Reasons to Read

In this Market Outlook, we explore the US drugstore retail sector and its future outlook. We consider the competitive landscape, market innovators and disruptors, and the impact of the coronavirus pandemic on market growth and online sales. We also discuss key themes in the market, including:

  • Store openings from CVS, Walgreens and Walmart—including health-care concepts and services offered
  • The rise in telehealth adoption amid the pandemic, with insights from key drugstore retailers and breakdowns on the most common use cases for telehealth
  • Spikes in e-commerce growth and digital initiatives among pharmacy and drugstore retailers

This report includes from innovators and disruptors in the market—including Alto Pharmacy, Blink Health, Capsule, NorRx and PillPack by Amazon Pharmacy.

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

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Reasons to Read

The Big Billion Days sale will take place on October 16–21 this year. We explore a preview of key features of this year’s Big Billion Days shopping festival, including:

  • New features for this year’s event, such as pre-booking and early access for Flipkart Plus members
  • Gamification of the shopping experience and offers designed to draw shoppers into the event
  • Upcoming events hosted by other retailers
  • Implications for brands, retailers and technology vendors

Click here to read more Coresight Research coverage of the upcoming Big Billion Days shopping event.

Click here to read more about the retail industry in India in our recent Retail Tech Landscape. Learn more about subscriptions here.

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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 discuss the issues regarding last-mile shipping for the holiday season this year, with a focus on:

  • Shipping capacity volumes for the big three carriers in the US—FedEx, UPS and the USPS
  • Holiday surcharges, including the duration and per-package fees levied by FedEx, UPS and the USPS
  • Amazon’s move toward bringing delivery in-house
  • Implications for brands, retailers and technology vendors

Click here to read the previous report in the 12 Weeks of Holidays series, which discusses the “festivalization” of holiday retail.

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

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Reasons to Read

We explore the continued impacts of the Covid-19 crisis on the US apparel retail sector and present an outlook for the remainder of 2020 and into 2021

This Post-Crisis Outlook covers the following key topics:

  • Our estimates for 2020, including consumer spending on clothing and clothing and footwear specialty retailers’ sector sales
  • An outlook for 2021—including the expected drivers of demand
  • What retailers have said about the upcoming holiday season
  • Select retailers’ expansion of their digital presence
  • Inventory management and the importance of a resilient supply chain
  • The adoption of new selling models—such as livestreaming
  • Modification of lease conditions
  • Key market trends—including technological innovation, automation and demand for activewear
  • Commentary from select US apparel brands and retailers—including American Eagle Outfitters, Gap Inc. and NIKE
  • Bankruptcies and store closures in 2020
  • How direct-to-consumer brands are positioned in a post-crisis environment
  • Factors impacting the apparel sector’s resilience

Click here to read the previous US Apparel Retail: Post-Crisis Outlook report, published in June.

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

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We present Three Things You Need To Know on Holiday 2020—US Retail and Logistics Firms Boost Staff Numbers for an Online Holiday Season. Find the full report here.

Reasons to Read

With one month to go until Singles’ Day 2020, we explore the different plans made by Chinese platforms, including e-commerce and short video platforms, for this year’s event.

We discuss the following key topics:

  • Rules and application windows set by Alibaba for brands and retailers, reflecting the new timeline for Singles’ Day 2020.
  • Timelines for the events for participating platforms, including JD.com, Suning, Kuaishou and Douyin.
  • The types of promotions and incentives planned for consumers, as well as logistical, technical and financial support provided for brands and retailers to optimize traffic and drive sales.

Click here to read the previous report in our countdown to Singles’ Day, which discusses how brands and retailers can use Alibaba’s marketing tools to increase brand or product exposure and drive traffic to their Tmall and Taobao stores.

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

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Reasons to Read

This report provides select findings from Coresight Research’s October 6 survey of US consumers on their behaviors and expectations, with a focus on implications for retailers. This week, we discuss volatility in consumer behavior across retail and food service.

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:

  1. Which retail shopping festivals consumers expect to participate in out of the four events held by different retailers in October
  2. Whether respondents expect to buy or browse during the upcoming shopping festivals
  3. Whether respondents are currently avoiding public places, including shopping centers and malls

Our full report is available to premium subscribers and includes further findings:

  • A full list of the public areas or travel that consumers are avoiding
  • A full list of the activities that respondents have done in the past two weeks and what they expect to do in the next two weeks
  • Whether US shoppers are making more purchases online during the coronavirus outbreak and, if so, which categories

Our latest research provides an update to our previous reports, which were based on surveys undertaken on September 29September 22September 15September 9September 2August 26August 19August 12August 5July 29July 22July 15July 8July 1June 24June 17,June 10June 3May 27May 20May 13May 6April 29April 22April 15April 8April 1March 25 and March 17–18.

In addition to this survey, Coresight Research is publishing ongoing coverage on the coronavirus outbreak, which can be accessed here.

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Reasons to Read

Coresight Research’s October 6 survey provides a detailed update on US consumers’ behaviors, concerns and expectations, with a focus on the implications for US retail.

This week, we discuss consumer intent to purchase or browse promotions in the four upcoming shopping festivals in October and the most popular categories for intended purchases. We also discuss consumer behavior across retail and grocery, including findings around consumers’ avoidance of public places, as well as what activities they expect to do in the next two weeks, with survey findings covering the following:

  • 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 or travel—and which types of places or travel they are avoiding
  • Whether respondents are buying more or less of any retail categories as a result of the Covid-19 outbreak and, if so, which types of products
  • Whether US shoppers are making more purchases online during the coronavirus outbreak and, if so, which categories

The findings provide an update to our previous reports, which were based on surveys undertaken on September 29, September 22September 15September 9September 2August 26August 19August 12August 5July 29July 22July 15July 8July 1June 24June 17June 10June 3May 27May 20May 13May 6April 29April 22April 15April 8April 1March 25 and March 17–18.

If you do not have a premium subscription, you can access select findings in a complimentary abridged report.

In addition to this survey, click here to view additional coverage of the coronavirus outbreak.

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Reasons to Read

Part of our Holiday 2020 series, this report outlines key developments related to holiday hiring in US retail. We discuss the following:

  • Multiyear trends in seasonal hiring by major retail and logistics firms, including hiring numbers announced so far for 2020.
  • Early signs are that major US retailers will hire similar or fewer numbers of seasonal employees compared to last year.
  • Among retailers that have announced hiring plans against the uncertain background of the pandemic, hiring is mainly aimed at bolstering workforces to cater for a huge anticipated surge in e-commerce activity.
  • Hiring in allied sectors, such as shipping and logistics, is expected to broad offsetting reduced demand in parts of traditional retail, in light of coronavirus-related retail bankruptcies, sales declines and shifts toward online shopping.

Our US Holiday Retail 2020 Databank includes regularly updated data on holiday hiring by major US retailers and logistics firms—click here to access the Databank.

Click here to read Coresight Research’s coverage of US holiday retail for the 2020 season. To gain key retail insights for holiday hiring in 2019, read last year’s report here.

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QUESTION OF THE WEEK: Which Is the Most Used “Buy Now Pay Later” Service Provider in the US?

Afterpay is the most used Buy Now Pay Later (BNPL) service provider in the US, according to Coresight Research’s recent survey. Almost 25% of BNPL users had used Afterpay in the past 12 months. Additionally, response levels suggest that the average BNPL shopper uses more than one BNPL service.

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 potential inventory shortages for this holiday season.

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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We present Three Things You Need To Know on Shoppers’ Expectations for the 10.10 Shopping Festival. Find the full report here.

 

Reasons to Read

Launched in 2014, the Big Billion Days shopping festival is the annual flagship shopping event of Walmart-owned Indian retailer Flipkart. The Big Billion days sale will take place on October 16–21 this year. We discuss key things to know about the shopping holiday event, including:

  • The Big Billion Days sale background, including insight into timing the sale to coincide with India’s Navratri festival and shopping holidays launched by competitors in the Indian retail market
  • Pitching the Big Billion Days to the value-conscious consumer—including the discounts, sales channels and payment options made available to improve access for this target group
  • Scaling workforces to improve last-mile delivery during the Big Billion Days and beyond
  • Implications for brands, retailers and technology vendors

For more information on shopping events, click here to read the latest report on Coresight Research’s launch of the global 10.10 shopping festival.

Click here to read more about the retail industry in India in our recent Retail Tech Landscape. Learn more about subscriptions here.

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

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Reasons to Read

Coresight Research’s Retail Robustness Index, first published on March 26, evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. This report updates the scores based on financial reports and store-reopening announcements.

We rank the companies according to four metrics: financial health, sales capacity, product mix and management tenure.

This report also includes the following key content:

  • Monthly changes in the index
  • October index outlook
  • The top 10 retailers in our ranking and commentary on the companies that have seen the biggest score changes
  • Retail robustness by segment

The appendix details our methodology of calculating index scores.

This report follows the Retail Robustness Index: September 2020 Update.

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

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Reasons to Read

On September 23, 2020, Coresight Research hosted Heidi Benko, VP Solutions Strategy for Supply Chain Management at Infor, to discuss the importance of a resilient supply chain and the need for end-to-end data sharing and visibility for retailers and suppliers.

We present key insights from the webinar, covering the following topics:

  • How machine learning can help retailers to optimize their forecasting systems
  • The role supply chain management plays in last-mile fulfillment,
  • Why the shift towards collaborative supply chain optimization benefits all involved

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.

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