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.

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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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Reasons to Read

In this report, we assess US retail traffic in March 2021, covering the following:

  • Weekly shopper traffic trends
  • Traffic by retailer vertical
  • Regional traffic trends
  • Traffic by retailer location type

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

The Coresight Research team attended the virtual ASOS Capital Markets Day on April 20, 2021. In this report, we present insights on three key themes from the event:

  1. The vision for ASOS to be a “top destination for 20-somethings worldwide”
  2. In-house brand growth and targets for fiscal 2021
  3. Retail sustainability and inclusivity goals

Click here to read more Coresight Research coverage of ASOS.

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Reasons to Read

As part of Coresight Research’s new Head-to-Head series, we compare Kohl’s and Macy’s, the leading department store chains in the US. In this report, we provide insights into the two companies’ revenue growth and discuss their recent innovations in physical and digital retail.

Click here to read the previous report in this series, Head-to-Head in E-Commerce: Alibaba vs. JD.com.

Contents

What’s the Story?

Why It Matters

Kohl’s vs. Macy’s: A Deep Dive

Revenue Growth

Store Portfolio

Product Diversification

Consumer Spending Patterns

Innovations at Kohl’s and Macy’s

What We Think

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Reasons to Read

Consumers turned to at-home fitness solutions when the Covid-19 pandemic hit, as gyms were forced to close or limit capacity. We explore the growing home fitness market in the US and its prospects for the future.

In this report, we highlight key players and three trends to watch in 2021 and beyond.

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

Contents

What’s the Story?

Why It Matters

Home Fitness: In Detail

Home Fitness Gains Traction

Competitive Landscape

Three Trends To Watch

What We Think

Implications for Brands/Retailers

Implications for Technology Vendors

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  • 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.
  • Following the jump in January and February, year-over-year growth of China’s total retail sales (ex. food service, incl. automobiles and gasoline) remained strong in March 2021.
  • The strong growth was against undemanding comparatives from one year earlier, when the country was suffering heavily from the outbreak of Covid-19 and sales declined by 12.0%. However, even comparing against pre-pandemic values, total sales in March 2021 saw solid growth.

Click the image to read more about the topic.

Reasons to Read

The travel industry and associated retail in the US were hit hard by the Covid-19 pandemic, as consumers stayed home at record rates in 2020 and continue to be wary of visiting public places such as tourist attractions. However, in the second half of 2021, we expect travel to pick up substantially, beginning with regional domestic travel by car and eventually spreading to international air travel.

In this report, we discuss the potential bounceback of travel and its implications for US retail.

Click here for more Coresight Research coverage of the impact of the pandemic on retail.

Contents

What’s the Story?

Why It Matters

How Travel Will Bounce Back and What This Means for Retail: A Deep Dive

Herd Immunity Will Open the Floodgates for Travel Spending

Consumers Will Begin To Travel Even Before Herd Immunity

Resurgence in Travel Will Vary by Geography

International Travelers Will Return More Slowly

Retailers Catering to Leisure Travelers Can Expect a Resurgence

Retailers Targeting Business Travelers Will Continue To Struggle

The Travel Rebound Will Put More Money in the Pockets of Low-Income Consumers

What We Think

Implications for Brands/Retailers

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We present Three Things You Need To Know on US Consumer Tracker: Recovery in Discretionary Spending. Find the full report here.

Reasons to Read

Coresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand amid the Covid-19 pandemic. This report updates the scores based on financial reports and store- and management-related announcements.

We rank the companies according to four metrics: financial health, sales capacity, product mix and management tenure.

The appendix details our methodology of calculating index scores.

Alongside the report, our infographic summarizes key changes since the Retail Robustness Index: January 2021 Update.

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

Contents

What’s the Story?

Why It Matters

The Retail Robustness Index: In Detail

Changes in the Overall RRI

RRI Outlook

Top 10 Retailers by RRI Ranking

Commentary on Score Changes

Retail Robustness by Segment

Retail Robustness Index: April Update

Appendix

Analysis Methodology

 

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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

In March, China’s total retail sales grew nearly 30% year over year, against weak 2020 comparatives.

We review monthly data for retail in China in total and by sector, including the following:

  • Retail sales growth over the last 13 months
  • Retail sales growth for 15 sectors across food and nonfood retail, for each of the latest three months
  • Growth in online retail sales, by major sector

We also present data for year-over-year retail growth compared to March  2019, prior to the Covid-19 outbreak.

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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