Deep Dive | September 30, 2021 Premium 2Q21 US Earnings Season Wrap-Up: Most Brands and Retailers Post Strong ResultsWe 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 second quarter of 2021, considering consensus estimates and year-over-year changes. Read More
Deep Dive | September 27, 2021 Premium 10 Trends in India RetailFollowing pandemic-led disruption, India’s retail sector looks set to see marked differences as we move into 2022. We present 10 trends that are impacting the sector and identify strategies for brands and retailers to best capitalize on consumer shifts. Read More
Insight Report | September 23, 2021 Premium Supply Chain Briefing: Hurricanes, Lockdowns and Shutdowns Hit Supply of Goods, Compounded by Component ShortagesAs part of our Supply Chain Briefing series, we explore Hurricane Ida’s impact on trade, pandemic-led lockdowns in China and Southeast Asia, and US domestic product shortages. Read More
Insight Report | September 23, 2021 Premium August 2021 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in August 2021, we saw strong retail sales growth in the US but deceleration in China and the UK. We assess these trends and consider wage growth and food and fuel prices in these three markets. Read More
Insight Report | September 21, 2021 Register for Free Access Not Your Regular Mall-Based Stores: Part Two—Reducing Retailers’ Last-Mile Delivery ExpensesRetailers are turning to store-based e-commerce fulfillment to meet consumer expectations and reduce shipping costs. Leveraging proprietary survey findings, Coresight Research and Fillogic explore this opportunity and present strategies for managing last-mile costs while providing fast delivery services. Read More
Insight Report | September 21, 2021 Premium Holiday 2021: US Retail Outlook—Strong Growth Likely, with Potential for VolatilityWe offer our first look ahead to US retail’s holiday season, assessing the prospects for sales growth and the potential impacts of more consumers staying at home and global supply chain challenges. Read More
Insight Report | September 20, 2021 Premium August 2021 UK Retail Sales: Total Sales Continue To Lose MomentumWe review data for UK retail in total and by sector for August 2021. UK retail sales growth slowed for the fourth consecutive month, which may be partly attributed to a mellowing of pent-up demand and diversion of consumer spending from retail to the hospitality and leisure sectors—combined with much stronger comparatives. Read More
Insight Report | September 20, 2021 Premium August 2021 China Retail Sales: Growth Slows to Lowest Level Seen for a YearWe review the latest data for retail sales in China, in total and by sector. In August 2021, sales growth slowed year over year to the lowest level seen since August 2020. Read More
Insight Report | September 17, 2021 Premium August 2021 US Retail Sales: Total Sales Up Almost 20% on a Two-Year BasisTotal US retail sales, excluding gasoline and automobiles, grew by a strong 19.7% when compared to 2019 values, slightly decelerating from July’s 21% growth. Using data from the US Census Bureau, we look at which retail sectors saw sales surge and which did not do well in August 2021. Read More
Insight Report | September 14, 2021 Premium August 2021 US Retail Traffic and In-Store Metrics: Traffic Trends Slightly Deteriorate Amid Rising Covid-19 CasesIn August 2021, total US nonfood store traffic declined by 23.9% on a two-year basis (as compared to August 2019), a slight deterioration from July’s 23.5% two-year decline. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type. Read More
Deep Dive | September 13, 2021 Premium US Off-Price Retail: Strategies in the Physical and Digital ChannelsAs the US off-price sector becomes increasingly competitive, we explore the physical and digital strategies of major off-price retailers Burlington Stores, Nordstrom Rack, Ross Stores and The TJX Companies. We discuss brick-and-mortar expansion over the past 10 years, store productivity, trends in physical retail and digital growth. Read More
Insight Report | September 13, 2021 Premium Two Months to Singles’ Day: New ProductsWith two months to go until Singles’ Day 2021, we explore the types of new products that may debut during the shopping festival this year, as well as initiatives by Chinese e-commerce platforms to bring overseas product to the China market. Read More
Infographic | September 10, 2021 Premium US Covid-19 Stimulus TimelineWe present a timeline of the US government stimulus released in response to the Covid-19 pandemic, with a focus on the implications for retail. Read More
Deep Dive | September 7, 2021 Premium US Consumer Tracker: Inflation—Perceptions and ReactionsUS consumers have noticed increased prices and intend to cut their discretionary spending in response, according to Coresight Research survey findings. Our latest US Consumer Tracker analyzes consumers’ perceptions of inflation and provides a detailed update on consumer behaviors, with a focus on the implications for retail. Read More
Market Outlook | September 2, 2021 Premium Market Outlook: Grocery Retail in India—A Sustained Shift to E-Commerce and a Focus on Health and WellnessIn this Market Outlook, we provide an overview of grocery retail in India, including consumer spending growth and projections. We also discuss key market drivers, avenues for growth and prominent themes in grocery retail through the remainder of 2021 and beyond. Read More
