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Amazon Prime Day 2020: Exclusive Pricing Data Reveal Depth and Breadth of Promotions—Infographic

In 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.

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Market Outlook: US Beauty Industry—The Path to Recovery Is Being Led by Digital Business

In 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.

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US Apparel Retail: Post-Crisis Outlook—Fall 2020 Update

We explore the continued impacts of the Covid-19 crisis on the US apparel retail sector and present an outlook for the remainder of 2020 and into 2021. In addition to commentary from US apparel brands and retailers, we discuss the adoption of new selling models, expansion in the digital channel and technological innovation, among other key trends. We summarize our key estimates in an infographic.

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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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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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Earnings Insights 2Q20, Week 5: Crisis Supports Structural Shifts, Benefitting Discount Formats

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 6, including Dollar Tree, Five Below, Macy’s and PVH Corp.

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Reviewing America’s Retail Bankruptcies amid the Coronavirus Crisis

Following a large number of bankruptcy filings in 2019, retail failures have continued apace in 2020, driven by the Covid-19 crisis. We examine notable US bankruptcies from last year and in year-to-date 2020—including Ascena Retail Group, JCPenney, J.Crew and Neiman Marcus—and discuss the major factors behind these filings.

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Earnings Insights 2Q20, Week 3: Home Categories Prove Strong and Apparel Weak as Discretionary Retail Sees an Uneven 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 August 23, including Estée Lauder, Kohl’s, L Brands and The TJX Companies.

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Earnings Insights 2Q20, Week 2: Canada Goose Stores See Slow Start in North America and Europe

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 August 16, including ASOS and Canada Goose.

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July 2020 US Retail Sales: Strength in Multiple Nonfood Sectors Drives Total Growth to 10%

Building on extraordinary growth in June in a post-crisis environment, the strong growth momentum in total US retail sales in July 2020 was driven by multiple nonfood sectors—including sports and leisure goods and home improvement. Using data from the US Census Bureau, we look at which retail sectors saw sales surge and which did not do well in July 2020.

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