Insight Report | February 1, 2021 Register for Free Access US Consumer Tracker: Online Bounce for Apparel and Grocery Categories (Select Findings)This free report features select findings from our latest survey of US consumers, undertaken on January 25, which asked respondents about their behavior, sentiment and expectations amid the coronavirus crisis. Read More
Event Coverage | January 29, 2021 Register for Free Access Coresight Research x Blue Yonder: Supporting the Customer Journey—Learn from Covid-19 To Build a Resilient Retail Supply ChainOn January 26, 2021, Coresight Research and Blue Yonder hosted a virtual mini conference, “Supporting the Customer Journey: Localization for Speed to Market and Flexibility,” which brought together leaders from top retailers and organizations to explore fast-changing consumer demand and shifting market conditions. This free report provides eight key insights from the mini conference, covering nearshoring strategies, inventory management, sustainability, last-mile delivery and more. Read More
Deep Dive | January 27, 2021 Premium Head-to-Head in E-Commerce: Alibaba vs. JD.comFor Coresight Research’s new Head-to-Head series, we compare China’s two largest e-commerce companies, Alibaba and JD.com. In this report, we discuss the companies’ evolving business models, investment strategies, and selected financial and operating metrics to provide insights into their next stages of growth. Read More
Insight Report | January 25, 2021 Premium Holiday 2020: UK Retail Wrap-Up—Digitally Adept Retailers Thrive; UK Retail Sales Fall in DecemberWe review UK retail sales and major retailers’ trading updates from the 2020 holiday period. We provide trading updates for a comprehensive list of UK retailers including ASOS, Dixons Carphone, M&S, Next and Sainsbury’s, as well as a timeline of key events in the UK related to Covid-19. Our analysis of the holiday peak from last year can help to gauge the scale and shape of demand as we head further into 2021. Read More
Innovator Profile | January 22, 2021 Register for Free Access Innovator Profile: Newmine Disrupts the Returns Management MarketAs part of our Innovator Profile series, we profile Newmine, a retail-tech innovator that is disrupting the returns management market. Newmine’s Chief Returns Officer is an AI-powered platform that gives retailers a holistic view of integrated returns-related data from across the enterprise; it prescribes corrective actions that retailers can take to reduce future returns and empowers teams in different departments to collaborate seamlessly. This free report is sponsored by Newmine. Read More
Insight Report | January 21, 2021 Premium China Retail Insights: The Digital Recommerce Market Takes OffChinese consumers are increasingly embracing pre-owned products, boosting the recommerce market. We present an overview of the online secondhand retail market, covering the major market players, current challenges and how brands and retailers can capitalize on the growing recommerce trend. Read More
Insight Report | January 18, 2021 Premium December 2020 US Retail Sales: A Strong December Takes Total Holiday Growth to 9%US retail sales continued to see strong growth in December 2020. Furthermore, 2020 retail sales overall grew 6.9%—very strong growth in light of the industry’s early struggles amid the Covid-19 pandemic. Using data from the US Census Bureau, this report looks at which retail sectors saw sales surge and which did not do well in December 2020. Read More
Deep Dive | January 18, 2021 Premium US Consumer Tracker: Apparel Takes Biggest Post-Holiday Hit (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 shoppers are buying and which retailers they are buying from, and we present findings on consumers’ avoidance of public places and what activities they expect to do in the next two weeks. Our consumer survey was undertaken on January 11. Read More
Store Tracker | January 15, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 2: Family Video To Close All 250 StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Bed Bath & Beyond, Family Video, IKEA and Loves Furniture in the US and B&M, Debenhams and Marks & Spencer in the UK. Read More
Insight Report | January 12, 2021 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. Read More
Deep Dive | January 12, 2021 Register for Free Access Retail 2021: 10 Trends for China E-CommerceWe expect 2021 to be a year full of innovation in China’s e-commerce market, with the Covid-19 pandemic having significantly altered the nature of how consumers engage with brands and make purchases. In this free report, we present 10 key trends for Chinese e-commerce in 2021 and discuss how brands and retailers that are targeting the China market could capitalize on the changes we expect to see over the course of the year. These trends cover livestreaming, shopping festivals, group buying, New Retail and more. Read More
Insight Report | January 7, 2021 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. Read More
Deep Dive | January 4, 2021 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. Read More
Deep Dive | December 23, 2020 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. Read More
Insight Report | December 22, 2020 Premium New Retail Briefing: Alibaba Upgrades Its Taobao Content EcosystemWe discuss recent developments in New Retail in China, including Alibaba’s upgrades to the Taobao app content ecosystem and the opening of three Seven Fresh Life stores in Guangzhou between December 18 and 25 by JD.com. We also discuss Alibaba’s investment in the community-group buying platform “Nice Tuan”. Read More