Deep Dive | April 20, 2021 Premium How Travel Will Bounce Back and What This Means for US RetailThe travel industry and associated retail in the US were hit hard by the Covid-19 pandemic, as consumers stayed home at record rates in 2020 and continue to be wary of visiting public places such as tourist attractions. However, in the second half of 2021, we expect travel to pick up substantially, beginning with regional domestic travel by car and eventually spreading to international air travel. In this report, we discuss the potential bounceback of travel and its implications for US retail. Read More
Deep Dive | April 19, 2021 Premium US Consumer Tracker: Recovery in Discretionary Spending (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. We present findings on where, how and how much consumers are shopping, as well as consumer avoidance of public places and what activities they have done in the past two weeks. Our consumer survey was undertaken on April 12. Read More
Deep Dive | April 15, 2021 Premium Loyalty Programs: How Can US Retailers Drive Growth and Engagement?Loyalty programs have become more significant to retailers’ sales growth and customer-engagement strategies following the impacts of the Covid-19 pandemic on consumer shopping behavior in 2020. We explore how US retailers can improve their loyalty programs moving forward and discuss key trends in the space, including gamification and personalization. Read More
Deep Dive | April 14, 2021 Premium Six US Industries Benefiting from the Wellness TrendWe expect wellness to be the pre-eminent multiyear trend driving discretionary spending shifts, with Covid-19 heightening US consumer focus on health and wellbeing. In this report, we discuss and quantify how six US retail industries—or segments within them—are benefiting from the health and wellness trend. Read More
Deep Dive | April 13, 2021 Premium US Consumer Tracker: Slow but Steady Progress Toward Normalcy (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. We present findings on where, how and how much consumers are shopping, as well as consumer avoidance of public places and what activities they have done in the past two weeks. Our consumer survey was undertaken on April 5. Read More
Deep Dive | April 12, 2021 Premium Think Tank: Textile Innovations in the Apparel and Footwear MarketIn this Think Tank, we explore two key areas of textile innovation that are gaining traction in the global apparel and footwear market: performance and sustainability. We present market analysis and discuss heightened consumer focus on wellness and sustainability as key market drivers. This report provides an overview of selected textiles and considers three notable innovators—namely, Celliant, Evrnu and OROS. We also present key themes that we are watching in the textile innovation space, including partnerships and fashion upcycling. Read More
Deep Dive | April 8, 2021 Premium Think Tank: SPACs in Retail—What Rapid Expansion Means for RetailersCoresight Research’s new Think Tank series delves into the trends and segments that we have identified as presenting growth opportunities in retail in 2021 and beyond. In this report, we explore what the significant rise in special purpose acquisition companies (SPACs) means for retail and the opportunities and challenges for private retailers and brand owners seeking to enter the US public market via SPACs. Read More
Deep Dive | April 7, 2021 Premium US Consumer Tracker: More Consumers Direct Third-Round Stimulus Checks into Discretionary Retail (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 present findings on how consumers spent or plan to spend their third-round stimulus checks. We discuss what product categories respondents had purchased in-store and online in the past two weeks and what consumers are buying more of and less of than pre-pandemic. We also cover what activities respondents have done in the past two weeks and consumer avoidance of public places. Our consumer survey was undertaken on March 29. Read More
Deep Dive | April 6, 2021 Premium Playbook: New Ways of Living and Spending in the USIn this Playbook, we discuss how US consumer spending behaviors have changed over the course of the Covid-19 pandemic. We identify five key strategies that US retailers can take to best capitalize on the trends in spending and living habits that are driving shifts in the retail landscape, covering market segmentation, e-commerce adoption, customer loyalty and more. Read More
Deep Dive | April 6, 2021 Premium 4Q20 US Earnings Season Wrap-Up: Discretionary Sectors See Mixed RecoveryWe assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the fourth quarter of 2020, considering consensus estimates and year-over-year changes. Just over half of the companies covered beat revenue consensus estimates, with home and home-improvement retailers, discount retailers, e-commerce companies and mass merchandisers enjoying a particularly strong quarter. Read More
Deep Dive | April 5, 2021 Premium RetailTech: Computer Vision—Approaching the Holy Grail of Ubiquitous Visual SearchAs part of our RetailTech series, we discuss computer vision, a powerful fundamental technology that is enabling many new exciting business models in retail and other industries. We discuss the applications of the technology in retail and provide an overview of global technology vendors and innovators in the market. Read More
Deep Dive | April 1, 2021 Premium US Retailers Leverage Technology To Make the Last Mile a Competitive AdvantageConsumer demand has been increasing for faster, more secure and trackable fulfillment. We discuss four technological innovations that US retailers are implementing to increase the efficiency of their last-mile logistics operations and thus gain a competitive advantage: autonomous delivery robots, BOPIS and curbside pickup, smart lockers and visibility tools. Read More
Deep Dive | March 31, 2021 Premium Think Tank: Community Group Buying in China—Advantages of the Model and Future ProspectsCoresight Research’s new Think Tank series delves into the trends and segments that we have identified as presenting growth opportunities in retail in 2021 and beyond. In this report, we explore the community group-buying market in China, covering a timeline of key developments and the advantages that the model presents for both consumers and retailers. We discuss the key players in the China market—including startups and Internet giants—and consider the future of the market in China and internationally. Read More
Deep Dive | March 29, 2021 Premium US Consumer Tracker: Shopper Behaviors and Expectations as We Head Toward Easter (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 present findings on consumers’ spending expectations for Easter 2021. We discuss what activities respondents have done in the past two weeks and consumer avoidance of public places. We also cover what product categories respondents had purchased in-store and online in the past two weeks and what consumers are buying more of and less of than pre-pandemic. Our consumer survey was undertaken on March 22. Read More
Deep Dive | March 25, 2021 Premium Playbook: Alternative Models in RetailThe new Coresight Research Playbook series provides recommendations for brands, retailers and marketplaces seeking to tap growth segments and emerging trends. In this Playbook, we present six key strategies for retail players to capitalize on gradually maturing alternative models in retail: collaboration, DTC (direct to consumer), rental, resale and subscription. We discuss examples of the strategies and models across multiple categories, with a focus on the US market. Read More
