Reasons to Read

This year, Alibaba’s Singles’ Day (also known as the 11.11 Global Shopping Festival) was extended with two sales windows, compared to the typical 24-hour sale in previous years. Following a solid first round of sales during the period November 1–3 and preliminary results from Alibaba on the November 11 sales period, we discuss the trajectory for the festival, including the scale and progression of Alibaba’s Singles’ Day GMV. We also explore new technologies adopted during the event to optimize logistics, inventory management, last-mile delivery and consumer shopping experiences.

Click here to read our report on observations from the first sale round, published November 5.

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

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 October 2020, covering the following:

  • Weekly shopper traffic trends
  • Traffic by retailer vertical
  • Regional traffic trends
  • Traffic by retailer location type
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We present Three Things You Need To Know on Market Outlook—Understanding China’s $5 Trillion Retail Sector. Find the full report here.

Reasons to Read

Presenting an outlook for the US denim market, we provide context behind previous deep declines in the sector—such as consumer shifts to sportswear and athleisure—and discuss how Covid-19 has disrupted the US denim market’s recent positive trajectory, with data analysis of the market’s size and predictions for future growth.

We explore four key trends in the US denim market that we expect will help support the market’s revival, across the following topics:

  • Casualization
  • Sustainability
  • Collaboration
  • Technology

This report includes discussion of what selected US retailers and brands are doing to better serve the market and leverage the opportunities it presents, with examples from denim brands Levi’s and Wrangler, as well as retailers such as Everlane, Target and Walmart.

Click here to read about the impacts of the casualization trend on the US menswear 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

The major components of 5G wireless—infrastructure, coverage and handsets—are now largely in place across the world.

In this report, we explore the arrival of 5G technology, covering the following key topics:

  • The greater performance offered by 5G compared to 4G
  • The benefits that 5G offer for retailers and consumers
  • Recent developments in 5G—including industry partnerships, such as between Verizon, Microsoft and Nokia, as well as between Google and AT&T
  • 5G availability around the world—covering infrastructure and handsets
  • A discussion of whether 5G will displace cable modem or fiber-to-the-home—and the relative speed of wireline and wireless technologies

We discuss the implications of this technology for the retail industry, including brands/retailers, real estate firms and technology vendors.

Click here to read more Coresight Research reports on the theme of retail technology.

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Reasons to Read

Hosted annually on November 11, Singles’ Day is the world’s largest online shopping festival. Coresight Research’s Brand Journeys to Singles’ Day 2020 series profiles 11 US and international small and medium-sized brands with insights into their Tmall Global strategy in the run-up to the shopping event.

Continuing the series, we profile sports bag and accessory brand Caraa.

This report covers the following key topics:

  • The brand’s background and retail partnerships in China
  • How the brand is targeting Chinese consumers, including the importance of livestreaming in the run up to Singles’ Day

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

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.

Apparel and footwear retailers are having to rethink their approach to the holidays this year, due to the impacts of the Covid-19 pandemic. We provide an outlook for the sector, including Coresight Research estimates for consumer spending during the holiday period.

This report also covers the following key content:

  • E-commerce fulfillment—including BOPIS and curbside pickup
  • Digital sales growth and penetration
  • Winning trends in apparel
  • Insights into how select retailers are preparing for the holidays—through their operations, inventory and fulfillment, marketing strategies and promotions.

We discuss highlights from major apparel brands and retailers, such as American Eagle Outfitters, Dick’s Sporting Goods, Gap Inc., L Brands, Levi Strauss & Co., PVH Corp., NIKE and Under Armour.

Click here to read the previous report in the 12 Weeks of Holidays series, which offers a preview to the Black Friday shopping holiday this year.

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

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Reasons to Read

We analyze the key industry trends that impact the gifting industry and consider how retailers can deliver an optimal experience to gift shoppers and recipients at the same time.

This report includes insights and discussion around the following topics:

  • The size of the US gifting market
  • The popularity of gift cards as a gifting option
  • Gift returns as a primary pain point for retailers
  • Personalization in gifting
  • Corporate gifting—and its challenges

We also explore Loop Commerce’s Gift Experience Management solution, GiftNow, which helps retailers leverage omnichannel capabilities to redefine the gifting experience for gift shoppers and recipients alike.

This report is sponsored by Loop Commerce, which leverages data analytics and digital capabilities to help its clients improve and optimize the gifting experience.

Non-subscribers can access the report by completing the form.

This report forms part of our Innovator Intelligence series, which focuses on emerging technologies that are disrupting traditional retail and fueling innovation across the retail value chain. Click here to read more coverage of retail innovators.

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QUESTION OF THE WEEK: How Is Singles’ Day 2020 Shaping Up So Far?

Sales of beauty products are booming during Alibaba’s Double 11 shopping festival: Within the first hour of the event’s first sale period on November 1–3, seven of the top 10 bestselling products were in the beauty or beauty devices categories. In addition, livestreaming has gained huge traction this year, and upgraded logistics infrastructure and increased labor are enabling faster deliveries of customer orders.

Reasons to Read

Coresight Research launched the 10.10 Shopping Festival exactly one month ago, to bring fun and excitement back to the retail industry and to help retailers and shoppers address the disruption caused by Covid-19.

In this report, we provide insights into the creation and launch of the inaugural 10.10 Shopping Festival, which took place on October 9–12 and involved close collaboration with shopping rewards app Shopkick and online fashion marketplace Fashwire, as well as the participation of an exciting array of charities and supporting partners, retailers and brands.

We also discuss five key factors that drove the success of 10.10:

  1. Unified retail industry teams
  2. Gamification
  3. Purposeful shopping (charitable giveback)
  4. Marketing and promotion
  5. Interest in festivals

Click here to read our separate Retail Reimagined report on the festivalization of retail.

Click here to read all Coresight Research coverage of shopping holidays.

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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 8, namely Amazon, Canada Goose, Capri Holdings, Hanesbrands, The Estée Lauder Companies, Under Armour and Wayfair.

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

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Reasons to Read

This report provides select findings from Coresight Research’s November 3 survey of US consumers on their behaviors and expectations, with a focus on implications for retailers. This week, we discuss an uptick in online shopping in select discretionary categories, influenced by consumers’ avoidance of brick-and-mortar stores.

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:

  1. The select discretionary categories in which there have been new highs in the proportions of US shoppers that are making more purchases online than pre-crisis
  2. Whether consumers are switching their spending to e-commerce.
  3. Whether respondents are currently avoiding shops in general as a result of the Covid-19 pandemic

Our full report is available to premium subscribers and includes further findings:

  • What activities respondents have done in the past two weeks and what they expect to do in the next two weeks
  • Whether respondents are currently avoiding public areas or travel—and which types of places or travel they are avoiding
  • Complete results of the retail categories in which consumers are buying more or less as a result of the Covid-19 pandemic
  • Complete results and ranking of the categories in which US consumers are currently buying more online than pre-crisis

Our latest research provides an update to our previous reports, which were based on surveys undertaken on October 27, October 20, October 13, October 6, September 29,  September 22, September 15, September 9, September 2, August 26, August 19, August 12, August 5, July 29, July 22, July 15, July 8, July 1, June 24, June 17, June 10, June 3, May 27, May 20, May 13, May 6, April 29, April 22, April 15, April 8, April 1, March 25 and March 17–18.

In addition to our US consumer surveys, Coresight Research is publishing ongoing coverage on the coronavirus pandemic, which can be accessed here.

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Reasons to Read

Coresight Research’s November 3 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.

This week, we highlight an uptick in online shopping in discretionary categories, influenced by consumers’ avoidance of brick-and-mortar stores and other public places. Our survey findings cover the following:

  • The select discretionary categories in which there have been new highs in the proportions of US shoppers that are making more purchases online than pre-crisis
  • What activities respondents have done in the past two weeks and what they expect to do in the next two weeks
  • Whether respondents are currently avoiding public areas or travel—and which types of places or travel they are avoiding
  • Whether respondents are buying more or less of any retail categories as a result of Covid-19 and, if so, which types of products
  • Whether US shoppers are making more purchases online during the coronavirus pandemic and, if so, which categories

The findings provide an update to our previous reports, which were based on surveys undertaken on October 27, October 20, October 13, October 6, September 29,  September 22, September 15, September 9, September 2, August 26, August 19, August 12, August 5, July 29, July 22, July 15, July 8, July 1, June 24, June 17, June 10, June 3, May 27, May 20, May 13, May 6, April 29, April 22, April 15, April 8, April 1, March 25 and March 17–18.

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

Click here to view additional coverage of the impact of Covid-19 on retail.

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