Deep Dive | July 8, 2020 Premium 1Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 ImpactFirst-quarter 2020 retail earnings include the negative impact on sales caused by the coronavirus outbreak. We assess the recent performance of US retailers in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. With retail sectors weathering the Covid-19 crisis in different ways, sales declines are now easing due to stores reopening post lockdown, but the pace of recovery will vary. Read More
Event Coverage | June 17, 2020 Register for Free Access Open for Business with David Hardiman-Evans, Ocado Solutions: The Impact of Covid-19 on Traditional and Online GroceryAs part of our Open for Business webinar series, we hosted David Hardiman-Evans, SVP, North America at Ocado Solutions. We present the transcript from this webinar, in which Hardiman-Evans offered insights into the dynamic changes in the online grocery sector amid the coronavirus crisis—covering key topics such as consumer demand and loyalty, assortment rationalization and fulfillment models. Read More
Insight Report | June 12, 2020 Premium Five Months to Singles’ Day: A Tactical Guide for How To Prepare for the Shopping Festival This YearWith 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
Store Tracker | June 9, 2020 Databank Members US Store Closures 2020 Outlook: Covid-19 Update—Prolonged Impact Set To Drive Up ClosuresThis report assesses the outlook for physical retail over the remainder of 2020—updating our previous expectations in light of the escalating impact of the coronavirus crisis. We compare year-to-date store closure data with 2019 and discuss a potential rise in bankruptcies, which may become a reality for many struggling retailers. We also update our prediction for the total number of closures we expect to see in the US in the full-year 2020. Read More
Insight Report | June 9, 2020 Premium JD.com Kicks Off This Year’s 6.18 Shopping Festival: A Boost for Online and Offline Retail Post CrisisJD.com launched its annual 6.18 Shopping Festival on May 25, 2020, marking the start of the event’s pre-sale period. We explore how the e-commerce platform has upgraded its services for this year’s festival, including by integrating physical retail promotions for a boundaryless shopping experience. Read More
Deep Dive | June 2, 2020 Free Report Winning with Retailer-Supplier Collaboration in Grocery and Drug RetailWe analyze the findings of a recent Coresight Research proprietary survey of global suppliers and retailers to explore the importance of retailer-supplier collaboration and the key criteria for achieving this. We present insights into the challenges, advantages and opportunities presented by retailer-supplier collaboration, with a focus on customer-centric data sharing. Read More
Event Coverage | May 27, 2020 Register for Free Access Open for Business with Brad Burgess, Global Affairs Executive: Digital and Supply Chain Strategies during a Crisis and BeyondAs part of our Open for Business webinar series, we hosted Brad Burgess, Global Head of Corporate Affairs at JD.com. We present the transcript from this webinar, in which Burgess offered insights into supply chain challenges and technological innovations in the context of the coronavirus pandemic and beyond. Read More
Insight Report | May 21, 2020 Premium Coronavirus Insights: China Launches New “55 Shopping Festival” To Give Retail a Post-Lockdown BoostTo stimulate the economy and encourage consumers to release pent-up demand post Covid-19, the Shanghai Municipal People’s Government co-launched a new, large-scale shopping holiday with the retail industry at the beginning of May 2020. We discuss the scale and impact of the omnichannel 55 Shopping Festival, exploring how it is driving purchasing behavior in retail and tourism. Read More
Event Coverage | May 14, 2020 Register for Free Access Coresight Conversations: Retail Legend and Turnaround Specialist Michael Appel Discusses How Liquidity Preservation Is Key to a Business TurnaroundAs part of our Coresight Conversations: Legends in Retail webinar series, we hosted retail legend and business turnaround specialist Michael Appel. We present the transcript from this webinar, in which Appel shared his five-pronged strategy for how retailers can survive the current coronavirus crisis and look ahead to the future—with emphasis on the key pillars of technology and liquidity. Read More
Deep Dive | May 13, 2020 Premium Operating in a Post-Coronavirus World: How Indian Retailers Can Navigate the Road to RecoveryThe 2020 coronavirus pandemic has seen the Indian government impose restrictions to curb the spread of the virus. We discuss the wide-ranging impacts of the ongoing lockdown on India’s retail sector and explore how retailers have responded to the crisis. In addition to examining the challenges that lie ahead, we present a three-pronged approach for retailers to survive the post-coronavirus recovery period and emerge stronger. Read More
Deep Dive | May 6, 2020 Premium US Online Grocery Survey 2020: Many More Shoppers Buying More Categories from More RetailersOur third annual US online grocery report looks at how many consumers are buying groceries online, how much of their total grocery spend e-commerce captures and which retailers they buy from online—among other findings. Read More
Insight Report | April 30, 2020 Premium Brand Mashups: Limited-Edition Products a Lever To Support Consumer Demand in Tough TimesBrand mashups effectively leverage the unique strengths of each brand to drive shopper excitement. We present examples of recent mashups—some of which are unlikely partnerships—that are generating consumer interest during the coronavirus crisis. Read More
Insight Report | April 23, 2020 Premium From Steak to Chicken: Coronavirus-Driven Downturn Likely To Prompt a Wave of Trading Down in US GroceryThe economic crisis resulting from the coronavirus pandemic will likely lead to a surge in trading down in nondiscretionary retailing, with value becoming the key priority for US consumers. Shoppers are seeking cheaper options as they look to mitigate the impact of economic uncertainty. We explore this trend, using data from the Global Recession of 2007–2009 to inform our insights. Read More
Event Coverage | April 22, 2020 Register for Free Access Open for Business with Jeff Brown, Supply Chain Expert: Solutions for a Crisis and BeyondAs part of our Open for Business webinar series, we hosted supply chain expert Jeff Brown. We present the transcript from this webinar, in which Brown offered insights into the supply chain challenges and the shape of demand during the current coronavirus pandemic. Read More
Insight Report | April 9, 2020 Premium US Grocery Pop-Ups: Amid the Coronavirus Outbreak, Nonretailers Launch Grocery Pop-Up Stores To Meet Local NeedsThe coronavirus outbreak has prompted nongrocery companies in the US to open pop-up stores, through which they can sell inventory to local consumers. There are examples of this phenomenon in the restaurant sector, as many US states have banned restaurant dining due to the pandemic. We discuss examples of recently launched grocery pop-up stores in the US and consider the future of the format in the grocery sector when the coronavirus crisis is over. Read More