Reasons to Read

We provide our estimates for the UK retail outlook for holiday 2020. This free report covers the following key content:

  • Our estimates for total retail sales growth—including discussion of demand by category and the impact of coronavirus-related restrictions
  • Capacity challenges relate to Covid-19 social distancing and e-commerce demand
  • Our expectations for online retail sales—considering recent online growth trends at store-based food and nonfood retailers, as well as nonstore retailers

Click here to read our Holiday 2020: US Retail Outlook.

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

Update: On October 31, subsequent to publication of this report, UK Prime Minister Boris Johnson unexpectedly announced a four-week lockdown in England. This lockdown forcesdnonessential retail stores to close from November 5 to December 2. See our updated retail outlook for more details.

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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 planned investment in travel retailer Dufry to capture sales from China’s growing domestic duty-free market and Pinduoduo’s partnership with Yili, the largest dairy company in China, to livestream the production process in its formula factory as a move to gain consumer trust.

We also explore the opening of a flagship store on Tmall Luxury Pavilion by British luxury goods brand Dunhill and Canadian fashion group Ports launch of an exclusive promotion for members of JD.com’s premium membership program, JD Plus.

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 in logistics firm YTO Express and grocery retailer Bunnymaicai’s plans to leverage recent funding for further digital development.

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

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Reasons to Read

Hosted 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.

In this report, we profile Volition Beauty, covering the following key topics:

  • The story behind Volition Beauty’s innovative crowdsourcing business model, which creates personalized and community-vetted beauty products
  • The opportunity for the brand to leverage digital innovation to appeal to Chinese beauty shoppers
  • Volition Beauty’s strategies for market entry, including a focus on clean beauty and collaboration

Return tomorrow for the fourth report in our Brand Journeys to Singles’ Day 2020 series, which explores hair-dye brand Punky Colour.

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

Hosted 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.

In this report, we profile C.O. Bigelow, covering the following key topics:

  • The origins and brand background of C.O. Bigelow as the oldest apothecary in the US
  • How the brand has leveraged heritage marketing strategies in its journey on Alibaba’s Tmall Global
  • Growth opportunities for the brand in China market entry, based on a reputation of exclusivity, trust and quality

Return tomorrow for the third report in our Brand Journeys to Singles’ Day 2020 series on US collaborative beauty brand Volition Beauty.

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 year, Singles’ Day has become more important than ever for brands and retailers to drive sales and mitigate the negative impacts of the Covid-19 pandemic. Major e-commerce platforms have already kicked off the event with a pre-sale period.

In this report, we present a preview of the world’s largest shopping festival, which will take place on November 11. We provide 11 predictions for Singles’ Day 2020, covering consumer participation, sales growth, product delivery and more.

We also discuss the following:

  • New features for the 2020 event from Alibaba—including an extended shopping period, expanded offerings and a focus on livestreaming
  • How different platforms are approaching 11.11—including JD.com, Pinduoduo and Suning.com

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

On October 14, Coresight Research hosted Jesse Thares, Growth, E-Commerce and Payments Consultant at Riskified, to discuss fraud prevention in the shifting online retail landscape. We present key insights from the webinar, covering the following topics:

  • How new e-commerce users are driving growth online via e-wallet and mobile purchases
  • New fraud opportunities related to changes in shopping behaviors
  • Fraud prevention options for retailers and consumers

Click here to view the video recording of this webinar.

To register for future Coresight Research webinars, please click here.

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

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Reasons to Read

As part of our Holiday 2020 coverage, we explore the hottest toys in the US, based on the key trends that we think are going to influence toy gifting this shopping season.

In this report, we cover the following content:

  • Our estimates for US holiday 2020 toy sales
  • Highlights of the top-toy lists from major US retailers this year
  • The top toy trends in 2020—driven by the popularity of licensed entertainment characters and kid influencers, for example

The appendix includes this year’s top-toy lists from Amazon, Kohl’s, Target and Walmart.

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

Click here to access our US Holiday Retail 2020 Databank

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Reasons to Read

This report is part of our 12 Weeks of Holidays series, in which we present key data, trends and observations as we count down to the peak holiday season.

We explore the upcoming Thanksgiving holiday, which is likely to be markedly different this year due to changing consumer behavior amid the Covid-19 pandemic.

We discuss the following key topics:

  • Retail traffic and online consumer spending on Thanksgiving weekend 2019—including Black Friday, Small-Business Saturday and Cyber Monday
  • Expectations for in-store shopping this year—considering consumer safety concerns and shopping expectations, and some retailers’ decisions to close stores on Thanksgiving Day
  • The potential growth of e-commerce this holiday
  • Shifts in product mix toward at-home food consumption—and the resulting “big bird” problem
  • Implications for brands, retailers and technology vendors

Click here to read the previous report in the 12 Weeks of Holidays series, which presents findings on how US consumer spending and retail sales have shifted amid Covid-19—and how we expect them to change further for the holiday season.

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

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Reasons to Read

Hosted annually on November 11, Alibaba’s 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.

To kick off the series, we profile hemp and CBD brand Uncle Bud’s, covering the following key topics:

  • The story behind Uncle Bud’s inception and US market success
  • A spotlight on the importance of key opinion leaders (KOLs) in the brand’s Tmall Global journey and in the run up to the Singles’ Day 2020 shopping festival
  • The brand’s  strategy for China market entry, including partnerships with Chinese and American celebrities ahead of its new online shop launch on November 6

Return tomorrow for the second report in our Brand Journeys to Singles’ Day 2020 series on America’s oldest Apothecary brand, C.O. Bigelow.

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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Executive Summary

  • The Current Macroeconomic and Retail Landscape
  • 5 Reasons for 5% Holiday Growth
  • 5 Trends for 2021

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Reasons to Read

On September 16, 2020, Deborah Weinswig, CEO and Founder of Coresight Research, presented to the World Retail Congress about the importance of sustainability in retail. We provide key insights from the event, covering the following:

  • The recent paradigm shift in sustainability and the impact of the Covid-19 crisis
  • How retailers can leverage Coresight Research’s EnCORE framework to boost profits and drive growth while realizing environmental benefits—through the five components of “Environmental engagement,” “Circular models,” “Optimized operations,” “Responsible supply chains” and “Excellence in reporting and communication”
  • A roadmap for retailers in implementing efforts toward sustainability

For a more detailed discussion around the development of sustainability in retail and the five components of our EnCORE framework, read our free report: “The Time for Sustainability in Retail Is Now.”

Click here for more Coresight Research coverage of sustainability in retail.

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Reasons to Read

With 2020 having accelerated the pace of change in retail, we have re-evaluated the Coresight 100, our focus list of the top 100 of the largest and most influential companies in the global retail ecosystem. In this report, we introduce the new list of the top companies to watch, which spans eight sectors and now includes select innovators and private companies.

Click here to explore company profiles, sector coverage and deep-dive research reports on the Coresight 100.

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QUESTION OF THE WEEK: How Has US Discretionary Consumer Spending Shifted This Year?

We estimate that US consumers spent a total of $417 billion less across 17 major discretionary goods and services categories in the first eight months of 2020 than they did in the same period of 2019. Some discretionary categories, such as media products and sports goods, have gained from the Covid-19 crisis, but these gains have been outweighed by substantial declines in a number of service categories and in clothing and footwear.