Event Coverage | October 23, 2020 Register for Free Access Big Billion Days 2020 Wrap-Up: Focus on “Tier 2 and Beyond” Regions Drives SalesFlipkart held its annual Big Billion Days in India on October 16–21. We discuss the metrics that Flipkart released for the five-day event, covering the e-commerce platform’s focus on “Tier 2 and beyond” cities and sales growth across multiple product categories. Read More
Insight Report | October 22, 2020 Premium Insights from China: Using Social Commerce Platform Little Red Book To Raise Brand AwarenessChinese social commerce platform Little Red Book blends user-generated content and e-commerce. We discuss the growing popularity and influence of the platform, and present four ways in which brands can leverage Little Red Book to raise brand awareness—covering online stores, collaboration with influencers, livestreaming and advertising. Read More
Insight Report | October 21, 2020 Premium Big Billion Days and Great Indian Festival 2020: Highlights So Far from India’s Key E-Commerce FestivalsFlipkart’s annual Big Billion Days (BBD) sales event and Amazon’s Great Indian Festival (GIF) kicked off on October 16 and October 17 respectively, with BBD running for six days through October 21 and GIF set to continue for a month without a specific end date. We discuss the festival highlights so far, including sales data released by the retailers, consumer reach, headline promotions and top offer categories. Read More
Event Coverage | October 20, 2020 Register for Free Access Revolutionizing Grocery in the New Era of Retail: Key Insights from the California Grocers Association Strategic ConferenceDeborah Weinswig, CEO and Founder of Coresight Research, spoke at the California Grocers Association Strategic Conference, providing insights into the trends shaping the future of the grocery sector. We present key takeaways from the event, including the challenges that grocers face in today’s retail world and the future of the omnichannel grocery shopping experience and supply chain. Read More
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 Navigators/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
