Insight Report | September 2, 2021 Premium Supply Chain Briefing: Chinese Port Logjams Clog Global Shipping Routes as Consumer Prices SurgeAs part of our Supply Chain Briefing series, we discuss the impacts of port shutdowns in China on the retail supply chain, including the implications for retailers’ pricing, promotions and product mix ahead of the holiday season. Read More
Insight Report | September 1, 2021 Premium Reviewing Amazon’s Share of US Online CPG SalesAmazon has been increasing its share of the CPG (consumer packaged goods) market in recent years, and the global pandemic has served to accelerate the e-commerce giant’s presence in the space. We discuss Amazon’s success in the US CPG market, including its focus on grocery and private labels. Read More
Insight Report | August 26, 2021 Premium July 2021 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in July 2021, we saw strong retail sales growth in the US and China but deceleration in the UK. We analyze these trends and consider wage growth and food and fuel prices in these three markets. Read More
Insight Report | August 24, 2021 Register for Free Access Not Your Regular Mall-Based Stores: Part One—Ship from Store Presents a Profitable Online Order-Fulfillment OpportunityLeveraging their mall-based stores to fulfill online orders presents huge opportunity for retailers to reduce store-based inventories, manage reverse logistics, meet consumer demand more efficiently and thus improve their top and bottom line. Leveraging proprietary survey findings, Coresight Research and Fillogic explore this opportunity, with a focus on the “ship from store” order-fulfillment model. Read More
Insight Report | August 23, 2021 Premium July 2021 UK Retail Sales: Year-over-Year Growth Continues To EaseWe review data for UK retail in total and by sector for July 2021. Retail growth slowed for the third consecutive month, which may be partly attributed to dilution in consumer spending in retail amid the reopening of the hospitality and leisure sectors as pandemic-led restrictions came to an end on July 19, 2021. Read More
Insight Report | August 23, 2021 Premium US Back to School 2021: Rising Covid-19 Cases Threaten To Derail a Return to ClassesAs part of our US Back to School 2021 series, we discuss three key influences on spending this season, using proprietary US consumer survey findings. We explore expectations and implications around the Child Tax Credit, a return to in-person classes and uncertainty around school reopenings—as the spread of the Covid-19 Delta variant casts a shadow over the back-to-school season. Read More
Insight Report | August 18, 2021 Premium July 2021 US Retail Sales: Total Sales Up 21% on a Two-Year BasisTotal US retail sales, excluding gasoline and automobiles, grew by a strong 21% 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 July 2021. Read More
Insight Report | August 18, 2021 Premium July 2021 China Retail Sales: Growth Slows to Single Digits for First Time in 2021We review the latest data for retail sales in China, in total and by sector. In July 2021, sales growth slowed year over year, hitting single digits for the first time this year. Read More
Insight Report | August 18, 2021 Premium Supply Chain Briefing: Labor Scarcities Loom, Factory Shutdowns Force Supply Reallocation and Foam Shortage Impacts Home SectorAs part of our Supply Chain Briefing series, we examine key challenges and developments on retail’s supply side and their implications for the retail environment. In this report, read our analysis of labor scarcities, foam shortages and factory shutdowns in Vietnam. Read More
Insight Report | August 17, 2021 Premium July 2021 US Retail Traffic and In-Store Metrics: Traffic Declines Ease Further Even as New Covid-19 Cases SurgeIn July 2021, total US nonfood store traffic declined by 23.5% on a two-year basis (as compared to July 2019), an improvement from June’s 23.8% 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 | August 16, 2021 Premium US Back to School 2021: Online versus OfflineAs part of our US Back to School 2021 series, we discuss our expectations for online and offline shopping this season, using proprietary US consumer survey findings. We present our estimates for digital and physical sales, in-store traffic and e-commerce penetration. Read More
Insight Report | August 16, 2021 Premium July 2021 Leading Indicators of US Retail Sales: Consumer Confidence Turns Volatile Amid Covid-19 Spread and Inflation ConcernsIn 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 July 2021, covering income, savings, the job market and housing. Read More
Insight Report | August 11, 2021 Premium Three Months to Singles’ Day: Capitalizing on the Livestreaming Opportunity in ChinaBrands and retailers should engage with China’s livestreaming market to best position themselves for success during Singles’ Day 2021. With three months to go until the shopping festival, we explore the role that livestreaming is likely to take this year, with learnings from last year’s event and insights into the growth of the market. Read More
Innovator Profile | August 5, 2021 Premium Innovator Profile: Livescale Enables Seamless Live Shopping ExperiencesAs part of our Innovator Profile series, we profile Livescale, a platform that provides e-commerce infrastructure for brands and retailers to host seamless and engaging live shopping experiences. This report is sponsored by Livescale. Read More
Deep Dive | August 4, 2021 Premium Think Tank: China—The Vanguard in Luxury ConsumptionChinese consumers are at the forefront of luxury consumption. In this Think Tank, we present our market trajectory estimates and four key trends within China’s luxury retail growth. We also cover selected luxury brands and companies in China, and the role of e-commerce giants Alibaba and JD.com in facilitating China’s luxury ecosystem. Our report includes insights from our conversations with key personnel at Alibaba Group and JD.com. Read More
