Deep Dive | July 15, 2021 Premium M&A in Retail: How US Retailers Can Capitalize on Growth OpportunitiesWe analyze 2020 and year-to-date 2021 retail-focused mergers and acquisitions (M&A) activities in the US. We also assess opportunities and challenges for retailers seeking to enter M&A transactions. Read More
Event Coverage | July 14, 2021 Register for Free Access Coresight Research x LogicSource: Unlocking True Profit Potential Across Not-For-Resale ExpensesWe present three key insights from Coresight Research’s panel discussion with procurement services and technology provider LogicSource, including how data analytics is enabling businesses to slash GNFR expenditure. Read More
Deep Dive | July 13, 2021 Premium US Consumer Tracker: Shoppers Turn To Warehouse Clubs for Independence DayOur latest survey report provides a detailed update on US consumer behaviors, concerns and expectations, with a focus on the implications for retail. We present findings on where, how and how much consumers are spending, as well as consumer avoidance of public places and what activities they have done in the past two weeks. Read More
Store Tracker | July 9, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 27: US Store Openings Up 45% Year over YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, highlights include updates from Market Basket, Rally House and Torrid in the US and Hema, Wickes and Zara in the UK. Read More
Deep Dive | July 9, 2021 Premium Hong Kong’s Grocery Market: Discount Chains Are Building Their SharesHong Kong, with its 7.5 million-strong population, has a very high daily demand for groceries and household necessities. This report reviews the Hong Kong grocery market, introducing the two biggest supermarket chains, Wellcome and ParknShop, as well as relatively new entrants 759 Store and Best Mart 360°. Read More
Deep Dive | July 8, 2021 Premium Wholesale vs. DTC: Strategies for Brands and RetailersSelling directly to consumers is becoming an increasingly important channel for both new and existing brands. In this report, we compare the wholesale and direct-to-consumer (DTC) sales channels and cover a landscape of brands that are pivoting toward a DTC approach. We also present a playbook for brands and retailers to improve their wholesale and DTC strategies, including alternative wholesale approaches. Read More
Market Outlook | July 7, 2021 Premium Market Outlook: US and China E-Commerce—Platforms Likely To Adjust to a Changing Product MixIn this Market Outlook, we explore how the e-commerce market in the US and China has been impacted by the Covid-19 pandemic and provide an outlook for the sector moving forward. We discuss the key drivers of e-commerce growth, as well as the market’s competitive landscape, M&A activity, retail innovators and themes we are watching in 2021 and beyond. Read More
Deep Dive | July 6, 2021 Premium US Consumer Tracker: Sustained Strength in Big-Ticket RetailOur latest survey report provides a detailed update on US consumer behaviors, concerns and expectations, with a focus on the implications for retail. We present findings on where, how and how much consumers are spending, as well as consumer avoidance of public places and what activities they have done in the past two weeks. Read More
Flash Report | July 5, 2021 Register for Free Access UK’s Fourth-Largest Grocer, Morrisons, To Go Private in $13.1 Billion DealOn July 3, 2021, Morrisons agreed to be acquired by a group of private equity investors, led by Fortress Group. We outline the details and consider what it means for the company and the UK grocery sector. Read More
Insight Report | July 5, 2021 Premium US Hyperlocal Delivery Providers To Sustain Growth Although Challenges Lie AheadDemand for hyperlocal delivery exploded during the pandemic in the US. We believe that providers of such services have staying power as consumers increasingly expect, and rely on, quick and convenient grocery delivery. We discuss three trends in the US hyperlocal delivery space and the impacts of key challenges for brands and retailers. Read More
Store Tracker | July 2, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 26: 7-Eleven Completes Acquisition of 3,800 Speedway StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, highlights include developments from 7-Eleven, Lowe’s and United Supermarkets in the US and Gap, Hobbycraft and Tommy Hilfiger in the UK. Read More
Deep Dive | July 2, 2021 Premium US Consumer Tracker Extra, June 2021: Lower-Income Consumers Boost Discretionary SpendingAggregating data from our weekly surveys, our monthly US Consumer Tracker Extra series reveals longer-term trends in consumer behavior. We dive deeper into demographic factors behind changes in spending and social habits and project how these changes will impact the retail landscape over the next few months. In this report, we also consider the differences in shopping behaviors between Amazon and Walmart shoppers. Read More
Market Outlook | June 30, 2021 Premium Market Outlook: US Grocery Retailers—Shifting Demand and Changing BehaviorsThe US grocery market had a strong 2020 compared to discretionary sectors, supported by significant e-commerce spending growth. We examine the size and trajectory of the US grocery market and key factors impacting growth. We also cover the performance and outlook for online grocery, as well as the market’s competitive landscape, retail innovators and themes we are watching in 2021 and beyond. Read More
Deep Dive | June 29, 2021 Premium US Consumer Tracker: A Gradual Return to Pre-Pandemic BehaviorOur latest survey report provides a detailed update on US consumer behaviors, concerns and expectations, with a focus on the implications for retail. We present findings on where, how and how much consumers are spending, as well as consumer avoidance of public places and what activities they have done in the past two weeks. Read More
Deep Dive | June 28, 2021 Premium 1Q21 US Earnings Season Wrap-Up: Most Discretionary Retailers See Robust RecoveryWe 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 first quarter of 2021, considering consensus estimates and year-over-year changes. Read More
