January 4, 2021 Deep Dive Premium 2021 Retail and Technology OutlookAgainst the challenging coronavirus-impacted retail environment, Coresight Research’s analysts provide directional outlooks and sector headwinds and tailwinds for 2021. We discuss the trends and data points that we expect to see during the year ahead, covering 10 channels, sectors or markets, with a focus on the US.
December 23, 2020 Deep Dive Premium 3Q20 US Earnings Season Wrap-Up: Discretionary Sectors Regain MomentumWe 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 third quarter of 2020, considering consensus estimates and year-over-year changes. Against the backdrop of the Covid-19 pandemic, many companies beat revenue consensus estimates, and most of the discretionary sectors regained their momentum during the quarter.
December 22, 2020 Insight Report Premium Beauty Insights: An Analysis of Kohl’s and Sephora vs. Target and Ulta Beauty Partnerships—Which Retailers Win?Recently, the two biggest beauty retailers in the US, Sephora and Ulta Beauty, announced partnerships with Kohl’s and Target, respectively. As part of our Beauty Insights series, we look at the benefits that the partnerships offer each retailer and analyze which retailers are set to gain the most.
December 18, 2020 Insight Report Premium November 2020 US Retail Sales: Total Growth Remains Very StrongUS retail sales continued to see strong growth in November, continuing October’s rebound. Using data from the US Census Bureau, this report looks at which retail sectors saw sales surge and which did not do well in November 2020.
December 11, 2020 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 50: Francesca’s Files for Bankruptcy; Dollar General To Open Over 1,000 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 Francesca’s, Dollar General, Sephora and Wayfair in the US and Cath Kidston and Debenhams in the UK.
December 10, 2020 Insight Report Free Report Coresight Research x CEW: Beauty Insights—What Global Brands and Retailers Can Learn from China’s Singles’ Day 2020 EventBeauty has always been a popular category on Singles’ Day, and this year, it continued to witness strong sales growth across various Chinese e-commerce platforms, including Alibaba’s Tmall and JD.com. Together with CEW, we assess beauty brands’ and retailers’ performance and explore the key beauty trends that came to the fore during the Singles’ Day 2020 shopping festival. In this free report, we discuss the strategies that beauty brands and retailers implemented for the event and the learnings that brands can apply in future festivals and beyond to capture share of the fast-growing beauty market in China.
December 10, 2020 Insight Report Premium The 12 Weeks of Holidays: #11—Our Predictions for a Digital December in US RetailWe present our expectations for a digital December and analyze the implications for US retailers. We cover recent retail traffic trends, mobile commerce and digital selling tools, popular online product categories, and online-order fulfillment and last mile-delivery. This report is part of The 12 Weeks of Holidays series, in which we present key data, trends and observations as we count down to the peak holiday season.
December 8, 2020 Insight Report Premium Insights from China: Tapping Into China’s High-Growth Male Beauty MarketChina’s male beauty market is on the rise and still has huge growth potential. We outline the market and discuss its key growth drivers. We explore how beauty brands can better reach Chinese male consumers through esports sponsorship and brand collaboration.
December 7, 2020 Insight Report Premium Earnings Insights 3Q20, Week 5: Discounters Stand Strong and Beauty Sees Strong Recovery; Declines Continue for Some Apparel BrandsOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-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 December 6, including Dollar General, Five Below, Kroger, PVH Corp and Ulta Beauty.
November 30, 2020 Insight Report Premium Holiday 2020: US Black Friday Insights—“The Quietest in 20 Years”Our observations and insights on US Black Friday demand, based on our store checks, consumer survey and discussions with retailers, as well as select third-party data points on store traffic and e-commerce sales.
November 26, 2020 Deep Dive Premium Singles’ Day 2020 Ebook: Analyzing Product, Marketing and Channel StrategiesIn Coresight Research’s Singles’ Day 2020 Ebook, we offer a thematic discussion of the key strategies employed by brand and retailers around the world to drive sales during the shopping extravaganza in November 2020. We analyze four key topics: new products, marketing campaigns, new entrants and New Retail strategies.
November 20, 2020 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 47: Ascena To Close All Justice Stores and Francesca’s To Close Over 100 StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Ascena Retail Group, Francesca’s and Herman Miller in the US and Poundland and WHSmith in the UK.
November 20, 2020 Insight Report Premium Singles’ Day 2020: Analyzing New Retail StrategiesStarted as an online-only shopping festival, Singles’ Day has been shifting toward an omnichannel presence, leveraging Alibaba’s concept of “New Retail” to extend the event to offline retail. We discuss three key New Retail strategies that brands and Alibaba’s Tmall platform launched for this year’s Double 11: offline experiential events, such as pop-up shops; 3D virtual showrooms; and online coupons.
November 19, 2020 Insight Report Premium Singles’ Day 2020: Analyzing New EntrantsAs part of our coverage of Singles’ Day 2020, we explore new entrants on Alibaba’s Tmall platform and their approach to leveraging the shopping festival for China market entry or expansion. We cover entrants from different sectors, including apparel, beauty, home furnishing and luxury.
November 19, 2020 Insight Report Premium Singles’ Day 2020: Alibaba and JD.com Record $115 Billion in SalesAs the world’s largest online global shopping festival, Singles’ Day presents an exciting sales opportunity for brands and retailers. We discuss the Singles’ Day sales performance of China’s leading e-commerce players, including a comparison of Alibaba and JD.com. We highlight key themes from this year’s festival and consumer shopping patterns.
