Flash Report | September 21, 2020 Register for Free Access Coresight Research, Shopkick and Fashwire Introduce the New 10.10 Shopping FestivalTogether with Shopkick and Fashwire, Coresight Research is excited to announce the inaugural 10.10 Shopping Festival, a US-based event that will take place on October 9–11, 2020. We detail the rationale behind launching the event, the participation of the partner companies and the opportunities that this new shopping festival offers to brands, retailers and consumers. With both an online and offline presence, 10.10 will provide a gamified shopping experience and pull forward holiday shopping this year. Read More
Insight Report | September 16, 2020 Premium Retail Robustness Index: September 2020 Update—Store Reopenings Drive Higher Index ValuesCoresight 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 September 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 August. Read More
Insight Report | September 16, 2020 Premium Insights from China: China’s Domestic Duty-Free Market Grows in the Wake of Covid-19The Covid-19 crisis has heavily impacted airport retail in 2020. By contrast, China’s domestic duty-free market is accelerating. We discuss the market’s size and potential for growth, exploring three key drivers that present opportunities for brand and retailers—namely Hainan’s new duty-free policy, the rise of downtown duty-free stores and the shift of spending to the online channel. Read More
Insight Report | September 14, 2020 Premium Earnings Insights 2Q20, Week 6 and Wrap-Up: Digital Businesses Lead Retail RecoveryOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-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 September 13, including American Eagle Outfitters, Casey’s General Stores and Kroger. This is the final report in the second-quarter Earnings Insights series. As such, we also summarize the performance of retailers reported in the prior weeks. Read More
Event Coverage | September 3, 2020 Register for Free Access Sustainability in Luxury Retail, with Marie-Claire Daveu, KeringCoresight Research hosted Marie-Claire Daveu, Chief Sustainability Officer and Head of International Institutional Affairs at Kering, to discuss sustainability in luxury retail. We present an edited version of our conversation—covering key topics such as setting and managing targets, the impact of Covid-19 and how sustainability can help to drive profitability. Read More
Insight Report | September 2, 2020 Premium The 12 Questions of US Holiday Retail 2020: Part 2—The Consumer’s Propensity To SpendCoresight Research has 12 questions about the upcoming holiday selling season, which promises to be the most interesting in our team’s collective memory. In this second report of the series, we present and provide answers to three questions, which focus on the US consumer’s propensity to spend. We consider how the employment situation, a “wealth effect” and the upcoming presidential election will impact holiday spending. Read More
Insight Report | September 1, 2020 Premium The 12 Questions of US Holiday Retail 2020: Part 1—Changed Consumer BehaviorCoresight Research has 12 questions about the upcoming holiday selling season, which promises to be the most interesting in our team’s collective memory. In this first report of the series, we present and provide answers to our first four questions, which focus on changed consumer behaviors. We consider the potential impacts of social distancing, work-from-home trends and reduced gifting opportunities on holiday spending this year. Read More
Insight Report | August 25, 2020 Premium New Retail Briefing: Burberry Launches a Social Store with Tencent; JD.com Invests $100 Million in Li & FungWe discuss the recent developments in New Retail, including the opening of Burberry’s new “social retail” store with Tencent and the launch of Alibaba’s fifth Taobao Maker Festival, as well as flagship store openings on JD.com and the platform’s new business partnerships. Read More
Deep Dive | August 25, 2020 Premium Retail Reimagined: Coresight Research EbookIn Coresight Research’s Retail Reimagined ebook, we offer a thematic outlook to the post-crisis world, exploring eight key retail trends in how brands and retailers can engage with consumers (e.g., gamification, social media), adopt innovative ways of selling (e.g., livestreaming, community group buying, shopping festivals, contact-light retail) and deliver products in an efficient way. Read More
Insight Report | August 24, 2020 Premium Earnings Insights 2Q20, Week 3: Home Categories Prove Strong and Apparel Weak as Discretionary Retail Sees an Uneven RecoveryOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-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 August 23, including Estée Lauder, Kohl’s, L Brands and The TJX Companies. Read More
Insight Report | August 17, 2020 Premium Earnings Insights 2Q20, Week 2: Canada Goose Stores See Slow Start in North America and EuropeOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-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 August 16, including ASOS and Canada Goose. Read More
Insight Report | August 14, 2020 Premium July 2020 US Retail Traffic and In-Store Metrics: Traffic Declines by 46%, and More Steeply Toward the End of the MonthJuly 2020 saw total US nonfood store traffic decline by 46.4% year over year, worsening from June’s decline as states rolled back reopening plans due to a spike in the number of coronavirus cases. We review store traffic changes through the month and the sectors most impacted by the current crisis. Read More
Insight Report | August 11, 2020 Premium Retail Reimagined: Rethinking Product Creation To Drive Consumer Demand—Collaboration and CustomizationAs part of our Retail Reimagined series, which explores the outlook for retail in a post-crisis world, we discuss the rise of brands and retailers leveraging customization and collaboration as innovative product creation strategies. We consider recent examples of these trends in China and the US, as well as implications for brands, retailers and technology vendors. Read More
Insight Report | August 10, 2020 Premium Earnings Insights 2Q20, Week 1: Retailers’ Path to Recovery Is Being Led by Digital BusinessOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-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 August 9 and earlier, including Amazon, Capri Holdings, CVS Health and VF Corporation. Read More
Company Profile | August 6, 2020 Premium The RealReal (NasdaqGS: REAL) Company ProfileThe RealReal is a US-based online marketplace for luxury consigned apparel, footwear and accessories. Headquartered in San Francisco, California, the company operates online in the US and has 10 luxury consignment offices across the country. Read More
