Product TypeDeep Dive Product TypeDeep Dive | April 14, 2021 premium Six US Industries Benefiting from the Wellness Trend We expect wellness to be the pre-eminent multiyear trend driving discretionary spending shifts, with Covid-19 heightening US consumer focus on health and wellbeing. In this report, we discuss and quantify how six US retail industries—or segments within them—are benefiting from the health and wellness trend.Read More
Product TypeInsight Report Product TypeInsight Report | April 9, 2021 premium US Apparel and Beauty Spending Tracker: After February Slide, Clothing and Footwear Spending Growth To Jump The 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
Product TypeInsight Report Product TypeInsight Report | April 7, 2021 premium 4Q20 US Retail Inventory Tracker: Discretionary Retailers Post Improved Inventory Turnover Rates Our quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 4Q20 and assess why levels may have changed from the year-ago period—with most retailers posting improved inventory turnover levels.Read More
Product TypeDeep Dive Product TypeDeep Dive | April 6, 2021 premium 4Q20 US Earnings Season Wrap-Up: Discretionary Sectors See Mixed Recovery We assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the fourth quarter of 2020, considering consensus estimates and year-over-year changes. Just over half of the companies covered beat revenue consensus estimates, with home and home-improvement retailers, discount retailers, e-commerce companies and mass merchandisers enjoying a particularly strong quarter.Read More
Product TypeStore Tracker Product TypeStore Tracker | March 31, 2021 premium US Store Tracker Extra, March 2021: Openings Set To Outpace Closures by Almost 9 Million Square Feet The US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements. We include details on closures and openings as a percentage of total store base as well as square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of March 26, 2021, versus the comparable period in 2020.Read More
Product TypeInsight Report Product TypeInsight Report | March 29, 2021 premium February 2021 UK Retail Sales: Sales Struggle as Lockdown Continues We review data for UK retail in total and by sector for February 2021. Retail sales witnessed the third consecutive month of decline in February, as nonessential retailers struggled amidst Covid-19 lockdowns.Read More
Product TypeEvent Coverage Product TypeEvent Coverage | March 26, 2021 Register for free access Alibaba’s Tmall Global Summit: Retail Opportunities and Strategies for Success in China’s E-Commerce Market Deborah Weinswig, CEO and Founder of Coresight Research, moderated Alibaba’s Tmall Global Summit on March 25, 2021. We present three key insights from the event, covering a framework for brands to enter the China market, strategies for startups to go global and recommendations for brands to succeed in China.Read More
Product TypeDeep Dive Product TypeDeep Dive | March 25, 2021 premium Playbook: Alternative Models in Retail The new Coresight Research Playbook series provides recommendations for brands, retailers and marketplaces seeking to tap growth segments and emerging trends. In this Playbook, we present six key strategies for retail players to capitalize on gradually maturing alternative models in retail: collaboration, DTC (direct to consumer), rental, resale and subscription. We discuss examples of the strategies and models across multiple categories, with a focus on the US market. Read More
Product TypeInsight Report Product TypeInsight Report | March 23, 2021 Coresight Research x CEW: How Is Technology Transforming the Beauty Industry? Today’s beauty consumers are looking for a high level of online interaction with brands and retailers, particularly with the Covid-19 pandemic having given rise to concerns around hygiene. Together with CEW, we discuss how beauty brands are embracing new technologies such as AI, AR and VR to engage with consumers online and offer them a more personalized beauty shopping experience. In this free report, we explore how technology is transforming the beauty industry and highlight the implications of its adoption for brands and retailers.Read More
Product TypeStore Tracker Product TypeStore Tracker | March 19, 2021 premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 11: Big Lots To Open up to 60 Stores Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Primark, Psycho Bunny and Toys“R”Us in the US and Greggs, John Lewis and Thorntons in the UK.Read More
Product TypeInsight Report Product TypeInsight Report | March 17, 2021 premium January and February 2021 China Retail Sales: Total Sales Jump 30.7%; All Sectors Report Positive Growth Against Weak 2020 We review data for retail in China in total and by sector for January and February 2021—a period that saw sales jump significantly year over year, against weak comparatives for the Covid-impacted period of 2020. Read More
Product TypeInsight Report Product TypeInsight Report | March 15, 2021 premium Earnings Insights 4Q20, Week 6: Discounters and E-Commerce Players See Continued Strength; Substantial Recovery for Beauty Category Our 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
Product TypeInsight Report Product TypeInsight Report | March 11, 2021 premium US Apparel and Beauty Spending Tracker: Clothing and Footwear Spending Sees Revival in January The 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
Product TypeStore Tracker Product TypeStore Tracker | March 4, 2021 premium US Store Tracker Extra, February 2021: 2,222 Store Closures by Major US Retailers Will Result in 31 Million Square Feet of Closed Retail Space in 2021 The US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements. We include details on closures and openings as a percentage of total store base as well as square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of February 26, 2021, versus the comparable period in 2020.Read More
Product TypeInsight Report Product TypeInsight Report | March 2, 2021 premium China Retail Insights: How Are Emerging Offline Beauty Retailers Winning Young Shoppers? Beauty was one of the most resilient discretionary categories in China in 2020, and a new wave of domestic offline beauty retailers is emerging. We explore how these new brick-and-mortar beauty retailers are achieving success in the China market by enhancing the shopping experience and gaining huge exposure on social media to appeal to young Chinese consumers.Read More
