Event Coverage | January 14, 2021 Register for Free Access NRF 2021 Day Two: Leveraging Technology To Engage Consumers and Empower EmployeesNRF 2021, the annual “Retail’s Big Show” event hosted by the National Retail Federation, is taking place virtually over six days between January 12 and 22. The Coresight Research team presents our 10 key insights from day two of the event, which focused on how retailers can benefit from using data, artificial intelligence and voice commerce to appeal to consumers in the new environment. Sustainability and social responsibility also emerged as key themes. Read More
Event Coverage | January 13, 2021 Register for Free Access NRF 2021 Day One: Digital Strategy, Inventory Agility and Loyalty Are Top of MindNRF 2021, the annual “Retail’s Big Show” event hosted by the National Retail Federation (NRF), has moved online for the first time, taking place entirely virtually over six days, from January 12 to 22. The Coresight Research team presents our 10 key insights from day one of the event, which focused on new digital strategies, the importance of an agile supply chain and the growing value of loyalty programs amid the Covid-19 pandemic. Read More
Insight Report | January 7, 2021 Premium Retail Robustness Index: January 2021 Update—Scores Rebound as Product Mix Shifts Back to Normalized LevelsCoresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand amid the Covid-19 pandemic. The January 2021 update revises the scores based on financial reports and store-reopening announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in December 2020. Read More
Insight Report | January 5, 2021 Premium 3Q20 US Retail Inventory Tracker: Inventory Turnover Rates Increase Year over Year for Most RetailersIn our quarterly US Retail Inventory Tracker reports, we analyze inventory trends among those US retailers listed in the Coresight 100. We look at the inventory levels of various retailers in 3Q20 and assess why levels may have changed from the year-ago period—with most retailers posting increased inventory turnover levels. Read More
Deep Dive | January 5, 2021 Premium US Grocery E-Commerce: Sustained Shifts in Fulfillment and Service Models To Drive Long-Term GrowthCovid-19 has catalyzed the widespread adoption of online shopping in grocery, driving fundamental, lasting changes in consumer behavior. In this report, we provide an essential briefing on recent shifts in the US grocery e-commerce market and present an outlook for the future, with a focus on fulfillment and service models—including BOPIS and curbside pickup. Read More
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 Databank Members 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 Databank Members 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
