Reasons to Read

Coresight Research’s January 25 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 and what they expect to do in the next 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 shoppers’ current shopping and online spending habits—including what they 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

Retailers: Where Consumers Shopped

What Shoppers Are Doing and Where They Are Going

Consumers Get Slightly More Adventurous

Eight in 10 Are Currently 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

This report provides select findings fromCoresight Research’s January 25 survey of US consumers on their behaviors and expectations, with a focus on implications for retailers. This week, we discuss what consumers bought in-store and online and the avoidance rate of public places.

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:

  • Consumers in-store and online shopping preferences
  • Which retailers consumers purchased from for food and nonfood products
  • Avoidance rates of shopping centers and public places

Our full report is available to premium subscribers and includes further findings on shoppers’ current online spending habits and the activities they expect to do in the next two weeks.

Click here to view all of our weekly survey reports.

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We present Three Things You Need To Know on Head-to-Head in E-Commerce: Alibaba vs. JD.com. Find the full report here.

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 impact on retail of the new “Build Back Better” recovery plan in the US.

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

On January 26, 2021, Coresight Research and Blue Yonder hosted a virtual mini conference, “Supporting the Customer Journey: Localization for Speed to Market and Flexibility.”

The event brought together leaders from top retailers and organizations—including AAFA (American Apparel & Footwear Association), New Balance, Orvis, PVH Corp. and Tractor Supply—to explore existing challenges in retail and the strategies that brands and retailers can employ to keep up with fast-changing consumer demand and shifting market conditions.

In this free report, we provide eight key insights from the mini conference, covering the following topics:

  • Nearshoring and “newshoring” strategies, as well as the on-demand manufacturing model
  • Synchronized supply chains and reducing risk in inventory management
  • Sustainability and environmental initiatives
  • Last-mile delivery
  • The role of physical stores—in terms of customer shopping preferences and the in-store experience, and as fulfillment centers
  • Direct-to-consumer selling

Click here to view the associated deck, which presents Coresight Research and Blue Yonder survey findings on the impact of Covid-19 on consumers’ purchase behaviors and retailers’ strategies on nearshoring and sustainability.

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 Amazon, American Eagle Outfitters, Conn’s HomePlus, Costco, Francesca’s, Godiva and L’Occitane in the US and Frasers Group and JYSK in the UK.

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

On January 26, 2021, Coresight Research and Blue Yonder hosted a virtual mini conference, “Supporting the Customer Journey: Localization for Speed to Market and Flexibility.” The event brought together leaders from top retailers and organizations—including AAFA (American Apparel & Footwear Association), New Balance, Orvis, PVH Corp. and Tractor Supply—to explore existing challenges in retail and the strategies that brands and retailers can employ to keep up with fast-changing consumer demand and shifting market conditions.

Click here to read our insights from the mini conference.

Click here to watch the webinar replay!

In this presentation, we present key findings from Coresight Research and Blue Yonder’s January 2021 survey of retailers and consumers, covering the following content:

  • The impact of Covid-19 on consumers’ purchase behaviors
  • The impact of Covid-19 on retailers’ strategies on nearshoring and sustainability
  • Differences between retailers’ perception of consumer demand and customer’s actual opinions

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Reasons to Read

In December, China’s total retail sales jumped 5.2% year over year, maintaining similar growth to November’s strong increase.

We review monthly data for retail in China in total and by sector:

  • We chart the trend in retail sales growth over the last 13 months.
  • We show retail sales growth for 15 sectors across food and nonfood retail, for each of the latest three months.
  • We discuss growth in online retail sales, by major sector.

We also present full-year growth for total retail sales in China, with discussion of the impacts of the Covid-19 crisis on retail in 2020.

Click here to view our full collection of monthly retail sales reports.

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Reasons to Read

We review store closures and openings in the US and the UK for the full-year 2020. We break down the numbers by sector and analyze the key retailers that significantly contributed to total openings and closures over the course of the year. We also present our projections of US store closures and openings in 2021.

Coresight Research’s Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies.

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.

CONTENTS

What’s the Story?

US Store Closures: Apparel Stores Saw the Most Closures

Apparel, Footwear and Accessories: Sector Breakdown

Store Closures Across Other Sectors

US Store Openings: Discount Stores Led in Store Openings

Discount Stores: Sector Breakdown

Store Openings Across Other Sectors

UK Store Closures: Apparel Stores and Electronics Retailers Drove Store Closures

UK Store Openings: Grocery Retailers Recorded the Most Openings

US Outlook for 2021

Estimating 10,000 Closures in 2021

US Store Openings Could Reach 4,000 in 2021

What We Think

Implications for Brands/Retailers 

Implications for Real Estate Firms

Note on Methodology

 

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Reasons to Read

Adaptive apparel refers to clothing and footwear designed to meet the needs of individuals with disabilities and conditions. We present highlights from the US market, covering the following key topics:

  • The adaptive consumer—disability types in the US by age range
  • Retailers and brands in the adaptive space—a timeline of recent market entrants
  • Recent innovations, including brand partnerships and community building
  • Catalysts for market growth

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

This free report is a preview to our Think Tank: The US Adaptive Apparel Market. The Coresight Research Think Tank series delves into the trends and segments that we have identified as key for 2021 and beyond. We provide a definitive overview of each topic and its impact on retail.

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Reasons to Read

Analyzing consumer demand in December 2020, we saw strong retail sales growth in the US and China, while the UK posted a marginal decline.

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.

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Reasons to Read

For Coresight Research’s new Head-to-Head series, we compare China’s two largest e-commerce companies, Alibaba and JD.com. In this report, we discuss the companies’ evolving business models, investment strategies, and selected financial and operating metrics to provide insights into their next stages of growth.

Contents

What’s the Story?

Why It Matters

Alibaba vs. JD.com: A Deep Dive

Business Models

Share of China’s E-Commerce Market

Revenue Growth

Profitability

Internally Developed Technologies: Growth Drivers

JD.com’s Logistics Development: In Detail

Alibaba’s Logistics Development: In Detail

New Retail

Where Are the Two Companies Heading?

What We Think

Implications for Brands/Retailers

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Reasons to Read

NRF 2021, the annual “Retail’s Big Show” event hosted by the National Retail Federation (NRF), is taking place virtually over six days between January 12 and 22.

The Coresight Research team presents our five key insights from day six of the event, which focused on the stickiness of pandemic-driven consumer shopping behaviors, new opportunities in the health and wellness market and growth in China’s luxury market.

We also offer our closing thoughts on the digital event as a whole.

Read our insights from day one, day two, day three, day four and day five of NRF 2021.

Coresight Research CEO and Founder Deborah Weinswig also hosted a session on day four of NRF 2021 with location data analytics startup Placer.ai. Click here to read highlights from the session.

Look out for our separate report presenting key takeaways from day six of the event.

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

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