Flash Report | October 14, 2022 Register for Free Access Kroger and Albertsons Announce Merger: Details, Data and ImplicationsOn October 14, 2022, US grocery giants Kroger and Albertsons announced that they entered into a definitive agreement under which the companies plan to merge. In this report, Coresight Research analysts discuss the deal and its likely implications, drawing on sales, store and shopper data. Read More
Flash Report | December 2, 2021 Register for Free Access Omicron Implications for Retail: First ThoughtsThe first US case of the new coronavirus variant, Omicron, has been reported in California. We examine the potential implications of the new variant for retail in the near future and for the months ahead. Read More
Flash Report | December 2, 2021 Register for Free Access Holiday 2021: US Store Traffic Jumps, Digital Sales Underwhelm During Cyber WeekAs part of our holiday 2021 coverage, we discuss digital sales performance on Black Friday and during Cyber Week in the US. Read More
Flash Report | July 5, 2021 Register for Free Access UK’s Fourth-Largest Grocer, Morrisons, To Go Private in $13.1 Billion DealOn July 3, 2021, Morrisons agreed to be acquired by a group of private equity investors, led by Fortress Group. We outline the details and consider what it means for the company and the UK grocery sector. Read More
Flash Report | July 5, 2021 Register for Free Access Richemont Acquires Leather Goods Maker Delvaux, Underlining Its Ambitions To Grow in Soft LuxuryOn June 30, 2021, Richemont announced that it has acquired Belgian luxury leather goods maker Delvaux. We discuss what the deal means for Richemont and how it aligns with the company’s expansion strategies. Read More
Flash Report | February 24, 2021 Register for Free Access Activist Investors Seek Change at Kohl’s: An Analysis of Metrics and a Benchmark to IndustryAt Kohl’s 2021 annual meeting of shareholders, activist investors issued a letter to shareholders pushing for board changes to increase profitability. Kohl’s officially rebutted this letter on February 22, 2021. We analyze selected key metrics that the Investor Group identified in its assessment of Kohl’s and compare them to the performance of the largest department store chain in the US and Kohl’s competitor, Macy’s. Read More
Flash Report | February 18, 2021 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. Read More
Flash Report | December 4, 2020 Register for Free Access Holiday 2020: US Black Friday and Cyber Monday Insights—Digital Sales Growth Underwhelms on Cyber MondayThis year, Black Friday in the US has been mainly digital, as consumers shift spending to e-commerce. In this free report, we discuss digital sales performance during Cyber Week, covering total revenues and year-over-year growth, the boost provided by pickup services, US retailers’ average discount rates and popular product categories among US shoppers. Read More
Flash Report | November 12, 2020 Register for Free Access Singles’ Day 2020: Another Strong Double 11 Festival Supports China’s Retail BouncebackFollowing a solid first round of sales, Alibaba’s Singles’ Day Festival 2020 held its second sale period on the typical November 11 for 24 hours. In this report, we present early sales results and new technologies adopted during the shopping spree. Read More
Flash Report | November 5, 2020 Register for Free Access Singles’ Day 2020: Early Observations of Alibaba’s Double 11In China, Alibaba’s 11.11 Global Shopping Festival 2020 held its first sale period at 12:00 a.m. on November 1–3, following a pre-sale on October 21–31. In this free report, we present some early sales results from the first round of this year’s Singles’ Day event and discuss our observations so far, covering livestreaming and order fulfillment. Read More
Flash Report | November 4, 2020 Register for Free Access Two REITs—CBL and Pennsylvania Real Estate Investment Trust—File for Bankruptcy ProtectionIn this free report, we discuss recent bankruptcy protection filings from two REITS—CBL and Pennsylvania Real Estate Investment Trust, with both filings representing voluntary moves intended to trigger agreements reached with their respective creditors. Read More
Flash Report | November 3, 2020 Register for Free Access Walmart Unplugs Its Fleet of Shelf-Scanning RobotsIn this free report, we discuss a recent move by Walmart to axe its program to deploy shelf-scanning robots, with the company having reportedly canceled its contract with robotics technology provider Bossa Nova robotics. Read More
Flash Report | October 26, 2020 Register for Free Access Introducing the New Coresight 100: The Companies Reinventing RetailWith 2020 having accelerated the pace of change in retail, we have re-evaluated the Coresight 100, our focus list of the top 100 of the largest and most influential companies in the global retail ecosystem. We introduce the new list of the top companies to watch, which spans eight sectors and now includes select innovators and private companies. Read More
Flash Report | October 16, 2020 Register for Free Access Amazon Prime Day 2020: Implied GMV of Around $6 Billion as Third-Party Sales Jump 60%In this free report, we discuss the metrics that Amazon released for its Prime Day 2020 event. Third-party sellers on Amazon generated sales of over $3.5 billion worldwide during Prime Day. We estimate that Amazon likely saw total worldwide Prime Day sales of around $6 billion. Read More
Flash Report | September 23, 2020 Register for Free Access Amazon Prime Day 2020 Reportedly To Take Place on October 13: Five PredictionsWith Amazon expected to hold its Prime Day for Western markets in October this year, we present five expectations for the shopping event—including global sales estimates, the extension of Prime Day and its potential to eclipse Black Friday and Cyber Monday in terms of number of shoppers. Read More
