Analyst Corner | March 7, 2021 Register for Free Access Weinswig’s Weekly: Amazon Launches Its First UK Grocery Store as It Licenses “Just Walk Out” Technology in Travel RetailThis week’s note “From the Desk of Deborah Weinswig” discusses two new retail ventures using Amazon’s “Just Walk Out” technology. Read More
Company Profile | March 5, 2021 Premium Pinduoduo (NASDAQ: PDD) Company ProfilePinduoduo is a Chinese e-commerce retailer, selling a range of merchandise. Headquartered in Shanghai, the company operates its group-buying retail model throughout China. Read More
Insight Report | March 2, 2021 Premium China Retail Insights: How Are Emerging Offline Beauty Retailers Winning Young Shoppers?Beauty was one of the most resilient discretionary categories in China in 2020, and a new wave of domestic offline beauty retailers is emerging. We explore how these new brick-and-mortar beauty retailers are achieving success in the China market by enhancing the shopping experience and gaining huge exposure on social media to appeal to young Chinese consumers. Read More
Analyst Corner | February 28, 2021 Register for Free Access Weinswig’s Weekly: Retailers and Investors Seek To Unlock Value from Retail Real EstateThis week’s note “From the Desk of Deborah Weinswig” discusses how retailers and investors are looking to unlock value from retail real estate. Read More
Insight Report | February 25, 2021 Premium Chinese New Year Review: Retail Sales See Impressive Year-Over-Year Growth Against Weak 2020The Chinese government encouraged people to stay put for the recent Chinese New Year festival, impacting more than 100 million people who would typically return home for the holiday each year. We discuss retail sales over the holiday, including the impact of people not returning home on consumer spending. Read More
Insight Report | February 24, 2021 Premium January 2021 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in January 2021, we saw strong retail sales growth in the US, while the UK posted its second consecutive month of decline. China maintained growth momentum in its latest retail sales figures from December. We also consider wage growth and food and fuel prices in these three markets. Read More
Insight Report | February 23, 2021 Premium The New Value Retailers: Online Marketplaces Challenge Brick-and-Mortar Budget FormatsThe value retail sector is expanding beyond traditional brick-and-mortar budget formats (including discount variety retailers such as dollar stores) with the emergence of online value marketplaces. We see the growth of these e-commerce platforms as presenting challenges to predominantly offline retailers in the value retail sector. We discuss the key online players, with a focus on the US, the UK and China. Read More
Analyst Corner | February 21, 2021 Register for Free Access Weinswig’s Weekly: Stimulus Checks Are Benefiting Retail—But Could Be Benefiting It Much MoreThis week’s note “From the Desk of Deborah Weinswig” discusses the extent to which stimulus checks benefited US retail in January, and whether retail is capturing its “fair share” of consumers’ windfalls. Read More
Analyst Corner | February 14, 2021 Register for Free Access Weinswig’s Weekly: Are We Heading Back to the Roaring 20s?This week’s note “From the Desk of Deborah Weinswig” discusses the parallels between the “Roaring 20s” and the 2020s in the US. Read More
Event Coverage | February 12, 2021 Register for Free Access Experience the Experience: Learnings for Brands, Retailers and Retail Real Estate Firms from ULI Asia PacificCoresight Research was an innovator sponsor of the recent “Experience the Experience” virtual conference, hosted by nonprofit organization ULI Asia Pacific. The Coresight Research team joined more than 40 thought leaders globally to discuss current issues in retail and real estate. In this free report, we present key insights from the event, from retail innovation to consumer engagement and more. Read More
Innovator Profile | February 11, 2021 Register for Free Access Innovator Profile: Nexite Connects Merchandise Data To Illuminate the Consumer JourneyAs part of our Innovator Profile series, we profile Nexite, provider of the Connected Merchandise Platform that provides real-time insights to retailers to help optimize the consumer journey. This free report is sponsored by Nexite. Read More
Insight Report | February 10, 2021 Premium US and China Quarterly Economic Update, 4Q20: Strong Chinese Recovery Continues; US Rebound SlowsIn this report, we discuss macroeconomic indicators from the US and China—including GDP and industrial production. Recently released data show a slowdown in the growth rebound in the US and a continued strong recovery in China. Read More
Insight Report | February 10, 2021 Premium US Resale Market Set To Boom in 2021, as Consumers Increasingly Embrace Secondhand ProductsThe US resale market, from apparel to furniture and toys, is set to boom in 2021. We provide an overview of the US resale market, with a focus on fashion resale. We discuss six resale models that represent the majority of resale businesses today, as well as major players and opportunities and challenges in the US market. Read More
Insight Report | February 9, 2021 Register for Free Access Retail 2021: Global Trends—PresentationCoresight Research’s key global retail and consumer trends for 2021 fall under five umbrellas: the new consumer; the future of physical retail; the evolution of digital retail; doing good is good business; and discovering ways of transacting. In this presentation, we outline our predictions and discuss the impact of each trend on various retail sectors and regions. Read More
Insight Report | February 8, 2021 Premium Earnings Insights 4Q20, Week 1: E-Commerce Players Stand Strong, While Luxury Retailers Witness Mixed RecoveryOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2020 earnings. This week, there are highlights from companies that reported in the week ended February 7, namely Alibaba, Amazon, Brookfield Property Partners, Canada Goose, Capri Holdings, eBay, Ralph Lauren and Tapestry. Read More
