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Earnings Insights 2Q20, Week 1: Retailers’ Path to Recovery Is Being Led by Digital Business

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-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 August 9 and earlier, including Amazon, Capri Holdings, CVS Health and VF Corporation.

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The RealReal (NasdaqGS: REAL) Company Profile

The RealReal is a US-based online marketplace for luxury consigned apparel, footwear and accessories. Headquartered in San Francisco, California, the company operates online in the US and has 10 luxury consignment offices across the country.

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Americans with Disabilities Act Celebrates 30 Years—Opportunities Still Exist for Inclusion, Education and Adaptive Apparel

Following the 30-year anniversary of the ADA, we look at how inclusion for people with disabilities is being realized in the US and the role that adaptive apparel can play in facilitating this. We also discuss the opportunity that we see for brands and retailers to enter the adaptive apparel and footwear market and develop innovations to serve the community.

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Open for Business with Joel Anderson, Five Below: Staying Resilient and Adapting to the New Environment

As part of our Open for Business webinar series, we hosted Joel Anderson, President and CEO of discount-store chain Five Below, Inc. We present an edited transcript from this webinar, in which Anderson offered insights into how the company has adapted to the changing environment and consumer behaviors amid the coronavirus crisis—covering key topics such as store reopening and self-checkout.

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Retail Robustness Index: August 2020 Update—Higher Scores Due to Increases in Store Reopenings

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 August update updates 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 July.

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US Back to School 2020: A Redefined Shopping Basket

Part of our US Back to School 2020 series, we look at what the shopping basket may look like this season amid uncertainty around school and college reopening models due to the coronavirus crisis. We discuss the challenges that retailers face in determining demand and the implications of the transformed BTC season for students and retailers.

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Coresight Research x Alibaba Group: Finding Growth in the China Market—Tapping the 6.18 Shopping Festival

Coresight Research and Alibaba Group hosted Amanda Baldwin, President at Supergoop!, and Erick Haskell, President of International at Allbirds, in a webinar to discuss how international brands can find growth in the China market by leveraging Alibaba’s Tmall Global e-commerce platform. We present an edited transcript from this webinar, which offers insights into consumer trends in China, the 6.18 shopping festival and the challenges presented by the Covid-19 crisis.

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US Back to School 2020: The Outlook for Retail amid Uncertainty and a Gloomy Economic Backdrop

Launching our US Back to School 2020 series, we outline our expectations for the season this year, which is being shaped by the coronavirus crisis. We discuss the core market drivers behind our estimates of consumer spending in the US—including consumer focus on health and safety, the impact of Covid-19 on discretionary retail, potential school and college reopening models and the economic backdrop.

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Retail Reimagined: Using Shopping Festivals To Boost Sales

As part of our Retail Reimagined series, which explores the outlook for retail in a post-crisis world, we discuss shopping festivals as an innovative way to generate interest in products, boost brand awareness and drive sales following the coronavirus pandemic. We consider the implications for brands, retailers and technology vendors.

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