August 23, 2021 Insight Report 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.
August 18, 2021 Insight Report 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.
August 18, 2021 Insight Report 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.
August 18, 2021 Insight Report 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.
August 17, 2021 Insight Report 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.
August 16, 2021 Insight Report 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.
August 16, 2021 Insight Report 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.
August 11, 2021 Insight Report 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.
August 5, 2021 Innovator Profile 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.
August 4, 2021 Deep Dive 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.
August 3, 2021 Insight Report Premium US and China Quarterly Economic Update, 2Q21: Growth Accelerates in the US; Chinese Recovery ContinuesIn this report, we discuss macroeconomic indicators from the US and China—including GDP and industrial production. We look at recently released data for the second quarter of 2021, which show accelerating growth in the US and continuing recovery in China.
July 30, 2021 Deep Dive Premium US Travel Recovery EbookThe recovery of travel in the US from the heavy impacts of the global Covid-19 pandemic is now fully under way. Using proprietary survey findings, Coresight Research’s US Travel Recovery ebook explores the implications for retail of consumers’ return to travel through summer 2021 and the remainder of the year.
July 28, 2021 Deep Dive Databank Members US Consumer Tracker Extra, July 2021: Consumers’ Return to Normalcy ContinuesAggregating data from our weekly surveys, our monthly US Consumer Tracker Extra series reveals longer-term trends in consumer behavior. We dive deeper into demographic factors behind changes in spending and social habits that may signify consumers’ return to normalcy post pandemic.
July 27, 2021 Insight Report Premium June 2021 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in June 2021, we saw strong retail sales growth in the US, the UK and China. We also consider wage growth and food and fuel prices in these three markets.
July 26, 2021 Insight Report Premium June 2021 UK Retail Sales: Year-over-Year Growth of 9% Ahead of Complete End to RestrictionsWe review data for UK retail in total and by sector for June 2021. Retail growth slowed for the second consecutive month, but was almost level on a two-year basis.
