Insight Report | December 14, 2020 Premium Earnings Insights 3Q20, Week 6: Home-Goods Retailers, Discounters and Warehouse Clubs Outperform; Apparel Sees Strong RecoveryOur 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 December 13, namely Big Lots, Costco, Lululemon Athletica, RH and Stitch Fix. This is the final report in the third-quarter Earnings Insights series. Read More
Insight Report | December 10, 2020 Free Report Coresight Research x CEW: Beauty Insights—What Global Brands and Retailers Can Learn from China’s Singles’ Day 2020 EventBeauty has always been a popular category on Singles’ Day, and this year, it continued to witness strong sales growth across various Chinese e-commerce platforms, including Alibaba’s Tmall and JD.com. Together with CEW, we assess beauty brands’ and retailers’ performance and explore the key beauty trends that came to the fore during the Singles’ Day 2020 shopping festival. In this free report, we discuss the strategies that beauty brands and retailers implemented for the event and the learnings that brands can apply in future festivals and beyond to capture share of the fast-growing beauty market in China. Read More
Insight Report | December 7, 2020 Premium Earnings Insights 3Q20, Week 5: Discounters Stand Strong and Beauty Sees Strong Recovery; Declines Continue for Some Apparel BrandsOur 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 December 6, including Dollar General, Five Below, Kroger, PVH Corp and Ulta Beauty. Read More
Insight Report | November 30, 2020 Premium Earnings Insights 3Q20, Week 4: Apparel Specialists See Strong Recovery; Home Categories Remain StrongOur 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 29, namely American Eagle Outfitters, Best Buy, Burlington Stores, Dick’s Sporting Goods, Dollar Tree, Gap Inc., Nordstrom, Urban Outfitters and Williams-Sonoma. Read More
Insight Report | November 26, 2020 Premium October 2020 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in October 2020, we saw very strong retail sales growth in the US, while the UK maintained growth momentum and China reported a positive increase in retail sales for the third consecutive month. We also consider wage growth and food and fuel prices in these three markets. Read More
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
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
Insight Report | November 16, 2020 Premium Earnings Insights 3Q20, Week 2: Beauty Categories Witness Strong Recovery; Crisis Continues To Support Discount FormatsOur 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. Read More
Insight Report | November 11, 2020 Premium October 2020 US Retail Traffic and In-Store Metrics: Traffic Declines by 35%, and More Steeply Toward the End of the MonthOctober 2020 saw a total US nonfood store traffic decline of nearly 35% year over year, as the number of new Covid-19 cases increased. 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 | November 9, 2020 Premium Earnings Insights 3Q20, Week 1: Home Categories Prove Strong, While Beauty and Apparel Witness Substantial 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 8, namely Amazon, Canada Goose, Capri Holdings, Hanesbrands, The Estée Lauder Companies, Under Armour and Wayfair. Read More
Insight Report | October 30, 2020 Premium September 2020 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in September 2020, we saw exceptional retail sales growth in the US, while the UK maintained growth momentum and China reported positive sales growth for the second consecutive month. We also consider wage growth and food and fuel prices in these three markets. Read More
Deep Dive | October 28, 2020 Premium Holiday 2020: Hottest ToysContinuing our Holiday 2020 series, we explore the hottest toys in the US, based on the key trends that we think are going to influence toy gifting this shopping season. We also summarize the top-toy lists from major US retailers, namely Amazon, Kohl’s, Target and Walmart. Read More
Insight Report | October 23, 2020 Premium Amazon Prime Day 2020: Exclusive Pricing Data Reveal Depth and Breadth of PromotionsIn collaboration with competitive intelligence provider DataWeave, Coresight Research analyzes the level and distribution of discounts on Amazon.com during Prime Day 2020 across the beauty, electronics, men’s fashion and women’s fashion categories. We also offer some comparisons to discounts at Best Buy, Target and Walmart during the Prime Day period. See our free infographic for a summary of select data. Read More
Infographic | October 22, 2020 Free Report Amazon Prime Day 2020: Exclusive Pricing Data Reveal Depth and Breadth of Promotions—InfographicIn collaboration with competitive intelligence provider DataWeave, Coresight Research analyzes the level and distribution of discounts on Amazon.com during Prime Day 2020 across the beauty, electronics, men’s fashion and women’s fashion categories. We also offer some comparisons to discounts at Best Buy, Target and Walmart during the Prime Day period. Read More
Market Navigators/Market Outlook | October 21, 2020 Premium Market Outlook: US Beauty Industry—The Path to Recovery Is Being Led by Digital BusinessIn this Market Outlook, we explore the recovery of the US beauty industry in a coronavirus-impacted retail environment. We analyze data on the sector’s size and present our estimates for growth in 2020 and 2021. We outline the competitive landscape and consider the innovators that are enabling e-commerce expansion in beauty. This report also discusses a number of key themes in the market—including shifting demand in skin care and makeup categories, opportunities for eye makeup and the adoption of touchless retail. Read More
