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 Databank Members 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 Databank Members 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
Insight Report | November 12, 2020 Premium Retail Robustness Index: November 2020 Update—Most Metrics Improve SlightlyCoresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. The November 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 October. Read More
Insight Report | November 9, 2020 Premium The Inaugural 10.10 Shopping Festival: From Concept to Creation—and the Five Factors That Drove Its SuccessCoresight Research launched the 10.10 Shopping Festival exactly one month ago, to bring fun and excitement back to the retail industry and to help retailers and shoppers address the disruption caused by Covid-19. We provide insights into the creation and launch of the inaugural 10.10 Shopping Festival, which took place on October 9–12, and the five key factors that drove its success. Read More
Store Tracker | November 6, 2020 Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 45: Pet Valu To Close All US StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from 7-Eleven, Nordstrom and Pet Valu in the US and Shoe Zone in the UK. Read More
Market Navigators/Market Outlook | November 5, 2020 Premium Market Outlook: Understanding China’s $5 Trillion Retail SectorIn this Market Outlook, we explore China’s retail sector. We analyze data on the sector’s size and present our estimates for growth in the remainder of 2020 and into 2021. We profile China’s leading retail companies and outline the composition and trajectory of the retail market. This report also discusses a number of key themes in the market—including e-commerce as a driver of sector consolidation, high consumer demand in certain product categories, sales growth among domestic beauty brands and opportunities in the duty-free format. Read More
Insight Report | November 3, 2020 Premium The 12 Weeks of Holidays: #6—Black Friday 2020 Looks To Be Mainly DigitalWe explore the upcoming Black Friday shopping holiday, including US consumers’ expectations to shop online and in-store. This report is part of our 12 Weeks of Holidays series, in which we present key data, trends and observations as we count down to the peak holiday season. Read More
Flash Report | November 3, 2020 Register for Free Access Walmart Unplugs Its Fleet of Shelf-Scanning RobotsIn this free report, we discuss a recent move by Walmart to axe its program to deploy shelf-scanning robots, with the company having reportedly canceled its contract with robotics technology provider Bossa Nova robotics. Read More
Store Tracker | October 30, 2020 Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 44: Carter’s and Gap Inc. Announce Store ClosuresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Carter’s, Gap Inc. and Ross Stores in the US and Flannels in the UK. Read More
Insight Report | October 27, 2020 Premium The 12 Weeks of Holidays: #5—Thanksgiving 2020 Preview—Will Smaller Gatherings Create a “Big Bird” Problem?We explore the upcoming Thanksgiving holiday, which is likely to be markedly different this year due to changing consumer behavior amid the Covid-19 pandemic. We discuss expectations for in-store shopping and e-commerce growth, as well as the potential “big bird” problem caused by a shift to smaller, at-home celebrations this holiday. This report is part of our 12 Weeks of Holidays series, in which we present key data, trends and observations as we count down to the peak holiday season. Read More
Flash Report | October 26, 2020 Register for Free Access Introducing the New Coresight 100: The Companies Reinventing RetailWith 2020 having accelerated the pace of change in retail, we have re-evaluated the Coresight 100, our focus list of the top 100 of the largest and most influential companies in the global retail ecosystem. We introduce the new list of the top companies to watch, which spans eight sectors and now includes select innovators and private companies. Read More
Event Coverage | October 23, 2020 Register for Free Access Big Billion Days 2020 Wrap-Up: Focus on “Tier 2 and Beyond” Regions Drives SalesFlipkart held its annual Big Billion Days in India on October 16–21. We discuss the metrics that Flipkart released for the five-day event, covering the e-commerce platform’s focus on “Tier 2 and beyond” cities and sales growth across multiple product categories. Read More