May 18, 2021 Insight Report Premium Earnings Insights 1Q21, Week 1: Estée Lauder and L’Oréal Report Positive Sales Growth on a Two-Year BasisOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended May 16, 2021 (and earlier), including Amazon, Estée Lauder, Grocery Outlet, Guess?, Hanesbrands, L’Oréal, Tractor Supply Company, Wayfair and more, as well as selected REITs.
May 18, 2021 Insight Report Premium US Subscription E-Commerce Market: Channel Shifts and Discretionary Rebound Set To Support GrowthThe US subscription e-commerce market is set to see strong sales growth in 2021, building on high online shopping demand amid the pandemic in 2020. We discuss our market outlook for 2021, the competitive landscape in US subscription e-commerce and opportunities related to four trends we are watching in the market.
May 18, 2021 Insight Report Premium April 2021 US Retail Traffic and In-Store Metrics: Traffic Declines Slightly Accelerate, but Trends Improve Toward the End of the MonthIn April 2021, total US nonfood store traffic declined by 28.4% on a two-year basis (as compared to April 2019), a slight weakening from March’s 27.3% two-year decline. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type.
May 14, 2021 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 19: Closures Overtake OpeningsOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Christopher & Banks, Primark and Sally Beauty in the US and Majestic Wines, Poundstretcher and Shoeaholics in the UK.
May 13, 2021 Deep Dive Premium Head-to-Head in Beauty: Sephora vs. UltaAs part of Coresight Research’s Head-to-Head series, we compare Sephora and Ulta, the leading beauty retailers in the US. In this report, we provide insights into the two companies’ sales performance and e-commerce penetration rates as well as their evolving store portfolios, merchandise offerings, and diversity and inclusion initiatives.
May 13, 2021 Insight Report Premium Livestreaming Latest, May 2021: Personalization and Community Building Emerge as Key TrendsOur new Livestreaming Latest series provides regular updates on the variety of approaches in livestreaming e-commerce that are emerging around the world, across different retail sectors. We present recent market developments and discuss three notable trends in the livestreaming space, covering personalization and community building. We also offer examples of recent livestreaming events from retail companies globally.
May 12, 2021 Insight Report Premium China Retail Insights: The Rise of Virtual Influencers as an Innovative Marketing ToolVirtual influencers are a growing phenomenon in China. We explore the evolution of the concept, the different types of virtual influencers, and how brands and retailers can use these digital characters to increase engagement with young consumers in China—including through livestreaming. We present notable examples in the market and consider the benefits and drawbacks of virtual influencers.
May 11, 2021 Insight Report Premium Six Months to Singles’ Day: Set 11.11 on Your Retail CalendarSingles’ Day is the world’s largest online shopping event in terms of GMV, with Chinese e-commerce giants Alibaba and JD.com being the two major players. With six months to go until this year’s event, we discuss the reasons why brands and retailers should set Singles’ Day 2021 in their retail calendar—covering the recent performance of the annual shopping festival, examples of success by international brands, and the actions that brands and retailers can take now to plan for the event.
May 7, 2021 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 18: Murphy USA Adds 156 Stores Through QuickChek AcquisitionOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Dyson, L.L. Bean, Murphy USA and WHSmith in the US and Frasers Group, Harrods and Tommy Hilfiger in the UK.
May 5, 2021 Insight Report Premium US Apparel and Beauty Spending Tracker: Clothing and Footwear Spending 12% Above Pre-Crisis Levels in March 2021The Coresight Research US Apparel and Beauty Spending Tracker provides a monthly update on the trajectory of consumer spending on beauty, clothing and footwear. In this report, we discuss a strong recovery in consumer spending on apparel in March 2021 and spending growth in the beauty category.
April 29, 2021 Insight Report Premium Research Preview: Playbook—Inclusivity in RetailInclusivity, providing equal access for people who might otherwise be excluded or marginalized, touches every part of an organization and is guided by the organization’s strategic goals and mission. This Research Preview offers an early look at our research on inclusivity in retail, from our forthcoming Playbook. We present selected insights from our key strategies for organizations to align inclusivity across operations, products and marketing.
April 27, 2021 Insight Report Premium M&A in Beauty: A Strong Start to 2021 Following a Soft 2020, with Momentum Set To ContinueBeauty M&A (mergers and acquisitions) activity has rebounded quickly from Covid-19 and started off strong in 2021. In this report, we discuss the soft performance of 2020 and highlight notable deals that have kickstarted the market in 2021.
April 22, 2021 Deep Dive Premium Playbook: Livestreaming E-Commerce in the USIn this Playbook, we present five best practices for US brands and retailers to develop winning livestreaming e-commerce strategies, covering consumer reach, seamless shopping experiences, viewer engagement and more.
April 22, 2021 Insight Report Premium March 2021 US Retail Traffic and In-Store Metrics: Traffic Declines Ease Even as Covid-19 Cases RiseMarch 2021 saw a total US nonfood store traffic decline of 27% year over year, a strong improvement from February. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type.
April 20, 2021 Insight Report Premium Retail Robustness Index: April 2021 Update—Relative Stability Amid Renewed Temporary Closures and Management ChangesCoresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand amid the Covid-19 pandemic. The April 2021 update revises the scores based on financial reports and store- and management-related announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in January 2021.
