Reasons to Read

Deborah Weinswig, CEO and Founder of Coresight Research discusses Interconnectedness of Retailer Operations​ and the Estimated Financial Impacts and Benefits.

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Reasons to Read

As the US off-price sector becomes increasingly competitive, we discuss how major retailers are looking to drive growth across the physical and digital channels, considering brick-and-mortar expansion over the past 10 years, store productivity, trends in physical retail and digital growth.

This report covers Burlington Stores, Nordstrom Rack, Ross Stores (Ross Dress for Less and dd’s Discounts) and The TJX Companies (which includes US banners T.J. Maxx, Marshalls, Sierra, HomeGoods and Homesense).

Read Coresight Research’s Earnings Insights series for more management commentary at major US retailers as they report quarterly earnings.

Contents (Click to navigate)

What’s the Story?

Why It Matters

Physical and Digital Strategies in Off-Price Retail: Coresight Research Analysis

Market Overview

Bullish Brick-and-Mortar Expansion

Store Productivity: Retail Sales per Square Foot in Fiscal 2020

Trends in Brick-and-Mortar Retail

Digital Growth

What We Think

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  • Once a peer to Amazon, eBay has gradually become a relatively less significant player in US e-commerce. This relative decline has occurred alongside the growth in marketplace and resale formats, with rivals including Amazon capturing greater share as the overall marketplace space has grown.
  • eBay’s total US GMV has roughly flatlined over the past five years, and its underperformance equates to lost share of online retail sales—a 4.5-percentage-point attrition in channel share between 2016 and 2020, we calculate.

Click the image below for more on eBay’s position in US retail.

Reasons to Read

With two months to go until Singles’ Day 2021, we explore the types of new products that may debut during the shopping festival this year, as well as initiatives by Chinese e-commerce platforms (namely, Alibaba and JD.com) to bring overseas product to the China market.

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

Contents (Click to navigate)

What’s the Story?

Why It Matters

Two Months to Singles’ Day: In Detail

Appealing to the Younger Generation: New Niche Products, Especially in the Beauty Sector

Overseas Retailers Target the China Market: New Products and Partnerships

Recent Product Innovations Likely To Feature in Singles’ Day Sales

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 the repercussions of global supply chain fluctuations for retailers and consumers.

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

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Reasons to Read

We present a timeline of the US government stimulus released in response to the Covid-19 pandemic, with a focus on the implications for retail.

The timeline details the total relief and notable benefits to consumers provided by each round of stimulus. To further gauge the size of the stimulus, we chart direct payments to consumers against total retail sales and personal consumption expenditures in 2020.

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Reasons to Read

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. We cover:

  • A week-by-week comparison of store openings and closures in the US and UK year to date in 2021
  • What is happening in retail in the US and UK this week
  • Year-to-date 2021 major US and UK store openings and closures

This week, there are highlights from Giant Eagle, Primark, and Tory Burch in the US and Hamleys, Hobbycraft and Tapi in the UK.

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

Complementing our weekly report, 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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Reasons to Read

Sustainability spans virtually every business and consumer touchpoint, but there are many misconceptions that lead to confusion among brands and retailers. In this report, we bust five myths about sustainability to help organizations understand the far-reaching concept as they embark on a sustainability strategy.

Contents (Click to navigate)

What’s the Story?

Why It Matters

Busting Five Myths in Retail: Coresight Research Analysis

1. Sustainability Is Too Vast for Businesses To Comprehend and Address

2. Sustainability Does Not Positively Impact Profitability

3. Restaurants Are Responsible for the Bulk of Food Waste

4. Sustainability Considerations Are the Same Across All Channels 

5. Fashion Shoppers Cannot Make Sustainable Choices

Click here to read more Coresight Research coverage of sustainability in retail.

Access our EnCORE framework for sustainability here.

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Coresight Research’s EnCORE framework provides a model through which retailers can begin to internalize a sustainability strategy. To find out how to subscribe, click here.

Reasons to Read

As part of Coresight Research’s Head-to-Head series, we compare H&M and Inditex (the owner of Zara), two of the biggest players in the global apparel specialty retail sector. We provide insights into five key elements of their businesses, including business model, financial metrics, distribution channels, environment, social and governance (ESG) goals, and technology innovation.

Click here to read the latest report in the series, Head-to-Head in Sportswear: Adidas vs. NIKE.

Contents (Click to navigate)

What’s the Story?

Why It Matters

H&M vs. Inditex: A Deep Dive

Overview

1 Business Model: Fast-Fashion Positioning and Pricing and Promotion Strategies

2 Financial Metrics: Revenues, Profitability and Inventory Turnover Rates

3 Changing Course of Distribution: Shrinking Store Estates and Switching Focus to E-commerce

4 Environment, Social and Governance (ESG) Initiatives

5 Technology Innovations

What We Think

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Reasons to Read

Once a peer to Amazon, eBay has gradually become a relatively less significant player in US e-commerce. We quantify eBay’s relative decline and investigate why the company has seemingly lost out to its competitors. We discuss eBay’s GMV trends over the past five years, its share of nonfood shoppers and its positioning in the resale market.

This report leverages proprietary US consumer survey findings. Click here to read our weekly analysis of the retailers from which shoppers are making purchases in food and nonfood retail.

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Coresight Bites provide free snapshots of Coresight Research data and findings. Subscribers can access the full research here. To find out how to subscribe, click here.

  • Coresight Research’s US Consumer Tracker provides a detailed update on US consumers’ behaviors, concerns and expectations, with a focus on the implications for retail.
  • Our latest weekly consumer survey, conducted on August 30, 2021, assessed consumers’ perceptions of inflation and the impacts on spending.

Click the image below to access our survey findings in detail.

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 second-quarter 2021 earnings.

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

  • Management commentary on demand trends in the second 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 September 5, 2021: apparel brand owner PVH Corp., apparel specialty retailer American Eagle Outfitters and discount stores Big Lots and Five Below.

Click here to read Week 5 of the Earnings Insights 2Q21 series.

Click here to read 1Q21 Earnings Season Wrap-Up

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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.

Our Market Outlook provides an overview of grocery retail in India, including consumer spending growth and projections. We also discuss key market drivers, avenues for growth and prominent themes in grocery retail through the remainder of 2021 and beyond.

Click the image to read more about the topic.

Reasons to Read

On August 25, 2021, Deborah Weinswig, Founder and CEO of Coresight Research, presented at retailX.

We provide key insights from the event, covering the retail opportunity in shoppable livestreaming, learnings for the US from China, and best practices in constructing a livestreaming strategy.

Click here to watch the on-demand recording of this presentation.

Click here to read more Coresight Research coverage of livestreaming e-commerce.

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