Insight Report | April 19, 2021 Register for Free Access US Consumer Tracker: Recovery in Discretionary Spending (Select Findings)This free report features select findings from our latest survey of US consumers, undertaken on April 12. We discuss respondents’ behaviors and expectations, with a focus on implications for retailers. Read More
Insight Report | April 16, 2021 Premium March 2021 US Retail Sales: Stimulus and Vaccines Drive a Very Strong MonthUS retail sales grew by over 17% year over year in March 2021, more than 10 percentage points higher than February’s growth. Using data from the US Census Bureau, this report looks at which retail sectors saw sales surge and which did not do well in March 2021. Read More
Store Tracker | April 16, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 15: UK Retailers Open New Stores as Lockdown Restrictions EaseOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Roche Bros in the US and Frasers Group, Gym+Coffee, Kurt Geiger, Monsoon Accessorize, No Chaos, The Original Factory Shop and Zara in the UK. Read More
Insight Report | April 13, 2021 Register for Free Access US Consumer Tracker: Slow but Steady Progress Toward Normalcy (Select Findings)This free report features select findings from our latest survey of US consumers, undertaken on April 5. We discuss respondents’ behaviors and expectations, with a focus on implications for retailers. Read More
Deep Dive | April 13, 2021 Premium US Consumer Tracker: Slow but Steady Progress Toward Normalcy (Full Report)Our latest survey report provides a detailed update on US consumers’ behaviors, concerns and expectations, with a focus on the implications for retail. We present findings on where, how and how much consumers are shopping, as well as consumer avoidance of public places and what activities they have done in the past two weeks. Our consumer survey was undertaken on April 5. Read More
Store Tracker | April 9, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 14: Urban Outfitters To Open 55 StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Best Buy, Guess, Johnnie-O, The Collected Group, and Urban Outfitters in the US and Astrid & Miyu, Browns, Craghoppers and Semichem in the UK. Read More
Insight Report | April 8, 2021 Premium Kroger Investor Day 2021: Plans To Double E-Commerce Sales (Again) by 2023, Leading With FreshThe Coresight Research team attended Kroger’s virtual Investor Day on March 31, 2021. In this report, we present insights from the event, covering the three core initiatives under the company’s go-forward strategy, called “Leading With Fresh and Accelerating With Digital.” Read More
Insight Report | April 7, 2021 Premium 4Q20 US Retail Inventory Tracker: Discretionary Retailers Post Improved Inventory Turnover RatesOur quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 4Q20 and assess why levels may have changed from the year-ago period—with most retailers posting improved inventory turnover levels. Read More
Insight Report | April 7, 2021 Premium US Consumer Tracker: More Consumers Direct Third-Round Stimulus Checks into Discretionary Retail (Select Findings)This free report features select findings from our latest survey of US consumers, undertaken on March 29, which asked respondents about their behavior, sentiment and expectations amid the coronavirus crisis. Read More
Deep Dive | April 7, 2021 Premium US Consumer Tracker: More Consumers Direct Third-Round Stimulus Checks into Discretionary Retail (Full Report)Our latest survey report provides a detailed update on US consumers’ behaviors, concerns and expectations, with a focus on the implications for retail. This week, we present findings on how consumers spent or plan to spend their third-round stimulus checks. We discuss what product categories respondents had purchased in-store and online in the past two weeks and what consumers are buying more of and less of than pre-pandemic. We also cover what activities respondents have done in the past two weeks and consumer avoidance of public places. Our consumer survey was undertaken on March 29. Read More
Deep Dive | April 6, 2021 Premium 4Q20 US Earnings Season Wrap-Up: Discretionary Sectors See Mixed 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 fourth quarter of 2020, considering consensus estimates and year-over-year changes. Just over half of the companies covered beat revenue consensus estimates, with home and home-improvement retailers, discount retailers, e-commerce companies and mass merchandisers enjoying a particularly strong quarter. Read More
Insight Report | April 5, 2021 Premium New Retail in China: Tencent Invests in Rakuten, Seeks Collaboration in E-CommerceWe discuss recent developments in New Retail in China, including Tencent’s investment in Japanese e-commerce solutions provider Rakuten. We also discuss the latest funding update for JD Property and Pinduoduo’s renewed commitment to digitalizing its agricultural product supply chain. Read More
Store Tracker | April 2, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 13: Lululemon To Open 40–50 StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Floor & Decor, JCPenney, Lululemon, RH, Shoe Carnival and Target in the US and Frasers Group and Majestic Wine in the UK. Read More
Deep Dive | March 31, 2021 Premium Think Tank: Community Group Buying in China—Advantages of the Model and Future ProspectsCoresight Research’s new Think Tank series delves into the trends and segments that we have identified as presenting growth opportunities in retail in 2021 and beyond. In this report, we explore the community group-buying market in China, covering a timeline of key developments and the advantages that the model presents for both consumers and retailers. We discuss the key players in the China market—including startups and Internet giants—and consider the future of the market in China and internationally. Read More
Insight Report | March 29, 2021 Register for Free Access US Consumer Tracker: Shopper Behaviors and Expectations as We Head Toward Easter (Select Findings)This free report features select findings from our latest survey of US consumers, undertaken on March 22, which asked respondents about their behavior, sentiment and expectations amid the coronavirus crisis. Read More
