Store Tracker | March 26, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 12: US Openings Continue To Outpace ClosuresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from 7-Eleven, Alimentation Couche-Tard, At Home, Designer Brands, Fabletics, Hobby Lobby, Kroger and Signet Jewelers in the US and Beales, Decathlon, Dunelm, John Lewis, Joules and Mango in the UK. Read More
Deep Dive | March 25, 2021 Premium Playbook: Alternative Models in RetailThe new Coresight Research Playbook series provides recommendations for brands, retailers and marketplaces seeking to tap growth segments and emerging trends. In this Playbook, we present six key strategies for retail players to capitalize on gradually maturing alternative models in retail: collaboration, DTC (direct to consumer), rental, resale and subscription. We discuss examples of the strategies and models across multiple categories, with a focus on the US market. Read More
Insight Report | March 24, 2021 Premium India Retail Insights: Tata Group To Put Its Eggs in BigBasket—Acquisitions Boost Conglomerate’s Retail PresenceAs part of Coresight Research’s India Retail Insights series, we examine Tata Group’s competitive positioning within retail—against the dominance of Reliance Industries—and the implications of its impending acquisition of a majority stake in online grocery retailer BigBasket. Read More
Insight Report | March 23, 2021 Premium Earnings Insights 4Q20, Week 7: Home-Goods and Discount Remain Strong; Apparel Sees Mixed RecoveryOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2020 earnings. This week, there are highlights from companies that reported in the week ended March 21—namely, Dollar General, Five Below, NIKE, Ollie’s Bargain Outlet and Williams-Sonoma. Read More
Insight Report | March 22, 2021 Premium US Consumer Tracker: More Consumers Return to Stores for Apparel Purchases (Select Findings)This free report features select findings from our latest survey of US consumers, undertaken on March 15, which asked respondents about their behavior, sentiment and expectations amid the coronavirus crisis. Read More
Deep Dive | March 22, 2021 Premium US Consumer Tracker: More Consumers Return to Stores for Apparel Purchases (Full Report)Our latest survey report provides a detailed update on US consumers’ behaviors, concerns and expectations, with a focus on the implications for retail. This week, we present findings on what categories consumers have purchased and which retailers they have purchased food and nonfood products from. We also discuss consumer avoidance of public places and what consumers are buying more of and less of than pre-pandemic. Our consumer survey was undertaken on March 15. Read More
Store Tracker | March 19, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 11: Big Lots To Open up to 60 StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Primark, Psycho Bunny and Toys“R”Us in the US and Greggs, John Lewis and Thorntons in the UK. Read More
Insight Report | March 18, 2021 Premium Zalando Capital Markets Day 2021: Company Targets €30 Billion Annual GMV and Over 10% Share of Europe’s Fashion Market by 2025The Coresight Research team attended Zalando’s virtual Capital Markets Day on March 16, 2021. In this report, we present insights from the event, covering the company’s “starting point for fashion” vision, its new targets for 2025 and its sustainability goals. Read More
Insight Report | March 18, 2021 Premium Target Financial Community Meeting 2021: Focus on Fulfillment, Partnerships and Store Expansion This YearThe Coresight Research team attended Target’s virtual Financial Community Meeting on March 2, 2021. We present our top takeaways from the event, including the company’s continued investment in its supply chain, its assortment expansion through partnerships and private-label launches, and its focus on digital and flexible fulfillment capabilities. Read More
Insight Report | March 17, 2021 Premium American Eagle Outfitters Investor Day 2021: Aerie To Double Revenue by 2023; American Eagle Banner To Be RevitalizedThe Coresight Research team attended American Eagle Outfitters’ virtual Investor Day on January 21, 2021. We present our top takeaways from the event, including the company’s initiatives to meet the objectives of its “Real Power. Real Growth plan”, as well as its long-term opportunities in the international market and sustainability commitments. Read More
Insight Report | March 17, 2021 Premium February 2021 US Retail Sales: Weather and Lack of Stimulus Slows Growth, but Sales Remain StrongUS retail sales growth grew by 7.2% in February 2021, down from revised growth in the low double-digits in January. Using data from the US Census Bureau, this report looks at which retail sectors saw sales surge and which did not do well in February 2021. Read More
Insight Report | March 17, 2021 Premium Adidas Investor Day 2021: “Own the Game” Strategy Focuses on Brand Credibility, Consumer Experience and SustainabilityThe Coresight Research team attended the Adidas virtual Investor Day 2021. We present key insights from the event, covering the company’s performance in 2020 and the three initiatives central to its “Own the Game” strategy moving forward. Read More
Insight Report | March 17, 2021 Premium January and February 2021 China Retail Sales: Total Sales Jump 30.7%; All Sectors Report Positive Growth Against Weak 2020We review data for retail in China in total and by sector for January and February 2021—a period that saw sales jump significantly year over year, against weak comparatives for the Covid-impacted period of 2020. Read More
Deep Dive | March 16, 2021 Premium US Consumer Tracker: Consumers Get Back to Socializing (Full Report)Our latest survey report provides a detailed update on US consumers’ behaviors, concerns and expectations, with a focus on the implications for retail. This week, we present findings on what activities consumers have done, including key trends from the past three months and breakdowns by income group. We also discuss consumer avoidance of public places and what consumers are buying more of and less of than pre-pandemic. Our consumer survey was undertaken on March 8. Read More
Insight Report | March 16, 2021 Register for Free Access US Consumer Tracker: Consumers Get Back to Socializing (Select Findings)This free report features select findings from our latest survey of US consumers, undertaken on March 8, which asked respondents about their behavior, sentiment and expectations amid the coronavirus crisis. Read More
