Deep Dive | January 4, 2021 Premium 2021 Retail and Technology OutlookAgainst the challenging coronavirus-impacted retail environment, Coresight Research’s analysts provide directional outlooks and sector headwinds and tailwinds for 2021. We discuss the trends and data points that we expect to see during the year ahead, covering 10 channels, sectors or markets, with a focus on the US. Read More
Deep Dive | December 23, 2020 Premium 3Q20 US Earnings Season Wrap-Up: Discretionary Sectors Regain MomentumWe 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 third quarter of 2020, considering consensus estimates and year-over-year changes. Against the backdrop of the Covid-19 pandemic, many companies beat revenue consensus estimates, and most of the discretionary sectors regained their momentum during the quarter. Read More
Insight Report | December 22, 2020 Premium Beauty Insights: An Analysis of Kohl’s and Sephora vs. Target and Ulta Beauty Partnerships—Which Retailers Win?Recently, the two biggest beauty retailers in the US, Sephora and Ulta Beauty, announced partnerships with Kohl’s and Target, respectively. As part of our Beauty Insights series, we look at the benefits that the partnerships offer each retailer and analyze which retailers are set to gain the most. Read More
Store Tracker | December 18, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 51: First Look at 2021 ClosuresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Designer Brands in the US and Frasers Group in the UK. We also provide a first look at 2021 major US and UK store closures and openings announced to date. Read More
Insight Report | December 18, 2020 Premium November 2020 US Retail Sales: Total Growth Remains Very StrongUS retail sales continued to see strong growth in November, continuing October’s rebound. Using data from the US Census Bureau, this report looks at which retail sectors saw sales surge and which did not do well in November 2020. Read More
Store Tracker | December 11, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 50: Francesca’s Files for Bankruptcy; Dollar General To Open Over 1,000 Stores in 2021Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Francesca’s, Dollar General, Sephora and Wayfair in the US and Cath Kidston and Debenhams in the UK. Read More
Insight Report | December 7, 2020 Premium Earnings Insights 3Q20, Week 5: Discounters Stand Strong and Beauty Sees Strong Recovery; Declines Continue for Some Apparel BrandsOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-quarter 2020 earnings. We condense what retail companies are reporting, with a focus on the impact of the coronavirus crisis. This week, there are highlights from companies that reported in the week ended December 6, including Dollar General, Five Below, Kroger, PVH Corp and Ulta Beauty. Read More
Insight Report | November 30, 2020 Premium Holiday 2020: US Black Friday Insights—“The Quietest in 20 Years”Our observations and insights on US Black Friday demand, based on our store checks, consumer survey and discussions with retailers, as well as select third-party data points on store traffic and e-commerce sales. Read More
Insight Report | November 25, 2020 Premium New Retail Briefing: Alibaba Invests in Hypermarket Chain Sun Art and Luxury E-Commerce Platform FarfetchWe discuss recent developments in New Retail in China, including Alibaba’s investment to increase its stake in domestic hypermarket Sun Art Retail to become the controlling shareholder and JD.com’s partnership with Kuaishou to host a 200-hour livestreaming session for Singles’ Day from November 1 to 9. Read More
Insight Report | November 24, 2020 Premium Insights from China: Exploring Alibaba’s Success in China’s Grocery Market—Innovation at FreshippoAs part of our Insights from China series, we discuss the success of Freshippo, Alibaba’s grocery chain. We consider the impact of the Covid-19 pandemic this year and explore how the retailer has leveraged innovation across three key areas: new store formats, differentiated products offerings and the integration of technology and data. Read More
Insight Report | November 23, 2020 Premium Earnings Insights 3Q20, Week 3: Off-Pricers See Strong Improvement, but Department Stores Remain Badly Hit; Sales Surge in Home ImprovementOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-quarter 2020 earnings. We condense what retail companies are reporting, with a focus on the impact of the coronavirus crisis. This week, there are highlights from companies that reported in the week ended November 22, including Home Depot, Kohl’s, Macy’s, Target, The TJX Companies and Walmart. Read More
Store Tracker | November 20, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 47: Ascena To Close All Justice Stores and Francesca’s To Close Over 100 StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Ascena Retail Group, Francesca’s and Herman Miller in the US and Poundland and WHSmith in the UK. Read More
Insight Report | November 17, 2020 Premium October 2020 US Retail Sales: Further Double-Digit Year-over-Year GrowthUS retail sales continued to rebound strongly in October, following September’s extraordinary 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 October 2020. Read More
Store Tracker | November 13, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 46: Furniture Factory Outlet and Furla USA File for BankruptcyOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Furniture Factory Outlet and Furla USA in the US and Edinburgh Woollen Mill Group and Sainsbury’s in the UK. Read More
Insight Report | November 13, 2020 Premium Singles’ Day 2020: Making an Impact Around the WorldCoresight Research visited physical stores and e-commerce websites to gauge the adoption of Singles’ Day by retailers globally and to gather examples of 11.11 deals—including in Europe, India, Southeast Asia and the US. Read More