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Retail 2021: Global Trends—Presentation

Coresight 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.

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Earnings Insights 4Q20, Week 1: E-Commerce Players Stand Strong, While Luxury Retailers Witness Mixed Recovery

Our 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.

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Retail 2021: Global Trends

We present our key global retail and consumer trends for 2021, which 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. The trends range from some of the biggest, multiyear, multicategory trends such as wellness and sustainability to more nascent or niche trends such as livestreaming and experiential e-commerce. In this free report, our analysts outline their predictions, as well as the details and impacts of each trend on various retail sectors and regions.

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New Retail in China: Gucci Launches a Flagship Store on Tmall

We discuss recent developments in New Retail in China, including Gucci’s launch of a flagship store on Tmall Luxury Pavilion and China’s growing domestic duty-free market, including the opening of JD.com’s first duty-free store, in Hainan province. We also discuss investments in delivery lockers from JD.com, Pinduoduo and Suning.com, given the increase in popularity of these last-mile delivery solutions.

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Head-to-Head in E-Commerce: Alibaba vs. JD.com

For Coresight Research’s new Head-to-Head series, we compare China’s two largest e-commerce companies, Alibaba and JD.com. In this report, we discuss the companies’ evolving business models, investment strategies, and selected financial and operating metrics to provide insights into their next stages of growth.

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NRF 2021 Day Six and Wrap-Up: New Opportunities in Health and Wellness; Growth in China’s Luxury Market

NRF 2021, the annual “Retail’s Big Show” event hosted by the National Retail Federation, took place virtually over six days between January 12 and 22. The Coresight Research team presents our five key insights from day six of the event, which focused on the stickiness of pandemic-driven consumer shopping behaviors, new opportunities in the health and wellness market and growth in China’s luxury market. We also offer our closing thoughts on the digital event as a whole.

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