Insight Report | March 15, 2021 Premium Earnings Insights 4Q20, Week 6: Discounters and E-Commerce Players See Continued Strength; Substantial Recovery for Beauty CategoryOur 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 14—namely, Big Lots, Dick’s Sporting Goods, JD.com, Stitch Fix and Ulta Beauty. Read More
Insight Report | March 12, 2021 Premium February 2021 US Retail Traffic and In-Store Metrics: Traffic Declines by 36%, Easing Toward the End of the MonthFebruary 2021 saw a total US nonfood store traffic decline of 36% year over year, a weakening in traffic trends compared to January. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type. Read More
Store Tracker | March 12, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 10: US Openings Exceed Closures as Discount Chains ExpandOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Abercrombie & Fitch, Burlington Stores, Chico’s, Dick’s Sporting Goods, Dollar Tree, Foxtrot Market, Gap, Grocery Outlet, NIKE, Ross Stores and The Children’s Place in the US and Clarks and Morrisons in the UK. Read More
Insight Report | March 11, 2021 Premium US Apparel and Beauty Spending Tracker: Clothing and Footwear Spending Sees Revival in JanuaryThe Coresight Research US Apparel and Beauty Spending Tracker provides a monthly update on the trajectory of consumer spending on beauty, clothing and footwear. Read More
Market Outlook | March 10, 2021 Premium Market Outlook: Apparel and Footwear in the US, the UK and China—Prospects for 2021 and BeyondIn this Market Outlook, we discuss the recovery of the apparel and footwear market in a pandemic-impacted retail environment, with a focus on the US, the UK and China. We provide our market sizing estimates for 2021 and beyond, and we consider the primary trends that will drive demand. This report also explores e-commerce penetration, the competitive landscape, US retail innovators and key themes—including a shift to DTC, the importance of sustainability and the rise of athleisure. Read More
Insight Report | March 9, 2021 Premium New Retail in China: Tencent Pilots Centralized Portal for WeChat Mini ProgramsWe discuss recent developments in New Retail in China, including Tencent’s launch of a centralized portal for brands and retailers’ WeChat mini programs. We also discuss the IPO prospectus filing from JD Logistics and the opening of a Tmall Luxury Pavillion store by Italian high-end shoe brand Santoni. Read More
Insight Report | March 8, 2021 Register for Free Access US Consumer Tracker: Rebound in Online Apparel and Beauty Purchases (Select Findings)This free report features select findings from our latest survey of US consumers, undertaken on March 1, which asked respondents about their behavior, sentiment and expectations amid the coronavirus crisis. Read More
Deep Dive | March 8, 2021 Premium US Consumer Tracker: Rebound in Online Apparel and Beauty 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 product categories consumers had purchased in-store and online in the past two weeks, as well as what they are buying more of and less of than pre-pandemic. We also discuss what activities consumers have done in the past two weeks. Our consumer survey was undertaken on March 1. Read More
Insight Report | March 8, 2021 Premium Earnings Insights 4Q20, Week 5: Discounters Stand Strong While Department Stores Remain Badly Hit and Apparel Specialists See Slow 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 7—namely, American Eagle Outfitters, BJ’s Wholesale Club, Burlington Stores, Dollar Tree, Foot Locker, Gap Inc., Grocery Outlet Holding Corp., Kohl’s, Kroger, Nordstrom, Ross Stores, Target and Urban Outfitters. Read More
Company Profile | March 5, 2021 Premium Pinduoduo (NASDAQ: PDD) Company ProfilePinduoduo is a Chinese e-commerce retailer, selling a range of merchandise. Headquartered in Shanghai, the company operates its group-buying retail model throughout China. Read More
Store Tracker | March 5, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 9: TJX Companies To Open 81 Net US Stores in 2021Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Bath & Body Works, Bob’s Discount Furniture, Casper Sleep, Dick’s Sporting Goods, Hudson, Macy’s, Paper Source, Payless, Sprouts Farmers Market, TJX Companies and Victoria’s Secret in the US and Amazon, Sainsbury’s, Tesco and Thomas Pink in the UK. Read More
Deep Dive | March 2, 2021 Premium US Retail amid Economic Recovery: Learnings from the Global Financial CrisisIn this report, we examine the impending economic and retail recovery from the coronavirus crisis in the US through the lens of recovery from the 2008 Global Financial Crisis (GFC). We discuss how lessons from the 2008 financial crisis are useful for understanding the shape and speed of the expected retail recovery from the coronavirus pandemic, as well as exploring the differences in the nature and cause of the two crises. Read More
Insight Report | March 1, 2021 Premium Earnings Insights 4Q20, Week 4: Home Categories Stand Strong, While Apparel Sees Weak DemandOur 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 February 28—namely, Best Buy, Farfetch, Home Depot, L Brands, Lowe’s, Macy’s, The RealReal, The TJX Companies and Wayfair. Read More
Insight Report | March 1, 2021 Register for Free Access US Consumer Tracker: Signs of a Return to Stores (Select Findings)This free report features select findings from our latest survey of US consumers, undertaken on February 22, which asked respondents about their behavior, sentiment and expectations amid the coronavirus crisis. Read More
Deep Dive | March 1, 2021 Premium US Consumer Tracker: Signs of a Return to Stores (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 product categories consumers had purchased in-store and online in the past two weeks, as well as what they are buying more of and less of than pre-pandemic. We also discuss what activities consumers have done in the past two weeks. Our consumer survey was undertaken on February 22. Read More
