Free Data GraphicThree Things You Need To Know: New Retail in China—Developments in March 2021 Coresight Research April 6, 2021 We present Three Things You Need To Know on New Retail in China: Developments in March 2021. Find the full report here. This document was generated for
Deep DivePlaybook: New Ways of Living and Spending in the US Coresight Research April 6, 2021 Reasons to ReadThe new Coresight Research Playbook series provides recommendations for brands, retailers and marketplaces seeking to tap growth segments and emerging trends. In this Playbook, we discuss how US consumer spending behaviors have changed over the course of the Covid-19 pandemic. We identify five key strategies that US retailers can take to best capitalize on the trends in spending and living habits that are driving shifts in the retail landscape, covering the following: Market segmentation E-commerce adoption by older consumers The use of digital channels Customer loyalty The physical store Click here to read the previous report in the Playbook series, which presents six key strategies for retail players to capitalize on gradually maturing alternative models in retail. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Deep Dive4Q20 US Earnings Season Wrap-Up: Discretionary Sectors See Mixed Recovery Coresight Research April 6, 2021 Reasons to ReadThis report offers analysis of the fourth-quarter 2020 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—Hanesbrands, Levi Strauss & Co, NIKE, PVH Corp., Under Armour and VF Corporation Apparel specialty retailers—American Eagle Outfitters, Dick’s Sporting Goods, Foot Locker, Gap Inc., 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, Grocery Outlet, Ollie’s Bargain Outlet Food, drug and mass retailers (drugstores)—CVS Health and Walgreens Boots Alliance Food, drug and mass retailers (food retailers)—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, Ralph Lauren 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 3Q20 US Earnings Season Wrap-Up. In addition, Coresight Research’s monthly reports keep you up to date on US and UK retail sales, US retail traffic and in-store metrics and key global consumer indicators. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Insight ReportNew Retail in China: Tencent Invests in Rakuten, Seeks Collaboration in E-Commerce Coresight Research April 5, 2021 Reasons to ReadIn our New Retail in China series (formerly New Retail Briefing), we review the latest trends in New Retail, with a focus on major digital platforms and multichannel retail companies in China. We offer insights into recent news, with a focus on digitalization and strategic collaborations. This month, highlights include Tencent’s investment in Japanese e-commerce solutions provider Rakuten. We also discuss the latest funding update for JD Property and Pinduoduo’s renewed commitment to digitalizing its agricultural product supply chain. The appendix details the last 12 months of New Retail developments in China. Click here to read the previous report in the New Retail in China series, which discusses Tencent’s launch of a centralized portal for brands and retailers’ WeChat mini programs, as well as the IPO prospectus filing from JD Logistics and the opening of a Tmall Luxury Pavillion store by Italian high-end shoe brand Santoni. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Deep DiveRetailTech: Computer Vision—Approaching the Holy Grail of Ubiquitous Visual Search Coresight Research April 5, 2021 Reasons to ReadAs part of our RetailTech series, we discuss computer vision, a powerful fundamental technology that is enabling many new exciting business models in retail and other industries. We discuss the applications of the technology in retail and provide an overview of global technology vendors and innovators in the market. Click here to read further Coresight Research coverage of retail technology. Click here to read more about artificial intelligence in retail. Content What’s the Story? Why It Matters Computer Vision: A Deep Dive Applications in Retail The Computer-Vision Market and Key Technology Providers Computer Vision as Part of the AI Tech Family What We Think Implications for Brands/Retailers Implications for Real Estate Firms Implications for Technology Vendors Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Analyst CornerWeinswig’s Weekly: As E-Commerce Surged, How Did Retailers’ Variable Costs Shape Up? Coresight Research April 4, 2021 Reasons to ReadIn 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” considers how the boom in online sales impacted variable costs at major digital-first retailers. 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. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2021, Week 13: Lululemon To Open 40–50 Stores Coresight Research April 2, 2021 Reasons to ReadOur 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 Floor & Decor, JCPenney, Lululemon, RH, Shoe Carnival and Target in the US and Frasers Group and Majestic Wine in the UK. We also discuss 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 Retail Store 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. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Free Data GraphicCoresight Bites: Amazon Expands Its Network of Delivery Stations in the US Coresight Research April 1, 2021 Consumer demand for faster, sustainable, secure and more visible fulfillment is driving retailers to invest in innovation around the last mile in retail—delivery. Click here to read about four key technological innovations that retailers are implementing to increase the efficiency of last-mile logistics operations. Delivery stations are where Amazon prepares orders for last-mile delivery to customers.The e-commerce giant ramped up new openings to 179 last year and has announced plans to open 146 stations in 2021. To view more data about Amazon, click the image to visit Coresight Research’s Amazon Databank, which brings together a range of proprietary data on the company, with a focus on its US operations. This document was generated for
Deep DiveUS Retailers Leverage Technology To Make the Last Mile a Competitive Advantage Coresight Research April 1, 2021 Reasons to ReadCoresight Research has identified last-mile evolution as one of the key trends to watch in 2021, with consumer demand increasing for faster, more secure and trackable fulfillment. In this report, we discuss four technological innovations that US retailers are implementing to increase the efficiency of their last-mile logistics operations and thus gain a competitive advantage: Autonomous delivery robots BOPIS (buy online, pick up in-store) and curbside pickup Smart lockers Visibility tools We present an overview of each technology, and recent developments and case studies, highlighting relevant retailers and technology vendors. We also discuss an outlook for the future adoption of each innovation. Follow the links to read more Coresight Research coverage of robotics and retail technology. Contents What’s the Story? Why It Matters Technological Innovations in the Last Mile: A Deep Dive Autonomous Delivery Robots BOPIS and Curbside Pickup Smart Lockers Visibility Tools What We Think Implications for Retailers Implications for Technology Vendors Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Deep DiveThink Tank: Community Group Buying in China—Advantages of the Model and Future Prospects Coresight Research March 31, 2021 Reasons to ReadCoresight Research’s new Think Tank series delves into the trends and segments that we have identified as presenting growth opportunities in retail in 2021 and beyond. We provide a definitive overview of each topic and its impact on retail. In this report, we explore the community group-buying market in China, covering a timeline of key developments and the advantages that the model presents for both consumers and retailers. We discuss the key players in the China market—including startups and Internet giants—and consider the future of the market in China and internationally. Click here to read about our key global retail and consumer trends in 2021. CONTENTS What’s the Story? Why It Matters Community Group Buying: A Think Tank What Is Community Group Buying? Timeline of Market Developments Five Key Advantages of the Community Group-Buying Model for Retailers Key Players in the Community Group-Buying Market The Future of the Community Group-Buying Market What We Think Implications for Brands/Retailers Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Store TrackerUS Store Tracker Extra, March 2021: Openings Set To Outpace Closures by Almost 9 Million Square Feet Coresight Research March 31, 2021 Reasons to ReadOur monthly US Store Tracker Extra report supplements the Weekly US and UK Store Openings and Closures Tracker reports with additional insight, including retailer-level data on square footage and closures and openings as a percentage of total store base. This report also offers a comparison between year-to-date announced closures and openings at the end of each month in 2021 versus the comparable period in 2020. Year-to-date data in this report is as of March 26, 2021 (corresponding to week 12 in our Weekly US and UK Store Openings and Closures Tracker). Click here to view our full collection of Weekly US and UK Store Openings and Closures Tracker and monthly US Store Tracker Extra reports. The Coresight Research Retail Store 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. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Insight Report2021 US Tax Tracker #2: IRS Issues $146 Billion in Refunds, Down Versus Last Year Coresight Research March 31, 2021 Reasons to ReadEach year, the IRS reports tax return filings and refunds on a weekly basis, extending its deadline to May 17 this year amid the pandemic. In this report, we look at what happened in the fifth week of the 2021 tax filing season, which got off to a delayed start on February 12 this year. The number of refunds issued is down compared to the same time last year. Filings are down compared to the same time last year, as is the number of returns processed. The number of taxpayers using the IRS website to access information has increased dramatically compared to last year. Click here to read our previous report on the first week of the 2021 tax filing season. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Insight ReportUS Easter 2021 Retail Preview: High-Growth Context Provides Opportunities for Retailers Coresight Research March 30, 2021 Reasons to ReadWith Easter fast approaching, we assess the planned spending of US consumers on the holiday this year. We discuss the outlook for retail this Easter in light of current shopping trends and against weak comparatives for April 2020 amid a coronavirus-impacted retail environment. In this report, we consider opportunities for retailers to drive Easter spending and prominent seasonal themes at major US retailers Kohl’s, Target and Walmart. Click here for our US retail sales databank. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Insight ReportFebruary 2021 Monthly Consumer Update: US, UK and China Coresight Research March 30, 2021 Reasons to ReadAnalyzing consumer demand in February 2021, we saw solid retail sales growth in the US, while the UK posted its third consecutive month of decline. China saw very high growth momentum, owing to weak comparatives from 2020. We examine 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 US, UK and China retail sales, US retail traffic and in-store metrics, and key global consumer indicators. 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. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Insight ReportUS Department Store Insights, 4Q20: Elevated Digital Sales and Strength in Home and Active Categories Coresight Research March 30, 2021 Reasons to ReadCoresight Research’s new US Department Store Insights quarterly series covers the recent performance of Kohl’s, Macy’s and Nordstrom, highlighting trends in comparable sales, revenue, digital sales, product categories and areas of note by management. In this report, we look at the performance of the three retailers in the fourth quarter of 2020 (4Q20, ended January 30, 2021) and discuss relevant fiscal 2020 highlights. Contents US Department Store Insights 4Q20: In Detail Comparable Sales: Improvements at Kohl’s and Macy’s, Quarter over Quarter, Versus a Deepening Decline at Nordstrom Revenue: Year-over-Year Declines Across the Three Department Stores Digital Sales: High E-Commerce Penetration in 4Q20 but Not a Standout Quarter Sales Growth: Kohl’s Sees the Highest Digital Sales Growth and Lowest Physical Sales Decline, Year over Year Product Categories: Home, Active and Beauty Categories Remain Strong; Apparel Is Struggling Area of Note by Management: New, Younger Customers What We Think Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
