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 shifts in the holiday-season shopping period, with retailers launching promotions as early as October.

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

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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 Dick’s Sporting Goods and Macy’s in the US and The Co-op and Jigsaw 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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Reasons to Read

In China, alternative retail formats are becoming more desirable for brands and retailers to meet consumer demand for safety and convenience in the wake of the coronavirus crisis. In this report, we discuss the rise of “autonomous retail,” our term for a labor-light, technology-heavy retail segment that encompasses unstaffed stores, vending machines and unstaffed shelves.

We present insights into the accelerated development of the unstaffed retail business in China due to Covid-19. We explore the features, typical locations, size, initial setup costs, advantages and disadvantages of the three autonomous retail formats in China, with examples of operators in each space:

  1. Unstaffed stores—F5 Future Store, Bianlifeng
  2. Vending machines—Maker Store, JD.com
  3. Unstaffed shelves—Bianligou by MissFresh

This report covers technologies such as RFID, robotics, QR codes and self-checkout.

To read related content, see our previous report on unstaffed stores and our recent Retail Reimagined report on contact-light retail.

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We present Three Things You Need To Know on Global Tourism: How Covid-19 Has Impacted the US Travel Sector. Find the full report here.

Reasons to Read

With two months to go until Singles’ Day 2020, we explore 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.

We discuss the following key topics:

  • The extended timeline for Alibaba’s Singles’ Day 2020
  • Five key digital marketing tools offered by Alibaba—including use examples of merchants that have used them to drive traffic
  • Implications for brands and retailers

This report includes highlights around livestreaming, artificial intelligence technology and gamification.

Click here to read the previous report in our countdown to Singles’ Day, which discusses how brands and retailers can use Weitao, Alibaba’s built-in social feed for Tmall and Taobao, to prepare for China’s biggest e-commerce festival.

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

Coresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content:

  • Countries of operation and key product categories
  • Annual metrics—including revenues, operating margin and global store numbers
  • Our insights into the company’s operations, including consideration of headwinds and tailwinds
  • Business strategy
  • Recent company developments
  • The company’s current management team

Click here to see our full Coresight 100 list and related reports.

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Executive Summary

  • The New Consumer
  • Key Trends and What They Mean for the Future of Retail
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Reasons to Read

The coronavirus pandemic has resulted in the shift of significant additional sales to the online channel this year, and retailers have had to pivot and accelerate their adoption of e-commerce.

In this report, we discuss how retailers are rethinking their brick-and-mortar store presence over the longer term, covering the following key topics:

  • The refocus by retailers and brand owners to e-commerce—with examples of this shift from Best Buy, Bed Bath & Beyond, Estée Lauder and Microsoft
  • The changing role of the physical store as part of omnichannel fulfillment—including the adoption of BOPIS and curbside pickup as well as conversion to dark stores
  • Implications for retailers and real estate firms of the shift to e-commerce at the expense of stores

Another result of the “mask economy” due to Covid-19 is that US retailers are refocusing on product over experiences—a reversal of the previous trend toward experiential retail. Click here to read our separate report on this topic.

Click here to read our US Store Closures 2020 Outlook.

Click here to read Coresight Research’s ongoing coverage of the coronavirus pandemic, and visit our Coronavirus Tracker for more information on temporary store closures and key developments.

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We present Three Things You Need To Know on Opportunities in the US Women’s Plus-Size Apparel Market. Find the full report here.

Reasons to Read

On August 25, 2020, Coresight Research hosted Michael Brackett, CEO and Founder of data analytics provider Centricity, to discuss how data-driven insights can inform more efficient inventory planning and product development.

We present key insights from the webinar:

  • Backwards-looking sales data and subjective insights are not enough to drive efficient R&D.
  • Centricity captures consumer sentiment data to create actionable insights for retailers.

Click here to view the video recording of this webinar.

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

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Reasons to Read

This report, part of our AI in Retail series, discusses the growing adoption of AI technologies in grocery retail, covering the following topics:

  • The value of AI across five key areas of grocery retail, as detailed in our proprietary SCORE framework
  • Leveraging AI to improve operational efficiency in grocery supply chain management
  • Grocery retailer collaborations with technology vendors on AI—including examples from Walmart and Fresh Thyme
  • Recent funding activities for selected supply chain platforms

Click here to view more of our reports on AI in retail.

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Executive Summary

  • The current retail environment
  • Key trends and what they mean for the future of retail
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QUESTION OF THE WEEK: How Much Will Major US Warehouse Clubs and Mass Merchandisers Generate in Sales This Year?

Coresight Research estimates that total sales by major US warehouse clubs and mass merchandisers will reach $639.7 billion in 2020, up 5.4% year over year.

Reasons to Read

A growing number of inclusive apparel brands and retailers are addressing new consumer expectations in US women’s plus-size apparel, broadening their plus-size offerings to better serve this growing market segment and take advantage of the opportunity it presents.

We discuss the following key topics:

  • A market overview for the US women’s plus-size apparel category
  • Sizing inconsistencies among plus-size apparel offerings, including a breakdown of sizes carried by selected brands and retailers
  • New product launches and influencer collaborations—including the spike in activewear and swimwear collection launches in 2020
  • Store closures related to plus-size brands and retailers amid the Covid-19 crisis
  • Body positivity in the plus-size apparel market—with the rise of business models such as social commerce and fashion rental

This report features highlights from American Eagle’s Aerie, Eloquii, NIKE and Target, among other brands and retailers.

For more information on brands taking action on inclusivity and body positivity in women’s apparel, read our report on the US women’s intimates market.

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Reasons to Read

Our quarterly Global Tourism series discusses domestic and international tourism themes and trends. In this report, we explore how the coronavirus crisis has impacted the US travel sector.

We discuss findings from our recent proprietary survey about the behaviors and plans of US travelers:

  • US consumers’ leisure travel expectations for the remainder of 2020
  • How US travelers have changed their travel plans due to Covid-19
  • The effects of the crisis on how US consumers expect to travel for leisure in 2021 compared to pre-crisis

This report also presents key insights into the following topics:

  • The slow pickup of domestic tourism in the US—with a shift to self-drive trips
  • International inbound travel to the US—which has taken a significant hit this year
  • Contact-light technology adoption in the travel industry

Read the previous reports in the Global Tourism series, in which we explore how Covid-19 has impacted the behaviors and plans of Chinese travelers the key factors contributing to the growth of the booming airport retail market.

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

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