Reasons to Read

Analyzing consumer demand in March 2021, we saw solid retail sales growth in the US, the UK and China.

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

This Research Preview offers an early look at our research on inclusivity in retail, from our forthcoming Playbook. The Coresight Research Playbook series provides recommendations for brands and retailers seeking to tap growth segments and emerging trends that we have identified for 2021 and beyond. Click here to read our Retail 2021: Global Trends report.

Inclusivity, providing equal access for people who might otherwise be excluded or marginalized, touches every part of an organization and is guided by the organization’s strategic goals and mission. We present selected insights from our key strategies for organizations to align inclusivity across operations, products and marketing.

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Reasons to Read

China’s latest five-year plan provides guidance for the nation’s overall development over the period 2021–2025.

We explore the plan and investigate its implications for retail. This report covers the following topics, among others:

  • Digital commerce
  • Duty-free shopping
  • Rural spending
  • Smart logistics and 5G
  • Data security and digital currency

Contents

What’s the Story?

Why It Matters

China’s Latest Five-Year Plan: In Detail

What We Think

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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.

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

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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

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

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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

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

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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