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December 2020 US Retail Traffic and In-Store Metrics: Traffic Declines by 36%, Easing Toward the End of the Month

December 2020 saw a total US nonfood store traffic decline of 36% year over year, as several states saw record levels of Covid-19 cases, primarily due to the effects of Thanksgiving and Christmas travel. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type.

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Chinese New Year: Five Strategies for International Brands and Retailers To Capitalize on the Holiday

Chinese New Year, also called Spring Festival, is the most important holiday of the year in Chinese culture, falling on February 11–17 in 2021. We discuss five ways in which international brands and retailers can capitalize on this retail opportunity in 2021 and future years, covering new products, red packets, themed campaigns, livestreaming and logistics.

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Retail Robustness Index: January 2021 Update—Scores Rebound as Product Mix Shifts Back to Normalized Levels

Coresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand amid the Covid-19 pandemic. The January 2021 update revises the scores based on financial reports and store-reopening announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in December 2020.

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Product TypeInsight Report | premium

The TJX Companies: A Timeline of Key Events

The TJX Companies, an off-price apparel and home goods retailer, has been steadily growing its revenues and physical footprint. This report provides a timeline of significant events in the company’s history over the past four years, as well as data on total revenue growth and comparable store sales across the TJX segments from fiscal year 2015 to 2020.

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Product TypeInsight Report | premium

3Q20 US Retail Inventory Tracker: Inventory Turnover Rates Increase Year over Year for Most Retailers

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 3Q20 and assess why levels may have changed from the year-ago period—with most retailers posting increased inventory turnover levels.

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Product TypeInsight Report | premium

Beauty Insights: An Analysis of Kohl’s and Sephora vs. Target and Ulta Beauty Partnerships—Which Retailers Win?

Recently, the two biggest beauty retailers in the US, Sephora and Ulta Beauty, announced partnerships with Kohl’s and Target, respectively. As part of our Beauty Insights series, we look at the benefits that the partnerships offer each retailer and analyze which retailers are set to gain the most.

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Product TypeInsight Report | premium

The US Outdoor Apparel and Footwear Market: Strong Growth Opportunities for Brands and Retailers

The stay-at-home measures imposed in the US due to the Covid-19 pandemic have seen more consumers place higher value on outdoor activities in recent months. The outdoor apparel and footwear industry is set to benefit from strong demand moving forward. We discuss the opportunities that this niche market presents to brands and retailers, covering its growth potential, key drivers of growth and competitive landscape.

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Product TypeInsight Report | premium

The 12 Weeks of Holidays: #12—Five Notable Things We Have Seen in US Retail This Holiday Season

This report concludes The 12 Weeks of Holidays series, in which we have presented key data, trends and observations in the countdown to the peak holiday season. In this report, we discuss five key trends that we have seen this holiday season in US retail, spanning hiring to online grocery growth to last-mile delivery.

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Product TypeInsight Report | premium

Livestreaming from Malls: An Innovative Way To Attract Shoppers

Once popular meeting hubs, malls have faced challenges from the rise in e-commerce and declining foot traffic in recent years. With Covid-19 representing another blow to mall ecosystems, it is important for mall operators to find new ways to engage with consumers. We discuss how livestreaming can be a useful tool for malls in attracting shoppers.

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Product TypeInsight Report | premium

Earnings Insights 3Q20, Week 6: Home-Goods Retailers, Discounters and Warehouse Clubs Outperform; Apparel Sees Strong Recovery

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-quarter 2020 earnings. We condense what retail companies are reporting, with a focus on the impact of the coronavirus crisis. This week, there are highlights from companies that reported in the week ended December 13, namely Big Lots, Costco, Lululemon Athletica, RH and Stitch Fix. This is the final report in the third-quarter Earnings Insights series.

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