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 2020
  • What is happening in retail in the US and UK this week
  • Year-to-date 2020 major US and UK store openings and closures
  • 2020 major US retail bankruptcies
  • New non-store-closure news

This week, there are highlights from Foot Locker, Home Depot, Hibbett Sports, L brands and Lowe’s in the US and Clarks, Jaeger and Peacocks 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 Tracker report, the Coresight Research Retail Store Databank offers our premium subscribers access to openings and closures data from 2012 to 2020 year to date, filterable by sector and year. Click here to view.

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Reasons to Read

In Coresight Research’s Singles’ Day 2020 Ebook, we offer a thematic discussion of the key strategies employed by brand and retailers around the world to drive sales during the shopping extravaganza in November 2020.

This ebook covers the following Singles’ Day topics:

Our separate reports on these topics can be accessed by clicking the links above.

Click here to read more about Singles’ Day 2020, as well as further Coresight Research coverage of past Singles’ Day events.

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Reasons to Read

In our Reshaping Supply Chains for the 2020s series, we analyze the technologies and trends that are enabling the evolution of the supply chain. In this report, we discuss key trends in Customer Relationship Management (CRM) in the retail industry and what software solutions CRM providers are offering.

This report considers the following topics:

  • The types of CRM offerings with a specific application to the retail industry, including operational, analytical and collaborative solutions
  • An overview of the global CRM market, including market revenue share from leading CRM providers such as Microsoft and Salesforce
  • CRM solutions offered by the five leading vendors in the market
  • Three key trends in CRM solutions, including social media data integration, artificial intelligence (AI) and niche service offerings, with features from providers Aptos, Endear and retailCRM
  • Implications for brands, retailers and technology companies

Click here to read our AI in Retail report on how the technology is transforming the way retailers operate and interact with customers.

Read previous reports in our Reshaping Supply Chains for the 2020s series for more information on last-mile delivery, technologies fueling sales growth, and smarter and greener warehousing.

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Reasons to Read

Analyzing consumer demand in October 2020, we saw very strong retail sales growth in the US, while the UK maintained growth momentum and China reported a positive increase in retail sales for the third consecutive month.

We examine data and assess the overall trends in the US, the UK and China across the following key consumer indicators:

  • Earnings versus inflation
  • Food and fuel prices
  • Retail sales

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.

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Reasons to Read

The 4-5-4 US retail calendar is a guide to the fiscal year ending January 29, 2022. The calendar is used by many US retailers; it ensures comparability between years by dividing the year into months based on a “4 weeks-5 weeks-4 weeks” format. We note major holidays and calendar events within each week across the year and compare when these fall to 2020–21.
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Reasons to Read

In this report, we look at the US athleisure market—including sports apparel and footwear that can be worn for sports or casualwear purposes. We discuss the following key topics:

  • Market size, including sales performance and year-over-year growth
  • Key market drivers, such as casualization and millennial spending power
  • Athleisure market trends—including integration by traditional retailers
  • Product offerings from retailers, featuring pure plays Athleta and Lululemon and traditional sportswear brands Adidas and NIKE
  • Implications for brands and retailers

Click here to read about key trends in the US denim market.

Click here to read more Coresight Research Market Outlooks and Post-Crisis Outlooks for other retail sectors.

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Reasons to Read

This report is part of a monthly series in which we discuss developments in China under the banner of “New Retail.” We offer insights into recent news, with a focus on digitalization and strategic collaborations.

This month, highlights include Alibaba’s investment to increase its stake in domestic hypermarket Sun Art Retail to become the controlling shareholder and JD.com’s partnership with Kuaishou to host a 200-hour livestreaming session for Singles’ Day from November 1 to 9.

We also explore Alibaba’s plans with Richemont to each invest $300 million in luxury fashion retail platform Farfetch.

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

Click here to read the previous report in the New Retail Briefing series, which discusses Alibaba’s investment planned investment in travel retailer Dufry to capture sales from China’s growing domestic duty-free market.

Click here to view Coresight Research’s ongoing coverage of the coronavirus outbreak.

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Reasons to Read

Supply chain software was already becoming an essential tool to manage complex, data-fueled retail prior to the Covid-19 outbreak, but the pandemic has further underscored the need for retailers to have flexible, adaptable supply chains. In this report, we explore the modern supply chain and the software providers that are helping retailers ensure supply chain flexibility and resilience.

We discuss the following key topics:

  • The unidirectional supply chain of the past
  • Product and information flow in a modern, technology-empowered supply chain
  • Supporting supply chain technologies—including artificial intelligence, blockchain and cloud computing
  • Supply chain software functionality across the three areas of planning, logistics and operations
  • Industry themes and expected growth of the global supply chain software market

We profile the leading global companies that provide software tools for supply chain management, across three categories:

  • Global software and ERP vendors—including IBM, Microsoft, Oracle and SAP
  • Independent ERP and supply chain software vendors—including Blue Yonder, Infor and SPS Commerce
  • Innovators—including Package.ai, Project Verte and Supply Vision

This report is part of Coresight Research’s RetailTech series, in which we discuss leading retail technology companies and the products they offer. Click here to read the previous report in this series, which explores the sources of retail loss and the technologies that can be used to help retailers identify and prevent loss.

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Reasons to Read

As part of our Insights from China series, we explore the success of Freshippo, Alibaba’s grocery chain, considering the impact of the Covid-19 pandemic this year.

In this report, we explore Freshippo’s innovative strategies across three key areas:

  • New store formats
  • Differentiated product offerings—with a focus on private label
  • Integration of technology and data—including blockchain, artificial intelligence and the Internet of Things

Click here to read the previous report in our Insights from China series, which explores how brands can leverage Chinese social commerce platform Little Red Book to raise brand awareness.

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We present Three Things You Need To Know on US Survey Update—Product Returns amid the Pandemic. Find the full report here.

Reasons to Read

This report is part of The 12 Weeks of Holidays series, in which we present key data, trends and observations as we count down to the peak holiday season. In this report, we explore how the weather this holiday season will affect consumer demand in US retail.

We discuss the following key topics:

  • The significance of weather analytics in demand forecasting, as well as inventory and assortment optimization
  • A comparison of the weather forecasts for November and December this year compared to last year, including implications for retailers
  • The impact of the forecast for November (including the weekend of Thanksgiving and Black Friday) on weather-driven demand
  • Expected weather-driven demand for selected items, such as cold-weather apparel and hot foods, across specific US locations
  • The implications of the forecast for December on demand for weather-related items

Click here to read the previous report in the 12 Weeks of Holidays series, which explores how US beauty brands and retailers are preparing for the holiday shopping season.

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

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QUESTION OF THE WEEK: What Key Strategies Did New Entrants Adopt for Singles’ Day 2020?

During Singles’ Day 2020, we observed new entrants to the shopping festival adopt a number of strategies for China market entry or expansion, across different sectors. These include exclusive product launches, 3D online experiences and a focus on telling brand stories.

Reasons to Read

October was the sixth consecutive month of growth momentum in UK retail sales, supported by strength at health and beauty retailers and in the DIY and hardware sector.

We review the monthly data for UK retail in total and by sector:

  • We chart the trend in total value and volume retail sales growth over the last 13 months.
  • We show value sales growth for 20 sectors across food and nonfood retail, for each of the latest three months.
  • We discuss growth in online retail sales, by major sector.
  • We present a Covid-19 lockdown timeline.

With England having entered a second Covid-19 lockdown on November 5, we expect the strong growth momentum of UK retail sales to come to an end.

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.

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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 2020 earnings. We condense what retail companies are reporting regarding the following key content, with a focus on the impact of the coronavirus crisis:

  • 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
  • The strength of e-commerce
  • 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 November 22, namely BJ’s Wholesale Club, Home Depot, Kohl’s, L Brands, Lowe’s, Macy’s, Ross Stores, Target, The TJX Companies and Walmart..

Read the Earnings Insight 3Q20, Week 2 report here.

Click here to read our wrap-up report for second-quarter 2020

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