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Earnings Insights 3Q20, Week 3: Off-Pricers See Strong Improvement, but Department Stores Remain Badly Hit; Sales Surge in Home Improvement

Our 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 22, including Home Depot, Kohl’s, Macy’s, Target, The TJX Companies and Walmart.

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Singles’ Day 2020: Analyzing New Entrants

As part of our coverage of Singles’ Day 2020, we explore new entrants on Alibaba’s Tmall platform and their approach to leveraging the shopping festival for China market entry or expansion. We cover entrants from different sectors, including apparel, beauty, home furnishing and luxury.

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Brand Journeys to Singles’ Day 2020: #11—Allbirds Sidesteps Discounting with Focus on Sustainability

Hosted annually on November 11, Singles’ Day is the world’s largest online shopping festival. Concluding our Brand Journeys to Singles’ Day 2020 series, we profile footwear company Allbirds. In this free report, we discuss how Allbirds leveraged Singles’ Day to build brand awareness in China and promote its messaging on sustainability, rather than offering discounts during this year’s festival.

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Retail Robustness Index: November 2020 Update—Most Metrics Improve Slightly

Coresight 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.

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Brand Journeys to Singles’ Day 2020: #10—Caraa Leverages Local Expertise in the China Market

Hosted 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.

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