October 13, 2020 Market Navigators/Market Outlook 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.
October 9, 2020 Insight Report 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.
October 7, 2020 Event Coverage 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.
October 6, 2020 Insight Report 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.
October 2, 2020 Event Coverage 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.
October 1, 2020 Deep Dive 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.
September 30, 2020 Insight Report 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.
September 29, 2020 Insight Report 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.
September 24, 2020 Market Navigators/Market Outlook 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.
September 23, 2020 Flash Report 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.
September 22, 2020 Insight Report 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.
September 21, 2020 Flash Report Register for Free Access Coresight Research, Shopkick and Fashwire Introduce the New 10.10 Shopping FestivalTogether with Shopkick and Fashwire, Coresight Research is excited to announce the inaugural 10.10 Shopping Festival, a US-based event that will take place on October 9–11, 2020. We detail the rationale behind launching the event, the participation of the partner companies and the opportunities that this new shopping festival offers to brands, retailers and consumers. With both an online and offline presence, 10.10 will provide a gamified shopping experience and pull forward holiday shopping this year.
September 17, 2020 Deep Dive Free Report The Time for Sustainability in Retail Is NowEmployees, investors and consumers expect sustainability to be addressed at the companies for which they work, in which they invest and by the brands from which they buy. In this free report, sponsored by IBM, we discuss the development of sustainability in retail and present Coresight Research’s EnCORE framework, which is designed to help retailers and brands frame their approach to sustainability.
September 17, 2020 Insight Report Premium New Retail Briefing: Alibaba Increases Stake in Logistics Firm YTO Express To Gain Bigger Share of Delivery MarketWe discuss recent developments in New Retail in China, including Alibaba’s investment in logistics firm YTO Express to increase its stake in China’s express delivery market, as well as JD.com’s new partnership with Chinese cooking brand Fulinmen.
September 17, 2020 Insight Report Premium August 2020 US Retail Sales: Further Strong Year-over-Year GrowthBuilding on strong growth momentum in total US retail sales in July 2020, US retail sales continued to rebound strongly in August, driven by multiple nonfood sectors—including sports and leisure goods and home improvement. Using data from the US Census Bureau, this report looks at which retail sectors saw sales surge and which did not do well in August 2020.
