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10 Things To Know About the Perfect 10 Shopping Festival: Coresight Research Launches the Global 10.10 Shopping Festival

Coresight Research is kicking off the 2020 shopping holiday season with the inaugural 10.10 Shopping Festival, in collaboration with shopping rewards app Shopkick, online fashion marketplace Fashwire and an exciting array of charities, supporting partners, retailers and brands. We highlight the 10 things you need to know, including which retailers will participate in 10.10 and what proportion of consumers expect to shop the event.

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10 Post-Crisis Retail Trends and Actions: Insights from the Dallas-Fort Worth Retailers Association September Meeting

Deborah Weinswig, CEO and Founder of Coresight Research, presented at the Dallas-Fort Worth Retailers Association September Meeting, providing insights into the trends shaping the future of retail. We summarize key takeaways from the presentation, including five post-crisis trends in retail and five actions that retailers can take to drive market share in the new environment, as well expectations for this holiday season.

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2Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 Recovery

Second-quarter 2020 retail earnings include recovery from the Covid-19 crisis. We assess the recent performance of US retailers in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Although the pace of recovery varies between retail sectors, many retailers initially saw strong sales in reopened stores, driven by pent-up demand. Furthermore, the coronavirus-led pivot to e-commerce led to unprecedented growth in digital sales.

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US E-Commerce: Post-Crisis Outlook

We explore the impacts of the Covid-19 pandemic on US e-commerce. We present our trend analysis and insights into the online channel’s development in the second quarter of 2020. We also discuss three post-crisis US e-commerce trends across the themes of digital investment, omnichannel capabilities and drones/autonomous vehicles.

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August 2020 US Retail Traffic and In-Store Metrics: Traffic Declines by 41%, Easing Toward the End of the Month

August 2020 saw total US nonfood store traffic decline by nearly 41% year over year, with nonessential businesses continuing to reopen and some states revisiting their reopening plans on indoor malls as the spikes in coronavirus cases slowed toward the end of the month. We review store traffic changes through the month and the sectors most impacted by the current crisis.

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August 2020 US Retail Sales: Further Strong Year-over-Year Growth

Building on strong growth momentum in total US retail sales in July 2020, US retail sales continued to rebound strongly in August, driven by multiple nonfood sectors—including sports and leisure goods and home improvement. Using data from the US Census Bureau, this report looks at which retail sectors saw sales surge and which did not do well in August 2020.

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Retail Robustness Index: September 2020 Update—Store Reopenings Drive Higher Index Values

Coresight 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.

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Earnings Insights 2Q20, Week 6 and Wrap-Up: Digital Businesses Lead Retail Recovery

Our 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.

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The 12 Questions of US Holiday Retail 2020: Part 1—Changed Consumer Behavior

Coresight 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.

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