Insight Report | May 11, 2021 Premium Six Months to Singles’ Day: Set 11.11 on Your Retail CalendarSingles’ Day is the world’s largest online shopping event in terms of GMV, with Chinese e-commerce giants Alibaba and JD.com being the two major players. With six months to go until this year’s event, we discuss the reasons why brands and retailers should set Singles’ Day 2021 in their retail calendar—covering the recent performance of the annual shopping festival, examples of success by international brands, and the actions that brands and retailers can take now to plan for the event. Read More
Store Tracker | May 7, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 18: Murphy USA Adds 156 Stores Through QuickChek AcquisitionOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Dyson, L.L. Bean, Murphy USA and WHSmith in the US and Frasers Group, Harrods and Tommy Hilfiger in the UK. Read More
Insight Report | April 27, 2021 Premium Three Chinese Platforms Set To Gain Traction in Beauty, Luxury and Streetwear in 2021The Chinese e-commerce market is huge and diversified, with opportunities for emerging app players to gain share. In this report, we focus on one platform from three growing, brand-driven discretionary categories—beauty, luxury and streetwear. We discuss the opportunities these platforms provide for brands and retailers to increase traffic and drive sales in 2021. Read More
Insight Report | April 22, 2021 Premium March 2021 US Retail Traffic and In-Store Metrics: Traffic Declines Ease Even as Covid-19 Cases RiseMarch 2021 saw a total US nonfood store traffic decline of 27% year over year, a strong improvement from February. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type. Read More
Insight Report | April 22, 2021 Premium ASOS Capital Markets Day 2021: Topshop To Contribute to Doubling of In-House Brand SalesThe Coresight Research team attended the virtual ASOS Capital Markets Day on April 20, 2021. In this report, we present insights from the event, covering the company’s “top destination for 20-somethings worldwide” vision, in-house brand growth and fiscal 2021 targets, and sustainability and inclusivity goals. Read More
Insight Report | April 20, 2021 Premium Retail Robustness Index: April 2021 Update—Relative Stability Amid Renewed Temporary Closures and Management ChangesCoresight 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 April 2021 update revises the scores based on financial reports and store- and management-related announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in January 2021. 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 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
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
Store Tracker | March 26, 2021 Premium 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
Store Tracker | March 19, 2021 Premium 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 12, 2021 Premium February 2021 US Retail Traffic and In-Store Metrics: Traffic Declines by 36%, Easing Toward the End of the MonthFebruary 2021 saw a total US nonfood store traffic decline of 36% year over year, a weakening in traffic trends compared to January. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type. Read More
Store Tracker | March 5, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 9: TJX Companies To Open 81 Net US 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 Amazon, Bath & Body Works, Bob’s Discount Furniture, Casper Sleep, Dick’s Sporting Goods, Hudson, Macy’s, Paper Source, Payless, Sprouts Farmers Market, TJX Companies and Victoria’s Secret in the US and Amazon, Sainsbury’s, Tesco and Thomas Pink in the UK. Read More
Insight Report | March 1, 2021 Premium Earnings Insights 4Q20, Week 4: Home Categories Stand Strong, While Apparel Sees Weak DemandOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2020 earnings. This week, there are highlights from companies that reported in the week ended February 28—namely, Best Buy, Farfetch, Home Depot, L Brands, Lowe’s, Macy’s, The RealReal, The TJX Companies and Wayfair. Read More
