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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Reasons to Read

We present an edited version of our conversation with Ethan Chernofsky, VP of Marketing at Placer.ai, from a Coresight Research webinar held on July 16, 2020.

The webinar explored the following key topics:

  • The return of traffic to shopping centers and the recovery of malls post Covid-19 pandemic
  • Mission-driven shopping and channel innovation in grocery—including curbside pickup and micro-fulfillment

An audience Q&A session also prompted conversation around retailers’ market positioning in the changing landscapes of different sectors—including fast food, fitness, direct-to-consumer, mass merchandise and the off-price sector.

Click here to watch the video recording of this webinar. To register for future Coresight Conversations webinars, please click here.

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Reasons to Read

We discuss the processes, opportunities and challenges in retailers and vendors sharing inventory and point-of-sale data. We highlight key findings from interviews with suppliers and vendors, as well as a Coresight Research survey of such companies.

This report includes insights into the following topics:

  • The importance of leveraging data for retailers—across buying, allocation and inventory levels
  • The role of data sharing and analytics
  • The impact of improved collaboration on retailers’ and vendors’ revenues
  • Additional benefits of data sharing between retailers and vendors
  • Disparities in data sharing and the three archetypes of data sharing
  • Reasons for limited sharing
  • Shifting to an external provider
  • Best practices for vendors in data sharing

We also present case studies of successful data sharing.

This report is sponsored by SPS Commerce, a leading global retail network whose offerings include analytics solutions for retailers and vendors.

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We present Three Things You Need To Know on US Store Closures: Department Store Closures Exacerbate Challenges Faced by Mall Owners. Find the full report here.

Reasons to Read

In our Retail Reimagined series, 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.

The coronavirus pandemic has significantly impacted the ways in which consumers engage in retail, with brick-and-mortar shopping becoming less popular amid safety concerns. Retailers are therefore increasingly adopting technologies that support seamless and integrated in-store experiences to drive sales.

In this report, we explore how retailers are removing friction from the shopping process by leveraging the following key technologies:

  • Self-guided scanning—such as scanning products using smartphones to access further item details or for checkout
  • Digital dressing rooms and virtual try-on—using augmented and virtual reality to help shoppers find apparel that is a good fit

Highlights include applications from 3DLOOK, Forma and IKEA.

Click here to read the previous report in our Retail Reimagined series, which explores the rise of brands and retailers leveraging livestreaming e-commerce and community group buying to drive sales.

Click here to read Coresight Research’s ongoing coverage of the coronavirus pandemic.

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Reasons to Read

With US department store closures rising amid the coronavirus crisis, we discuss the impact on the department-store sector in terms of the acceleration of store closures, Chapter 11 bankruptcy filings and the knock-on effects for mall owners and retail as a whole.

This report covers the following key content:

  • An overview of recently announced department store closures—such as JCPenney and Macy’s
  • Developments relating to major department store retailers that have filed for bankruptcy, including Neiman Marcus and Stage Stores
  • Implications for mall owners as anchor stores vacate their malls—and the challenge of finding new tenants

Click here to read our US Store Closures 2020 Outlook.

Read our separate reports that further explore how REITs are looking to acquire struggling retailers and our expectations for 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.

 

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Reasons to Read

On July 30, 2020, Coresight Research hosted Tommy Kelly, Founder and CEO of global e-commerce platform eShopWorld, in a webinar to discuss the importance of cross-border e-commerce and the ways in which brands can successfully launch internationally.

We explore three key insights from the webinar:

  • Brands should take a localized approach to expanding internationally.
  • Carefully planned launches and customer engagement strategies are key to international success.
  • Brands should not rely on amazon in building an international presence.

Click here to view the video recording of this webinar.

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

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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 the following metrics: financial strength; financial health, sales capacity, product mix and management tenure.
This report also includes the following key content:

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

The appendix details our methodology of calculating index scores.

This report follows the Retail Robustness Index: June 2020 Update, the July 2020 update and the original Retail Robustness Index published on March 26, 2020. 

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

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Reasons to Read

Our US Back to School 2020 series explores the back-to-school (BTS) and back-to-college (BTC)—which we will collectively refer to as to “back-to-class”— season, considering consumer shopping behaviors amid the coronavirus crisis and the implications for retail.

In this report, we discuss how uncertainty around varied school and college reopening models will impact retail, covering three key topics:

  1. The redefined back-to-class basket—including the impact on BTS and BTC product categories of reopening scenarios (in-person and remote learning)
  2. The challenges that retailers face in determining demand—such as understanding localized needs to optimize inventory
  3. The implications of the transformed BTC season for students and retailers—including changed spending behaviors

Click here to read the previous report in our US Back to School 2020 series, which presents Coresight Resarch’s estimates for consumer spending on shopping for school and college, and discusses the four core market drivers behind our expectations.

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Reasons to Read

This report provides select findings from Coresight Research’s July 29 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. Selected findings in this report include:

  • Whether respondents are currently avoiding public areas or travel.
  • Whether respondents are buying less of discretionary product categories than they used to.
  • Whether respondents are buying more online than they used to.

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
  • 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 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 July 29 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, avoidance of public places remained high, although online shopping saw a slowdown. We discuss a number of survey findings on consumers’ current and expected behaviors, covering the following:

  • Whether respondents are currently avoiding public areas or travel—and which types of places or travel they are avoiding
  • What activities respondents have done in the past two weeks and what they expect to do in the next two weeks

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 and, if so, which categories

The findings provide an update to our previous reports, which were based on surveys undertaken on 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 recent retailer bankruptcy filings—and explores why these filings do not have to mark the end of the road for retailers and businesses.

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

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Reasons to Read

Coresight Research and Bloomberg Intelligence hosted a series of virtual panel discussions on July 28, 2020, in which industry leaders and company executives explored the future of retail, the supply chain and retail real estate in the new normal, post Covid-19.

We present key highlights from the digital event:

1. Luxury retailers are beginning to embrace digital channels.

2. The retail real-estate landscape is shifting quickly, and online shopping demographics and habits are changing.

3. Suppliers and retailers are streamlining the supply chain and improving the shopping experience—such as by leveraging 3D technology

Click here to view a video recording of the digital event.

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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, Neiman Marcus and Tailored Brands in the US, and Ben Sherman and Oak Furnitureland 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

Analyzing consumer demand in June 2020, we saw a strong rebound in the US and the UK, while China continued to see improvements.

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.

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