Insight Report | September 1, 2021 Premium Reviewing Amazon’s Share of US Online CPG SalesAmazon has been increasing its share of the CPG (consumer packaged goods) market in recent years, and the global pandemic has served to accelerate the e-commerce giant’s presence in the space. We discuss Amazon’s success in the US CPG market, including its focus on grocery and private labels. Read More
Insight Report | August 31, 2021 Premium Earnings Insights 2Q21, Week 5: Dick’s Sporting Goods, Foot Locker, Gap and Urban Outfitters Post Strong Results; Ulta Beauty Raises GuidanceOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended August 29, 2021, including apparel specialty retailers Dick’s Sporting Goods, Foot Locker, Gap and Urban Outfitters. Read More
Deep Dive | August 30, 2021 Databank Members US Consumer Tracker: Mall Visits Increase Despite Heightened Shopper CautionOur latest survey report assesses the impact of opposing drivers of consumer behavior: back-to-school shopping and increased caution due to the spread of the Covid-19 Delta variant. We also present findings on where, how and how much consumers are spending, as well as consumer avoidance of public places and what activities they have done in the past two weeks. Read More
Insight Report | August 25, 2021 Premium US Back to School 2021: Popular Product Categories This Season To Be Determined by Potential Return to In-Person ClassesAs part of our US Back to School 2021 series, we discuss the product categories that are likely to see strong sales and the drivers behind category shifts. Using proprietary US consumer survey findings, we analyze consumer spending expectations this season. Read More
Event Coverage | August 25, 2021 Register for Free Access Coresight Research’s Livestream Shopping 2021 Virtual Conference and Innovator Showcase—Five Competing Startups, Five Myths Busted and Five Panel InsightsWe provide coverage of Livestream Shopping 2021, a digital conference hosted on August 18, 2021, by Coresight Research. The event comprised a pitch session with five innovative livestreaming-tech startups, as well as a fireside chat that busted five livestream myths and a panel discussion, with five key insights into livestream shopping and consumer engagement. Read More
Insight Report | August 24, 2021 Premium Earnings Insights 2Q21, Week 4: Ross Stores and TJX See Robust Recovery; Kohl’s, Macy’s, Target and Walmart Raise GuidanceOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended August 22, 2021—namely, Kohl’s, Macy’s, Ross Stores, Target, TJX and Walmart. Read More
Insight Report | August 18, 2021 Premium July 2021 US Retail Sales: Total Sales Up 21% on a Two-Year BasisTotal US retail sales, excluding gasoline and automobiles, grew by a strong 21% when compared to 2019 values. Using data from the US Census Bureau, we look at which retail sectors saw sales surge and which did not do well in July 2021. Read More
Insight Report | August 18, 2021 Premium Supply Chain Briefing: Labor Scarcities Loom, Factory Shutdowns Force Supply Reallocation and Foam Shortage Impacts Home SectorAs part of our Supply Chain Briefing series, we examine key challenges and developments on retail’s supply side and their implications for the retail environment. In this report, read our analysis of labor scarcities, foam shortages and factory shutdowns in Vietnam. Read More
Insight Report | August 17, 2021 Premium Earnings Insights 2Q21, Week 3: eBay and The RealReal Maintain Strong Growth Momentum; Canada Goose Sees Sales Recovery SlowOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended August 15, 2021—namely, eBay, Canada Goose, Grocery Outlet and The RealReal. Read More
Event Coverage | August 17, 2021 Register for Free Access Preview: Coresight Research’s Livestream Shopping 2021 Virtual Conference and Innovator Showcase—Unlock Next-Gen Live CommerceWe present a preview of Livestream Shopping 2021, a digital conference taking place on August 18, 2021. The event will see five innovative livestreaming-tech startups pitch their solutions, as well as a fireside chat and panel discussions with retail leaders and livestreaming influencers, who will present their insights into livestream shopping and consumer engagement. Read More
Deep Dive | August 16, 2021 Databank Members US Consumer Tracker: Consumers Retreat from Stores, Malls and Restaurants as Covid-19 Cases RiseAs Covid-19 cases rise in the US, we explore how consumer behavior is changing. Our latest weekly survey report presents findings on where, how and how much consumers are spending, as well as consumer avoidance of public places and what activities they have done in the past two weeks. Read More
Insight Report | August 12, 2021 Premium Livestreaming Latest, August 2021: M&A and Investments Continue; Brands Diversify Product Catalogs and Connect with CommunitiesAs part of our Livestreaming Latest series, we present recent M&A and investment activity as well as three notable trends in the global livestreaming space—namely, the rapid launch of new brands, diversifying product catalogs and brands’ efforts to connect with consumer communities. We also offer examples of recent livestreaming events from retail companies globally. Read More
Insight Report | August 11, 2021 Premium Three Months to Singles’ Day: Capitalizing on the Livestreaming Opportunity in ChinaBrands and retailers should engage with China’s livestreaming market to best position themselves for success during Singles’ Day 2021. With three months to go until the shopping festival, we explore the role that livestreaming is likely to take this year, with learnings from last year’s event and insights into the growth of the market. Read More
Deep Dive | August 11, 2021 Premium European Apparel E-Commerce Platforms: Gaining Share of an Expanding MarketWhile the overall Western European apparel and footwear market continues to see gradual post-pandemic recovery, pure-play e-commerce retail companies are witnessing very strong trends. We discuss the competitive landscape and outlook for three leading European apparel and footwear e-commerce retail firms in our Coresight 100 list: ASOS, Boohoo Group and Zalando. We cover four key investment areas for these e-commerce players, as well as three trends we are watching. Read More
Insight Report | August 10, 2021 Premium Earnings Insights 2Q21, Week 2: Hanesbrands and VF Corporation See Robust Recovery; Macerich and Simon Property Group Raise GuidanceOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended August 8, 2021—including Alibaba, Hanesbrands, Macerich, Simon Property Group and VF Corporation. Read More