Reasons to Read

Hosted annually on November 11, Singles’ Day is the world’s largest online shopping festival. Coresight Research’s Brand Journeys to Singles’ Day 2020 series profiles 11 US and international small and medium-sized brands with insights into their Tmall Global strategy in the run-up to the shopping event.

Continuing the series, we profile music merchandising firm Bravado, part of the Universal Music Group.

This report covers the following key topics:

  • The brand’s background
  • How Bravado it is leveraging its new partnership with Tmall Global and the upcoming Singles’ Day shopping event to tap into China’s established music-industry consumer base
  • The brand’s exclusive offerings and early-access benefits for Chinese music fans

Look out for the next report in our Brand Journeys to Singles’ Day 2020 series, which explores apparel brand Guess? Inc.

Click here to read more about Singles’ Day 2020, as well as further Coresight Research coverage of past Singles’ Day events.

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Reasons to Read

In China, Alibaba’s 11.11 Global Shopping Festival 2020 held its first sale period at 12:00 a.m. on November 1–3, following a pre-sale on October 21–31. In this free report, we present some early sales results from the first round of this year’s Singles’ Day event and discuss our observations so far, covering livestreaming and order fulfillment.

Click here to read more about Singles’ Day 2020, as well as further Coresight Research coverage of past Singles’ Day events.

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

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Reasons to Read

In this Market Outlook, we explore China’s retail sector.

This report covers the following key content:

  • The size and composition of China’s retail market and expectations for growth in 2020 and 2021—including consumer spending on key retail categories and overviews of the top five sectors
  • Rankings of China’s leading retail companies, with revenue and GMV data—including Alibaba and JD.com
  • Key themes in the market, with data insights from China’s National Bureau of Statistics—including e-commerce as a driver of sector consolidation, high consumer demand in certain product categories, sales growth among domestic beauty brands and opportunities in the duty-free format

This report includes highlights about beauty retail players such as Dr. Yu, Perfect Diary and The Colorist, as well as select department store operators and e-commerce platforms.

Click here to view all Coresight Research Market Outlook reports.

Click here to view our coverage of the impact of Covid-19 on retail.

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Reasons to Read

We provide an update on our estimates for the UK retail outlook for holiday 2020, following UK Prime Minister Boris Johnson’s announcement on October 31 of a four-week lockdown in England.

This report covers the following key content:

  • The imminent coronavirus lockdown to be imposed in England by the UK government will be effective from November 5 to December 2—and the nonessential stores forced to close under the new measures as well as the expected blow to UK retailers
  • How first-lockdown trends inform our predictions for the upcoming second lockdown—with the potential key differentiator of underlying holiday demand for gifting purchases this time round
  • Our predictions for a post-lockdown December bounce and implications of excess inventory for retailers into 2021
  • The impacts of a second lockdown on retail bankruptcies and company voluntary arrangements—including our expectations for a renewed wave of UK store closures

We provide a UK Covid-19 timeline of key developments in the appendix.

This report provides an update to our previously published Holiday 2020: UK Retail Outlook from October, which is free to access.

Click here to read our Holiday 2020: US Retail Outlook report.

 

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Reasons to Read

Hosted annually on November 11, Singles’ Day is the world’s largest online shopping festival. Coresight Research’s Brand Journeys to Singles’ Day 2020 series profiles 11 US and international small and medium-sized brands with insights into their Tmall Global strategy in the run-up to the shopping event.

Continuing the series, we profile beverage brand Shivelight.

This report covers the following key topics:

  • The brand’s background and the origins of the “drinking vinegar”-based Shrub beverages
  • Shivelight’s focus on sourcing natural ingredients
  • How entering the China market through Singles’ Day will help the brand tap into Chinese demand for healthy soft drinks

Look out for the next report in our Brand Journeys to Singles’ Day 2020 series, which explores artist merchandising company Bravado.

Click here to read more about Singles’ Day 2020, as well as further Coresight Research coverage of past Singles’ Day events.

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

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Reasons to Read

The shape and scale of consumer demand during the holiday peak is less certain than ever due to the Covid-19 pandemic. We present five predictions for US retail for the 2020 holiday season, covering the following key topics:

  • Black Friday—in-store vs online shopping
  • Thanksgiving—store closures and consumers’ plans to shop
  • The rise of e-commerce
  • Online grocery demand
  • An evolving gifting mix—and the opportunity that gift cards present to retailers

Click here to read our free report outlining our first estimates for the US retail outlook for holiday 2020, covering expected total retail sales growth and demand by category and sector.

Click here to read all Coresight Research coverage of US holiday retail.

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Reasons to Read

Group buying—a selling model that is popular in China—uses the power of recommendation and influence within a community network to drive purchasing behaviors. We explore the untapped opportunity that group buying presents for beauty brands and retailers globally, with learnings from Chinese group-buying platform Pinduoduo.

This free report is brought to you in partnership with CEW—conversation leaders in the beauty industry and community. Our joint insights highlight four innovative group-buy strategies that beauty brands and retailers could employ to gain consumer insights, drive sales and expand their customer base.

This report is part of our Beauty Insights  series, which explores prominent or emerging themes and trends in the global beauty market. Click here to read the previous report in the series, which explores CBD and the future of health and wellness.

Click here to read the previous Coresight Research x CEW Beauty Insights report, which explores spectacular retail in China’s beauty market.

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Reasons to Read

We discuss recent bankruptcy protection filings from two REITS—CBL and Pennsylvania Real Estate Investment Trust (PREIT). Both filings were voluntary, intended to trigger agreements reached with their respective creditors.

We outline company comments on the filings and compare CBL and PREIT in terms of properties and selected financial metrics. We also discuss our expectations for further filings from REITs and retailers in the wake of the pandemic.

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

These two bankruptcy filings represent the first events in what is likely to be a long restructuring process among retailers, landlords and landlord creditors. Coresight Research estimates that around 25% of malls will close over the next three to five years. Click here to read more about the coronavirus-induced acceleration of mall consolidation.

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Reasons to Read

The US menswear market is becoming more focused on comfortwear, casualwear and activewear, with these categories trending among consumers amid the Covid-19 pandemic. We explore the market shift and discuss what brands and retailers are doing to differentiate themselves in an increasingly competitive environment.

This report covers the following:

  • A Covid-19 casualization timeline—including major work-from-home announcements and Chapter 11 bankruptcy filings that impact the US menswear market
  • Coresight Research estimates for the US menswear market size in 2020
  • Men’s clothing sales by category in 2019
  • The top 10 menswear brands, by market share—considering five-year growth and category trends
  • Major retailers that have cited opportunities in the activewear and casualwear space—including Burlington, Kohl’s, Ross Stores and The TJX Companies
  • Select brands’ and retailers’ efforts to differentiate themselves in the US menswear space—including Levi’s, Lululemon, PVH Corp. and Walmart
  • Collaborations involving men’s outdoor and activewear brands—including The North Face and Hanesbrands’ Champion

Click here to read about the impacts of the casualization trend on the US businesswear market.

Click here to read more Coresight Research Market Outlooks and Post-Crisis Outlooks for other retail sectors.

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Reasons to Read

Hosted annually on November 11, Singles’ Day is the world’s largest online shopping festival. Coresight Research’s Brand Journeys to Singles’ Day 2020 series profiles 11 US and international small and medium-sized brands with insights into their Tmall Global strategy in the run-up to the shopping event.

Continuing the series, we profile homeware brand French Bull.

This report covers the following key topics:

  • The brand’s background and vibrant design aesthetic
  • French Bull’s focus on exclusive and colorful offerings, and the appeal of such products to China’s millennial demographic

Look out for the next report in our Brand Journeys to Singles’ Day 2020 series, which explores beverage brand Shivelight.

Click here to read more about Singles’ Day 2020, as well as further Coresight Research coverage of past Singles’ Day events.

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We present Three Things You Need To Know on US Survey Update—Consumers’ Shopping Plans for Thanksgiving and Black Friday. Find the full report here.

Reasons to Read

This report is part of our The 12 Weeks of Holidays series, in which we present key data, trends and observations as we count down to the peak holiday season.

We explore the upcoming Black Friday shopping holiday, including US consumers’ expectations to shop.

We discuss the following key topics:

  • Online consumer spending on Black Friday weekend 2019—including Thanksgiving Day, Small-Business Saturday and Cyber Monday
  • Expectations for in-store shopping this year—considering consumer safety concerns and the use of contact-light collection services
  • Popular product categories that consumers expect to shop online and in-store
  • Where US shoppers plan to shop in-store on Black Friday—such as Best Buy, Kohl’s, Macy’s, Target and Walmart
  • The impact of behavioral changes on future Black Fridays
  • What retailers are doing differently for Black Friday 2020
  • Implications for brands, retailers and technology vendors

Click here to read more about consumer expectations to shop on Black Friday and Thanksgiving, based on recent findings from our proprietary weekly survey of US consumers.

A more extensive list of retailers’ Black Friday operating plans is included in the Coresight Research US Holiday Retail 2020 Databank, which also includes data around holiday hiring and consumer shopping and spending expectations.

Click here to read the previous report in the The 12 Weeks of Holidays series, which explores the upcoming Thanksgiving holiday.

Click here to read all Coresight Research coverage of US holiday retail.

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Reasons to Read

We discuss a recent move by Walmart to axe its program to deploy shelf-scanning robots, with the company having reportedly canceled its contract with robotics technology provider Bossa Nova robotics.

We outline what the potential reasons behind Walmart’s decision, the program’s original scope and what the cancellation means for the robotics industry.

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

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Reasons to Read

Hosted annually on November 11, Singles’ Day is the world’s largest online shopping festival. Coresight Research’s Brand Journeys to Singles’ Day 2020 series profiles 11 US and international small and medium-sized brands with insights into their Tmall Global strategy in the run-up to the shopping event.

Continuing the series, we profile Lab to Beauty (a The Advantage Co. brand), which specializes in CBD skin care.

This report covers the following key topics:

  • The brand’s background and the use of CBD in beauty
  • Lab to Beauty’s focus on natural and safe beauty products—and the appeal of such products to today’s beauty shoppers in China
  • How the brand is engaging with consumers as part of its China market entry—including through livestreaming

Click here to read our separate Beauty Insights report on CBD and the future of health and wellness.

Look out for the next report in our Brand Journeys to Singles’ Day 2020 series, which explores French Bull, a retailer of toys, pet products and home goods, whose slogan is “Live vivid.”

Click here to read more about Singles’ Day 2020, as well as further Coresight Research coverage of past Singles’ Day events.

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

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