John Harmon, CFA, Managing Director of Technology Research

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Deep Dive | April 30, 2020 Premium

RetailTech: Forecasting Capex Trends during Covid-19, Incorporating an Analysis of the GFC

We analyze tech and non-tech capital spending in US retail and consider the huge impacts of the coronavirus pandemic. We compare the current situation to the Global Financial Crisis of 2007–2009—which represented a similar major disruption to the global economy—in order to estimate the outlook of US capital expenditure in 2020 and 2021.

Analyst Corner | April 26, 2020

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Weinswig’s Weekly: April 26, 2020—What Will In-Store Shopping Look Like When Stores Reopen?

This week’s note “From the Desk of Deborah Weinswig” looks at what in-store shopping will look like when stores reopen following the coronavirus pandemic.

Flash Report | April 20, 2020

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Coronavirus Stimulus Payments Under the US CARES Act Have Begun Rolling Out

Economic stimulus payments as part of the CARES (Coronavirus Aid, Relief and Economic Security) Act began rolling out to US taxpayers in the week of April 13.

Analyst Corner | April 19, 2020

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Weinswig’s Weekly: April 19, 2020—Amid Surging Online Grocery Demand, Asset-Heavy Models Confront the Challenge of Fixed Capacity

This week’s note “From the Desk of Deborah Weinswig” looks at how different types of online grocery retailers have coped with surging demand.

Deep Dive | April 15, 2020 Premium

RetailTech: SAP—Pivoting from ERP Software to Customer Experience

SAP started out life in Germany in the 1970s supplying financial software and later expanded to manage virtually every element of an industrial business. Now, the company is moving into areas that create major value propositions for retail clients.

Analyst Corner | April 12, 2020

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Weinswig’s Weekly—April 12, 2020

This week’s note “From the Desk of Deborah Weinswig” looks at how US retailers are hunkering down to survive a recession.

Analyst Corner | April 5, 2020

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Weinswig’s Weekly—April 5, 2020

This week’s note “From the Desk of Deborah Weinswig” looks at how US retail sales could shape up during and after the coronavirus crisis.

Insight Report | April 1, 2020 Premium

AR and VR Technologies in Retail: New Applications in a Coronavirus World

Augmented and virtual reality technologies provide opportunities for retailers to drive customer engagement and increase sales conversion. We discuss the steady growth of the reality technology market and consider the implications of the coronavirus pandemic on supply, demand and technology applications.

Analyst Corner | March 29, 2020

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Weinswig’s Weekly—March 29, 2020

This week’s note “From the Desk of Deborah Weinswig” looks at what major retailers are doing to mitigate the impact of the coronavirus outbreak.

Insight Report | March 26, 2020 Premium

Coronavirus Retail Robustness Index: The 10 US Retailers Best Able To Weather the Storm

With the ongoing coronavirus outbreak forcing store closures across the US, the Coresight Research Coronavirus Retail Robustness Index evaluates the 100 largest US retailers on their ability to cope.

Insight Report | March 26, 2020 Premium

Coresight Matrix: AI Software for Optimization

Technology can do more for less, and advances in artificial intelligence are delivering powerful new tools for retailers. With machine learning, AI can recognize patterns and create algorithms that adapt and improve over time.

Analyst Corner | March 22, 2020

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Weinswig’s Weekly—March 22, 2020

This week’s note “From the Desk of Deborah Weinswig” outlines a new series of online events from Coresight Research, so everyone can join, even if they are in isolation.

Insight Report | March 20, 2020 Premium

Coronavirus Insights: Battening Down the Hatches—Assessing Major US Retailers’ Prospects to Weather the Storm

As a global pandemic keeps shoppers home and stores close, many want to know which retailers are best positioned. But there is no standard roadmap for a situation like this—so Coresight Research created one.

Deep Dive | March 19, 2020 Premium

RetailTech: Sensormatic Solutions—Johnson Controls’ Retail Tech Foundry

Johnson Controls has for decades dominated the retail security sector, helping stores manage shrink with innovative digital solutions. Now, the company is leveraging its dominant market position to launch new digitally enabled service offerings.

Flash Report | March 18, 2020

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Amazon Suspends Inbound Shipments of Non-Essential Products from Marketplace Sellers

As the coronavirus outbreak spreads in the US, online has surged as shoppers shun stores and crowded locations. Faced with unprecedented demand, Amazon suspends support for third-party sellers for all but essential items.