Reasons to Read

Alibaba hosted its 11.11 Global Shopping Festival virtual press conference on October 27, 2021. We present highlights from the e-commerce giant’s management team about the upcoming Singles’ Day event in China, covering sustainability, cross-border shopping and more.

Click here to read more about Singles’ Day 2021, as well as further Coresight Research coverage of past Singles’ Day events.

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Reasons to Read

Coresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather the current environment. This report updates the scores based on financial reports and store- and management-related announcements.

We rank the companies according to four metrics: financial health, sales capacity, product mix and management tenure.

The appendix details our methodology of calculating index scores.

Alongside the report, our infographic summarizes key changes since the Retail Robustness Index: July 2021 Update.

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Reasons to Read

Our monthly US Store Tracker Extra report supplements the Weekly US and UK Store Openings and Closures Tracker reports with additional insight, including retailer-level data on square footage and closures and openings as a percentage of total store base.

This report also offers a comparison between year-to-date announced closures and openings at the end of each month in 2021 versus the comparable period in 2020.

Year-to-date data in this report are as of October 29, 2021 (corresponding to week 43 in our Weekly US and UK Store Openings and Closures Tracker) versus the comparable period in 2020 (the 44 weeks ended October 30, 2020).

Click here to view our full collection of Weekly US and UK Store Openings and Closures Tracker and monthly US Store Tracker Extra reports.

The Coresight Research US Store Tracker Databank offers our premium subscribers access to openings and closures data from 2012 to 2021 year to date, filterable by sector and year. Click here to view.

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Our Three Things You Need To Know series provides free snapshots of Coresight Research data and findings. Subscribers can access the full research behind this graphic here. To find out how to subscribe, click here.

As part of our Retail Innovators series, we present five retail technology companies that are disrupting the US grocery market.

We selected companies that are leaders in arming grocers with innovative tech for supply chain, online fulfillment, in-store shopping, inventory management and last-mile capabilities.

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Reasons to Read

The second annual 10.10 Shopping Festival took place on October 10, 2021. This year, the event had a livestreaming focus, alongside its emphasis on charitable giving.

In this report, we present a wrap-up of livestream performances from participating brands and retailers during the event, including:

  • Total unique viewer numbers
  • Total livestream watch time
  • Total number of likes
  • Total number of chats

Click here to access Coresight Research’s coverage of the 10.10 Shopping Festival.

Click here to read more about livestreaming e-commerce.

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Reasons to Read

Prashant Agrawal, CEO and Founder of Impact Analytics, and Deborah Weinswig, CEO and Founder of Coresight Research, analyze the state of AI adoption in retail today and the benefits to brands and retailers of implementing AI technology across allocation planning, assortment planning, promotion management and forecasting.

To access these insights and join future events, subscribe to Coresight Research.

Click here to read key insights from the event in our free report.

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Reasons to Read

The Coresight Research team attended Ulta Beauty’s virtual Analyst Day on October 19, 2021. We present key insights from the event, covering the company’s growth strategies and its commitments to innovation, inclusivity and diversity.

Click here to read more Coresight Research coverage of Ulta Beauty.

Contents (Click to navigate)

What’s the Story?

Ulta Beauty Analyst Day 2021: Key Insights

Membership Growth Among Beauty Enthusiasts

Maximizing Growth from Core Categories

Other Growth Drivers

An Expanded Definition of “All Things Beauty”

Innovation at Ulta Beauty

 

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Reasons to Read

Our The 12 Weeks of Holidays 2021 series counts down to this year’s holiday peak with new thematic research each week. In this report, we present five predictions for US retail this holiday season, covering supply chain, store closures, consumer sentiment and sustainability.

Click here to read more Coresight Research coverage of US holiday retail.

Click here to access our US Holiday Retail 2021 Databank

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Reasons to Read

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers within our Coresight 100 coverage list, as they report third-quarter 2021 earnings.

We condense what retail companies are reporting regarding the following key content:

  • Management commentary on demand trends in the third quarter (where reported)—including comparable sales growth, details on consumer demand by category or channel, and qualitative insights
  • How recent performance reflects the impacts of, or recovery from, the Covid-19 pandemic
  • The outlook for demand, as reflected in revenue guidance or more qualitative commentary

This week, there are highlights from companies that reported in the week ended October 31, 2021, across multiple sectors: apparel and footwear brand owners (Levi’s and VF Corporation), e-commerce (Amazon and eBay) and home and home-improvement (Tractor Supply Company).

Click here to read 2Q21 Earnings Season Wrap-Up.

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Reasons to Read

The Coresight Research US Apparel and Beauty Spending Tracker provides a monthly update on the trajectory of consumer spending on beauty, clothing and footwear. Our latest report covers data from September 2021.

We discuss changes in US consumer spending, year over year and on a two-year basis, across the following sectors:

  • Footwear
  • Clothing, comprising the subcategories of children’s, women’s and men’s clothing
  • Selected beauty categories

We also present our estimates for year-over-year growth in the clothing, footwear and beauty categories in the coming months.

Coresight Research’s monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators, focusing on the US, the UK and China. Click here to view our full collection of monthly reports.

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Reasons to Read

The first official sales period of Singles’ Day 2021 began on November 1, 2021. Continuing our coverage of the shopping festival in China, we present a preview of the event, with a focus on major e-commerce players Alibaba and JD.com. We discuss the event’s key dates and outline three themes to watch this year:

  1. Inclusivity
  2. Membership privileges
  3. Sustainability.

Click here to read more about Singles’ Day 2021, as well as further Coresight Research coverage of past Singles’ Day events.

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Our Holiday Bites series provide free snapshots of Coresight Research data and findings, covering the shape and scale of consumer demand, retail sales and category performance in the 2021 holiday season. Click here to see more Holiday Bites as well as our in-depth research reports on US holiday retail.

  • On a comparable basis, Coresight Research has tracked a 54.4% year-over-year increase in announced holiday hiring plans compared to the 2020 holiday season—and a 24.4% increase over pre-pandemic 2019—by retailers and allied sectors such as logistics companies.
  • Walmart makes up the bulk of the increase, with plans to hire 170,000 seasonal employees this year compared to the 20,000 hires in 2020.
  • Department stores are also seeing an increase in announced seasonal job openings after cutting seasonal hires in 2020.

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Reasons to Read

Coresight Research’s October 25, 2021, survey provides a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail.  

This week’s US Consumer Tracker covers the following:   

  • What consumers are doing and where they are going—including avoidance of public places  
  • What shoppers are buying online and in-store  
  • Which retailers consumers are buying from—for food and nonfood purchases

Complementing our weekly survey reports, our monthly US Consumer Tracker Extra series offers additional insight, including long-term consumer trends and a detailed analysis of where current patterns will lead in the coming months. Click here to view our full collection of US Consumer Tracker and US Consumer Tracker Extra reports.  

Premium subscribers can also access data from our weekly surveys in our US Consumer Tracker Databank.  

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Reasons to Read

As part of Coresight Research’s Innovator Intelligence series, this Case Study explores how Factory 54—an international fashion retail chain and an exclusive distributor/operator of leading global fashion brands in Israel—has partnered with technology solutions provider Nexite to help one of its partner brands resolve in-store merchandising challenges and optimize its store operations and merchandising decisions.

This report is sponsored by Nexite.

Click here to read more Innovator Research from Coresight Research.

Contents (Click to navigate)

What’s the Story?

Nexite’s Connected Merchandise Platform Helps Factory 54: A Case Study

The Nexite Connected Merchandise Platform

Nexite’s Competitive Advantages

The Factory 54 and Nexite Partnership

Results and Measures of Success

Upcoming Nexite and Factory 54 Initiatives in the Partner-Brand Store

Nexite’s Technology: Implications for Physical Retail

What We Think

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Reasons to Read

In each report in the Weinswig’s Weekly series, Coresight Research CEO and Founder Deborah Weinswig reflects on a topical theme in retail.This week’s note “From the Desk of Deborah Weinswig” discusses preparations retailers have made to get goods on shelves for Holiday 2021.

Each report also includes recent retail and technology headlines from Asia, Europe and the US.

This report is available for free and can be accessed by registering for a free account.

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