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Product TypeDeep Dive | 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.

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Product TypeInsight Report | 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.

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Product TypeDeep Dive | 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.

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Product TypeStore Tracker | 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.

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Product TypeEvent Coverage | 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.

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Product TypeDeep Dive | 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.

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Product TypeInsight Report |

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.

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Product TypeInsight Report | 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.

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Product TypeStore Tracker | 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.

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Product TypeInsight Report | 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.

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