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 Walmart’s foray into livestreaming via TikTok, with the retailer having hosted a beauty-focused event on March 11, 2021.

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

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Reasons to Read

Coresight Research’s monthly reports keep you up to date on US and UK retail sales, US retail traffic and in-store metrics, and key global consumer indicators. Click here to view our full collection of Monthly Reports.

Complementing our monthly reports, the Coresight Research US Retail Sales Databank brings together retail sales data to help you understand the scale and trajectory of US retail.

In this report, we assess US retail traffic in February 2021, covering the following:

  • Weekly shopper traffic trends
  • Traffic by retailer vertical
  • Regional traffic trends
  • Traffic by retailer location type
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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 Abercrombie & Fitch, Burlington Stores, Chico’s, Dick’s Sporting Goods, Dollar Tree, Foxtrot Market, Gap, Grocery Outlet, NIKE, Ross Stores and The Children’s Place in the US and Clarks and Morrisons in the UK. We also discuss quarterly store opening and closure settlements following the release of quarterly company filings this week.

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

Complementing our weekly report, the Coresight Research Retail Store 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

The Coresight Research US Apparel and Beauty Spending Tracker provides a monthly update on the trajectory of consumer spending on beauty, clothing and footwear.

Coresight Research’s monthly reports keep you up to date on US and UK retail sales, US retail traffic and in-store metrics and key global consumer indicators. Click here to view our full collection of Monthly Reports.

We discuss a revival in apparel spending growth in January 2021, and the continued moderation of beauty spending growth during the month. This report covers the following:

  • US consumer spending on clothing and footwear—year-over-year change
  • US consumer spending by subcategory, including children’s and infant’s clothing, men’s and boy’s clothing, and women’s and girl’s clothing—year-over-year change
  • US consumer spending on footwear—year-over-year change
  • US consumer spending on selected beauty categories—year-over-year change
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Reasons to Read

The Coresight Research team attended Walmart’s virtual Analyst Day on February 18, 2021. We present key insights from the event, covering the company’s new flywheel business model and its expansion strategies moving forward.

Click here to read more Coresight Research coverage of Walmart.

CONTENTS

What’s the Story?

Walmart Analyst Day 2021: Key Insights

Playing Offense with New Flywheel Strategy

Plans To Scale Fulfillment Capabilities

Targeting Healthcare, Fintech for Expansion

Looking to Mexico and India for Digital Expansion

Expanding Digital Avenues Remains a Priority

What We Think

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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.

Complementing our weekly report, the Coresight Research Retail Store 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

In this Market Outlook, we discuss the recovery of the apparel and footwear market in a pandemic-impacted retail environment, with a focus on the US, the UK and China.  We provide our market sizing estimates for 2021 and beyond, and we consider the primary trends that will drive demand. This report also explores e-commerce penetration, the competitive landscape, US retail innovators and key themes—including a shift to DTC, the importance of sustainability and the rise of athleisure.

Click here to read our E-Commerce Outlook for the US apparel and footwear market.

Click here to read more about the US athleisure market.

Click here to read more Coresight Research Market Outlook reports.

Content

What’s the Story?

Market Performance and Outlook

Market Drivers

Online Market

Competitive Landscape

US Retail Innovators

Themes We Are Watching

What We Think

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Reasons to Read

Handling product returns is an ongoing challenge for home and home-improvement, with new considerations as e-commerce sales in the sector accelerate. We discuss seven measures that US home and home-improvement retailers use to manage their returns processes, including updates in light of increased e-commerce demand. We include examples from retailers including Home Depot, IKEA, Macy’s, Wayfair and Williams-Sonoma and innovators such as Position Imaging and Newmine.

Click here to read more about US home and home-improvement retail.

To read about US furniture and home furnishing e-commerce, click here.

CONTENTS

What’s the Story?

Why It Matters

Growing E-Commerce Sales Accentuate Returns Challenges

The Returns Challenge: In Detail

  1. Clearly Defined Return Policies
  2. Store Returns Services for Online Purchases
  3. Partnerships with Specialists
  4. “Returnless” Refunds
  5. Refund Now, Return Later Services
  6. Investment in AI, AR and VR
  7. Consolidating Return Shipments

What We Think

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Reasons to Read

In our New Retail in China series (formerly New Retail Briefing), we review the latest trends in New Retail, with a focus on major digital platforms and multichannel retail companies in China. We offer insights into recent news, with a focus on digitalization and strategic collaborations.

This month, highlights include Tencent’s launch of a centralized portal for brands and retailers’ WeChat mini programs. We also discuss the IPO prospectus filing from JD Logistics and the opening of a Tmall Luxury Pavillion store by Italian high-end shoe brand Santoni.

The appendix details the last 12 months of New Retail developments in China.

Click here to read the previous report in the New Retail in China series, which discusses Gucci’s launch of a flagship store on Tmall Luxury Pavilion and China’s growing domestic duty-free market, including the opening of JD.com’s first duty-free store, in Hainan province.

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We present Three Things You Need To Know on US Consumer Tracker: Rebound in Online Apparel and Beauty Purchases. Find the full report here.

  • The US Internal Revenue Service (IRS) kicked off the 2021 tax filing season on February 12 this year when it began accepting tax returns for 2020—a delay compared to the normal start in early January. The delay this year allowed the IRS more time to prepare for the Covid-19 Relief Bill, which took effect in the US in late December.
  • Each year, the IRS reports tax return filings and refunds on a weekly basis, until the April 15 deadline. Our US Tax Tracker reports will provide coverage on tax return filings at four-week intervals.

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Reasons to Read

This report provides select findings from Coresight Research’s March 1 survey of US consumers on their behaviors and expectations, with a focus on implications for retailers.

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

We highlight selected findings from our weekly survey across three key topics:

  • What product categories respondents had purchased online and in-store in the past two weeks
  • Whether respondents are avoiding public areas —and which types of places they are avoiding
  • Which retailers respondents bought food and nonfood products from

Our full report is available to premium subscribers and includes further findings on shoppers’ current online spending habits and the retailers they shopped at.

Click here to view all of our weekly survey reports.

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Reasons to Read

Coresight Research’s March 1 survey provides a detailed update on US consumers’ behaviors, concerns and expectations amid the coronavirus crisis, with a focus on the implications for US retail.

Our tracker questions cover the following:

  • What product categories respondents had purchased in-store and online in the past two weeks
  • Which retailers respondents had bought food and nonfood products from in the past two weeks
  • What activities respondents have done in the past two weeks
  • Whether respondents are currently avoiding public areas—and which types of places they are avoiding

We also present findings and trend data on what consumers are buying more and less of than pre-pandemic.

If you do not have a premium subscription, you can access select findings in a complimentary abridged report.

Click here to view all of our weekly survey reports.

CONTENTS

What’s the Story?

What Shoppers Are Buying and Which Retailers They Are Buying From

What Consumers Bought In-Store and Online

Which Retailers Consumers Purchased Food and Nonfood Products From

What Shoppers Are Doing and Where They Are Going

Consumers Getting a Haircut or Grooming Service Reaches New High

Almost Eight in 10 Are Avoiding Public Places

Reviewing Trend Data in Current Purchasing Behavior

What Consumers Are Currently Buying More Of and Less Of

What We Think

Methodology

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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 fourth-quarter 2020 earnings.

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

  • Management commentary on demand trends in the fourth quarter (where reported)—including comparable sales growth, details on consumer demand by category or channel, and qualitative insights
  • The impact of the Covid-19 pandemic on recent performance
  • 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 March 7, 2021—namely, American Eagle Outfitters, BJ’s Wholesale Club, Burlington Stores, Dollar Tree, Foot Locker, Gap Inc., Grocery Outlet Holding Corp., Kohl’s, Kroger, Nordstrom, Ross Stores, Target and Urban Outfitters.

Read the Earnings Insight 4Q20, Week 4 report here.

Click here to read the final report in the Earnings Insights 3Q20 series.

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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 two new retail ventures using Amazon’s “Just Walk Out” technology.

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.

Please Login to read the full report. Not a member? To access this content for free, register for a free account.