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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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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Reasons to Read

Sustainability is one of the key trends to watch in retail, with the Covid-19 pandemic bringing a renewed focus to environmental concerns within the industry.

This Retail-Tech Landscape comprises selected startups globally whose technology solutions support retailers to integrate sustainable practices into their businesses. We also present Coresight Research’s EnCORE sustainability framework.

Click here to read more Coresight Research coverage of sustainability.

To view more of our Retail-Tech Landscapes spotlighting innovators that are disrupting the retail industry, click here.

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Reasons to Read

The Coresight Research Retail Innovators series examines how retail players and startups are disrupting different retail sectors.

In this report, we focus on five companies that are disrupting the apparel market, across design and sales processes. We cover how each company has disrupted the market, as well as tailwinds and headwinds, and the impact of innovation on traditional market players.

Click here to read the previous report in our Retail Innovators series, which presents five retail technology companies that are disrupting the US grocery market.

Contents (Click to navigate)

What’s the Story?

Why It Matters

Retail Innovators: In Detail

What We Think

Implications for Brands/Retailers

Implications for Technology Providers

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Reasons to Read

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers within our Coresight 100 coverage list, as they report third-quarter 2021 earnings.

We condense what retail companies are reporting regarding the following key content:

  • Management commentary on demand trends in the third quarter (where reported)—including comparable sales growth, details on consumer demand by category or channel, and qualitative insights
  • How recent performance reflects the impacts of, or recovery from, the Covid-19 pandemic
  • The outlook for demand, as reflected in revenue guidance or more qualitative commentary

This week, there are highlights from companies that reported in the week ended November 7, 2021, across multiple sectors: apparel and footwear brand owners (Hanesbrands, Under Armour and Ralph Lauren), beauty brands (Estée Lauder), drugstore retailers (CVS Health), home and home-improvement (Wayfair), luxury companies (Capri Holdings) and REITS (Macerich and Simon Property Group).

Click here to read Week 1 of the Earnings Insights 3Q21 series.

Click here to read 2Q21 Earnings Season Wrap-Up.

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Reasons to Read

Our The 12 Weeks of Holidays 2021 series counts down to this year’s holiday peak with new thematic research each week. In this report, we preview holiday shopping in the five-day period spanning Thanksgiving, Black Friday and Cyber Monday.

Leveraging proprietary survey findings, we present insights across the following key topics:

  • The impacts of the Covid-19 pandemic on consumer behavior and the start of the holiday shopping season
  • How consumers expect to shop—online versus offline channels—and how this compares to Thanksgiving 2020.

See our free data graphic on how US consumers will shop during Thanksgiving, Black Friday and Cyber Monday.

Click here to read more Coresight Research coverage of US holiday retail.

Click here to access our US Holiday Retail 2021 Databank.

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Reasons to Read

Coresight Research has identified inclusivity as one of the key trends to watch in retail. In this report, we explore how brands and retailers can represent the diverse US population and communicate their commitments to diversity and inclusivity to consumers through social media.

We discuss key strategies for brands and retailers to promote inclusivity, covering brand ambassadors, influencers, community building, multi-platform campaigns and digital merchandise identifiers.

For more on inclusivity, read our Think Tank on the purpose and promise of the US adaptive apparel market, extended sizing in the US women’s plus-size apparel market, and our Playbook on inclusivity in retail.

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Reasons to Read

Coresight Research’s November 1, 2021, survey provides a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail.  

This week’s US Consumer Tracker covers the following:   

  • What consumers are doing and where they are going—including avoidance of public places
  • What shoppers are buying online and in-store  
  • Which retailers consumers are buying from—for food and nonfood purchases

Complementing our weekly survey reports, our monthly US Consumer Tracker Extra series offers additional insight, including long-term consumer trends and a detailed analysis of where current patterns will lead in the coming months. Click here to view our full collection of US Consumer Tracker and US Consumer Tracker Extra reports.  

Premium subscribers can also access data from our weekly surveys in our US Consumer Tracker Databank.  

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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

3D design can help brands, manufacturers and retailers in the apparel and footwear sector to better meet fast-changing consumer demand, while also improving product quality and cutting costs. We discuss the state of 3D design in the global apparel and footwear space and provide insights on adoption rate, pain points, key technology players and future developments.

Click here to read all Coresight Research coverage of retail technology.

To read more about the apparel and footwear sector, click here.

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Reasons to Read

The US CPG e-commerce market continues to witness significant growth. We discuss three key trends in the industry and explore how CPG brands and retailers are responding to changes in consumer behavior and expectations by adopting innovative e-commerce business models—namely, the direct-to-consumer model, livestreaming, product sampling and the subscription model.

This free report is sponsored by Salsify.

This report is available for free and can be accessed by registering for a free account.

Click here to read more Innovator Research from Coresight Research.

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