Insight Report | March 30, 2021 Premium February 2021 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in February 2021, we saw solid retail sales growth in the US, while the UK posted its third consecutive month of decline. China saw very high growth momentum, owing to weak comparatives from 2020. We also consider wage growth and food and fuel prices in these three markets. Read More
Insight Report | March 29, 2021 Premium February 2021 UK Retail Sales: Sales Struggle as Lockdown ContinuesWe review data for UK retail in total and by sector for February 2021. Retail sales witnessed the third consecutive month of decline in February, as nonessential retailers struggled amidst Covid-19 lockdowns. Read More
Analyst Corner | March 28, 2021 Register for Free Access Weinswig’s Weekly: Spring Has Sprung (at Least in New York City) and Residents Start To Look Toward SummerThis week’s note “From the Desk of Deborah Weinswig” discusses the impact of US lockdowns on seasonal spending, including our outlook for Easter retail. Read More
Store Tracker | March 26, 2021 Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 12: US Openings Continue To Outpace ClosuresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from 7-Eleven, Alimentation Couche-Tard, At Home, Designer Brands, Fabletics, Hobby Lobby, Kroger and Signet Jewelers in the US and Beales, Decathlon, Dunelm, John Lewis, Joules and Mango in the UK. Read More
Insight Report | March 24, 2021 Premium Retail-Tech Landscape: Frictionless PaymentPayment methods that reduce friction at the point of sale improve the customer experience—and digital technologies are becoming integral to frictionless checkout. This Retail-Tech Landscape comprises selected startups globally that can help retailers improve how they receive payments and thus enhance the overall customer experience. Read More
Analyst Corner | March 21, 2021 Register for Free Access Weinswig’s Weekly: Get Ready as We Annualize the Great DisruptionThis week’s note “From the Desk of Deborah Weinswig” predicts a volatile period for US retail as it annualizes the troughs from 2020 and as a third round of stimulus checks hit consumers’ bank accounts. Read More
Store Tracker | March 19, 2021 Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 11: Big Lots To Open up to 60 StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Primark, Psycho Bunny and Toys“R”Us in the US and Greggs, John Lewis and Thorntons in the UK. Read More
Insight Report | March 18, 2021 Premium Zalando Capital Markets Day 2021: Company Targets €30 Billion Annual GMV and Over 10% Share of Europe’s Fashion Market by 2025The Coresight Research team attended Zalando’s virtual Capital Markets Day on March 16, 2021. In this report, we present insights from the event, covering the company’s “starting point for fashion” vision, its new targets for 2025 and its sustainability goals. Read More
Insight Report | March 17, 2021 Premium Adidas Investor Day 2021: “Own the Game” Strategy Focuses on Brand Credibility, Consumer Experience and SustainabilityThe Coresight Research team attended the Adidas virtual Investor Day 2021. We present key insights from the event, covering the company’s performance in 2020 and the three initiatives central to its “Own the Game” strategy moving forward. Read More
Deep Dive | March 15, 2021 Free Report How Category Management Has Changed ForeverWe explore the future of retail category management with a focus on grocery, mass merchandisers and drug retail. We discuss the key skills necessary for success and consider current challenges and the impact of the Covid-19 pandemic on collaboration. We leverage findings from a December 2020 Coresight Research survey of global retailers and suppliers of grocery products/consumer packaged goods. Read More
Analyst Corner | March 14, 2021 Register for Free Access Weinswig’s Weekly: Walmart Makes a Second Splash on TikTok with a Beauty-Focused LivestreamThis week’s note “From the Desk of Deborah Weinswig” discusses Walmart’s foray into livestreaming via TikTok, with the retailer having hosted a beauty-focused event on March 11, 2021. Read More
Store Tracker | March 12, 2021 Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 10: US Openings Exceed Closures as Discount Chains ExpandOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Abercrombie & Fitch, Burlington Stores, Chico’s, Dick’s Sporting Goods, Dollar Tree, Foxtrot Market, Gap, Grocery Outlet, NIKE, Ross Stores and The Children’s Place in the US and Clarks and Morrisons in the UK. Read More
Market Navigators/Market Outlook | March 10, 2021 Premium Market Outlook: Apparel and Footwear in the US, the UK and China—Prospects for 2021 and BeyondIn this Market Outlook, we discuss the recovery of the apparel and footwear market in a pandemic-impacted retail environment, with a focus on the US, the UK and China. We provide our market sizing estimates for 2021 and beyond, and we consider the primary trends that will drive demand. This report also explores e-commerce penetration, the competitive landscape, US retail innovators and key themes—including a shift to DTC, the importance of sustainability and the rise of athleisure. Read More
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
Store Tracker | March 5, 2021 Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 9: TJX Companies To Open 81 Net US Stores in 2021Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Bath & Body Works, Bob’s Discount Furniture, Casper Sleep, Dick’s Sporting Goods, Hudson, Macy’s, Paper Source, Payless, Sprouts Farmers Market, TJX Companies and Victoria’s Secret in the US and Amazon, Sainsbury’s, Tesco and Thomas Pink in the UK. Read More