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Activist Investors Seek Change at Kohl’s: An Analysis of Metrics and a Benchmark to Industry

At Kohl’s 2021 annual meeting of shareholders, activist investors issued a letter to shareholders pushing for board changes to increase profitability. Kohl’s officially rebutted this letter on February 22, 2021. We analyze selected key metrics that the Investor Group identified in its assessment of Kohl’s and compare them to the performance of the largest department store chain in the US and Kohl’s competitor, Macy’s.

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Holiday 2020: US Black Friday and Cyber Monday Insights—Digital Sales Growth Underwhelms on Cyber Monday

This year, Black Friday in the US has been mainly digital, as consumers shift spending to e-commerce. In this free report, we discuss digital sales performance during Cyber Week, covering total revenues and year-over-year growth, the boost provided by pickup services, US retailers’ average discount rates and popular product categories among US shoppers.

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Singles’ Day 2020: Early Observations of Alibaba’s Double 11

In China, Alibaba’s 11.11 Global Shopping Festival 2020 held its first sale period at 12:00 a.m. on November 1–3, following a pre-sale on October 21–31. In this free report, we present some early sales results from the first round of this year’s Singles’ Day event and discuss our observations so far, covering livestreaming and order fulfillment.

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Introducing the New Coresight 100: The Companies Reinventing Retail

With 2020 having accelerated the pace of change in retail, we have re-evaluated the Coresight 100, our focus list of the top 100 of the largest and most influential companies in the global retail ecosystem. We introduce the new list of the top companies to watch, which spans eight sectors and now includes select innovators and private companies.

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Coresight Research, Shopkick and Fashwire Introduce the New 10.10 Shopping Festival

Together with Shopkick and Fashwire, Coresight Research is excited to announce the inaugural 10.10 Shopping Festival, a US-based event that will take place on October 9–11, 2020. We detail the rationale behind launching the event, the participation of the partner companies and the opportunities that this new shopping festival offers to brands, retailers and consumers. With both an online and offline presence, 10.10 will provide a gamified shopping experience and pull forward holiday shopping this year.

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