Reasons to Read

Analyzing consumer demand in September 2020, we saw exceptional retail sales growth in the US, while the UK maintained growth momentum and China reported positive sales growth for the second consecutive month.

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 and UK 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

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 2020
  • What is happening in retail in the US and UK this week
  • Year-to-date 2020 major US and UK store openings and closures
  • 2020 major US retail bankruptcies
  • New non-store-closure news

This week, there are highlights from Carter’s, Gap Inc. and Ross Stores in the US and Flannels 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 Trackers.

Complementing our weekly Tracker report, the new Coresight Research Retail Store Databank offers our premium subscribers access to openings and closures data from 2012 to 2020 year to date, filterable by sector and year. Click here to view.

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We present Three Things You Need To Know on Holiday 2020: Hottest Toys. Find the full report here.

 

Reasons to Read

The Coresight Research and IRI monthly US CPG Sales Tracker provides our data-driven insights into online sales trends in the US CPG industry—covering the product categories of food & beverage; health & beauty; and general merchandise & homecare.

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

In this report, we present five key insights from the four weeks ended October 4, 2020, across the following metrics:

  • Year-over-year growth of CPG e-commerce sales versus growth in total CPG sales, as well as online penetration rates in food and nonfood CPG
  • Online sales growth by category type
  • Breakdown of online sales by category
  • Online sales growth of food & beverage departments
  • Online sales growth of nonfood departments such as beauty and homecare

Click here to read the previous report in our US CPG Sales Tracker series.

Reasons to Read

We provide our estimates for the UK retail outlook for holiday 2020. This free report covers the following key content:

  • Our estimates for total retail sales growth—including discussion of demand by category and the impact of coronavirus-related restrictions
  • Capacity challenges relate to Covid-19 social distancing and e-commerce demand
  • Our expectations for online retail sales—considering recent online growth trends at store-based food and nonfood retailers, as well as nonstore retailers

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

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

Update: On October 31, subsequent to publication of this report, UK Prime Minister Boris Johnson unexpectedly announced a four-week lockdown in England. This lockdown forcesdnonessential retail stores to close from November 5 to December 2. See our updated retail outlook for more details.

Reasons to Read

This report is part of a monthly series in which we discuss developments in China under the banner of “New Retail.” We offer insights into recent news, with a focus on digitalization and strategic collaborations.

This month, highlights include Alibaba’s planned investment in travel retailer Dufry to capture sales from China’s growing domestic duty-free market and Pinduoduo’s partnership with Yili, the largest dairy company in China, to livestream the production process in its formula factory as a move to gain consumer trust.

We also explore the opening of a flagship store on Tmall Luxury Pavilion by British luxury goods brand Dunhill and Canadian fashion group Ports launch of an exclusive promotion for members of JD.com’s premium membership program, JD Plus.

The appendix details the last 12 months of New Retail developments in China.

Click here to read the previous report in the New Retail Briefing series, which discusses Alibaba’s investment in logistics firm YTO Express and grocery retailer Bunnymaicai’s plans to leverage recent funding for further digital development.

Click here to view Coresight Research’s ongoing coverage of the coronavirus outbreak.

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Reasons to Read

Hosted 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.

In this report, we profile Volition Beauty, covering the following key topics:

  • The story behind Volition Beauty’s innovative crowdsourcing business model, which creates personalized and community-vetted beauty products
  • The opportunity for the brand to leverage digital innovation to appeal to Chinese beauty shoppers
  • Volition Beauty’s strategies for market entry, including a focus on clean beauty and collaboration

Return tomorrow for the fourth report in our Brand Journeys to Singles’ Day 2020 series, which explores hair-dye brand Punky Colour.

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.

Reasons to Read

Hosted 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.

In this report, we profile C.O. Bigelow, covering the following key topics:

  • The origins and brand background of C.O. Bigelow as the oldest apothecary in the US
  • How the brand has leveraged heritage marketing strategies in its journey on Alibaba’s Tmall Global
  • Growth opportunities for the brand in China market entry, based on a reputation of exclusivity, trust and quality

Return tomorrow for the third report in our Brand Journeys to Singles’ Day 2020 series on US collaborative beauty brand Volition Beauty.

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.

Reasons to Read

This year, Singles’ Day has become more important than ever for brands and retailers to drive sales and mitigate the negative impacts of the Covid-19 pandemic. Major e-commerce platforms have already kicked off the event with a pre-sale period.

In this report, we present a preview of the world’s largest shopping festival, which will take place on November 11. We provide 11 predictions for Singles’ Day 2020, covering consumer participation, sales growth, product delivery and more.

We also discuss the following:

  • New features for the 2020 event from Alibaba—including an extended shopping period, expanded offerings and a focus on livestreaming
  • How different platforms are approaching 11.11—including JD.com, Pinduoduo and Suning.com

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

On October 14, Coresight Research hosted Jesse Thares, Growth, E-Commerce and Payments Consultant at Riskified, to discuss fraud prevention in the shifting online retail landscape. We present key insights from the webinar, covering the following topics:

  • How new e-commerce users are driving growth online via e-wallet and mobile purchases
  • New fraud opportunities related to changes in shopping behaviors
  • Fraud prevention options for retailers and consumers

Click here to view the video recording of this webinar.

To register for future Coresight Research webinars, please click here.

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

Reasons to Read

As part of our Holiday 2020 coverage, we explore the hottest toys in the US, based on the key trends that we think are going to influence toy gifting this shopping season.

In this report, we cover the following content:

  • Our estimates for US holiday 2020 toy sales
  • Highlights of the top-toy lists from major US retailers this year
  • The top toy trends in 2020—driven by the popularity of licensed entertainment characters and kid influencers, for example

The appendix includes this year’s top-toy lists from Amazon, Kohl’s, Target and Walmart.

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

Click here to access our US Holiday Retail 2020 Databank

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Reasons to Read

This report is part of our 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 Thanksgiving holiday, which is likely to be markedly different this year due to changing consumer behavior amid the Covid-19 pandemic.

We discuss the following key topics:

  • Retail traffic and online consumer spending on Thanksgiving weekend 2019—including Black Friday, Small-Business Saturday and Cyber Monday
  • Expectations for in-store shopping this year—considering consumer safety concerns and shopping expectations, and some retailers’ decisions to close stores on Thanksgiving Day
  • The potential growth of e-commerce this holiday
  • Shifts in product mix toward at-home food consumption—and the resulting “big bird” problem
  • Implications for brands, retailers and technology vendors

Click here to read the previous report in the 12 Weeks of Holidays series, which presents findings on how US consumer spending and retail sales have shifted amid Covid-19—and how we expect them to change further for the holiday season.

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

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Reasons to Read

Hosted annually on November 11, Alibaba’s 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.

To kick off the series, we profile hemp and CBD brand Uncle Bud’s, covering the following key topics:

  • The story behind Uncle Bud’s inception and US market success
  • A spotlight on the importance of key opinion leaders (KOLs) in the brand’s Tmall Global journey and in the run up to the Singles’ Day 2020 shopping festival
  • The brand’s  strategy for China market entry, including partnerships with Chinese and American celebrities ahead of its new online shop launch on November 6

Return tomorrow for the second report in our Brand Journeys to Singles’ Day 2020 series on America’s oldest Apothecary brand, C.O. Bigelow.

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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