February 18, 2021 Insight Report Premium Coresight Research x Blue Yonder Retail Insights: US Retailers Prioritize Local Sourcing While Consumers Demand Faster DeliveryCoresight Research and Blue Yonder conducted two surveys in early January 2021 to understand US retailers’ strategies around local sourcing and the impact of Covid-19 on US consumers’ shopping behaviors. We discuss our findings in this report, including insights into the degree to which retailers’ perceptions and strategic priorities are aligning with consumer expectations in the current environment.
February 18, 2021 Flash Report Register for Free Access Tractor Supply Company Acquires Orscheln Farm and HomeIn this free report, we discuss the agreement reached by US retailer Tractor Supply Company on February 17, 2021, to acquire US farm and ranch retailer Orscheln Farm and Home.
February 18, 2021 Insight Report Premium January 2021 US Retail Sales: Stimulus Boosts January Retail Sales GrowthUS retail sales growth accelerated to nearly 11% in January 2021, as stimulus checks boosted consumer spending. Using data from the US Census Bureau, this report looks at which retail sectors saw sales surge and which did not do well in January 2021.
February 17, 2021 Insight Report Premium US Warehouse Clubs and Dollar Stores Forge Ahead with Omnichannel Initiatives and Physical ExpansionContinuing to ride on the pandemic-driven e-commerce wave of 2020, warehouse clubs and dollar stores are likely to remain in growth mode through 2021 and beyond. We look at the omnichannel initiatives and real estate expansion plans of major warehouse clubs (BJ’s Wholesale Club, Costco and Sam’s Club) and discount variety storers (dollar stores Dollar General and Dollar Tree, as well as discount retailers Big Lots and Five Below) in the US as they aim to attract and retain consumers across the income spectrum.
February 16, 2021 Insight Report Premium US Housing Market Macro OverviewOur Housing Market Macro Overview report offers the latest insights into the state of the US housing landscape. We cover nine recent metrics for the US market, including existing home sales, the Housing Affordability Index (HAI) and the Pending Home Sales Index (PHSI).
February 16, 2021 Insight Report Premium Frictionless Grocery: Pandemic Ushers In Smart Checkout TechnologiesAlongside the shift to e-commerce, the Covid-19 pandemic has been driving the digitalization of grocery at brick-and-mortar locations. In this report, we discuss three smart checkout technologies that grocery retailers are increasingly implementing in stores to meet heightened consumer demand for convenience, safety and efficiency in the physical shopping journey: automated checkout, smart carts and scan-and-go.
February 16, 2021 Free Data Graphic Free Report Three Things You Need To Know: US Consumer Tracker—Consumers Spend Stimulus Checks on Bills and EssentialsWe present Three Things You Need To Know on US Consumer Tracker: Consumers Spend Stimulus Checks on Bills and Essentials.
February 15, 2021 Insight Report Databank Members US Consumer Tracker: Consumers Spend Stimulus Checks on Bills and Essentials (Select Findings)This free report features select findings from our latest survey of US consumers, undertaken on February 8, which asked respondents about their behavior, sentiment and expectations amid the coronavirus crisis.
February 15, 2021 Deep Dive Databank Members US Consumer Tracker: Consumers Spend Stimulus Checks on Bills and Essentials (Full Report)Our latest survey report provides a detailed update on US consumers’ behaviors, concerns and expectations, with a focus on the implications for retail. This week, we explore how consumers have spent or plan to spend their second stimulus checks. We present findings on what activities consumers have done in the past two weeks and what product categories they had purchased in-store and online in the past two weeks. Our consumer survey was undertaken on February 8.
February 15, 2021 Insight Report Premium Earnings Insights 4Q20, Week 2: Apparel and Beauty Brand Owners Experience Mixed Recovery; REITs Remain Badly HitOur 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 14—namely, brand owners Coty, Estée Lauder, Hanesbrands and Under Armour, as well as three REITs: Macerich Company, Simon Property Group and Unibail-Rodamco-Westfield.
February 14, 2021 Analyst Corner 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.
February 12, 2021 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 6: Five Below To Open 170 New 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 Aldi, At Home, Five Below, Gertrude Hawk Chocolates, Kmart, Murphy USA, Sears, Skechers, Trader Joe’s and Weis Markets in the US and Aldi, Boohoo, Clarks, Dermstore and The Hut Group in the UK.
February 11, 2021 Innovator Profile 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.
February 11, 2021 Insight Report Premium Nordstrom Investor Day 2021: “Closer to You” Strategy Seeks To Expand Inventory by 5X and Lower Prices at Nordstrom RackThe Coresight Research team attended Nordstrom’s virtual Investor Day on February 4, 2021. We present our top takeaways from the event, including the company’s views of the shifting retail landscape and Nordstrom’s three initiatives under its digital-first “Closer to You” market strategy.
February 11, 2021 Free Data Graphic Free Report Coresight Bites: US Resale Market Set To Boom in 2021We present Coresight Bites: US Resale Market Set To Boom in 2021