Insight Report | October 19, 2020 Premium September 2020 US Retail Sales: Total Sales Jump 12%; Declines Ease in Apparel While Several Nonfood Sectors SurgeAmid still difficult circumstances, US retail sales saw an extraordinary year-over-year jump in September, fueled by strong growth in several sectors. Using data from the US Census Bureau, this report looks at which retail sectors saw sales surge and which did not do well in September 2020. Read More
Flash Report | October 16, 2020 Register for Free Access Amazon Prime Day 2020: Implied GMV of Around $6 Billion as Third-Party Sales Jump 60%In this free report, we discuss the metrics that Amazon released for its Prime Day 2020 event. Third-party sellers on Amazon generated sales of over $3.5 billion worldwide during Prime Day. We estimate that Amazon likely saw total worldwide Prime Day sales of around $6 billion. Read More
Insight Report | October 15, 2020 Premium Insights from Amazon’s US Prime Day 2020: A Discount-Focused Start to Holiday ShoppingAmazon held its sixth annual Prime Day shopping festival in the US on October 13–14, having postponed it from July due to the Covid-19 pandemic. We present insights from the 48-hour event, which offered promotions in multiple retail categories and saw the e-commerce platform feature livestreaming sessions to promote deals in real time. We also outline the selected major US retailers that offered deals alongside Amazon’s event this year. Read More
Insight Report | October 14, 2020 Premium Big Billion Days 2020 Preview: Flipkart Offers Pre-Booking and Daily Shopping Games To Drive SalesLaunched in 2014, the Big Billion Days shopping festival is the annual flagship shopping event of Walmart-owned Indian retailer Flipkart. The Big Billion days sale will take place on October 16–21 this year. We explore a preview of key features of this year’s Big Billion Days shopping festival, including pre-booking, shopping games, offers and promotions, and upcoming events by retail competitors. Read More
Market Outlook | October 13, 2020 Premium US Apparel Retail: Post-Crisis Outlook—Fall 2020 UpdateWe explore the continued impacts of the Covid-19 crisis on the US apparel retail sector and present an outlook for the remainder of 2020 and into 2021. In addition to commentary from US apparel brands and retailers, we discuss the adoption of new selling models, expansion in the digital channel and technological innovation, among other key trends. We summarize our key estimates in an infographic. Read More
Insight Report | October 9, 2020 Register for Free Access Flipkart’s Big Billion Days Shopping Festival: What You Need To KnowWe present an introductory briefing on key things to know about Flipkart’s Big Billion Days shopping festival. The Big Billion Days sale is the annual flagship shopping event of Walmart-owned Indian retailer Flipkart, taking place on October 16–21 this year. Read More
Event Coverage | October 7, 2020 Register for Free Access Nine Brands Approved To Sell on Tmall Global in Alibaba’s Go Global 11.11 Pitch FestAlibaba’s Go Global 11.11 Pitch Fest provides an opportunity for US brands to pitch their businesses to a panel of industry experts for a chance to sell on Tmall this Singles’ Day. We outline the pitches and the key differentiators of each brand. Read More
Insight Report | October 6, 2020 Free Report The 12 Weeks of Holidays: #2—The Global Shopping Festival of 10.10 Festivalizes Holiday 2020We discuss the “festivalization” of holiday retail, with a focus on the new 10.10 Shopping Festival and Amazon’s Prime Day. We discuss the implications for US retailers, including the expected early start to the holiday shopping season. This free report is part of our 12 Weeks of Holidays series, in which we present key data, trends and observations as we count down to the peak holiday season. Read More
Event Coverage | October 2, 2020 Register for Free Access Alibaba Group Investor Day 2020: Alibaba Is Well-Positioned To Capture the Digitalization Trend in the Wake of Covid-19The Coresight Research team attended Alibaba Group’s annual Investor Day virtually. We present key insights from the event on September 28–30, covering the recent performance and future outlook of Alibaba’s key businesses, as well as the company’s overall strategies. Read More
Deep Dive | October 1, 2020 Premium 2Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 RecoverySecond-quarter 2020 retail earnings include recovery from the Covid-19 crisis. 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. Although the pace of recovery varies between retail sectors, many retailers initially saw strong sales in reopened stores, driven by pent-up demand. Furthermore, the coronavirus-led pivot to e-commerce led to unprecedented growth in digital sales. Read More
Insight Report | September 30, 2020 Premium Consumer Tech Briefing: Foldable Phones from Samsung and Microsoft, Plus Amazon’s Digital Wellness OfferingEach month, our Consumer Tech Briefing series discusses recent developments in the world of technology. This month, we look at new foldable screen smartphone releases from Microsoft and Samsung, as well as Amazon’s latest move into the health-care space. Read More
Insight Report | September 29, 2020 Premium Halloween 2020 US Retail Preview: Covid-19 Spooks Festivities and Haunts RetailAs Halloween kicks off the US Holiday season, festivities are likely to be impacted by the coronavirus pandemic. We discuss the impact of Covid-19 on Halloween celebrations and retail spending. We also explore the detailed insights provided by our September 22 survey on US consumers’ behaviors, concerns and expectations in relation to this year’s Halloween holiday, with a focus on the implications for US retail. Read More
Market Outlook | September 24, 2020 Premium US E-Commerce: Post-Crisis OutlookWe explore the impacts of the Covid-19 pandemic on US e-commerce. We present our trend analysis and insights into the online channel’s development in the second quarter of 2020. We also discuss three post-crisis US e-commerce trends across the themes of digital investment, omnichannel capabilities and drones/autonomous vehicles. Read More
Flash Report | September 23, 2020 Register for Free Access Amazon Prime Day 2020 Reportedly To Take Place on October 13: Five PredictionsWith Amazon expected to hold its Prime Day for Western markets in October this year, we present five expectations for the shopping event—including global sales estimates, the extension of Prime Day and its potential to eclipse Black Friday and Cyber Monday in terms of number of shoppers. Read More
Insight Report | September 22, 2020 Register for Free Access The Global Shopping Festival Landscape: The New 10.10 Shopping Festival in ContextDue to the Covid-19 crisis, shopping holidays are likely to hold heightened relevance during the remainder of 2020 for brands and retailers looking jump-start their sales recoveries, as well as for consumers looking for deals. We present Coresight Research’s new 10.10 Shopping Festival and outline the global landscape of shopping festivals. Read More
