E-Commerce

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Insight Report | January 7, 2021 Premium

Retail Robustness Index: January 2021 Update—Scores Rebound as Product Mix Shifts Back to Normalized Levels

Coresight 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.

Deep Dive | January 4, 2021 Premium

2021 Retail and Technology Outlook

Against 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.

Deep Dive | December 23, 2020 Premium

3Q20 US Earnings Season Wrap-Up: Discretionary Sectors Regain Momentum

We 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.

Insight Report | December 22, 2020 Premium

New Retail Briefing: Alibaba Upgrades Its Taobao Content Ecosystem

We 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”.

Insight Report | December 18, 2020 Premium

November 2020 US Retail Sales: Total Growth Remains Very Strong

US retail sales continued to see strong growth in November, continuing October’s rebound. Using data from the US Census Bureau, this report looks at which retail sectors saw sales surge and which did not do well in November 2020.

Insight Report | December 14, 2020 Premium

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.

Event Coverage | December 11, 2020

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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.

Store Tracker | December 11, 2020 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2020, Week 50: Francesca’s Files for Bankruptcy; Dollar General To Open Over 1,000 Stores in 2021

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Francesca’s, Dollar General, Sephora and Wayfair in the US and Cath Kidston and Debenhams in the UK.

Insight Report | December 10, 2020 Free Report

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.

Insight Report | December 10, 2020 Premium

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.

Deep Dive | December 9, 2020 Premium

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.

Deep Dive | December 8, 2020 Premium

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.

Event Coverage | December 7, 2020

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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.

Flash Report | December 4, 2020

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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.

Event Coverage | December 4, 2020

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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.