Deep DiveRetail Innovators: E-Commerce Platforms Coresight Research August 26, 2020 Reasons to ReadThe Coresight Research Retail Innovators series examines how key players and startups are disrupting different retail sectors. In this report, we focus on six technology innovators in the global e-commerce market: Fanjoy, a US-based e-commerce platform that provides customized clothing and gift boxes created by celebrities Huckberry, a US based e-commerce company that focuses on outdoor lifestyle Mia.com, a China-based ecommerce platform that sells imported parent-and-baby products Simsim, an India-based video e-commerce platform that sells fashion, beauty and electronics products Springlane, a Germany-based e-commerce company creates and sells kitchen and grilling products online Yunji, a China-based S2B2C social commerce platform that operates on a membership-based model We discuss these industry players in the context of changing consumer demand and the influence of social commerce. We provide company profiles and consider the following key topics for each innovator: How the company has disrupted the market—including growth strategies and omnichannel ecosystems landscape Tailwinds and headwinds Impact on traditional players Click here to read the previous report in our Retail Innovators series, which looks at companies disrupting the apparel sector. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Event CoverageOpen for Business with Conor Flynn, Kimco Realty: The Future of Retail Real Estate Coresight Research August 26, 2020 Reasons to ReadCoresight Research hosted Conor Flynn, CEO of Kimco Realty, on August 12, 2020, as part of our Open for Business webinar series. We present insights from our conversation, focused on three key topics: The creative use of shopping center space—taking a resourceful approach to leveraging common areas to drive traffic Tenants as partners—implementing measures to support hard-hit tenants to survive the coronavirus-impacted retail landscape Shifts in store structures—understanding the significance of grocery-based anchor stores and the role of automation in evolving store spaces We summarize Flynn’s key takeaways from Kimco’s experiences during the Covid-19 crisis. Click here to watch the video recording of this webinar. To register for future Coresight Conversations webinars, please click here. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for
Deep DiveReviewing America’s Retail Bankruptcies amid the Coronavirus Crisis Coresight Research August 26, 2020 Reasons to ReadFollowing a large number of bankruptcy filings in 2019, retail failures have continued apace in 2020, driven by the Covid-19 crisis. We examine notable US bankruptcies from last year and in year-to-date 2020 and the major factors behind these filings. In this report, we cover the following key content: The impact of the coronavirus pandemic in driving US retail bankruptcies this year A summary of major US retail bankruptcies in 2020 so far Contributing factors to the spike in recent filings—including burgeoning e-commerce, debt overload and leveraged buyouts by private equity firms An in-depth review of selected post-Covid retail bankruptcies and each company’s recent financial metrics—including Ascena Retail Group, JCPenney, J.Crew and Neiman Marcus A comparison of US retail bankruptcies in 2019 versus year-to-date 2020 An in-depth review of selected pre-Covid (2019) retail bankruptcies and each company’s recent financial metrics The impact on mall owners, some of which are looking to acquire bankrupt retailers Implications for retailers and real estate firms Click here to read our US Store Closures 2020 Outlook. Read our separate reports on US mall closures and our expectations of the acceleration of bankruptcy filings through the remainder of the year. 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. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Insight ReportUS Mall Closures: Impact of Covid-19 Likely To Accelerate Mall Consolidation Coresight Research August 25, 2020 Reasons to ReadWe explore US mall closures in the context of the coronavirus crisis. Considering the impact of Covid-19 on mall consolidation, we discuss the following key topics: Coresight Research estimates for mall closures in the next five years—and the level of risk posed to malls by classification How department store and other anchor store closures are exacerbating the challenges faced by mall owners The influence of tenant mix on near-term vulnerability—and the ways in which malls can alter their mix to become more robust in the current environment, such as by repurposing space into fulfillment centers and tapping health-care and grocery retail. For more on coronavirus-led mall closures and the challenges that US shopping malls may face through 2020 and beyond, read our America’s Changing Shopping Centers: Coronavirus Crisis Could Trigger Long-Delayed Mall Consolidation report. 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 key developments in retail amid Covid-19. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Question of the WeekWhat Proportion of Major US Retailers Now Offers Curbside Pickup? Coresight Research August 25, 2020 QUESTION OF THE WEEK: What Proportion of Major US Retailers Now Offers Curbside Pickup? Our August 2020 analysis found that 76% of the top 50 store-based retailers in the US now offer curbside pickup—and we expect this share to creep even higher in the coming months. This document was generated for
Deep DiveThe US Women’s Intimates Market: Growth Opportunities at a Time of Change Coresight Research August 25, 2020 Reasons to ReadDriven by shifting consumer expectations and evolving lifestyle choices, the US women’s intimates industry shows distinct signs of opportunity. In this report, we discuss four growth opportunities in the US women’s underwear market: Market shifts away from traditional retail Expanding definitions and curation of the underwear category, blurring the boundaries with loungewear, sleepwear and shapewear Brands taking action on inclusivity, diversity and body positivity Continued interest in the sports-bra category We explore examples of developments among major brands including American Eagle’s Aerie, Lululemon, Savage x Fenty, ThirdLove and Victoria’s Secret. For more on retail opportunities in the current environment, click here to read our 10 Trends in Global Retail—Post-Crisis Update report. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Insight ReportNew Retail Briefing: Burberry Launches a Social Store with Tencent; JD.com Invests $100 Million in Li & Fung Coresight Research August 25, 2020 Reasons to ReadThis 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 the opening of Burberry’s new “social retail store” in technology hub Shenzhen and the launch of Alibaba’s fifth Taobao Maker Festival, which features a 3D digital exhibition and a cross-country roadshow. We also discuss the flagship store opening of luxury brand 3.1 Philip Lim on JD.com as well as JD.com’s $100 million investment in Li & Fung to collaborate on supply-chain development and new private-label product launches. 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 explores moves by international brands to seek growth in China post pandemic. Click here to view Coresight Research’s ongoing coverage of the coronavirus outbreak. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Deep DiveRetail Reimagined: Coresight Research Ebook Coresight Research August 25, 2020 Reasons to ReadIn Coresight Research’s Retail Reimagined ebook, we offer a thematic outlook to the post-crisis world, identifying and discussing key retail trends that are likely to prevail and exploring how retail may be reimagined in response to shifts in demand and supply. This ebook covers the following eight Retail Reimagined topics: Gamifying retail Selling through social media Festivalizing retail Selling through livestreaming Making store experiences frictionless Enabling contact-light retail Rethinking product creation Enabling faster delivery Our separate reports on these topics can be accessed by clicking the links above. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Flash ReportUS Survey Update: Online Grocery Shopping Looks To Be Here To Stay (Select Findings) Coresight Research August 24, 2020 Reasons to ReadThis report provides select findings from Coresight Research’s August 19 survey of US consumers on the coronavirus crisis. We asked respondents about the impact of the pandemic on their behaviors and expectations, with a focus on implications for retailers. This report is available for free and can be accessed by registering for a free account. We highlight three selected findings from our weekly survey: The most-shopped online grocery retailers Whether the online grocery shopping trend will stick once the Covid-19 pandemic eases Whether respondents are currently avoiding public areas or travel. Our full report is available to premium subscribers and includes further findings: The shift of grocery shopping to e-commerce as a consequence of Covid-19 What activities respondents have done in the past two weeks and what they expect to do in the next two weeks A full list of the public areas or travel that consumers 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 Our latest research provides an update to our previous reports, which were based on surveys undertaken on 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. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for
Deep DiveUS Survey Update: Online Grocery Shopping Looks To Be Here To Stay (Full Report) Coresight Research August 24, 2020 Reasons to ReadCoresight Research’s August 19 survey provides a detailed update on US consumers’ behaviors, concerns and expectations amid the coronavirus crisis, with a focus on the implications for US retail. This week, we focus on consumers’ online grocery shopping behaviors—comparing the results with our US online grocery survey findings from mid-March. Our findings cover the following: The most-shopped online grocery retailers—including Amazon, Target and Walmart The shift of grocery shopping to e-commerce The adoption of online grocery shopping as a consequence of Covid-19—and consumer expectations for their frequency of online grocery shopping once the pandemic eases We discuss a number of survey findings on consumers’ current and expected behaviors, 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 We also provide trended data for a number of our regular weekly questions on spending and shopping: 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 We discuss the implications of our findings for brands and retailers. The findings provide an update to our previous reports, which were based on surveys undertaken on 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. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Insight ReportJuly 2020 UK Retail Sales: Big-Ticket and Small Retailers Take Total Growth Back to Pre-Crisis Levels Coresight Research August 24, 2020 Reasons to ReadUK retail sales growth returned to pre-crisis levels in July, building on the significant improvement in June. Total growth was supported by small retailers and big-ticket sectors. We review the monthly data for UK retail in total and by sector: We chart the trend in total value and volume retail sales growth over the last 13 months. We show value sales growth for 20 sectors across food and nonfood retail, for each of the latest three months. We discuss growth in online retail sales, by major sector. 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. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Insight ReportEarnings Insights 2Q20, Week 3: Home Categories Prove Strong and Apparel Weak as Discretionary Retail Sees an Uneven Recovery Coresight Research August 24, 2020 Reasons to ReadOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers within our Coresight 100 coverage list, as they report second-quarter 2020 earnings. We condense what retail companies are reporting regarding the following key content, with a focus on the impact of the coronavirus crisis: Management commentary on demand trends in the second quarter (where reported)—including comparable sales growth, details on consumer demand by category or channel and qualitative insights The strength of e-commerce following temporary store closures Details on the performance of reopened stores, where these have been provided The outlook for demand, as reflected in revenue guidance or more qualitative commentary on the shape or strength of demand—helping to build a picture of a potential US retail recovery in consumer demand This week, there are highlights from companies that reported in the week ended August 23, including Estée Lauder, Kohl’s, L Brands and The TJX Companies. Read the Earnings Insight 2Q20, Week 2 report here. Click here to read our wrap-up report for first-quarter 2020 earnings. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Analyst CornerWeinswig’s Weekly: US Retail Plans for Late Back-to-School Spending but an Early Holiday Season Coresight Research August 23, 2020 Reasons to ReadIn 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 the coronavirus-led delay to the back-to-school season for US retail, as well as the pull-forward of peak holiday demand. Each report also includes recent retail and technology headlines from Asia, Europe and the US. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2020, Week 34: Stage Stores Set To Liquidate All Its Stores Coresight Research August 21, 2020 Reasons to ReadOur 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 Rent the Runway, Stein Mart and Stage Stores in the US, and Baird Group 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. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Event Presentation2020: Second-Quarter Retail Recap and Back to School Outlook Coresight Research August 20, 2020 Reasons to ReadOn August 20, 2020, John Harmon, Senior Analyst at Coresight Research presented a wrap-up of the second quarter of 2020 at a virtual webinar hosted in partnership with business weather intelligence firm Planalytics. This presentation covers: Business Trends and Results Trends and Impacts of Back to School Weather outlook for Back to School Evan Gold, EVP of Global Partnerships at Planalytics also presented weather-driven insights for the quarter. Click here to read Coresight Research coverage of Back to School. For more on US retail sales, click here. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
