Product TypeStore Tracker July 3, 2020 premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 27: Microsoft To Close All US Stores Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Microsoft and Space NK in the US, and Harveys Furniture, Monsoon Accessorize and TM Lewin in the UK.Read More
Product TypeInsight Report July 2, 2020 premium 1Q20 US Retail Inventory Tracker: Discretionary Sectors Post Lower Inventory Turnover as Lockdowns Hit In our quarterly US Retail Inventory Tracker reports, we analyze inventory trends among those US retailers listed in the Coresight 100. We look at the inventory levels of various retailers in 1Q20 and assess why levels may have changed from the year-ago period—with many companies witnessing heavy impacts from the coronavirus crisis. Read More
Product TypeInsight Report June 25, 2020 premium Beauty Insights: Opportunities in India’s Beauty and Personal Care Market As part of our Beauty Insights series, we explore the beauty and personal care market in India and the opportunities that it presents to international brands and retailers. We detail the industry’s key growth drivers—considering population demographics, the e-commerce channel and evolving consumer trends—and discuss the competitive landscape, which includes international players such as L’Oréal, Estée Lauder and Sephora. We also assess the impact of the coronavirus crisis on the India’s beauty sector against the backdrop of easing nationwide lockdowns.Read More
Product TypeInsight Report June 25, 2020 premium Coronavirus Insights: China’s Post-Crisis Retail Outlook—How Shanghai Stores Won Back Young Shoppers after Lockdown The Coresight Research team recently observed the current retail environment in Shanghai to assess the return of shoppers to the brick-and-mortar format in the wake of the Covid-19 crisis in China. We visited the flagship stores of two retailers that are focused on attracting young consumers: Harmay, a beauty retailer; and The Beast Shop, a lifestyle brand. Read More
Product TypeInsight Report June 23, 2020 premium China Sees a Significant Sales Rebound during the 6.18 Midyear Shopping Festival The 6.18 Shopping Festival represented a significant sales rebound in China following the coronavirus crisis. We explore the success of e-commerce platforms during this year’s event and the underlying consumer trends that drove sales.Read More
Product TypeInsight Report June 17, 2020 premium May 2020 US Retail Sales: Total Year-over-Year Growth Turns Positive; Declines at Discretionary Sectors Ease While Food Stores and Nonstore Retailers See Strong Growth Most sectors witnessed the easing of sales declines in May, as US consumers resumed spending following the reopening of stores post lockdown. Growth in total US retail sales excluding gasoline and automobiles turned positive on a year-over-year basis, driven by double-digit growth at food stores, home-improvement retailers and nonstore retailers.Read More
Product TypeInsight Report June 15, 2020 premium Earnings Insights 1Q20, Week 4 and Wrap-Up: Retailers Cite Pent-Up Demand as They Report Higher-than-Anticipated Sales Productivity Rates Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-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 June 14, including Five Below, Macy’s and PVH Corp. This is the fourth and final report in the first-quarter Earnings Insights series. As such, we also summarize the performance of retailers reported in the prior weeks. Read More
Product TypeInsight Report June 12, 2020 premium Five Months to Singles’ Day: A Tactical Guide for How To Prepare for the Shopping Festival This Year With five months to go until Singles’ Day 2020, we provide a six-step reference guide for brands and retailers to use in preparing for the shopping festival against the backdrop of the coronavirus crisis.Read More
Product TypeFlash Report June 11, 2020 premium Ulta Beauty Management Discusses Its Covid-19 Experience and Expectations for the Post-Crisis Reality Ulta Beauty management attended two events this week, in which they discussed the company’s experiences during the coronavirus pandemic and expectations going forward. We summarize the key insights—including store reopenings, the acceleration of virtual try-on technology, beauty trends and growth categories. Read More
Product TypeInsight Report June 9, 2020 premium Insights from China: Douyin vs. Kuaishou—Using Short-Video Platforms To Target Consumers We look at the marketing opportunities that Douyin and Kuaishou, the two leading short-video platforms in China, present for brands and retailers—considering the user base, content distribution model and e-commerce capabilities of each. Read More
Product TypeStore Tracker June 5, 2020 premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 23: Tuesday Morning Files for Bankruptcy Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Burlington Stores, Dollar Tree and Tuesday Morning in the US, and ALDO and Monsoon Accessorize in the UK.Read More
Product TypeInsight Report June 1, 2020 premium Earnings Insights 1Q20, Week 2: Evidence of Pent-Up Consumer Demand as US Lockdowns Ease and Stores Reopen Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-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 May 31, including Burlington Stores, Dollar General and Ulta Beauty.Read More
Product TypeDeep Dive June 1, 2020 premium Coronavirus Insights: US Survey Update—Hints of Renewed Consumer Optimism as Lockdowns Ease (Full Report) Our latest survey report provides a detailed update on US consumers’ behaviors, concerns and expectations amid the coronavirus crisis, with a focus on the implications for retail. We discuss shoppers’ expectations, including what they expect to do in the month after lockdowns end. Our consumer survey was undertaken on May 27. Read More
Product TypeInsight Report May 29, 2020 premium April 2020 Monthly Consumer Update: US, UK and China Analyzing consumer demand in April 2020, it is clear that the month saw the worst impact of the coronavirus in the US and the UK, while China experienced a small rebound.Read More
Product TypeInsight Report May 28, 2020 premium Beauty Insights: The Future of Home Hair Color as Salons Reopen Salons are reopening across the US as coronavirus lockdowns are lifted. We assess the impacts of the Covid-19 lockdown and recovery on the home hair color product category and explore the possible future reality of the hair color sector over the next year.Read More
