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Reasons to Read

Coresight Research’s June 21 survey provides a detailed update on US consumers’ behaviors and expectations, with a focus on the implications for US retail.

Our US Consumer Tracker covers the following:

What consumers are doing and where they are going—including avoidance of public places
What consumers are buying and which retailers they are buying from

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 on 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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Small businesses were hit especially hard at the outset of the pandemic-induced economic crash but have since recovered well.

We discuss the state of small businesses in the US today, with a focus on retail. We draw comparisons to the recovery of small businesses following the 2008 global financial crisis (GFC) to frame the current rebound.

Click the image to read more about the topic.

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Reasons to Read

This report offers analysis of the first-quarter 2021 earnings of Coresight 100 companies mostly based in the US. We assess the recent performance of selected retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.

We discuss companies across a number of sectors:

Apparel and footwear brand owners—Guess?, Hanesbrands, Levi Strauss & Co, NIKE, PVH Corp., Ralph Lauren, Under Armour and VF Corporation
Apparel specialty retailers—American Eagle Outfitters, Dick’s Sporting Goods, Foot Locker, Gap, L Brands, Lululemon Athletica and Urban Outfitters
Off-price retailers—Burlington Stores, Ross Stores and The TJX Companies
Online apparel retailers—Stitch Fix
Beauty brands and retailers—Coty, Estée Lauder, L’Oréal and Ulta Beauty
Department stores—Kohl’s, Macy’s and Nordstrom
E-commerce platforms—Alibaba, Amazon, eBay and JD.com
Electronics retailers—Best Buy
Food, drug and mass retailers (discount stores)—Big Lots, Dollar General, Dollar Tree, Five Below, Ollie’s Bargain Outlet
Food, drug and mass retailers (drugstores)—CVS Health and Walgreens Boots Alliance
Food, drug and mass retailers (food retailers)—Grocery Outlet and Kroger
Food, drug and mass retailers (mass merchandisers)—Target and Walmart
Food, drug and mass retailers (warehouse clubs)—BJ’s Wholesale Club and Costco
Home and home-improvement retailers—Home Depot, Lowe’s, RH, Tractor Supply, Wayfair and Williams-Sonoma
Luxury companies—Canada Goose, Capri Holdings and Tapestry
Luxury e-commerce—Farfetch and The RealReal
REITs—Brookfield Property Partners, Macerich Company, Simon Property Group and Unibail-Rodamco-Westfield

Click here to read the 4Q20 US Earnings Season Wrap-Up.

In addition, 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.

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Reasons to Read

The pandemic drove a fresh burst of interest in meal kits and recipe boxes in the US as homebound consumers sought convenient and healthy home-cooked meal options. In this report, we cover the following key topics:

US meal-kit market size and Coresight Research’s trajectory estimates for 2021–24
The competitive landscape, covering market share breakdown among key players in meal kits and recipe boxes
Three key themes we expect to impact the meal-kit market in 2021 and beyond—including pandemic-driven momentum and competition from foodservice operators

Click here to read about the impact of the restaurant boom in US grocery in summer 2021.

Click here to read more Coresight Research coverage of the impact of Covid-19 on retail.

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Reasons to Read

The 2021 AAFA American Image Awards were held on June 21, 2021. The Coresight Research team attended alongside retail, apparel, footwear and fashion accessory executives.

In this report, we present three key insights from the event:

The awards recognized ongoing efforts to improve diversity within the industry.
Leading designers have not let the pandemic derail their plans to improve sustainability, with the world’s first carbon-neutral fashion show taking place in 2020.
Apparel and footwear retailers are embracing the post-pandemic recovery as an opportunity to redefine the e-commerce experience with innovations such as “virtual try-on.”

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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.

In China, shopping festivals present massive opportunities for brands and retailers to increase brand awareness and drive sales. For brands that have a presence in China, the 6.18 Shopping Festival is also a testing ground for Singles’ Day and long-term strategies in the China market.
Click the image below to read more about sales performances across different e-commerce platforms during 6.18 this year, as well as three key trends that we saw during the event.

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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 the impact on retail of a pandemic-driven decline in US birth rates.

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

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Reasons to Read

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

In this report, we introduce the series by outlining each of the four pillars, as well as the foundation of sustainability and the bottom line. We also outline the importance of artificial intelligence and machine learning as enabling technologies.

Read more Coresight Research coverage of the supply chain and sustainability in retail.

Contents

What’s the Story?

Why It Matters

Four Pillars of a Resilient and Profitable Supply Chain: A Deep Dive

Enabling Technologies: AI and ML

1 Intelligent Demand Forecasting

2 Customer-Centric Commercial Collaboration (the Three Cs)

3 Control Tower of the Future

4 The Last Mile

5 Foundation: Sustainability and the Bottom Line

What We Think