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Deep Dive | December 23, 2020 Premium

3Q20 US Earnings Season Wrap-Up: Discretionary Sectors Regain Momentum

We 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.

Event Coverage | December 11, 2020

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Retailers United “Help America Stay Open” Pitch Event Recap: Five Competing Startups, One $10,000 Grant Winner

On December 8, 2020, Deborah Weinswig, Coresight Research CEO and Founder, emceed Retailers United’s second pitch competition, in which five US retail startups competed for a $10,000 grant. We offer insights from the “Help America Stay Open” digital pitch event, providing highlights from the presentations of the five competing startups, as well as from the pitches of the three participating RevTech Ventures-backed companies.

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 2021

Our 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.

Event Coverage | December 4, 2020

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Retailers United “Help America Stay Open” Pitch Event Preview (Part 1): Five Retail Startups To Compete for $10,000

On December 8, 2020, Deborah Weinswig, Coresight Research CEO and Founder, will emcee Retailers United’s second pitch competition, in which five US retail startups will compete for a $10,000 grant and mentorship from industry leaders. In this report, we outline the event’s structure and the judges involved, and profile the five startup contestants.

Deep Dive | December 2, 2020 Free Report

Unified Commerce for the Channel-Agnostic Consumer

In this free report, we analyze the rise of channel-agnostic shoppers, opportunities for brands to offer unified commerce experiences across selling platforms, and the correlation between order fulfillment and customer satisfaction. We also explore the Project Verte platform, an end-to-end e-commerce solution that helps brands increase their online market presence, reduce fulfillment costs and enhance decision-making.

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.

Deep Dive | November 26, 2020 Premium

Singles’ Day 2020 Ebook: Analyzing Product, Marketing and Channel Strategies

In Coresight Research’s Singles’ Day 2020 Ebook, we offer a thematic discussion of the key strategies employed by brand and retailers around the world to drive sales during the shopping extravaganza in November 2020. We analyze four key topics: new products, marketing campaigns, new entrants and New Retail strategies.

Insight Report | November 25, 2020 Premium

New Retail Briefing: Alibaba Invests in Hypermarket Chain Sun Art and Luxury E-Commerce Platform Farfetch

We 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.

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 Stores

Our 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.

Insight Report | November 20, 2020 Premium

Singles’ Day 2020: Analyzing New Retail Strategies

Started as an online-only shopping festival, Singles’ Day has been shifting toward an omnichannel presence, leveraging Alibaba’s concept of “New Retail” to extend the event to offline retail. We discuss three key New Retail strategies that brands and Alibaba’s Tmall platform launched for this year’s Double 11: offline experiential events, such as pop-up shops; 3D virtual showrooms; and online coupons.

Insight Report | November 19, 2020 Premium

Singles’ Day 2020: Analyzing New Entrants

As part of our coverage of Singles’ Day 2020, we explore new entrants on Alibaba’s Tmall platform and their approach to leveraging the shopping festival for China market entry or expansion. We cover entrants from different sectors, including apparel, beauty, home furnishing and luxury.

Insight Report | November 19, 2020 Premium

Singles’ Day 2020: Alibaba and JD.com Record $115 Billion in Sales

As the world’s largest online global shopping festival, Singles’ Day presents an exciting sales opportunity for brands and retailers. We discuss the Singles’ Day sales performance of China’s leading e-commerce players, including a comparison of Alibaba and JD.com. We highlight key themes from this year’s festival and consumer shopping patterns.

Deep Dive | November 18, 2020 Premium

Singles’ Day 2020: Analyzing Merchants’ Marketing Campaigns

As part of our coverage of Singles’ Day 2020, we review the marketing campaigns that various brands and retailers launched on Alibaba’s Tmall platform to encourage consumer spending during the shopping festival. We focus on three themes: financial incentives, community building and livestream/influencer marketing.

Insight Report | November 17, 2020 Premium

Singles’ Day 2020: Analyzing New Products

Singles’ Day presents an opportunity for new product launches, to help brands drive consumer excitement and boost sales. We discuss some of the new product strategies that brands employed on Alibaba’s Tmall during this year’s 11.11 shopping festival, and present learnings that can be applied to the China market and shopping festivals in particular, as well as to year-round sales strategies.

Insight Report | November 16, 2020 Premium

Earnings Insights 3Q20, Week 2: Beauty Categories Witness Strong Recovery; Crisis Continues To Support Discount Formats

Our 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 15, namely Coty, CVS Health, Grocery Outlet and The RealReal.