Product TypeInsight Report Product TypeInsight Report | January 18, 2021 premium 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.Read More
Product TypeInsight Report Product TypeInsight Report | January 12, 2021 premium 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.Read More
Product TypeInsight Report Product TypeInsight Report | January 7, 2021 premium 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.Read More
Product TypeInsight Report Product TypeInsight Report | January 7, 2021 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. Read More
Product TypeInsight Report Product TypeInsight Report | January 5, 2021 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. Read More
Product TypeInsight Report Product TypeInsight Report | December 22, 2020 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. Read More
Product TypeInsight Report Product TypeInsight Report | December 22, 2020 premium November 2020 Monthly Consumer Update: US, UK and China Analyzing consumer demand in November 2020, we say strong retail sales growth in the US, while the UK maintained growth momentum and China reported a positive increase in retail sales for the fourth consecutive month. We also consider wage growth and food and fuel prices in these three markets.Read More
Product TypeInsight Report Product TypeInsight Report | December 22, 2020 premium New Retail Briefing: Alibaba Upgrades Its Taobao Content Ecosystem We discuss recent developments in New Retail in China, including Alibaba’s upgrades to the Taobao app content ecosystem and the opening of three Seven Fresh Life stores in Guangzhou between December 18 and 25 by JD.com. We also discuss Alibaba’s investment in the community-group buying platform “Nice Tuan”.Read More
Product TypeInsight Report Product TypeInsight Report | December 18, 2020 premium November 2020 UK Retail Sales: Total Sales Jump 7.6% Despite Lockdown Restrictions We review data for UK retail in total and by sector for November 2020—a month that saw a solid year-over-year increase in UK retail sales, supported by strength in e-commerce amid a four-week national Covid-19 lockdown.Read More
Product TypeInsight Report Product TypeInsight Report | December 18, 2020 premium November 2020 US Retail Sales: Total Growth Remains Very Strong US retail sales continued to see strong growth in November, continuing October’s rebound. Using data from the US Census Bureau, this report looks at which retail sectors saw sales surge and which did not do well in November 2020.Read More
Product TypeInsight Report Product TypeInsight Report | December 17, 2020 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. Read More
Product TypeInsight Report Product TypeInsight Report | December 17, 2020 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.Read More
Product TypeInsight Report Product TypeInsight Report | December 16, 2020 premium 5G Wireless in the Supply Chain: Greater Capacity To Connect Virtually Everything, Everywhere With 5G wireless technology being turned up in the US, stakeholders in supply chains can begin to leverage the capabilities of these leading-edge networks to make their operations smarter and more efficient We discuss how 5G can provide benefits throughout the retail supply chain. Read More
Product TypeInsight Report Product TypeInsight Report | December 15, 2020 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. Read More
Product TypeInsight Report Product TypeInsight Report | December 14, 2020 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.Read More
