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  • Demand for hyperlocal delivery has exploded during the pandemic in the US. We believe that providers of such services have staying power as consumers increasingly expect, and rely on, quick and convenient grocery delivery.
  • Target-owned Shipt saw sales growth of more than 300% in fiscal 2021. Last year, the delivery provider added retailers outside its core grocery space, including Bed, Bath & Beyond, buybuy Baby, Office Depot and Party City.
  • Click the image below to read more about the US hyperlocal delivery space, including three key market trends and the impacts of challenges for brands and retailers.

Reasons to Read

Diverse representation across gender identification is driving growth in retail categories including apparel and footwear, accessories and beauty. We discuss the emergence and evolution of the gender-free product category, highlighting four key growth drivers.

We also explore opportunities for brands and retailers to extend inclusivity through the gender-free category and appeal to a wide consumer base.

Look out for our upcoming Playbook on inclusivity in retail. Click here to read a preview of the report.

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Online furniture retailer Wayfair was one of US retail’s winners during the Covid-19 pandemic, achieving profitability in 2020 for the first time since its 2014 IPO. As pandemic-driven tailwinds fade and US retail recovers from the pandemic, we discuss whether Wayfair will maintain its newfound profitability.

We analyze Wayfair’s prospects in key areas:

  • Sector-wide tailwinds, including pandemic-driven migration from cities to suburbs
  • The resilience of Wayfair’s global supply chain following its recent investments
  • How US demographic shifts are affecting Wayfair’s customer base
  • The all-important metric of repeat orders and customer loyalty

Click here to read more Coresight Research coverage of Wayfair.

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Significant shifts in consumer demand have presented challenges for retailers in the past year—and consumer behavior continues to change through pandemic recovery 2021. Demand forecasting is therefore essential in today’s retail environment.

In this report, we discuss the need for demand forecasting software and the solutions offered by Impact Analytics, a Coresight Research innovator client.

For more on demand forecasting in the supply chain, read our separate deep dive.

Look out for our upcoming series, The New Age of Customer-First Supply Chains, which covers intelligent demand forecasting as a pillar for building a resilient and profitable supply chain.

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In this Market Outlook, we explore how the e-commerce market in the US and China has been impacted by the Covid-19 pandemic and provide an outlook for the sector moving forward.

We discuss the key drivers of e-commerce growth, as well as the market’s competitive landscape, M&A activity, retail innovators and themes we are watching in 2021 and beyond—covering online grocery demand, increased traction in luxury e-commerce, livestream shopping experiences and advances in logistics and returns.

Click here to read more Coresight Research Market Outlook reports.

Contents (Click to navigate)

What’s the Story?

Market Performance and Outlook

Market Drivers

Competitive Landscape

M&A Activity

Retail Innovators

Themes We Are Watching

1. Online Grocery Demand

2. Increased Traction in Luxury E-Commerce

3. Livestream Shopping Experiences

4. Advances in Logistics and Returns

What We Think

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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.

  • The US grocery market had a strong 2020 compared to discretionary sectors, supported by significant e-commerce spending growth. In our Market Outlook report, we examine the size and trajectory of the US grocery market and key factors impacting growth. We also cover the performance and outlook for online grocery, as well as the market’s competitive landscape, retail innovators and themes we are watching in 2021 and beyond.

Click the image below to read the full Market Outlook report.

Reasons to Read

The Coresight Research team attended Capri Holdings’ virtual Investor Day on June 29, 2021. We present our key insights in this report, covering the company’s five strategic pillars and its revised financial outlook for fiscal 2022, ending April 2022.

We also discuss the company’s primary initiatives by brand—across Jimmy Choo, Michael Kors and Versace—under four categories:

  • Communication
  • Product
  • Omnichannel
  • Regional

Click here to read more Coresight Research coverage of Capri Holdings Limited.

Contents (Click to navigate)

What’s the Story?

Capri Holdings Investor Day 2021: Key Insights

Five Strategic Pillars

Raised Guidance for FY22, Prompted by Greater Clarity and Global Sales Momentum

Primary Initiatives, by Brand

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Reasons to Read

Coresight Research’s June 28 survey provides a detailed update on US consumers’ behaviors and expectations, with a focus on the implications for US retail.

Our US Consumer Tracker covers the following:

  • What consumers are doing and where they are going—including avoidance of public places
  • What consumers are buying and which retailers they are buying from

Complementing our weekly survey reports, our US Consumer Tracker Extra monthly series offers additional insight, including long-term consumer trends and a detailed analysis of where current trends 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

On July 3, 2021, Morrisons agreed to be acquired by a group of private equity investors, led by Fortress Group. We outline the details and consider what it means for the company and the UK grocery sector.

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  • The increasing vaccination rollout and easing of lockdown restrictions will drive the US dress wear market in 2021, prompting spending on dressy and formal clothes.
  • We expect demand to increase as consumers refresh their work wardrobes ahead of returning to the office, with companies such as Google and Amazon taking steps to allow employees to go back to their workplaces.

Click the image below to read more about the topic.

Reasons to Read

On June 25, 2021, Coresight Research hosted an online discussion on supply chains at NRF Retail Converge, a new digital event from the National Retail Federation. Deborah Weinswig, CEO and Founder of Coresight Research, was joined by retail leaders from PVH Corp. and Amazon to discuss key trends in the retail supply chain amid global pandemic-driven disruption.

We present the trends in this report, covering the following topics:

  • Reconciling ESG objectives with the goals of agility and speed
  • The cost-saving opportunities offered by smart inventory management and fulfillment
  • Meeting consumer demand for traceability and transparency using new technologies
  • Prospects for the “dark store” concept
  • Forecasting consumer demand as restrictions are eased—and the new phenomenon of “revenge shopping”

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Reasons to Read

Demand for hyperlocal delivery exploded during the pandemic in the US as many homebound consumers came to rely on rapid delivery services. We believe that hyperlocal delivery providers have staying power beyond the pandemic as preferences for quick and convenient grocery delivery become increasingly assimilated.

In this report, we discuss three key trends in the US hyperlocal delivery space and the impact of three key challenges for brands and retailers.

Click here to read Coresight Research’s US online grocery survey for more on post-pandemic grocery retail prospects.

For all of our coverage of the impact of Covid-19 on retail, click here.

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Reasons to Read

On June 30, 2021, Switzerland-based luxury holding goods company Compagnie Financière Richemont SA (known as Richemont) announced that it has acquired Belgian luxury leather goods maker Delvaux.

We discuss what the deal means for Richemont and how it aligns with the company’s expansion in the soft luxury segment.

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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 ever-increasing demand for, and availability of, grocery delivery services worldwide.

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

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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, highlights include developments from 7-Eleven, Lowe’s and United Supermarkets in the US and Gap, Hobbycraft and Tommy Hilfiger 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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