Reasons to Read

Deborah Weinswig, CEO and Founder of Coresight Research discusses East-to-West Consumer Outlook​: Top Three Emerging E-Commerce Trends in China​ and Top US Post-Crisis E-Commerce Trends.

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Reasons to Read

In order to meet customer demand and expectations, it is essential for CPG companies and retailers to carry the right product assortment. Effective localization of assortment and space planning can be a very challenging task, and most retailers often fall short of harnessing the true potential of technologies such as artificial intelligence (AI) and modern approaches in machine learning and data science (DS).

In this report, we analyze key industry trends and discuss how CPG companies and retailers can achieve the goal of customer-centricity through the hyper-localization of assortment. We consider challenges in using data and assortment planning, as well as the skills required to succeed in retail category management.

We also explore an AI- and DS-powered solution by HIVERY, which harnesses store-level data for category management optimization, enabling precision in category management and localized assortment.

This free report is sponsored by HIVERY. Non-subscribers can access the report by completing the form on this page.

This report forms part of our Innovator Intelligence series, which focuses on emerging technologies that are disrupting traditional retail and fueling innovation across the retail value chain.

Contents

What’s the Story?

Why It Matters

Precision Category Management: In Detail

HIVERY: Optimizing Category Management

What We Think

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Reasons to Read

Each year, the IRS reports tax return filings and refunds on a weekly basis until the extended deadline of May 17 this year. In this report, we look at what has happened in the 2021 tax filing season so far, as of April 16, 2021.

This report covers the following:

  • Number of returns filed and processed, and total and average refunds returned, as of April 16, 2021
  • A comparison of 2021 tax filing season so far (up to day 64) to the comparative period in 2020 (up to day 82)
  • Total annual refunds disbursed, 2016–2021YTD

Click here to read our previous report in the US Tax Tracker series.

Click here to read our wrap-up report on the 2020 tax filing season.

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  • The beauty market witnessed softness in M&A (mergers and acquisitions) activity last year due to the Covid-19 pandemic, although interest in M&A activity was renewed with a more favorable economic backdrop in the fourth quarter—such as low interest rates that allow for cheaper debt—and 2021 started off strong.
  • Leading beauty companies that proved to be relevant with consumers and showed resiliency during the pandemic are attracting attention from investors and strategic acquirers. Moving forward, we expect that the appeal of brands that possess a robust e-commerce and social presence will maintain momentum.

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Reasons to Read

Beauty M&A (mergers and acquisitions) activity saw softness last year due to the impacts of the Covid-19 pandemic. We present data on the recent performance of the market, by quarter.

We discuss three notable deals that have kickstarted the global market this year, involving the following companies:

  • Estée Lauder and Canada-based Deciem
  • L’Oréal and Japanese company Takami
  • Chinese beauty companies Yatsen and Eve Lom

We also summarize the major global deals that closed in 2020 and year-to-date 2021.

Contents

What’s the Story?

Why It Matters

M&A in Beauty: In Detail

Fewer Deals in 2020

A Strong Start to 2021: Notable Global Deals

Beauty M&A Activity in 2020 and 2021 YTD

What We Think

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We present Three Things You Need To Know on UK Retail Sales, March 2021. Find the full report 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. Click here to view our full collection of monthly reports.

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Reasons to Read

The Chinese e-commerce market is huge and diversified, with opportunities for emerging app players to gain share. In this report, we focus on one platform from three growing, brand-driven discretionary categories:

  1. Beauty—Bevol
  2. Luxury—Hongbulin
  3. Streetwear—Poizon

We discuss the opportunities these platforms provide for brands and retailers to increase traffic and drive sales in 2021.

Click here to read about our 10 trends for China e-commerce in 2021.

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Reasons to Read

Coresight Research’s April 19 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 buying
  • Which retailers consumers are buying from
  • What consumers are doing and where they are going
  • How behaviors are shifting across income brackets

If you do not have a premium subscription, you can access select findings in a complimentary abridged report.

Click here to view all of our weekly survey reports.

Click here to view Coresight Research’s US Consumer Tracker Databank.

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Reasons to Read

This report provides select findings from Coresight Research’s April 19 survey of US consumers on their behaviors and expectations, with a focus on implications for retailers.

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

We highlight selected findings from our weekly survey across three key topics:

  • Increased consumer purchases in the apparel category
  • Which retailers consumers are buying from—with Dollar Tree/Family Dollar gaining share
  • Consumers’ return to restaurants, by income level

Our full report is available to premium subscribers and includes further findings on shoppers’ current spending behaviors.

Click here to view all of our weekly survey reports.

Click here to view Coresight Research’s US Consumer Tracker Databank.

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The Covid-19 pandemic has upended various aspects of the retail supply chain and has resulted in a high level of US imports.

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Reasons to Read

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.

We review the March 2021 data for UK retail in total and by sector. This report covers 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, to strip out the pandemic’s distorting effect on year-over-year growth
  • Growth in online retail sales, by major sector
  • A Covid-19 lockdown timeline

 

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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 use of blockchain technology by major global luxury players to tackle counterfeiting and improve supply chain transparency.

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

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

Reasons to Read

The Covid-19 pandemic has upended various aspects of the retail supply chain and has resulted in a high level of US imports. We explore the impact of this on ports and the rest of the supply chain.

This report discusses insights around the following key metrics:

  • Global freight costs, as recorded by the Freightos Baltic Index
  • The value and year-over-year growth of consumer goods imports
  • Measurements and year-over-year growth of waterway tonnage, international air cargo and truck tonnage

We also present examples of how retailers globally have responded to disruptions in the supply chain, including highlights from Albertsons, ASOS, Big Lots, Gap, IKEA and Urban Outfitters.

Click here to read more about the impact of Covid-19 on retail.

Click here to view other Coresight Research reports related to the retail supply chain.

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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 Birkenstock and Sheetz in the US and Amazon, Armani, Jigsaw and Sandersons in the UK. We also discuss Bed Bath & Beyond’s quarterly store opening and closure settlements following the release of quarterly company filings this week.

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

The Coresight Research Playbook series provides recommendations for brands, retailers and marketplaces seeking to tap growth segments and emerging trends.

Coresight Research has identified livestreaming e-commerce as one of the key trends to watch in 2021. In this Playbook, we present five best practices for US brands and retailers to develop winning livestreaming e-commerce strategies, covering the following:

  • The US livestreaming e-commerce ecosystem
  • Expanding consumer reach
  • Providing a seamless shopping experience, including in-video checkout
  • Strengthening viewer engagement
  • Driving sales conversion
  • Engaging with consumers through entertainment, including AI and AR

Click here to read the previous report in the Playbook series, which presents five key strategies for US retailers to capitalize on pandemic-led shifts in consumer spending and living habits.

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