Deep Dive | December 13, 2021 Premium SPACs in Retail Outlook: Strong Opportunities for RetailersThe US SPAC trend has remained solid in 2021. We explore key retail sectors for recent SPAC activity, recent retail-focused SPAC merger transactions by retail category and our post-merger analysis. We also discuss retail-focused SPAC developments in the pipeline for 2022 and present our insights into the future of SPACs in retail. Read More
Insight Report | December 13, 2021 Premium Livestreaming Latest, December 2021: Livestreaming Fires Up Holiday ShoppingAs part of our Livestreaming Latest series, we present recent M&A and investment activity as well as three notable trends in the global livestreaming space—namely, the impact of livestreaming on Singles’ Day 2021; the launch of ambitious holiday livestreaming schedules; and the growing diversity of livestreaming formats. We also offer examples of recent livestreaming events from retail companies globally. Read More
Insight Report | December 13, 2021 Premium The 12 Weeks of Holidays: #11—UK Retail UpdateAs part of our The 12 Weeks of Holidays 2021 series, we look at UK retail performance and trends so far this season and offer an outlook for the remainder of the holiday peak. Read More
Store Tracker | December 10, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 49: US Store Closures Inch Past OpeningsOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Daiso Japan, Hy-Vee and Wayfair in the US and Flying Tiger Copenhagen, Just for Pets and Shoe Zone in the UK. Read More
Deep Dive | December 8, 2021 Free Report Headless Commerce: Part 1—The Evolving State of E-Commerce InfrastructureThe commerce-as-a-service (CaaS) space is emerging in the US, offering retailers and brands the ability to spin up a new e-commerce site with speed and quickly customize the back and front ends of the site. Leveraging proprietary US survey data, we explore the impact of Covid-19 on e-commerce operations, the evolution of the e-commerce infrastructure landscape and the need for CaaS solutions. This free report is sponsored by Nogin. Read More
Insight Report | December 7, 2021 Premium Earnings Insights 3Q21, Week 6: Ulta, Kroger, Dollar General and Five Below Post Strong Results; Ollie’s Lowers GuidanceOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended December 5, 2021, including apparel and footwear brand owner PVH Corp, beauty brand Ulta Beauty, discount stores Dollar General, Five Below and Ollie’s Bargain Outlet and food retailer Kroger. Read More
Deep Dive | December 7, 2021 Premium 2022 Retail and Technology Outlook—Preparing for a Year of TransitionCoresight Research’s analysts provide directional outlooks, sector headwinds and tailwinds, and themes to watch in retail for 2022. Read More
Deep Dive | December 7, 2021 Premium US Consumer Tracker: Omicron Variant Drives Heightened Consumer ConcernUS consumer caution has increased following the discovery of the Omicron variant, and consumers’ expectations for the winter have become more pessimistic. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Insight Report | December 6, 2021 Premium The 12 Weeks of Holidays 2021: #10—Running Out of Stock and Running Out of Time?As part of our The 12 Weeks of Holidays 2021 series, we examine the impacts of the supply chain crisis on major US retailers through the holiday season, and their strategies to mitigate disruption. Read More
Deep Dive | December 6, 2021 Free Report Pathway to Agility in Merchandising: Three Actions That Retailers Must Take in 2022Retailers face an uphill task of adapting to the new shopper’s changed preferences and shopping habits in the post-Covid era. Leveraging proprietary survey data, we explore the importance of agility in merchandising and present three key actions that retailers must take in 2022 to achieve effective merchandising execution. This free report is sponsored by One Door. Read More
Store Tracker | December 3, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 48: US Store Closures Down 39% Year over YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Allbirds and Citi Trends in the US and Clarks, Foot Locker and Superdry in the UK. Read More
Flash Report | December 2, 2021 Register for Free Access Omicron Implications for Retail: First ThoughtsThe first US case of the new coronavirus variant, Omicron, has been reported in California. We examine the potential implications of the new variant for retail in the near future and for the months ahead. Read More
Deep Dive | November 30, 2021 Premium US Consumer Tracker: Travel Plans Are Changing with a Rise in New Covid-19 CasesUS consumers’ avoidance of international travel has increased—potentially a reaction to rising Covid-19 cases in the US. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Insight Report | November 29, 2021 Premium The 12 Weeks of Holidays 2021: #9—Black Friday Insights from the US and CanadaThe Coresight Research team undertook its annual tour of stores for Black Friday, visiting stores in the US and Canada. We offer our observations and insights on the shopping event this year. Read More
Deep Dive | November 29, 2021 Premium The Growth of Micro-Fulfillment Technology in US GroceryWe discuss micro-fulfillment center (MFC) technology and cover key drivers, trends and challenges within the US grocery industry. Read More