Reasons to Read

On February 23, 2021, Coresight Research and location analytics provider Placer.ai hosted a webinar to delve into some of the key shifts impacting the retail industry in the US. In this free report, we present data-driven insights from the event, covering foot traffic trends at selected brands, the future of malls and consumer migration from cities to suburbs.

Click here to watch the video recording of this webinar.

Click here to read insights from the Coresight Research x Placer.ai session at NRF 2021, which explored the prospects for brick-and-mortar retail in 2021.

Click here to read highlights from Coresight Research’s conversation with Placer.ai in July 2020 about the Covid-19 recovery in retail.

Non-subscribers can access the report for free by completing the form on this page.

CONTENTS

An Introduction to Placer.ai Background

Retail 2021: A Data-Driven Exploration of Current Trends and Industry Shifts

Retail Sales Update: January 2021

Foot Traffic: Analyzing the Performance of Selected Brands in Early 2021

The Road Ahead for Malls

The Future of Cities

Retailers Should Take Action in Uncertain Times

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Reasons to Read

In this Market Outlook, we discuss the global retail technology market in a pandemic-impacted retail environment. We present data on the size of the global market and its major segments, and we outline the primary market drivers in 2021. This report explores the competitive landscape and key tech trends across the segments of cloud computing, enterprise software, supply chain software, AI platforms and retail hardware.

Click here to see more Coresight Research coverage of retail technology.

Click here to read more Coresight Research Market Outlook reports.

Click here to read our innovator research.

CONTENTS

What’s the Story?

Retail Technology Market Performance and Forecast

Market Drivers

Competitive Landscape

Retail Innovators

Themes We Are Watching

What We Think

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  • With vaccination efforts well under way in the US, a return to more normal ways of living, working and shopping is on the horizon, although new strains of the coronavirus are tempering expectations of recovery.
  • We examine the impending economic recovery from the Covid-19 crisis in the US and its likely impact on retail, through the lens of recovery from the 2008 Global Financial Crisis (GFC).

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Reasons to Read

In this report, we examine the impending economic and retail recovery from the coronavirus crisis in the US through the lens of recovery from the 2008 Global Financial Crisis (GFC). We discuss how lessons from the 2008 financial crisis are useful for understanding the shape and speed of the expected retail recovery from the coronavirus pandemic, as well as exploring the differences in the nature and cause of the two crises.

Click here for all of our coverage on the impact of coronavirus on retail.

CONTENTS

What’s the Story?

Why It Matters

US Retail amid Economic Recovery: A Deep Dive

Differences 

Similarities

What We Think

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Reasons to Read

Beauty was one of the most resilient discretionary categories in China in 2020, and a new wave of domestic offline beauty retailers is emerging. In this report, we explore how these new brick-and-mortar beauty retailers are achieving success in the China market by enhancing the shopping experience and gaining huge exposure on social media to appeal to young Chinese consumers.

Click here to read the previous report in our China Retail Insights series (formerly Insights from China), which explores the online secondhand retail market, covering the major market players, current challenges and how brands and retailers can capitalize on the growing recommerce trend.

CONTENTS

Beauty Remains Resilient in China

Newcomers in China’s Offline Beauty Market

Harmay

The Colorist

WOW Colour

Decoding the Early Success Behind Emerging Beauty Retailers in China

  1. Differentiated Merchandise To Excite Young Shoppers
  2. Social Media-Friendly Store Designs
  3. Omnichannel Shopping Experiences

What We Think

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We present Three Things You Need To Know on US Consumer Tracker: Signs of a Return to Stores. Find the full report here.

Reasons to Read

Deborah Weinswig, CEO and Founder of Coresight Research discusses the macro view of retail in 2021 and the longer-term opportunities.

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

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Reasons to Read

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers within our Coresight 100 coverage list, as they report fourth-quarter 2020 earnings.

We condense what retail companies are reporting regarding the following key content:

  • Management commentary on demand trends in the fourth quarter (where reported)—including comparable sales growth, details on consumer demand by category or channel, and qualitative insights
  • The impact of the Covid-19 pandemic on recent performance
  • The outlook for demand, as reflected in revenue guidance or more qualitative commentary

This week, there are highlights from companies that reported in the week ended February 28, 2021—namely, Best Buy, Farfetch, Home Depot, L Brands, Lowe’s, Macy’s, The RealReal, The TJX Companies and Wayfair.

Read the Earnings Insight 4Q20, Week 3 report here.

Click here to read the final report in the Earnings Insights 3Q20 series.

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  • The Chinese government encouraged people to stay put for the recent Chinese New Year festival, impacting more than 100 million people who would typically return home for the holiday each year.
  • Chinese New Year 2020 was turbulent, with most retail and food-service businesses affected by the outbreak of Covid-19. In 2021, retail and food-service sales over Chinese New Year grew 28.7% year over year—but this spending was still much lower than during the holiday in 2019, when all activities (such as retail and travel) were operating as normal and at full capacity.
  • Read our separate report on strategies for international brands to capitalize on Chinese New Year.

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Reasons to Read

This report provides select findings from Coresight Research’s February 22 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:

  • What product categories respondents had purchased online and in-store in the past two weeks
  • Whether respondents are avoiding public areas —and which types of places they are avoiding
  • Which retailers respondents bought food and nonfood products from

Our full report is available to premium subscribers and includes further findings on shoppers’ current online spending habits and the retailers they shopped at.

Click here to view all of our weekly survey reports.

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Reasons to Read

Coresight Research’s February 22 survey provides a detailed update on US consumers’ behaviors, concerns and expectations amid the coronavirus crisis, with a focus on the implications for US retail.

Our tracker questions cover the following:

  • What product categories respondents had purchased in-store and online in the past two weeks
  • Which retailers respondents had bought food and nonfood products from in the past two weeks
  • What activities respondents have done in the past two weeks
  • Whether respondents are currently avoiding public areas—and which types of places they are avoiding

We also present findings and trend data on what consumers are buying more and less of than pre-pandemic.

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.

CONTENTS

What’s the Story?

What Shoppers Are Buying and Which Retailers They Are Buying From

What Consumers Bought In-Store and Online

Which Retailers Consumers Purchased Food and Nonfood Products From

What Shoppers Are Doing and Where They Are Going

Consumers Visiting Enclosed Shopping Centers Reaches New High

Fewer than Eight In 10 Are Avoiding Public Places

Reviewing Trend Data in Current Purchasing Behavior

What Consumers Are Currently Buying More Of and Less Of

What We Think

Methodology

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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 how retailers and investors are looking to unlock value from retail real estate.

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.

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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 Fry’s Electronics, Havertys Furniture, Sleep Number, The Giant Company, The RealReal and Ulta Beauty in the US.

Click here to view our full collection of Weekly US and UK Store Openings and Closures Trackers.

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.

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Reasons to Read

The Chinese government encouraged people to stay put for the recent Chinese New Year festival, impacting more than 100 million people who would typically return home for the holiday each year. We discuss retail sales over the holiday, including the impact of people not returning home on consumer spending. We cover the following key points:

  • Retail sales in China over Chinese New Year
  • Consumer spending this year—including the impact of changed travel behaviors
  • Duty-free shopping as a developing feature of holiday spending in China

Click here to read our report on strategies for international brands to capitalize on Chinese New Year.

Click here to read our Monthly Consumer Update for China, the UK and the US.

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