Reasons to Read

Analyzing consumer demand in July 2021, we saw strong retail sales growth in the US and China but deceleration in the UK.

We examine the latest data and assess the overall trends in the US, the UK and China across the following key consumer indicators:

  • Earnings versus inflation
  • Food and fuel prices
  • Retail sales

Coresight Research’s monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators, focusing on the US, the UK and China. Click here to view our full collection of monthly reports.

Complementing our monthly reports, the Coresight Research US Retail Sales Databank brings together retail sales data to help you understand the scale and trajectory of US retail.

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Reasons to Read

As part of Coresight Research’s Head-to-Head series, we compare Adidas and NIKE, the two largest sportswear companies globally. We provide insights into the two companies’ revenues, as well as sales channels, key strategies, and diversity and inclusion initiatives.

Click here to read the previous report in the series, Head-to-Head in Discount Retail: Dollar General vs. Dollar Tree, Inc.

Contents (Click to navigate)

What’s the Story?

Adidas vs. NIKE: A Deep Dive

Company Overviews

1. Revenue

E-Commerce Revenue

Revenue by Category

Revenue by Geography

2. Sales Channel

3. Key Strategies

App Strategy

Business Strategy

Product Collaboration Strategy

4. Diversity and Inclusion

What We Think

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Reasons to Read

Livestreaming is a channel that was made popular in China and has recently made waves among U.S. brands and retailers as a new avenue to build consumer engagement and drive ecommerce. Deborah Weinswig, Founder and CEO of Coresight Research, presents a playbook for U.S. brands and retailers on how to leverage livestreaming ecommerce effectively — covering key trends and technologies and best practices for hosting sessions in-house or working with influencers.

To access these insights and join future events, subscribe to Coresight Research.

Click here to read key insights from the event in our free report.

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Reasons to Read

As part of our US Back to School 2021 series, we discuss the product categories that are likely to see strong sales and the drivers behind category shifts. Using proprietary US consumer survey findings, we analyze consumer spending expectations this season.

Read our previous report in the US Back to School 2021 series for expectations and implications around the Child Tax Credit, a return to in-person classes and uncertainty around school reopenings.

Contents (Click to navigate)

What’s the Story?

Why It Matters

Popular Product Categories This Back-to-School Season: In Detail

Top BTS Categories: Stationery and Apparel

Greatest Declines in BTS Categories: Electronics and Home-Office Furniture

Top Brands and Retailers for BTS Shopping

What We Think

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Reasons to Read

On August 18, Coresight Research hosted a digital conference that saw five innovative livestreaming-tech startups pitch their solutions. We cover five livestreaming myths that our in-house experts set straight, as well as five key insights from our panel discussion.

The event is sponsored by Gerber Technology, a Lectra company, and end-to-end omnichannel gifting solution GiftNow.

Click here to watch a recording of the conference.

Click here to read more Coresight Research coverage of livestreaming e-commerce.

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Coresight Bites provide free snapshots of Coresight Research data and findings. Subscribers can access the full research here. To find out how to subscribe, click here.

  • As part of our US Back to School 2021 series, we discuss three key influences on spending this season, using proprietary US consumer survey findings. We explore expectations and implications around the Child Tax Credit, a return to in-person classes and uncertainty around school reopenings—as the spread of the Covid-19 Delta variant casts a shadow over the back-to-school season.

Click the image to read more about the topic.

Coresight Bites provide free snapshots of Coresight Research data and findings. Subscribers can access the full research here. To find out how to subscribe, click here.

  • Coresight Research’s monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators, focusing on the US, the UK and China.
  • China’s total retail sales (ex. food service, incl. automobiles and gasoline) grew 7.8% year over year, easing from 11.2% growth in June and representing the weakest growth in retail sales since December 2020, indicating that recovery is losing momentum. The National Bureau of Statistics attributed the slowdown to the combined impact of sporadic local Covid-19 outbreaks and natural disasters.

Click the image to read more about the topic.

 

Reasons to Read

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

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

  • Management commentary on demand trends in the second 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 August 22, 2021, across multiple sectors: Beauty brands and retailers (Bath & Body Works and Estée Lauder), department stores (Macy’s and Kohl’s), home-goods retailers (Home Depot and Lowe’s), luxury (Tapestry), luxury e-commerce (Farfetch), mass merchandisers (Target), off-price retailers (Ross Stores and TJX) and warehouse clubs (BJ’s Wholesale Club).

Click here to read Week 3 of the Earnings Insights 2Q21 series.

Click here to read 1Q21 Earnings Season Wrap-Up.

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Reasons to Read

This report is the first in a three-part series entitled Not Your Regular Mall-Based Stores, in which Coresight Research and Fillogic explore new strategies for retailers to fulfill online orders using their mall-based stores.

We discuss the need for retailers to expand their fulfillment capabilities in the current environment and key considerations in the adoption of alternative fulfillment methods. This report focuses on “ship from store” as a profitable online order-fulfillment opportunity. We leverage findings from a June 2021 Coresight Research survey of 150 executives at US mall-based retailers.

Look out for our upcoming reports in this series: Coresight Research and Fillogic will provide further insights into multichannel fulfillment for mall-based retailers and how retailers can partner with third-party logistics service providers to convert their stores into fulfillment centers.

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

Contents (Click to navigate)

Coresight Research x Fillogic: Not Your Regular Mall-Based Stores—Part One

Ship from Store Presents a Profitable Online Order-Fulfillment Opportunity: In Detail

Multichannel Fulfillment Options: The Rise of Ship from Store

Benefits of SFS

Challenges in SFS

What We Think

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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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Reasons to Read

Coresight Research’s August 16 survey provides a detailed update on US consumers’ behaviors and expectations, with a focus on the implications for US retail.

This week’s US Consumer Tracker  covers the following:

  • A monthly temperature check of shoppers’ holiday-season expectations
  • Which retailers consumers are buying from and what they are buying, online and in-store

Complementing our weekly survey reports, our US Consumer Tracker Extra monthly series offers additional insight, including long-term consumer trends and a detailed analysis of where current trends 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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Reasons to Read

In July 2021, UK retail sales growth slowed for the third consecutive month.

We review monthly data for UK retail in total and by sector, covering the following:

  • The trend in total value and volume retail sales growth over the last 13 months
  • Value sales growth for 20 sectors across food and nonfood retail, for each of the latest three months
  • Two-year growth rates, in total and by sector
  • Growth in online retail sales, by major sector
  • A Covid-19 lockdown timeline

Coresight Research’s monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators, focusing on the US, the UK and China. Click here to view our full collection of monthly reports.

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Reasons to Read

As part of our US Back to School 2021 series, we discuss three key influences on spending this season, using proprietary US consumer survey findings. We explore expectations and implications around the Child Tax Credit, a return to in-person classes and uncertainty around school reopenings—as the spread of the Covid-19 Delta variant casts a shadow over the back-to-school season.

Read our previous report in the US Back to School 2021 series for our estimates around digital and physical sales, in-store traffic and e-commerce penetration.

Contents (Click to navigate)

What’s the Story?

Why It Matters

Rising Covid-19 Cases Threaten To Derail a Return to Classes: In Detail

1. The Child Tax Credit

2. A Return to In-Person Classes

3. Uncertainty Around School Reopenings

What We Think

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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 disruption related to inflationary pressures, out-of-stocks, and consumers staying at home more.

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 Amazon, Lowe’s, and Trader Joe’s in the US and B&M, Homebase and Poundland in the UK. We also discuss quarterly store opening and closure settlements following the release of quarterly company filings this week from Ahold Delhaize and Fossil Group.

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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