Insight ReportSustainability at Tapestry: Three Brands United by a Single Vision Coresight Research October 1, 2020 Reasons to ReadThis report kicks off our new series exploring the commitments of selected major retailers to sustainability, through the lens of Coresight Research’s EnCORE framework. In this report, we focus on Tapestry, a US-based, multinational, luxury fashion holding company. We cover the following key content: The history of environmental, social and corporate governance (ESG) at Tapestry—through its three brands and at a corporate level The company’s 2025 corporate responsibility goals Tapestry’s ESG initiatives—as aligned with the EnCORE framework (from “Environmental engagement” to “Excellence in reporting and communicating”) and the UN’s Sustainable Development Goals. The company’s commitment to the community, as exemplified by its response to the Covid-19 crisis 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” Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Agentic Commerce—How Should Retailers Leverage GEO to Maximize AI-Engine Visibility?Three Data Points We’re Watching This Week, Week 19: China and US Consumer Sentiment in FocusResearch Preview: Agentic Commerce—Retail Moves to Product Visibility and Checkout on ChatGPTPlaybook: GenAI to Agentic AI—From Pilot to Powerhouse
Deep Dive2Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 Recovery Coresight Research October 1, 2020 Reasons to ReadThis report offers analysis of the second-quarter 2020 earnings of Coresight 100 companies based in the US. We assess the recent performance of retailers in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. We discuss retailers across a number of sectors: Apparel and footwear—including NIKE and VF Corporation Beauty—including Estée Lauder and L’Oréal CPG—including Procter & Gamble and Colgate-Palmolive Department stores—including JCPenney, Macy’s and Nordstrom E-commerce—including Alibaba, Amazon and JD.com Electronics retail—Best Buy Luxury—including Ralph Lauren and Tapestry REITs—including Brookfield Property Partners and Simon Property Group Specialty retail—including Burlington Stores, L Brands and Ross Stores Food, drug and mass retail—including Dollar General, Kroger, Target and Walgreens Boots Alliance Home and home-improvement retail—including Home Depot and Lowe’s Click here to read the 1Q20 US Earnings Season Wrap-Up. Readers may also be interested in our 2Q20 US Retail Inventory Tracker report. In addition, 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. The Coresight Research US Retail Sales Databank brings together retail sales data to help you understand the scale and trajectory of US retail. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Three Data Points We’re Watching This Week, Week 27: US Retail Faces HeadwindsHead-to-Head in US Warehouse Club Retailing: Costco vs. Sam’s ClubThree Data Points We’re Watching This Week, Week 25: Predictive Data—Looking Ahead in US RetailWeekly UK Store Openings and Closures Tracker 2025, Week 19: Store Closures Down 25% Year Over Year
Three Things You Need To Know: The 12 Weeks of Holidays—#1—Three Things US Shoppers Will Do Differently This Holiday Season Coresight Research October 1, 2020 We present Three Things You Need To Know on The 12 Weeks of Holidays: #1—Three Things US Shoppers Will Do Differently This Holiday Season. Find the full report here. This document was generated for Other research you may be interested in:US Store Tracker Extra, January 2025: 50+ Million Square Feet of Retail Space Slated To Close This YearAnalyst Corner: Evaluating Ulta Beauty’s Marketplace Launch as a Strategic Response, with Madhav PitaliyaFreeze, Flight or Fight? How Retailers Can Strategically Navigate Tariff TurmoilThree Data Points We’re Watching This Week, Week 29: US Holiday, Back to School and Prime Day
Insight ReportConsumer Tech Briefing: Foldable Phones from Samsung and Microsoft, Plus Amazon’s Digital Wellness Offering Coresight Research September 30, 2020 Reasons to ReadOur Consumer Tech Briefing series discusses recent developments in the world of technology. This month we look at new foldable screen smartphone releases from Microsoft and Samsung, as well as Amazon’s latest move into the health-care space. We discuss the following technology developments: Market growth estimates and white space opportunities for products with flexible screen capabilities and health wearables The launch of Samsung’s latest variant in its folding screen smartphone range, including updates from previous versions, screen sizes, dual-function capacity and price point The unveiling of Microsoft’s first folding screen smartphone—including details on screen functions, multitasking capacities and productivity features Amazon’s latest foray into the health-care space with the launch of its Halo wearable health and wellness monitoring band and associated app. Implications for brands/retailers and technology vendors Read more about technological innovations in our previous Consumer Tech Briefing report, which looks at developments in the short-video space by three major players, including TikTok. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Analyst Corner: US Shoppers Are Worried About Higher Prices from Tariffs—Consumer Survey Insights with John MercerWeekly US and UK Store Openings and Closures Tracker 2025, Week 4: Store Closures Near 2,100 in the USRetail-Tech Landscape: MarTechKering and L’Oréal Announce €4 Billion Strategic Partnership—Multibrand Luxury and Beauty Firms Playing To Their Strengths
Event CoverageCoresight Research x IBM: Redefining Sustainability for the New Era of Retail Coresight Research September 30, 2020 Reasons to ReadWe present key insights from the “Redefining Sustainability for a New Era of Retail” webinar, which was hosted on September 10, 2020 by Coresight Research and IBM and featured Shari Diaz, Director of Innovation, Strategy and Operations at IBM Sterling; Dan Goldman, Head of Strategy at The North Face; and Logan Duran, Director of Corporate Sustainability Strategy at Tapestry. The webinar explored the following key topics: Coresight Research’s EnCORE framework—a template to guide retailers in promoting sustainability and making a positive impact on the triple bottom line The benefits for brands and retailers of involving consumers in sustainability decisions, especially in terms of consumer trust and loyalty The importance of circular production models for brands and retailer to minimize their environmental footprint To read more about the development of sustainability in retail and the five components of our EnCORE framework, see our free report: “The Time for Sustainability in Retail Is Now” To register for future Coresight Conversations webinars, please click here. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in:Weekly US Store Openings and Closures Tracker 2025, Week 37: YTD Retail Bankruptcies Hit 25Market Outlook: US Convenience Store Retailing—Charting New Paths Through Structural HeadwindsAnalyst Corner: Agentic AI—The New Wave of AI Opportunity, with Charlie PoonUS Retail and Logistics Holiday Hiring Hits Lowest Level in Over a Decade—Data Graphic
Insight ReportAugust 2020 Monthly Consumer Update: US, UK and China Coresight Research September 30, 2020 Reasons to ReadAnalyzing consumer demand in August 2020, we saw the US and the UK maintain growth momentum, while China continued to see a rebound. 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, selected US retailers’ same-store sales 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. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Analyst Corner: How Fast Will Agentic Commerce Scale? Three Gauges to Watch, with Charlie PoonHoliday 2025 Survey Insights: Holiday Shopping Jumps As Shutdown Impact FadesWeekly US Store Openings and Closures Tracker 2025, Week 40: Toys“R”Us Continues To ExpandUS Drugstore and Pharmacy Retailing: Themes, Concepts and Innovators—Rightsizing for Relevance; Smaller Footprints for a Bigger Impact
Insight ReportReshaping Supply Chains for the 2020s: #5—Technologies That Are Fueling Sales Growth Coresight Research September 30, 2020 Reasons to ReadIn 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 what retailers are doing to optimize sales management and the strategies and technologies that will drive sales growth. This report considers the following key topics: Sales management in supply chains Key technologies for improving sales efficiency—focusing on analytics and artificial intelligence (AI) solutions for retailers Case studies of applying technologies to sales management for retailers such as Best Buy and Pinduoduo Technologies used by brands to successfully improve online and in-store sales experiences—including Burberry, NIKE and PVH Corp Read previous reports in our Reshaping Supply Chains for the 2020s series for more information on smarter and greener warehousing, the evolution of manufacturing and demand forecasting. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Analyst Corner: Exploring IKEA’s City Stores Worldwide, with John MercerWeekly US Store Openings and Closures Tracker 2025, Week 13: Dollar Tree and Five Below Drive Store OpeningsHoliday 2025 Survey Insights: Holiday Shopping Jumps As Shutdown Impact FadesGroceryshop 2025 Day Two: Unlocking Growth with AI, GLP-1 Shifts and Retail Media
Insight ReportHalloween 2020 US Retail Preview: Covid-19 Spooks Festivities and Haunts Retail Coresight Research September 29, 2020 Reasons to ReadAs Halloween kicks off the US 2020 Holiday season, festivities are likely to be impacted by the coronavirus pandemic. We discuss the impact of Covid-19 on Halloween celebrations and retail spending, including the following key topics: How coronavirus-related restrictions and safety concerns will impact people’s choice of celebration activities—such as the anticipated shift toward home-centered festivities. Detailed insights provided by our September 22 survey on US consumers’ behaviors, concerns and expectations in relation to this year’s Halloween holiday—including categories with the largest anticipated sales declines. Ways for US retailers to adapt their offer to facilitate safe and socially distanced celebration activities. Halloween plans disclosed by key retailers to manage this year’s holiday celebrations, including Dollar Tree, Party City, Target and Walmart. Click here to read our full US Survey Update Report on how consumers plan to celebrate and spend for Halloween this year. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:AWS Re:Invent 2025: Five Insights from a Flood of Agentic AI Announcements by AmazonFinancial Sentiment Improves; Plus, Online Shopping in Focus: US Consumer Survey InsightsWeekly US Store Openings and Closures Tracker 2025, Week 33: FatFace To Close All Stores; 7-Eleven Announces Major Store ExpansionRetail Crime and Shrink: Facial Recognition Tech Gains Ground; Shoplifting Climbs 13% in England
Deep DiveUS Home-Improvement E-Commerce: Retailers Accelerate Plans To Scale Online Operations Coresight Research September 29, 2020 Reasons to ReadDespite the underwhelming narrative for much of discretionary retail in the US this year, home-improvement retail is one sector that has fared well, supported in part by key retailers’ quick pivot to e-commerce. We cover the following topics: How three major Coresight 100 home-improvement retailers have accelerated their shift toward digital transformation and e-commerce operations—including key developments by Lowe’s, The Home Depot and Tractor Supply E-commerce sector share, including online sales penetration and growth rates for each of the retailers Delivery service expansion in relation to promoting e-commerce and catering to increased demand for fulfillment options that avoid entering stores E-commerce sales growth and notable developments among smaller retailers in the sector—such as Ace Hardware and Houzz. Insights from Coresight Research’s proprietary survey on US consumer’s shopping behavior for purchases pertaining to home-improvement products, including implications of the survey’s findings on e-commerce giant Amazon. Read our post-crisis outlook report on US home and home-improvement retail here. For more information on US retail sales, read out latest insight report. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:The State of AI: What’s Possible, What’s Theoretical and What It All Means for RetailAnalyst Corner: Controversy Persists Around Price Gouging with Electronic Shelf Labels, with John HarmonApparel and Footwear Shopping in Focus—Amazon and Walmart Lead; NIKE Ranks as Top Brand: US Consumer Survey InsightsWeekly UK Store Openings and Closures Tracker 2025, Week 32: Co-op Opens New-Format Micro Store
Insight ReportUS CPG Sales Tracker: Online CPG Growth Re-accelerates as the Pandemic Wears On Coresight Research September 29, 2020 Reasons to ReadThe Coresight Research and IRI monthly US CPG Sales Tracker provides our data-driven insights into online sales trends in the US CPG industry—covering the product categories of food & beverage; health & beauty; and general merchandise & homecare. This report is available for free and can be accessed by registering for a free account. In this report, we present five key insights from the four weeks ended September 6, 2020, across the following metrics: Year-over-year growth of CPG e-commerce sales versus growth in total CPG sales, as well as online penetration rates in food and nonfood CPG Online sales growth by category type Breakdown of online sales by category Online sales growth of food & beverage departments Online sales growth of nonfood departments such as beauty and homecare Click here to read the previous report in our US CPG Sales Tracker series. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in:Three Data Points We’re Watching This Week, Week 8Essential Guide to Shoptalk Spring 2025: Navigating the Future of Customer-Centric Retail with AI and Unified Commerce2025 Tariffs: What Do US Consumers Think?—Proprietary Survey InsightsHigh-Income Consumers’ Sentiment Soars Ahead; Plus, Home and Home-Improvement Shopping in Focus: US Consumer Survey Insights
Three Things You Need To Know: Beauty Insights—CBD and the Future of Health and Wellness Coresight Research September 29, 2020 We present Three Things You Need To Know on Beauty Insights: CBD and the Future of Health and Wellness. Find the full report here. This document was generated for Other research you may be interested in:Weekly UK Store Openings and Closures Tracker 2025, Week 26: River Island To Close 30+ StoresAnalyst Corner: Agentic AI—The New Wave of AI Opportunity, with Charlie PoonAnalyst Corner: The Shifting “Friction Gap” Between Stores and E-Commerce Is Benefitting Digital Channels, with John MercerFive Ways Brands and Retailers Can Use AI/ML and Shared Data to Energize End-to-End Product Management
Insight ReportThe 12 Weeks of Holidays: #1—Three Things US Shoppers Will Do Differently This Holiday Season Coresight Research September 28, 2020 Reasons to ReadThis report is the first in our 12 Weeks of Holidays series, in which we present key data, trends and observations as we count down to the peak holiday season. Using exclusive Coresight Research survey data, we discuss three ways in which US consumers expect to shop differently this holiday season, covering the following topics: 1 A potential shift in spending on products versus services 2 When consumers expect to start holiday shopping 3 Anticipated demand around Amazon’s Prime Day Click here to read all Coresight Research coverage of US holiday retail. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Three Data Points We’re Watching This Week, Week 10: Inflation, Tariffs and Consumer SentimentThree Data Points We’re Watching This Week UK Store Openings and Closures—2024 Review and 2025 OutlookInnovator Profile: GrocerAI—Delivering Fast, Personalized Grocery Baskets with Agentic AINew Technologies to Drive Retailer-Supplier Collaboration: Insights Presented at NACDS Annual Meeting 2025
Insight ReportUS Survey Update: How Consumers Plan To Celebrate and Spend for Halloween (Select Findings) Coresight Research September 28, 2020 Reasons to ReadThis report provides select findings from Coresight Research’s September 22 survey of US consumers on their behaviors and expectations, with a focus on implications for retailers. This week, we asked consumers who usually celebrate Halloween how they expect to do so this year. 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 Whether consumers are planning to spend more or less for Halloween 2020 than they did last year 2 The activities consumers expect to do to celebrate Halloween 3 Whether respondents are currently avoiding shopping centers and malls Our full report is available to premium subscribers and includes further findings on consumers’ current and expected behaviors: • The safety precautions that consumers will take to celebrate Halloween safely amid the Covid-19 pandemic • A full list of the public areas or travel that consumers are avoiding • What activities respondents have done in the past two weeks and what they expect to do in the next two weeks • Whether respondents are buying more or less of any retail categories as a result of the Covid-19 outbreak and, if so, which types of products • Whether US shoppers are making more purchases online during the coronavirus outbreak and, if so, which categories Our latest research provides an update to our previous reports, which were based on surveys undertaken on 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 this survey, Coresight Research is publishing ongoing coverage on the coronavirus outbreak, which can be accessed here. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in:Weekly US Consumer Sentiment, Flash Preview: The Big Surprise in a Week of Shocks—InfographicPlaybook: GenAI to Agentic AI—From Pilot to PowerhouseCEO Brief: Intelligent Inventory—Achieving Inventory ExcellenceEarnings Insights 1Q25, Week 3: E-Commerce Sees Solid Results as Amazon, Coupang, Zalando and More Report Growth—Infographic
Deep DiveUS Survey Update: How Consumers Plan To Celebrate and Spend for Halloween (Full Report) Coresight Research September 28, 2020 Reasons to ReadCoresight Research’s September 22 survey provides a detailed update on US consumers’ behaviors, concerns and expectations, with a focus on the implications for US retail. This week, we asked consumers who usually celebrate Halloween how they expect to do so this year. Our findings cover the following: Whether they are planning to spend more or less for Halloween 2020 than they did last year The activities they will do to celebrate Halloween The safety precautions they will take to celebrate safely We also discuss a number of survey findings on consumers’ current and expected behaviors, as well as regular weekly questions on spending and shopping, covering the following: 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 the Covid-19 outbreak and, if so, which types of products Whether US shoppers are making more purchases online during the coronavirus outbreak and, if so, which categories The findings provide an update to our previous reports, which were based on surveys undertaken on 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. In addition to this survey, click here to view additional coverage of the coronavirus outbreak. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Three Data Points We’re Watching This Week, Week 11: US CPG E-Commerce LatestWeekly US Store Openings and Closures Tracker 2025, Week 18: Skechers To Close Multiple Stores; Whole Foods Market To Open Smaller-Format StoresEconomic Sentiment Turns Positive Ahead of Tariff Deadline; Plus, Department Store Shopping in Focus: US Consumer Survey InsightsUS Back to School 2025, Part 1: Early Shopping, Tariff Worries and Strategic Choices Shape BTS 2025
Analyst CornerWeinswig’s Weekly: Brands, Celebrities, Retailers and Social Media Platforms Are Encouraging People To Get Out and Vote Coresight Research September 27, 2020 Reasons to ReadIn 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 brands, celebrities, retailers and social media platforms encouraging people to vote in the upcoming US election. Each report also includes recent retail and technology headlines from Asia, Europe and the US. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in:Weekly UK Store Openings and Closures Tracker 2025, Week 17: Sainsbury’s To Open 40 StoresInnovator Profile: Gain—Autonomous AI Employees for Smarter, Faster ProcurementMass Merchandiser and Warehouse Club Shopping in Focus—Walmart Leads; High Purchase Rates for Daily Essentials: US Consumer Survey InsightsInnovator Profile: ShopVision—Paving the Way for Intelligent E-Commerce with an AI Teammate
