Product TypeInsight Report July 10, 2020 premium Four Months to Singles’ Day: How To Drive Brand Awareness and Store Traffic With four months to go until Singles’ Day 2020, we provide key strategies for how brands and retailers can increase their presence and exposure on Alibaba’s Tmall platform in the lead-up to the shopping festival. Read More
Product TypeInsight Report July 9, 2020 premium Retail M&A Deals Unravel in the Wake of the Coronavirus Crisis We are seeing a slew of companies reassess M&A deals in the context of Covid-19 impacts on sellers’ revenues, cash flow and liquidity. We explore the recent breakdown of such deals across a number of retail sectors—including retail real estate, luxury, apparel and grocery. Read More
Product TypeInsight Report July 8, 2020 premium Coronavirus Tracker: Retail Metrics and Key Developments Coresight Research’s Coronavirus Tracker includes a timeline of key developments; details temporary US store closures and reopenings; charts weekly data on shoppers' purchasing behaviors; and notes US retail hirings, US states' reopening dates for businesses and furloughs by major retail companies. Recently added are details of capital raising, management changes, financial guidance updates and bankruptcies in retail.Read More
Product TypeInsight Report July 8, 2020 premium 2020 Tax Tracker, Week 22: Total Tax Refunds Down Almost 10% from Last Year As of week 22 of the US tax refund season, the IRS has reported that the number of returns filed was down year over year. Although the number of refunds issued was also down, the average refund amount was up from last year. Read More
Product TypeInsight Report July 8, 2020 premium Retail Robustness Index: July 2020 Update—A Revised Methodology Due to Changing Retail Environment Coresight Research’s Retail Robustness Index, first published on March 26, evaluated the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. This report updates the scores based on financial reports and store-reopening announcements. We also revise our methodology to factor in the major changes in the retail environment over the last three months. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update. Read More
Product TypeInsight Report July 7, 2020 premium H&M and Inditex Change Course, Closing Stores To Focus More on E-Commerce H&M and Inditex (owner of Zara), the world’s two biggest clothing specialist retailers, have announced plans to close a greater number of stores in the wake of the coronavirus crisis. For H&M, 2020 will be the first year for many years that it will see a reduction in total store numbers. We look at their plans and explore the implications. Read More
Product TypeInsight Report July 6, 2020 premium Coronavirus Insights: US Luxury Is Well Positioned To Recover Post Crisis As a discretionary retail sector, luxury was dealt a significant blow by the coronavirus crisis this year. We discuss how the market’s recovery could play out over the next two years, using proprietary consumer survey data. We also take learnings from the Chinese luxury market to provide indicators into future consumer behavior in the US. Read More
Product TypeInsight Report July 2, 2020 premium 1Q20 US Retail Inventory Tracker: Discretionary Sectors Post Lower Inventory Turnover as Lockdowns Hit In our quarterly US Retail Inventory Tracker reports, we analyze inventory trends among those US retailers listed in the Coresight 100. We look at the inventory levels of various retailers in 1Q20 and assess why levels may have changed from the year-ago period—with many companies witnessing heavy impacts from the coronavirus crisis. Read More
Product TypeInsight Report July 1, 2020 premium Reshaping Supply Chains for the 2020s: #2—Demand Forecasting In our Reshaping Supply Chains for the 2020s series, we analyze the technologies and trends that are enabling the evolution of the supply chain. In this report, we discuss the importance of demand forecasting in retail and the evolution of technology solutions to address pain points in the process.Read More
Product TypeInsight Report July 1, 2020 premium 2020 Tax Tracker, Week 21: Tax Filings Down, Average Refund Up $28 from Last Year As of week 21 of the US tax refund season, the IRS has reported that the number of returns filed was down year over year. Although the number of refunds issued was also down, the average refund amount was up from last year.Read More
Product TypeInsight Report June 30, 2020 premium New Retail Briefing: E-Commerce Platforms Launch Key Strategies To Support Businesses in China and the US Post Pandemic E-commerce platforms in China have been rolling out new strategies to support businesses in China and the US in the wake of the coronavirus crisis. We discuss these recent developments in New Retail, which include the extension of payment terms for US buyers by Alibaba.com and JD.com’s plans to upgrade its logistics network to better serve lower-tier markets in China.Read More
Product TypeInsight Report June 29, 2020 premium VF Corporation: A Timeline of Key Events This report explores the recent history of VF Corporation, one of the world’s largest apparel, footwear and accessories companies. We look at key events over the last three years, during which time the company has undergone restructuring but remained committed to its sustainability and responsibility strategy. We also provide a timeline of VF Corporation’s product offering changes, executive changes and expansion over the past decade. Read More
Product TypeInsight Report June 25, 2020 premium Beauty Insights: Opportunities in India’s Beauty and Personal Care Market As part of our Beauty Insights series, we explore the beauty and personal care market in India and the opportunities that it presents to international brands and retailers. We detail the industry’s key growth drivers—considering population demographics, the e-commerce channel and evolving consumer trends—and discuss the competitive landscape, which includes international players such as L’Oréal, Estée Lauder and Sephora. We also assess the impact of the coronavirus crisis on the India’s beauty sector against the backdrop of easing nationwide lockdowns.Read More
Product TypeInsight Report June 25, 2020 premium US Independence Day Retail Preview 2020: Consumer Spending Expected To Decline Versus Last Year With Independence Day just around the corner, we estimate total US consumer spending on the occasion this year, in the context of easing coronavirus lockdowns. We propose actions that retailers could take to drive sales for Independence Day. Read More
Product TypeInsight Report June 25, 2020 premium May 2020 Monthly Consumer Update: US, UK and China Analyzing consumer demand in May 2020, we saw a partial rebound in the US and the UK after the severe impacts of the Covid-19 crisis in April, while China continued to see improvements. Read More
