Insight Report | November 12, 2020 Premium Retail Robustness Index: November 2020 Update—Most Metrics Improve SlightlyCoresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. The November update revises the scores based on financial reports and store-reopening announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in October. Read More
Insight Report | November 11, 2020 Premium October 2020 US Retail Traffic and In-Store Metrics: Traffic Declines by 35%, and More Steeply Toward the End of the MonthOctober 2020 saw a total US nonfood store traffic decline of nearly 35% year over year, as the number of new Covid-19 cases increased. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type. Read More
Market Outlook | November 11, 2020 Premium The US Denim Market: Recovery Driven by Casualization, Sustainability, Collaboration and TechnologyWe explore key trends in the US denim market—such as casualization and sustainability—that we expect will help support the market’s revival. We discuss how Covid-19 has disrupted the US denim market’s recent positive trajectory, with data analysis of the market’s size and predictions for future growth. Read More
Insight Report | November 10, 2020 Register for Free Access Brand Journeys to Singles’ Day 2020: #10—Caraa Leverages Local Expertise in the China MarketHosted annually on November 11, Singles’ Day is the world’s largest online shopping festival. Continuing Coresight Research’s Brand Journeys to Singles’ Day 2020 series, we profile sports bag and accessory brand Caraa. In this free report, we discuss how the brand is engaging with Chinese consumers, including the use of livestreaming ahead of this year’s Singles’ Day. Read More
Insight Report | November 10, 2020 Premium The 12 Weeks of Holidays: #7: Outlook for the US Apparel and Footwear SectorApparel and footwear retailers are having to rethink their approach to the holidays this year, due to the impacts of the Covid-19 pandemic. As part of The 12 Weeks of Holidays series, we provide an outlook for the sector, including our estimates for consumer spending during the holiday period. We also discuss e-commerce fulfillment, digital sales growth, the winning trends in apparel and insights into how select retailers are preparing for the holidays. Read More
Insight Report | November 9, 2020 Premium The Inaugural 10.10 Shopping Festival: From Concept to Creation—and the Five Factors That Drove Its SuccessCoresight Research launched the 10.10 Shopping Festival exactly one month ago, to bring fun and excitement back to the retail industry and to help retailers and shoppers address the disruption caused by Covid-19. We provide insights into the creation and launch of the inaugural 10.10 Shopping Festival, which took place on October 9–12, and the five key factors that drove its success. Read More
Insight Report | November 9, 2020 Premium Earnings Insights 3Q20, Week 1: Home Categories Prove Strong, While Beauty and Apparel Witness Substantial ImprovementOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-quarter 2020 earnings. We condense what retail companies are reporting, with a focus on the impact of the coronavirus crisis. This week, there are highlights from companies that reported in the week ended November 8, namely Amazon, Canada Goose, Capri Holdings, Hanesbrands, The Estée Lauder Companies, Under Armour and Wayfair. Read More
Store Tracker | November 6, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 45: Pet Valu To Close All US StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from 7-Eleven, Nordstrom and Pet Valu in the US and Shoe Zone in the UK. Read More
Market Outlook | November 5, 2020 Premium Market Outlook: Understanding China’s $5 Trillion Retail SectorIn this Market Outlook, we explore China’s retail sector. We analyze data on the sector’s size and present our estimates for growth in the remainder of 2020 and into 2021. We profile China’s leading retail companies and outline the composition and trajectory of the retail market. This report also discusses a number of key themes in the market—including e-commerce as a driver of sector consolidation, high consumer demand in certain product categories, sales growth among domestic beauty brands and opportunities in the duty-free format. Read More
Market Outlook | November 3, 2020 Premium The US Menswear Market: More Casual, More CompetitiveThe US menswear market is becoming more focused on comfortwear, casualwear and activewear, with these categories trending among consumers amid the Covid-19 pandemic. We explore the market shift and discuss what brands and retailers are doing to differentiate themselves in an increasingly competitive environment—including through value private labels, technical innovation and collaborations. Read More
Store Tracker | October 30, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 44: Carter’s and Gap Inc. Announce Store ClosuresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Carter’s, Gap Inc. and Ross Stores in the US and Flannels in the UK. Read More
Insight Report | October 29, 2020 Premium New Retail Briefing: Alibaba To Invest in Travel Retailer Dufry To Tap Into China’s Growing Domestic Duty-Free MarketWe discuss recent developments in New Retail in China, including Alibaba’s planned investment in travel retailer Dufry to capture sales from China’s growing domestic duty-free market and Pinduoduo’s partnership with Yili, the largest dairy company in China, to livestream the production process in its formula factory as a move to gain consumer trust. Read More
Flash Report | October 26, 2020 Register for Free Access Introducing the New Coresight 100: The Companies Reinventing RetailWith 2020 having accelerated the pace of change in retail, we have re-evaluated the Coresight 100, our focus list of the top 100 of the largest and most influential companies in the global retail ecosystem. We introduce the new list of the top companies to watch, which spans eight sectors and now includes select innovators and private companies. Read More
Insight Report | October 23, 2020 Premium Amazon Prime Day 2020: Exclusive Pricing Data Reveal Depth and Breadth of PromotionsIn collaboration with competitive intelligence provider DataWeave, Coresight Research analyzes the level and distribution of discounts on Amazon.com during Prime Day 2020 across the beauty, electronics, men’s fashion and women’s fashion categories. We also offer some comparisons to discounts at Best Buy, Target and Walmart during the Prime Day period. See our free infographic for a summary of select data. Read More
Event Coverage | October 23, 2020 Register for Free Access Big Billion Days 2020 Wrap-Up: Focus on “Tier 2 and Beyond” Regions Drives SalesFlipkart held its annual Big Billion Days in India on October 16–21. We discuss the metrics that Flipkart released for the five-day event, covering the e-commerce platform’s focus on “Tier 2 and beyond” cities and sales growth across multiple product categories. Read More
