Insight Report | March 15, 2021 Premium Earnings Insights 4Q20, Week 6: Discounters and E-Commerce Players See Continued Strength; Substantial Recovery for Beauty CategoryOur 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 March 14—namely, Big Lots, Dick’s Sporting Goods, JD.com, Stitch Fix and Ulta Beauty. Read More
Insight Report | March 11, 2021 Premium Walmart Analyst Day 2021: Company To Continue Playing Offense with New Flywheel StrategyThe Coresight Research team attended Walmart’s virtual Analyst Day 2021. We present key insights from the event, covering the company’s new flywheel business model and its expansion strategies moving forward. Read More
Insight Report | March 9, 2021 Premium New Retail in China: Tencent Pilots Centralized Portal for WeChat Mini ProgramsWe discuss recent developments in New Retail in China, including Tencent’s launch of a centralized portal for brands and retailers’ WeChat mini programs. We also discuss the IPO prospectus filing from JD Logistics and the opening of a Tmall Luxury Pavillion store by Italian high-end shoe brand Santoni. Read More
Insight Report | March 8, 2021 Register for Free Access US Consumer Tracker: Rebound in Online Apparel and Beauty Purchases (Select Findings)This free report features select findings from our latest survey of US consumers, undertaken on March 1, which asked respondents about their behavior, sentiment and expectations amid the coronavirus crisis. Read More
Deep Dive | March 8, 2021 Premium US Consumer Tracker: Rebound in Online Apparel and Beauty Purchases (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 present findings on what product categories consumers had purchased in-store and online in the past two weeks, as well as what they are buying more of and less of than pre-pandemic. We also discuss what activities consumers have done in the past two weeks. Our consumer survey was undertaken on March 1. Read More
Company Profile | March 5, 2021 Premium Pinduoduo (NASDAQ: PDD) Company ProfilePinduoduo is a Chinese e-commerce retailer, selling a range of merchandise. Headquartered in Shanghai, the company operates its group-buying retail model throughout China. Read More
Store Tracker | March 5, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 9: TJX Companies To Open 81 Net US 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 Amazon, Bath & Body Works, Bob’s Discount Furniture, Casper Sleep, Dick’s Sporting Goods, Hudson, Macy’s, Paper Source, Payless, Sprouts Farmers Market, TJX Companies and Victoria’s Secret in the US and Amazon, Sainsbury’s, Tesco and Thomas Pink in the UK. Read More
Insight Report | March 1, 2021 Premium Earnings Insights 4Q20, Week 4: Home Categories Stand Strong, While Apparel Sees Weak DemandOur 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 28—namely, Best Buy, Farfetch, Home Depot, L Brands, Lowe’s, Macy’s, The RealReal, The TJX Companies and Wayfair. Read More
Insight Report | March 1, 2021 Register for Free Access US Consumer Tracker: Signs of a Return to Stores (Select Findings)This free report features select findings from our latest survey of US consumers, undertaken on February 22, which asked respondents about their behavior, sentiment and expectations amid the coronavirus crisis. Read More
Deep Dive | March 1, 2021 Premium US Consumer Tracker: Signs of a Return to Stores (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 present findings on what product categories consumers had purchased in-store and online in the past two weeks, as well as what they are buying more of and less of than pre-pandemic. We also discuss what activities consumers have done in the past two weeks. Our consumer survey was undertaken on February 22. Read More
Store Tracker | February 26, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 8: Sleep Number To Open 40–50 New StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Fry’s Electronics, Havertys Furniture, Sleep Number, The Giant Company, The RealReal and Ulta Beauty in the US. Read More
Insight Report | February 25, 2021 Premium Chinese New Year Review: Retail Sales See Impressive Year-Over-Year Growth Against Weak 2020The Chinese government encouraged people to stay put for the recent Chinese New Year festival, impacting more than 100 million people who would typically return home for the holiday each year. We discuss retail sales over the holiday, including the impact of people not returning home on consumer spending. Read More
Insight Report | February 23, 2021 Premium India Retail Insights: India Embraces Social Commerce, Bypassing Traditional E-CommerceIn our India Retail Insights series, we will explore the impact of consumer behavior, government regulations, macroeconomic developments, the competitive landscape, and retail tech startups on the evolution of India’s retail sector. In this report, we explore the burgeoning social commerce segment of e-commerce in India. Read More
Insight Report | February 23, 2021 Premium The New Value Retailers: Online Marketplaces Challenge Brick-and-Mortar Budget FormatsThe value retail sector is expanding beyond traditional brick-and-mortar budget formats (including discount variety retailers such as dollar stores) with the emergence of online value marketplaces. We see the growth of these e-commerce platforms as presenting challenges to predominantly offline retailers in the value retail sector. We discuss the key online players, with a focus on the US, the UK and China. Read More
Insight Report | February 22, 2021 Register for Free Access US Consumer Tracker: Where Are High-Income Consumers Cutting Spending? (Select Findings)This free report features select findings from our latest survey of US consumers, undertaken on February 15, which asked respondents about their behavior, sentiment and expectations amid the coronavirus crisis. Read More
