Insight Report | October 28, 2021 Premium September 2021 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in September 2021, we saw strong retail sales growth in the US, acceleration in China and deceleration in the UK. We assess these trends and consider wage growth and food and fuel prices in these three markets. Read More
Insight Report | October 27, 2021 Register for Free Access Not Your Regular Mall-Based Stores: Part Three—Solving for Online Fulfillment ChallengesAlthough multichannel fulfillment services are attractive to customers, there are many challenges for retailers in offering these options. Leveraging proprietary survey findings, Coresight Research and Fillogic explore these challenges and identify how third-party logistics providers support retailers in successfully implementing and realizing the full benefits of mall-based fulfillment services. Read More
Insight Report | October 26, 2021 Premium The 12 Weeks of Holidays 2021: #4—Online vs. Offline ShoppingAs part of our holiday 2021 coverage, we present our expectations for online and offline shopping in the US this holiday season. Read More
Insight Report | October 25, 2021 Premium September 2021 UK Retail Sales: Year-over-Year Growth Slows to a HaltUK retail sales growth slowed for the fifth consecutive month, to flat growth, year over year. We review data for UK retail in total and by sector for September 2021, covering year-over-year and two-year growth trends. Read More
Deep Dive | October 22, 2021 Premium Head-to-Head in Luxury: Kering vs. LVMHAs part of Coresight Research’s Head-to-Head series, we compare Kering and LVMH, the two leading houses in the global luxury sector. We provide insights into four key elements of their businesses, covering revenue, markets of operation, digital strategies and business expansion. Read More
Insight Report | October 20, 2021 Premium September 2021 China Retail Sales: Highest Online Sales Growth in a YearWe review the latest data for retail sales in China, in total and by sector. In September 2021, total sales growth increased by single digits year over year, while online retail sales reached their highest point in a year. Read More
Insight Report | October 19, 2021 Premium September 2021 US Retail Traffic and In-Store Metrics: Traffic Declines Ease FurtherIn September 2021, total US nonfood store traffic declined by 19.0% on a two-year basis (as compared to August 2019), an improvement from August’s 23.9% 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
Insight Report | October 18, 2021 Premium September 2021 US Retail Sales: Two-Year Sales Growth Accelerates, Driven by Nonstore RetailersTotal US retail sales, excluding gasoline and automobiles, grew by a strong 25.8% when compared to 2019 values. Using data from the US Census Bureau, we look at which retail sectors saw sales surge and which did not do well in September 2021. Read More
Insight Report | October 14, 2021 Premium Holiday 2021: Outlook for US GroceryCoresight Research’s Holiday 2021 coverage provides further analysis on the trajectory and trends that we expect to see in US holiday retail this year. In this report, our grocery analysts offer their insights into consumer spending, sales and key trends in the sector as we count down to the holiday peak. Read More
Insight Report | October 13, 2021 Premium September 2021 Leading Indicators of US Retail Sales: Rising Inflation Saps Consumer ConfidenceIn 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 September 2021, covering income, savings, the job market and housing. Read More
Insight Report | October 13, 2021 Premium Holiday 2021: Outlook for the US Department Store SectorWe present a holiday 2021 outlook for the US department store sector, offering insights into consumer spending, retail sales and key trends in the sector. Read More
Insight Report | October 4, 2021 Premium The 12 Weeks of Holidays 2021: #1—US Retail Outlook UpdateKicking off our 12 Weeks of Holiday series, we offer further analysis on the trajectory and trends that we expect to see in US holiday retail this year. We discuss the prospects of a services-versus-retail battle for discretionary dollars and our sector analysts offer their insights into apparel, department stores and grocery in the coming holiday season. Read More
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
