February 25, 2021 Event Coverage Register for Free Access Coresight Research Innovator Showcase: Five Retail Technology Innovators Compete for Digital Outreach OpportunityOn February 18, 2021, Coresight Research hosted its Innovator Showcase—an online pitch competition between five retail technology innovators: Engagement Agents, Inspectorio, Newmine, Nexite and Savitude. We present highlights from the innovators’ pitches, as well as from the presentations of three early-stage retail startups that presented their businesses while the judges deliberated. We also reveal the winner of the pitch competition.
February 22, 2021 Insight Report Premium Earnings Insights 4Q20, Week 3: Walmart and CVS Health Remain Strong, While L’Oréal Sees RecoveryOur 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 February 21—namely, beauty brand owner L’Oréal, drugstore retailer CVS Health and mass merchandiser Walmart.
February 22, 2021 Insight Report Premium January 2021 UK Retail Sales: Sales Slide Further amid LockdownWe review data for UK retail in total and by sector for January 2021. Retail sales struggled in January following a disappointing December, brought down by continued poor performance from apparel and footwear retailers as nonessential retailers have been forced to close amid the latest Covid-19 lockdowns.
February 15, 2021 Insight Report Premium Earnings Insights 4Q20, Week 2: Apparel and Beauty Brand Owners Experience Mixed Recovery; REITs Remain Badly HitOur 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 February 14—namely, brand owners Coty, Estée Lauder, Hanesbrands and Under Armour, as well as three REITs: Macerich Company, Simon Property Group and Unibail-Rodamco-Westfield.
February 12, 2021 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 6: Five Below To Open 170 New Stores in 2021Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Aldi, At Home, Five Below, Gertrude Hawk Chocolates, Kmart, Murphy USA, Sears, Skechers, Trader Joe’s and Weis Markets in the US and Aldi, Boohoo, Clarks, Dermstore and The Hut Group in the UK.
February 9, 2021 Insight Report Premium US Apparel and Beauty Spending Tracker: Clothing Declines Deepen in DecemberThe Coresight Research US Apparel and Beauty Spending Tracker provides a monthly update on the trajectory of consumer spending on beauty, clothing and footwear. We analyze US Bureau of Economic Analysis (BEA) data, with discussion of spending growth for beauty, clothing overall and clothing subcategories, as well as our growth projections.
February 8, 2021 Deep Dive Databank Members US Consumer Tracker: Hints of Consumers’ Return to Normal Activities (Full Report)Our latest survey report provides a detailed update on US consumers’ behaviors, concerns and expectations, with a focus on the implications for retail. This week, we explore what consumers have bought online and in-store recently and which retailers they have bought from. We present findings on what activities consumers have done in the past two weeks and their expectations on retaining changed behaviors after the pandemic. Our consumer survey was undertaken on February 1.
February 5, 2021 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 5: ASOS Acquires HIIT, Miss Selfridge, Topman and TopshopOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Bloomingdale’s, PGA TOUR Superstore, The Container Store, Toys“R”Us and Tractor Supply Company in the US and Arcadia Group, ASOS, Frasers Group, New Look and Paperchase in the UK.
February 4, 2021 Market Navigators/Market Outlook Premium Market Outlook: Understanding India’s $800 Billion Retail SectorIn this Market Outlook report, we explore India’s retail sector. We analyze data on the sector size and present our growth estimates for 2021. We discuss key market drivers and e-commerce penetration in India’s retail market compared to other global markets. This report also covers a breakdown of India’s top 15 retail companies by revenue,—including Avenue Supermarts, Flipkart Internet, Reliance Retail and V-Mart Retail.
January 29, 2021 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 4: Francesca’s To Close 276 Stores Following Bankruptcy SaleOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, American Eagle Outfitters, Conn’s HomePlus, Costco, Francesca’s, Godiva and L’Occitane in the US and Frasers Group and JYSK in the UK.
January 28, 2021 Insight Report Premium December 2020 China Retail Sales: Total Sales Jump 5.2%, with Full-Year Decline of 2.3%We review data for retail in China in total and by sector for December 2020—a month that saw sales jump year over year, maintaining similar growth to November’s strong increase.
January 22, 2021 Event Coverage Register for Free Access NRF 2021 Day Five: Optimizing Customer Support and Rethinking the Physical StoreNRF 2021, the annual “Retail’s Big Show” event hosted by the National Retail Federation, is taking place virtually over six days between January 12 and 22. The Coresight Research team presents our 10 key insights from day five of the event, which focused on improving customer support in the age of digital shopping. Panelists also emphasized the importance of a strong, integrated cloud structure in driving innovation and agility.
January 12, 2021 Insight Report Premium Chinese New Year: Five Strategies for International Brands and Retailers To Capitalize on the HolidayChinese New Year, also called Spring Festival, is the most important holiday of the year in Chinese culture, falling on February 11–17 in 2021. We discuss five ways in which international brands and retailers can capitalize on this retail opportunity in 2021 and future years, covering new products, red packets, themed campaigns, livestreaming and logistics.
January 7, 2021 Insight Report Premium Retail Robustness Index: January 2021 Update—Scores Rebound as Product Mix Shifts Back to Normalized LevelsCoresight 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 January 2021 update revises the scores based on financial reports and store-reopening announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in December 2020.
January 5, 2021 Insight Report Premium 3Q20 US Retail Inventory Tracker: Inventory Turnover Rates Increase Year over Year for Most RetailersIn 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 3Q20 and assess why levels may have changed from the year-ago period—with most retailers posting increased inventory turnover levels.
