Product TypeInsight Report Product TypeInsight Report | April 16, 2021 premium March 2021 US Retail Sales: Stimulus and Vaccines Drive a Very Strong Month US retail sales grew by over 17% year over year in March 2021, more than 10 percentage points higher than February’s growth. Using data from the US Census Bureau, this report looks at which retail sectors saw sales surge and which did not do well in February 2021.Read More
Product TypeInsight Report Product TypeInsight Report | April 15, 2021 premium US Off-Price Retail Insights, 4Q20: TJX Home Banners Rebound the Fastest Coresight Research’s new US Off-Price Retail Insights quarterly series covers the recent performance Burlington Stores, Ross Stores and The TJX Companies, highlighting trends in comparable sales, revenue, trending product categories and areas of note by management. In this report, we look at the performance of the three retailers in their latest reported quarter (ended January 30, 2021) and discuss relevant fiscal-year highlights.Read More
Product TypeInsight Report Product TypeInsight Report | April 12, 2021 premium March 2021 Leading Indicators of US Retail Sales: Economy Is Poised To Lift Off with Stimulus and Vaccines In our monthly Leading Indicators of US Retail Sales series, we examine several key macroeconomic indicators of US retail sales and analyze how they may impact the industry in the months to come. We analyze the latest available data, as of the end of March 2021, covering the job market, income and savings, and housing.Read More
Product TypeInsight Report Product TypeInsight Report | April 9, 2021 premium US Apparel and Beauty Spending Tracker: After February Slide, Clothing and Footwear Spending Growth To Jump The Coresight Research US Apparel and Beauty Spending Tracker provides a monthly update on the trajectory of consumer spending on beauty, clothing and footwear.Read More
Product TypeInsight Report Product TypeInsight Report | April 8, 2021 premium Kroger Investor Day 2021: Plans To Double E-Commerce Sales (Again) by 2023, Leading With Fresh The Coresight Research team attended Kroger’s virtual Investor Day on March 31, 2021. In this report, we present insights from the event, covering the three core initiatives under the company’s go-forward strategy, called “Leading With Fresh and Accelerating With Digital.”Read More
Product TypeInsight Report Product TypeInsight Report | April 7, 2021 premium 4Q20 US Retail Inventory Tracker: Discretionary Retailers Post Improved Inventory Turnover Rates Our quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 4Q20 and assess why levels may have changed from the year-ago period—with most retailers posting improved inventory turnover levels.Read More
Product TypeInsight Report Product TypeInsight Report | April 7, 2021 premium US Consumer Tracker: More Consumers Direct Third-Round Stimulus Checks into Discretionary Retail (Select Findings) This free report features select findings from our latest survey of US consumers, undertaken on March 29, which asked respondents about their behavior, sentiment and expectations amid the coronavirus crisis.Read More
Product TypeInsight Report Product TypeInsight Report | April 5, 2021 premium New Retail in China: Tencent Invests in Rakuten, Seeks Collaboration in E-Commerce We discuss recent developments in New Retail in China, including Tencent’s investment in Japanese e-commerce solutions provider Rakuten. We also discuss the latest funding update for JD Property and Pinduoduo’s renewed commitment to digitalizing its agricultural product supply chain.Read More
Product TypeInsight Report Product TypeInsight Report | March 31, 2021 premium 2021 US Tax Tracker #2: IRS Issues $146 Billion in Refunds, Down Versus Last Year Each year, the IRS reports tax return filings and refunds on a weekly basis. The IRS has extended the deadline to May 17 this year, due to the Covid-19 pandemic. In this report, we look at what has happened in the tax filing season so far, as of the fifth week. The season got off to a delayed start on February 12 this year.Read More
Product TypeInsight Report Product TypeInsight Report | March 30, 2021 premium US Easter 2021 Retail Preview: High-Growth Context Provides Opportunities for Retailers With Easter fast approaching, we assess the planned spending of US consumers on the holiday this year. We discuss the outlook for retail this Easter in light of current shopping trends and against weak comparatives for April 2020 amid a coronavirus-impacted retail environment. We also consider opportunities for retailers to drive Easter spending and prominent seasonal themes at major US retailers Kohl’s, Target and Walmart. Read More
Product TypeInsight Report Product TypeInsight Report | March 30, 2021 premium February 2021 Monthly Consumer Update: US, UK and China Analyzing consumer demand in February 2021, we saw solid retail sales growth in the US, while the UK posted its third consecutive month of decline. China saw very high growth momentum, owing to weak comparatives from 2020. We also consider wage growth and food and fuel prices in these three markets. Read More
Product TypeInsight Report Product TypeInsight Report | March 30, 2021 premium US Department Store Insights, 4Q20: Elevated Digital Sales and Strength in Home and Active Categories Coresight Research’s new US Department Store Insights quarterly series covers the recent performance of Kohl’s, Macy’s and Nordstrom, highlighting trends in comparable sales, revenue, digital sales, product categories and areas of note by management. In this report, we look at the performance of the three retailers in the fourth quarter of 2020 (4Q20, ended January 30, 2021) and discuss relevant fiscal 2020 highlights. Read More
Product TypeInsight Report Product TypeInsight Report | March 29, 2021 premium February 2021 UK Retail Sales: Sales Struggle as Lockdown Continues We review data for UK retail in total and by sector for February 2021. Retail sales witnessed the third consecutive month of decline in February, as nonessential retailers struggled amidst Covid-19 lockdowns.Read More
Product TypeInsight Report Product TypeInsight Report | March 25, 2021 premium US Home-Goods Retailers Step Up Focus on Mobile Applications Home-goods retailers are stepping up their focus on mobile applications as part of a wider pivot to e-commerce. We discuss the most recent initiatives taken by Home Depot, IKEA and Tractor Supply to improve their mobile app offerings.Read More
Product TypeInsight Report Product TypeInsight Report | March 24, 2021 premium Retail-Tech Landscape: Frictionless Payment Payment methods that reduce friction at the point of sale improve the customer experience—and digital technologies are becoming integral to frictionless checkout. This Retail-Tech Landscape comprises selected startups globally that can help retailers improve how they receive payments and thus enhance the overall customer experience. Read More
