December 23, 2020 Deep Dive Premium 3Q20 US Earnings Season Wrap-Up: Discretionary Sectors Regain MomentumWe 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 third quarter of 2020, considering consensus estimates and year-over-year changes. Against the backdrop of the Covid-19 pandemic, many companies beat revenue consensus estimates, and most of the discretionary sectors regained their momentum during the quarter.
December 21, 2020 Deep Dive Premium US Survey Update: Online Apparel Shopping Continues To Gain Momentum Heading Into Christmas (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 discuss what shoppers are doing and where they are going as we head into the holiday peak, including findings on the avoidance of public places and what activities they expect to do in the next two weeks. Our consumer survey was undertaken on December 15.
December 16, 2020 Deep Dive Premium What’s Next for the Digitally Native DTC Apparel and Footwear Market?In this report, we discuss key trends in the US digitally native DTC (direct-to-consumer) clothing and footwear market. We examine what brands are doing to better serve this market and leverage the opportunities it presents, with examples from digitally native DTC brands including Allbirds, Bonobos and Outdoor Voices.
December 15, 2020 Deep Dive Free Report Innovator Intelligence: How Retailers Can Overcome the Data Deficit To Win in the Digital EraIf brick-and-mortar retailers had a higher level of understanding of their customers and what they are buying in stores, they could better compete with data-armed e-commerce retailers, while also enhancing the customer experience, building loyalty and offering new payment products and personalized offers. We discuss the evolution of retail data capture, the challenges that a data deficit presents to retailers and the importance and components of a winning data strategy in the digital era.This free report is sponsored by Banyan.
December 14, 2020 Deep Dive Premium US Survey Update: A Last Look at Consumers’ Holiday Shopping Expectations (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, as we move into the last couple of weeks of the 2020 holiday season, we analyze consumers’ holiday shopping expectations for the final time. We also present findings on shoppers’ current online spending habits and avoidance of public places, as well as what activities they expect to do in the next two weeks. Our consumer survey was undertaken on December 8.
December 9, 2020 Deep Dive Premium E-Commerce Platforms Make Multibillion-Dollar Investments in Logistics as Online Demand SurgesWith the Covid-19 pandemic having significantly accelerated the growth of e-commerce, the global e-commerce logistics market is booming as platforms strive to meet consumer demands for delivery. We look at recent investments into logistics capabilities by select e-commerce platforms—including Amazon, Alibaba, Flipkart and JD.com—across six key areas, from facilities to autonomous delivery technologies and last-mile delivery.
December 8, 2020 Deep Dive Premium Six Ways Covid-19 Will Continue To Impact US Retailers and ConsumersCoronavirus vaccines are now in production, and there are indications that the US economy is on the road to recovery from the global pandemic. We analyze six ways in which pandemic-driven changes to the economy, retail and consumer behavior will affect the US retail industry moving forward. These include impacts related to unemployment rates and changed business operations—such as work-from-home practices and reduced travel—and the outlook for the service industry.
December 7, 2020 Deep Dive Premium US Survey Update: Shoppers Purchased Online over the Thanksgiving Holiday Weekend, with Strong Demand for Apparel (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 analyze consumer shopping behavior over the Thanksgiving holiday weekend, which spans Black Friday and Cyber Monday. We also present findings on shoppers’ current online spending habits and avoidance of public places, as well as what activities they expect to do in the next two weeks. Our consumer survey was undertaken on December 1.
December 3, 2020 Deep Dive Premium Reshaping Supply Chains for the 2020sIn Coresight Research’s Reshaping Supply Chains for the 2020s ebook, we discuss seven major components of technology-empowered supply chains. We explore trends in the advanced technologies that retailers and brands are adopting to optimize each stage of the supply chain, including product design, demand forecasting, manufacturing, warehousing, sales, last mile and CRM.
December 1, 2020 Deep Dive Premium America’s Changing Shopping Centers: Part 3—Malls Seek To Adapt as Pandemic Expedites Retail ShakeupAs malls grapple with the repercussions of the Covid-19 pandemic—including a rise in e-commerce, retail bankruptcies and the threat of declining foot traffic—mall owners are finding new ways to compete for consumer’s attention and retail spending. In this report—the third and final in our America’s Changing Shopping Centers series—we discuss the steps taken by mall operators to future-proof their centers amid the changing retail landscape.
November 30, 2020 Deep Dive Premium US Survey Update: Fewer Consumers Visit Shopping Centers This November (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 focus on the declining trend in consumer visits to shopping centers throughout November. We also discuss shoppers’ current online spending habits and avoidance of public places, as well as what activities they expect to do in the next two weeks. Our consumer survey was undertaken on November 24.
November 26, 2020 Deep Dive Premium Singles’ Day 2020 Ebook: Analyzing Product, Marketing and Channel StrategiesIn Coresight Research’s Singles’ Day 2020 Ebook, we offer a thematic discussion of the key strategies employed by brand and retailers around the world to drive sales during the shopping extravaganza in November 2020. We analyze four key topics: new products, marketing campaigns, new entrants and New Retail strategies.
November 25, 2020 Market Navigators/Market Outlook Premium The US Athleisure Market: Analyzing Opportunities and StrategiesIn this report, we discuss the US athleisure market, identifying key growth drivers and trends in this segment of the apparel industry. In addition, we examine what retailers and brands are doing to better serve demand for sports apparel and footwear that can be worn for both sports and casual purposes.
November 24, 2020 Deep Dive Premium RetailTech: Supply Chain Software—Shaking Off the Chains of the PastSupply chain software was already becoming an essential tool to manage complex, data-fueled retail prior to the Covid-19 outbreak, but the pandemic has further underscored the need for retailers to have flexible, adaptable supply chains. We explore the functionality of the modern supply chain, its components and the leading global companies that provide software tools for supply chain management.
November 23, 2020 Deep Dive Premium US Survey Update: Product Returns amid the Pandemic (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 focus on consumer attitudes toward product returns amid the pandemic and for the 2020 holiday season. We also discuss shoppers’ current online spending habits and avoidance of public places, as well as what activities they expect to do in the next two weeks. Our consumer survey was undertaken on November 17.