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.

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

Reasons to Read

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

Using exclusive Coresight Research survey data, we discuss three ways in which US consumers expect to shop differently this holiday season, covering the following topics:

1 A potential shift in spending on products versus services

2 When consumers expect to start holiday shopping

3 Anticipated demand around Amazon’s Prime Day

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

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Reasons to Read

This report provides select findings from Coresight Research’s September 22 survey of US consumers on their behaviors and expectations, with a focus on implications for retailers. This week, we asked consumers who usually celebrate Halloween how they expect to do so this year.

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  Whether consumers are planning to spend more or less for Halloween 2020 than they did last year

2  The activities consumers expect to do to celebrate Halloween

3  Whether respondents are currently avoiding shopping centers and malls

Our full report is available to premium subscribers and includes further findings on consumers’ current and expected behaviors:

  The safety precautions that consumers will take to celebrate Halloween safely amid the Covid-19 pandemic

  A full list of the public areas or travel that consumers are avoiding

  What activities respondents have done in the past two weeks and what they expect to do in the next two weeks

  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

Our latest research provides an update to our previous reports, which were based on surveys undertaken on September 15, September 9, September 2, August 26, August 19, August 12, August 5, July 29, July 22, July 15, July 8, July 1, June 24, June 17, June 10, June 3, May 27, May 20, May 13, May 6, April 29, April 22, April 15, April 8, April 1, March 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 September 22 survey provides a detailed update on US consumers’ behaviors, concerns and expectations, with a focus on the implications for US retail.

This week, we asked consumers who usually celebrate Halloween how they expect to do so this year. Our findings cover the following:

  • Whether they are planning to spend more or less for Halloween 2020 than they did last year
  • The activities they will do to celebrate Halloween
  • The safety precautions they will take to celebrate safely

We also discuss a number of survey findings on consumers’ current and expected behaviors, as well as regular weekly questions on spending and shopping, 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 15, September 9, September 2, August 26, August 19, August 12, August 5, July 29, July 22, July 15, July 8, July 1, June 24, June 17, June 10, June 3, May 27, May 20, May 13, May 6, April 29, April 22, April 15, April 8, April 1, March 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

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 brands, celebrities, retailers and social media platforms encouraging people to vote in the upcoming US election.

Each report also includes recent retail and technology headlines from Asia, Europe and the US.

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Reasons to Read

Blockchain is a powerful, fundamental financial technology that offers benefits to consumers around the world, particularly those currently excluded from financial systems. We present its features and the benefits it provides to businesses and consumers globally, beyond just being the engine that powers cryptocurrencies.

We discuss three examples of companies that are developing blockchain solutions that can be used to bring low-cost payment services to the world’s population:

  • China-based Ant Group
  • UK-based Electroneum
  • US-based Ripple

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

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Reasons to Read

On September 15, 2020, Coresight Research hosted Rogayeh Tabrizi, Theory+Practice CEO and Cofounder, to discuss how retailers can utilize artificial intelligence (AI) to improve their retail operations.

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

  • The importance of a complete data picture in applying AI
  • How to leverage AI to combine online and in-store shopping data and better understand consumer behavior
  • Pitfalls related to data management and the application of AI—including suggestions for how to curtail these issues

Click here to view the video recording of this webinar.

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

Click here to read more Coresight Research reports that explore AI in retail.

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 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 Ascena Retail Group and Lululemon Athletica in the US and J.Crew and Next in the UK.

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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Reasons to Read

In our quarterly US Retail Inventory Tracker reports, we analyze inventory trends among those US retailers listed in the Coresight 100.

We look at the inventory levels of various retailers in 2Q20 and assess why levels may have changed from the year-ago period, across the following sectors:

  • Apparel specialty retail—including American Eagle Outfitters and Burlington Stores
  • Department stores—including Kohl’s, Macy’s and Nordstrom
  • Food, drug and mass retail—including Target and Walmart
  • Home and home-improvement retail—including Home Depot and Lowe’s
  • Luxury retail—including Capri Holdings and Ralph Lauren
  • Beauty retail—Ulta Beauty

Click here to read the previous report in this series, which looks at 1Q20.

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Reasons to Read

With China’s National Day holiday fast approaching, we present our expectations for outbound international travel and domestic travel by Chinese tourists during Golden Week 2020.

In this report, we offer insights across the following key topics:

  • The impact of the pandemic on outbound international travel
  • Our estimates of the number of domestic Chinese tourists and per capita spending
  • The preferential policies that both provinces and companies are offering to attract tourists and drive spending in the wake of the Covid-19 crisis
  • A focus on safe travel—including the increasing popularity of smaller-sized group travel packages
  • The Mid-Autumn Festival—and the estimated sales performance of mooncakes this year

Click here to read our Global Tourism report about the pivot of China’s travelers to domestic tourism, based on key findings from a Coresight Research proprietary survey.

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

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