020 amid the pandemic, 2021 is proving to be a year of change and recovery for the luxury sector. We present 10 key luxury trends and identify strategies for brands and retailers to best capitalize on momentum in each area in 2021 and beyond.

Our trend coverage ranges from preeminent multiyear trends, such as sustainability and the increasing importance of the Chinese consumer, to burgeoning new trends such as luxury resale and the use of “genuinfluencers.”

Click here for more Coresight Research coverage of luxury retail.

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Reasons to Read

In each report in the Weinswig’s Weekly series, Coresight Research CEO and Founder Deborah Weinswig reflects on a topical theme in retail. This week’s note “From the Desk of Deborah Weinswig” discusses vaccine mandates for entry into malls, restaurants and other public places in the US.

Each report also includes recent retail and technology headlines from Asia, Europe and the US.

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Reasons to Read

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. We cover:

  • A week-by-week comparison of store openings and closures in the US and UK year to date in 2021
  • What is happening in retail in the US and UK this week
  • Year-to-date 2021 major US and UK store openings and closures

This week, there are highlights from Fleet Feet, Primark and Shoppers in the US and Amazon, House of Fraser and Smyths Toys in the UK. We also discuss quarterly store opening and closure settlements following the release of quarterly company filings this week from Lumber Liquidators, Office Depot, Sprouts Farmers Market and Watches of Switzerland.

Click here to view our full collection of Weekly US and UK Store Openings and Closures Tracker reports.

Complementing our weekly report, the Coresight Research US Store Tracker Databank offers our premium subscribers access to openings and closures data from 2012 to 2021 year to date, filterable by sector and year. Click here to view.

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Reasons to Read

We provide an early review of the successes and initiatives among China’s major e-commerce companies during this year’s Singles’ Day shopping festival. We explore the key initiatives they used to drive sales, including focusing on sustainability and augmented reality (AR) and AI-driven technologies.

Click here for all Coresight Research coverage of Singles’ Day.

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Reasons to Read

This report is part of Coresight Research’s series of roundtable discussions and research reports, entitled The New Age of Customer-First Supply Chains, in which we present key insights into strategic areas in which brands and retailers can take action to build a resilient and profitable supply chain.

We explore how retailers are adopting tools and technologies to reshape the last mile to be more agile, efficient and responsive to consumer demand. We cover last-mile transformation strategies including dark stores, delivery platforms, micro-fulfillment centers, BOPIS and more.

Read our previous reports in the series, on the four pillars to building a resilient supply chainintelligent demand forecasting and on-demand manufacturingcustomer-centric commercial collaboration, and supply chain visibility.

Contents (Click to navigate)

What’s the Story?

Why It Matters

Last-Mile Transformation: Coresight Research Analysis

Dark Stores Bring Fulfillment Closer to Consumers

Store-Based Delivery Platforms Are Becoming More Creative

Micro-Fulfillment Centers Leverage Automation To Enable Rapid Delivery

Alternative Modes of Fulfillment Are Gaining Popularity

Product Returns Are Reinventing the E-Commerce Experience

What We Think

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Reasons to Read

The second official sales period for Singles’ Day 2021, the world’s largest online shopping festival, is being held on November 11. We discuss key initiatives from Chinese e-commerce giant Alibaba for this year’s event, covering luxury, livestreaming and international brands.

Click here to read more about Singles’ Day 2021, as well as further Coresight Research coverage of past Singles’ Day events.

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Reasons to Read

We present recent market developments in the global livestreaming space, including M&A activity and investments. We also discuss three notable livestreaming trends— namely, the launch of marathon live shopping events, the growing use of partnerships and the expansion of live shopping into new markets.

We offer examples of recent livestreaming events from brands and retailers globally, with highlights from Hyundai, LG, L’Oréal Paris and Yves Rocher.

This report is part of our Livestreaming Latest series, which provides regular updates on the variety of approaches in livestreaming e-commerce that are emerging around the world, across different retail sectors. Read the previous report in the series, which covers the growing popularity of in-store and embedded videos.

Watch Coresight Research’s Livestream Shopping 2021 Virtual Conference on demand.

Click here to read more Coresight Research coverage of livestreaming.

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Reasons to Read

Retailers both within and outside the off-price sector are challenging the value-retail landscape by expanding their assortments, channels and offerings. In this report, we discuss how the competition is shaping up across both online and offline channels for the major US off-price retailers—namely, Burlington Stores, Nordstrom Rack, Ross Stores and The TJX Companies.

We cover developments and strategies by discount retailers (Five Below and Dollar General), big-box retailers (Target and Walmart) and e-commerce giant Amazon.

Click here to read more Coresight Research coverage of off-price retail.

Contents (Click to navigate)

What’s the Story?

Why It Matters

US Off-Pricers Face Heightened Competition: Coresight Research Analysis

Discount Retailers: Expanded Categories, Price Points and Physical Store Portfolios

Amazon, Target and Walmart: Top Destinations for Apparel and Home

Online vs. Offline in the Off-Price Sector

What We Think

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Reasons to Read

The increased consumer shift to e-commerce has prompted many retailers to reevaluate their product mix and overall portfolio in the long term, particularly in the wake of the pandemic—driving a wave of M&A activity, especially for digitally native vertical brands (DNVBs), also sometimes called direct-to-consumer (DTC) brands.

In this report, we look at DNVB M&A activity in the past 24 months and evaluate by characteristics of the target DNVB, by sector and by type to offer brands and retailers important implications.

For more analysis of key M&A trends in retail, please read our previous report.

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Reasons to Read

Coresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content:

  • Countries of operation and key product categories
  • Annual metrics—including revenues, operating margin and global store numbers
  • Our insights into the company’s operations, including consideration of headwinds and tailwinds
  • Business strategy
  • Recent company developments
  • The company’s current management team

As of February 2022, this company is no longer part of the Coresight 100 and this profile is no longer updated.

Click here to see our full Coresight 100 list and related reports.

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Our Three Things You Need To Know series provides free snapshots of Coresight Research data and findings. Subscribers can access the full research behind this graphic here. To find out how to subscribe, click here.

Amazon has been making significant investments in the grocery channel to carve a meaningful share in the US grocery market. 

Click the image to read our report on the key strategies that Amazon is using to fulfill its grocery ambitions.

 

Reasons to Read

The grocery e-commerce platforms that US consumers turned to in 2020 now present a significant opportunity for retailers, even as consumers return to stores.

We examine three key trends in retail media in the US grocery market:

  • Retailers’ strategies to capitalize on the pandemic-driven e-commerce boom using retail media
  • Instacart’s heavy investment in advertising services for CPG brands
  • The impact of tightening online consumer privacy standards—and how this heightens the retail media opportunity

Explore our wider coverage of the US grocery sector, including our E-Commerce Outlook and Holiday preview reports.

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