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Earnings Insights 3Q20, Week 6: Home-Goods Retailers, Discounters and Warehouse Clubs Outperform; Apparel Sees Strong Recovery

Our 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 13, namely Big Lots, Costco, Lululemon Athletica, RH and Stitch Fix. This is the final report in the third-quarter Earnings Insights series.

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Retailers United “Help America Stay Open” Pitch Event Recap: Five Competing Startups, One $10,000 Grant Winner

On December 8, 2020, Deborah Weinswig, Coresight Research CEO and Founder, emceed Retailers United’s second pitch competition, in which five US retail startups competed for a $10,000 grant. We offer insights from the “Help America Stay Open” digital pitch event, providing highlights from the presentations of the five competing startups, as well as from the pitches of the three participating RevTech Ventures-backed companies.

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Coresight Research x CEW: Beauty Insights—What Global Brands and Retailers Can Learn from China’s Singles’ Day 2020 Event

Beauty 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.

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The 12 Weeks of Holidays: #11—Our Predictions for a Digital December in US Retail

We 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.

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E-Commerce Platforms Make Multibillion-Dollar Investments in Logistics as Online Demand Surges

With the Covid-19 pandemic having significantly accelerated the growth of e-commerce, the global e-commerce logistics market is booming as platforms strive to meet consumer demands for delivery. We look at recent investments into logistics capabilities by select e-commerce platforms—including Amazon, Alibaba, Flipkart and JD.com—across six key areas, from facilities to autonomous delivery technologies and last-mile delivery.

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Six Ways Covid-19 Will Continue To Impact US Retailers and Consumers

Coronavirus vaccines are now in production, and there are indications that the US economy is on the road to recovery from the global pandemic. We analyze six ways in which pandemic-driven changes to the economy, retail and consumer behavior will affect the US retail industry moving forward. These include impacts related to unemployment rates and changed business operations—such as work-from-home practices and reduced travel—and the outlook for the service industry.

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Retailers United “Help America Stay Open” Pitch Event Preview (Part 2): RevTech Ventures-Backed Companies To Present Their Business Models

On December 8, Deborah Weinswig, Coresight Research CEO and Founder, will emcee Retailers United’s second pitch competition, in which five US retail startups will compete for a $10,000 grant and mentorship from industry leaders. In this report, we profile the three RevTech Ventures-backed startups that will present at the competition but will not be competing for the prize.

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Holiday 2020: US Black Friday and Cyber Monday Insights—Digital Sales Growth Underwhelms on Cyber Monday

This year, Black Friday in the US has been mainly digital, as consumers shift spending to e-commerce. In this free report, we discuss digital sales performance during Cyber Week, covering total revenues and year-over-year growth, the boost provided by pickup services, US retailers’ average discount rates and popular product categories among US shoppers.

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Retailers United “Help America Stay Open” Pitch Event Preview (Part 1): Five Retail Startups To Compete for $10,000

On December 8, 2020, Deborah Weinswig, Coresight Research CEO and Founder, will emcee Retailers United’s second pitch competition, in which five US retail startups will compete for a $10,000 grant and mentorship from industry leaders. In this report, we outline the event’s structure and the judges involved, and profile the five startup contestants.

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Unified Commerce for the Channel-Agnostic Consumer

In this free report, we analyze the rise of channel-agnostic shoppers, opportunities for brands to offer unified commerce experiences across selling platforms, and the correlation between order fulfillment and customer satisfaction. We also explore the Project Verte platform, an end-to-end e-commerce solution that helps brands increase their online market presence, reduce fulfillment costs and enhance decision-making.

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