Insight Report | October 12, 2020 Premium Holiday 2020: US Retail and Logistics Firms Boost Staff Numbers for an Online Holiday SeasonAs part of our Holiday 2020 series, this report outlines key developments related to holiday hiring in US retail. Read More
Deep Dive | October 1, 2020 Premium 2Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 RecoverySecond-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. Read More
Insight Report | September 29, 2020 Register for Free Access US CPG Sales Tracker: Online CPG Growth Re-accelerates as the Pandemic Wears OnThe Coresight Research and IRI monthly US CPG Sales Tracker provides our data-driven insights into online sales trends in the US CPG industry—covering the product categories of food & beverage; health & beauty; and general merchandise & homecare. In this report, we present five key insights from the four weeks ended September 6, 2020. Read More
Insight Report | September 21, 2020 Premium August 2020 UK Retail Sales: Rebound Continues, Underpinned by Online Sales and Big-Ticket SectorsThe rebound of UK retail sales maintained momentum in August, after returning to pre-crisis levels in July. Total growth was supported by online sales and big-ticket sectors. We review August data for UK retail in total and by sector. Read More
Insight Report | September 3, 2020 Register for Free Access US CPG Sales Tracker: Online Food Sales Grow 90%, Outpacing Total E-Commerce GrowthThe Coresight Research and IRI monthly US CPG Sales Tracker provides our data-driven insights into online sales trends in the US CPG industry—covering the product categories of food & beverage; health & beauty; and general merchandise & homecare. In this report, we present five key insights from the four weeks ended July 12, 2020. Read More
Market Navigators/Market Outlook | September 2, 2020 Premium Market Overview: US Discount Stores, Mass Merchandisers and Warehouse Clubs—Digital Sales Soar and Discounters Continue To ExpandIn this Market Overview, we explore the US discount store, mass merchant and warehouse club sectors and their future outlook. We consider the competitive landscape and the impact of the coronavirus pandemic on market growth and online sales. This report also discusses a number of key themes in the market, including expanding retail footprints, apparel resale and omnichannel initiatives. Read More
Insight Report | August 19, 2020 Premium Consumer Tech Briefing: Social Media Firms Gear Up To Acquire New Users amid a Potential TikTok BanEach month, our Consumer Tech Briefing series discusses recent developments in the world of technology. This month, we look at the opportunity for social video platforms amid US concerns around TikTok’s data security. We discuss developments in the short-video space by Instagram, Snapchat and Triller. Read More
Insight Report | August 6, 2020 Register for Free Access US CPG Sales Tracker: Consumers Stick With Online CPG Shopping, Even as Stores ReopenThe Coresight Research and IRI monthly US CPG Sales Tracker provides our data-driven insights into online sales trends in the US CPG industry—covering the product categories of food & beverage; health & beauty; and general merchandise & homecare. In this report, we present five key insights from June 2020. Read More
Insight Report | July 29, 2020 Premium 2020 Tax Tracker, Week 25 and Wrap-Up: Total Refunds Down by $14 Billion; Average Refund FlatAs of week 25 of the US tax refund season—the final week—the IRS has reported that the number of returns received was up from last year. Although the total number of refunds issued was down, the average refund amount was flat. Read More
Market Navigators/Market Outlook | July 29, 2020 Premium Market Overview: US Grocery Retailers—Surge in Online Demand To Scale Up Automation in FulfillmentIn this Market Overview, we explore the current US grocery market and its future outlook. We consider the competitive landscape and the impact of the coronavirus pandemic on market growth and online sales. This report also discusses a number of key themes in the market, including increasing automation in fulfillment, the advancement of dark stores and a shift from food service to food retail. Read More
Insight Report | July 27, 2020 Premium June 2020 UK Retail Sales: Reopening of Nonessential Stores Drives Strong Recovery in Discretionary SectorsUK retail sales saw significant improvement in June and almost reached pre-lockdown levels following the reopening of nonessential stores and the release of pent-up consumer demand. We review June data for UK retail in total and by sector. Read More
Insight Report | July 22, 2020 Premium 2020 Tax Tracker, Week 24: Tax Filings Turn Positive; Total Refunds Still DownAs of week 24 of the US tax refund season, the IRS has reported that the year-over-year growth in tax filings turned positive, with less than one week remaining until the deadline. Although the total number of refunds issued was down, the average refund amount was slightly up from last year. Read More
Insight Report | July 15, 2020 Premium 2020 Tax Tracker, Week 23: Total Tax Returns Down Only 2% as Deadline Draws CloserAs of week 23 of the US tax refund season, the IRS has reported that the number of returns filed was down year over year, but with the deadline imminent, the gap with last year is closing. Although the total number of refunds issued was also down, the average refund amount was slightly up from last year. Read More
Insight Report | July 8, 2020 Premium 2020 Tax Tracker, Week 22: Total Tax Refunds Down Almost 10% from Last YearAs of week 22 of the US tax refund season, the IRS has reported that the number of returns filed was down year over year. Although the number of refunds issued was also down, the average refund amount was up from last year. Read More
Insight Report | July 1, 2020 Premium 2020 Tax Tracker, Week 21: Tax Filings Down, Average Refund Up $28 from Last YearAs of week 21 of the US tax refund season, the IRS has reported that the number of returns filed was down year over year. Although the number of refunds issued was also down, the average refund amount was up from last year. Read More