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Think Tank: SPACs in Retail—What Rapid Expansion Means for Retailers

Coresight 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.

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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.

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Playbook: New Ways of Living and Spending in the US

In 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.

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4Q20 US Earnings Season Wrap-Up: Discretionary Sectors See Mixed Recovery

We 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.

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Think Tank: Community Group Buying in China—Advantages of the Model and Future Prospects

Coresight 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.

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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.

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Playbook: Alternative Models in Retail

The 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.

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US Consumer Tracker: More Consumers Return to Stores for Apparel Purchases (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 what categories consumers have purchased and which retailers they have purchased food and nonfood products from. We also discuss consumer avoidance of public places and what consumers are buying more of and less of than pre-pandemic. Our consumer survey was undertaken on March 15.

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RetailTech: What Do Data and AI Mean for Retail?

This report discusses the challenges that many retailers face in leveraging data effectively, as well as the as well as the strengths of artificial intelligence (AI) for retail data analysis. We use Coresight Research’s proprietary CORE framework to categorize and explain the benefits of AI for retailers.

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US Consumer Tracker: Consumers Get Back to Socializing (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 what activities consumers have done, including key trends from the past three months and breakdowns by income group. We also discuss consumer avoidance of public places and what consumers are buying more of and less of than pre-pandemic. Our consumer survey was undertaken on March 8.

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How Category Management Has Changed Forever

We 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.

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Market Outlook: Apparel and Footwear in the US, the UK and China—Prospects for 2021 and Beyond

In 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.

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US Consumer Tracker: Rebound in Online Apparel and Beauty Purchases (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 what product categories consumers had purchased in-store and online in the past two weeks, as well as what they are buying more of and less of than pre-pandemic. We also discuss what activities consumers have done in the past two weeks. Our consumer survey was undertaken on March 1.

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