Reasons to Read

The Coresight Research team attended Alibaba Group’s annual Investor Day virtually. We present key insights from the event on September 28–30, including the recent performance and future outlook of Alibaba’s key businesses:

  • Core Commerce—Taobao, Tmall and Tmall Import
  • New Retail—Freshippo
  • Local Services—such as Ele.me
  • Cainiao Logistics
  • Alibaba Cloud

We also outline Alibaba’s three core growth engines and strategies.

Clear here to read more Coresight Research coverage of Alibaba Group.

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

Reasons to Read

On September 22, 2020, Coresight Research hosted Andreas Sjölund, Quinyx Chief Revenue Officer and Cofounder, to discuss how workforce management automation can help retailers manage the new retail landscape.

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

  • How meeting employee priorities in terms of flexibility can boost employer revenues and loyalty.
  • The role of workforce management automation in ensuring safety and appreciation in the work environment
  • How automated workforce systems can optimize the arrangements of employee shifts

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

On October 1, 2020, Coresight Research presented

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Reasons to Read

The rapid shift toward working from home in the wake of the coronavirus pandemic has accelerated the longstanding casualization trend in US workplace dress codes, with significant impacts for the formal businesswear market. We discuss the following key topics:

  • The current US businesswear market—including the scope of different formal apparel categories and the impact of coronavirus-related shifts to working from home on brands and retailers including Ann Taylor, Brooks Brothers and Tailored Brands.
  • The future of the businesswear market, including the increased popularity of work-leisure clothing and technology innovations in businesswear.
  • Opportunities for growth in the declining market—such as DTC and online sales and subscription/rental business models, with examples from brands including Indochina and Rent the Runway.

For more insight into the US retail industry, read our previous deep dive report on US Home-Improvement E-Commerce here.

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Reasons to Read

This report kicks off our new series exploring the commitments of selected major retailers to sustainability, through the lens of Coresight Research’s EnCORE framework.

In this report, we focus on Tapestry, a US-based, multinational, luxury fashion holding company. We cover the following key content:

  • The history of environmental, social and corporate governance (ESG) at Tapestry—through its three brands and at a corporate level
  • The company’s 2025 corporate responsibility goals
  • Tapestry’s ESG initiatives—as aligned with the EnCORE framework (from “Environmental engagement” to “Excellence in reporting and communicating”) and the UN’s Sustainable Development Goals.
  • The company’s commitment to the community, as exemplified by its response to the Covid-19 crisis

For a more detailed discussion around the development of sustainability in retail and the five components of our EnCORE framework, read our free report: “The Time for Sustainability in Retail Is Now”

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Reasons to Read

This report offers analysis of the second-quarter 2020 earnings of Coresight 100 companies based in the US. We assess the recent performance of retailers in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.

We discuss retailers across a number of sectors:

  • Apparel and footwear—including NIKE and VF Corporation
  • Beauty—including Estée Lauder and L’Oréal
  • CPG—including Procter & Gamble and Colgate-Palmolive
  • Department stores—including JCPenney, Macy’s and Nordstrom
  • E-commerce—including Alibaba, Amazon and JD.com
  • Electronics retail—Best Buy
  • Luxury—including Ralph Lauren and Tapestry
  • REITs—including Brookfield Property Partners and Simon Property Group
  • Specialty retail—including Burlington Stores, L Brands and Ross Stores
  • Food, drug and mass retail—including Dollar General, Kroger, Target and Walgreens Boots Alliance
  • Home and home-improvement retail—including Home Depot and Lowe’s

Click here to read the 1Q20 US Earnings Season Wrap-Up.

Readers may also be interested in our 2Q20 US Retail Inventory Tracker report.

In addition, 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.

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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We present Three Things You Need To Know on The 12 Weeks of Holidays: #1—Three Things US Shoppers Will Do Differently This Holiday Season. Find the full report here.

Reasons to Read

Our Consumer Tech Briefing series discusses recent developments in the world of technology. This month we look at new foldable screen smartphone releases from Microsoft and Samsung, as well as Amazon’s latest move into the health-care space.

We discuss the following technology developments:

  • Market growth estimates and white space opportunities for products with flexible screen capabilities and health wearables
  • The launch of Samsung’s latest variant in its folding screen smartphone range, including updates from previous versions, screen sizes, dual-function capacity and price point
  • The unveiling of Microsoft’s first folding screen smartphone—including details on screen functions, multitasking capacities and productivity features
  • Amazon’s latest foray into the health-care space with the launch of its Halo wearable health and wellness monitoring band and associated app.
  • Implications for brands/retailers and technology vendors

Read more about technological innovations in our previous Consumer Tech Briefing report, which looks at developments in the short-video space by three major players, including TikTok.

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Reasons to Read

We present key insights from the “Redefining Sustainability for a New Era of Retail” webinar, which was hosted on September 10, 2020 by Coresight Research and IBM and featured Shari Diaz, Director of Innovation, Strategy and Operations at IBM Sterling; Dan Goldman, Head of Strategy at The North Face; and Logan Duran, Director of Corporate Sustainability Strategy at Tapestry.

The webinar explored the following key topics:

  • Coresight Research’s EnCORE framework—a template to guide retailers in promoting sustainability and making a positive impact on the triple bottom line
  • The benefits for brands and retailers of involving consumers in sustainability decisions, especially in terms of consumer trust and loyalty
  • The importance of circular production models for brands and retailer to minimize their environmental footprint

To read more about the development of sustainability in retail and the five components of our EnCORE framework, see our free report: “The Time for Sustainability in Retail Is Now”

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

Reasons to Read

Analyzing consumer demand in August 2020, we saw the US and the UK maintain growth momentum, while China continued to see a rebound.

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, selected US retailers’ same-store sales 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

In our Reshaping Supply Chains for the 2020s series, we analyze the technologies and trends that are enabling the evolution of the supply chain. In this report, we discuss what retailers are doing to optimize sales management and the strategies and technologies that will drive sales growth.

This report considers the following key topics:

  • Sales management in supply chains
  • Key technologies for improving sales efficiency—focusing on analytics and artificial intelligence (AI) solutions for retailers
  • Case studies of applying technologies to sales management for retailers such as Best Buy and Pinduoduo
  • Technologies used by brands to successfully improve online and in-store sales experiences—including Burberry, NIKE and PVH Corp

Read previous reports in our Reshaping Supply Chains for the 2020s series for more information on smarter and greener warehousing, the evolution of manufacturing and demand forecasting.

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Reasons to Read

As Halloween kicks off the US 2020 Holiday season, festivities are likely to be impacted by the coronavirus pandemic. We discuss the impact of Covid-19 on Halloween celebrations and retail spending, including the following key topics:

  • How coronavirus-related restrictions and safety concerns will impact people’s choice of celebration activities—such as the anticipated shift toward home-centered festivities.
  • Detailed insights provided by our September 22 survey on US consumers’ behaviors, concerns and expectations in relation to this year’s Halloween holiday—including categories with the largest anticipated sales declines.
  • Ways for US retailers to adapt their offer to facilitate safe and socially distanced celebration activities.
  • Halloween plans disclosed by key retailers to manage this year’s holiday celebrations, including Dollar Tree, Party City, Target and Walmart.

Click here to read our full US Survey Update Report on how consumers plan to celebrate and spend for Halloween this year.

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Reasons to Read

Despite the underwhelming narrative for much of discretionary retail in the US this year, home-improvement retail is one sector that has fared well, supported in part by key retailers’ quick pivot to e-commerce.

We cover the following topics:

  • How three major Coresight 100 home-improvement retailers have accelerated their shift toward digital transformation and e-commerce operations—including key developments by Lowe’s, The Home Depot and Tractor Supply
  • E-commerce sector share, including online sales penetration and growth rates for each of the retailers
  • Delivery service expansion in relation to promoting e-commerce and catering to increased demand for fulfillment options that avoid entering stores
  • E-commerce sales growth and notable developments among smaller retailers in the sector—such as Ace Hardware and Houzz.
  • Insights from Coresight Research’s proprietary survey on US consumer’s shopping behavior for purchases pertaining to home-improvement products, including implications of the survey’s findings on e-commerce giant Amazon.

Read our post-crisis outlook report on US home and home-improvement retail here. For more information on US retail sales, read out latest insight report.

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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 September 6, 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.

We present Three Things You Need To Know on Beauty Insights: CBD and the Future of Health and Wellness. Find the full report here.

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