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 Databank Members 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 Databank Members 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
Deep Dive | March 29, 2021 Databank Members US Consumer Tracker: Shopper Behaviors and Expectations as We Head Toward Easter (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 consumers’ spending expectations for Easter 2021. We discuss what activities respondents have done in the past two weeks and consumer avoidance of public places. We also cover 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. Our consumer survey was undertaken on March 22. Read More
Insight Report | March 29, 2021 Premium February 2021 UK Retail Sales: Sales Struggle as Lockdown ContinuesWe review data for UK retail in total and by sector for February 2021. Retail sales witnessed the third consecutive month of decline in February, as nonessential retailers struggled amidst Covid-19 lockdowns. Read More
Store Tracker | March 26, 2021 Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 12: US Openings Continue To Outpace ClosuresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from 7-Eleven, Alimentation Couche-Tard, At Home, Designer Brands, Fabletics, Hobby Lobby, Kroger and Signet Jewelers in the US and Beales, Decathlon, Dunelm, John Lewis, Joules and Mango in the UK. Read More
Deep Dive | March 25, 2021 Premium Playbook: Alternative Models in RetailThe new Coresight Research Playbook series provides recommendations for brands, retailers and marketplaces seeking to tap growth segments and emerging trends. In this Playbook, we present six key strategies for retail players to capitalize on gradually maturing alternative models in retail: collaboration, DTC (direct to consumer), rental, resale and subscription. We discuss examples of the strategies and models across multiple categories, with a focus on the US market. Read More
Insight Report | March 24, 2021 Premium India Retail Insights: Tata Group To Put Its Eggs in BigBasket—Acquisitions Boost Conglomerate’s Retail PresenceAs part of Coresight Research’s India Retail Insights series, we examine Tata Group’s competitive positioning within retail—against the dominance of Reliance Industries—and the implications of its impending acquisition of a majority stake in online grocery retailer BigBasket. Read More
Insight Report | March 22, 2021 Databank Members US Consumer Tracker: More Consumers Return to Stores for Apparel Purchases (Select Findings)This free report features select findings from our latest survey of US consumers, undertaken on March 15, which asked respondents about their behavior, sentiment and expectations amid the coronavirus crisis. Read More
Deep Dive | March 22, 2021 Databank Members US Consumer Tracker: More Consumers Return to Stores for Apparel Purchases (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 what categories consumers have purchased and which retailers they have purchased food and nonfood products from. We also discuss consumer avoidance of public places and what consumers are buying more of and less of than pre-pandemic. Our consumer survey was undertaken on March 15. Read More
Store Tracker | March 19, 2021 Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 11: Big Lots To Open up to 60 StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Primark, Psycho Bunny and Toys“R”Us in the US and Greggs, John Lewis and Thorntons in the UK. Read More
Insight Report | March 18, 2021 Premium Target Financial Community Meeting 2021: Focus on Fulfillment, Partnerships and Store Expansion This YearThe Coresight Research team attended Target’s virtual Financial Community Meeting on March 2, 2021. We present our top takeaways from the event, including the company’s continued investment in its supply chain, its assortment expansion through partnerships and private-label launches, and its focus on digital and flexible fulfillment capabilities. Read More
Insight Report | March 17, 2021 Premium February 2021 US Retail Sales: Weather and Lack of Stimulus Slows Growth, but Sales Remain StrongUS retail sales growth grew by 7.2% in February 2021, down from revised growth in the low double-digits in January. Using data from the US Census Bureau, this report looks at which retail sectors saw sales surge and which did not do well in February 2021. Read More
