Showing 1,547 posts

Earnings Insights 2Q20, Week 5: Crisis Supports Structural Shifts, Benefitting Discount Formats

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 September 6, including Dollar Tree, Five Below, Macy’s and PVH Corp.

Read More

Sustainability in Luxury Retail, with Marie-Claire Daveu, Kering

Coresight Research hosted Marie-Claire Daveu, Chief Sustainability Officer and Head of International Institutional Affairs at Kering, to discuss sustainability in luxury retail. We present an edited version of our conversation—covering key topics such as setting and managing targets, the impact of Covid-19 and how sustainability can help to drive profitability.

Read More

The 12 Questions of US Holiday Retail 2020: Part 2—The Consumer’s Propensity To Spend

Coresight Research has 12 questions about the upcoming holiday selling season, which promises to be the most interesting in our team’s collective memory. In this second report of the series, we present and provide answers to three questions, which focus on the US consumer’s propensity to spend. We consider how the employment situation, a “wealth effect” and the upcoming presidential election will impact holiday spending.

Read More

The 12 Questions of US Holiday Retail 2020: Part 1—Changed Consumer Behavior

Coresight Research has 12 questions about the upcoming holiday selling season, which promises to be the most interesting in our team’s collective memory. In this first report of the series, we present and provide answers to our first four questions, which focus on changed consumer behaviors. We consider the potential impacts of social distancing, work-from-home trends and reduced gifting opportunities on holiday spending this year.

Read More

Earnings Insights 2Q20, Week 4: Home Categories Continue To Outperform; Apparel Remains Weak

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 30, including Best Buy, Dollar General, Nordstrom and Ulta Beauty.

Read More

US Back to School 2020: Digital Trends and Digital Learning—Online Sales Set To Be Up Strongly in a Weak Total Market

As part of our US Back to School 2020 series, we present three insights into digital trends this season—covering e-commerce market share and growth, consumer expectations of how and where they will shop for BTS, and how retailers are promoting digital shopping. We also discuss the role of remote learning in school-reopening plans and how this is impacting BTS shoppers’ spending expectations for online learning.

Read More

The US Women’s Intimates Market: Growth Opportunities at a Time of Change

Driven by shifting consumer expectations and evolving lifestyle choices, the US women’s intimates industry is showing distinct signs of opportunity. We discuss growth opportunities in the US women’s underwear market, including shifts away from traditional retail, increased consumer and brand focus on inclusivity and diversity, and expanding definitions of the underwear category.

Read More

Retail Reimagined: Coresight Research Ebook

In Coresight Research’s Retail Reimagined ebook, we offer a thematic outlook to the post-crisis world, exploring eight key retail trends in how brands and retailers can engage with consumers (e.g., gamification, social media), adopt innovative ways of selling (e.g., livestreaming, community group buying, shopping festivals, contact-light retail) and deliver products in an efficient way. 

Read More

Earnings Insights 2Q20, Week 3: Home Categories Prove Strong and Apparel Weak as Discretionary Retail Sees an Uneven Recovery

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 23, including Estée Lauder, Kohl’s, L Brands and The TJX Companies.

Read More

Apparel Retailers and Brands Launch New Products and Services To Adapt to the Changing Retail Environment

With US consumers shopping online more now than prior to the Covid-19 pandemic, brands and retailers have had to deepen their digital capabilities to adapt to the growth of e-commerce. We explore how the apparel sector is remaining competitive in the fast-changing retail environment by launching new products and services to drive sales during and post crisis.

Read More

Quinyx’s “Evolving to Thrive” Virtual Summit: Deborah Weinswig Explores the New World of Retail

We present key insights from Coresight Research CEO and Founder Deborah Weinswig’s presentation on how the pandemic has rewritten the rules of retail. The presentation was given at Quinyx’s “Evolving to Thrive” virtual summit on August 10, 2020, which hosted cross-sector industry leaders to discuss adapting and reinventing operations and workforces in a post-Covid world.

Read More