Reasons to Read

This report, part of our AI in Retail series, discusses the growing adoption of AI technologies in grocery retail, covering the following topics:

  • The value of AI across five key areas of grocery retail, as detailed in our proprietary SCORE framework
  • Leveraging AI to improve operational efficiency in grocery supply chain management
  • Grocery retailer collaborations with technology vendors on AI—including examples from Walmart and Fresh Thyme
  • Recent funding activities for selected supply chain platforms

Click here to view more of our reports on AI in retail.

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Executive Summary

  • The current retail environment
  • Key trends and what they mean for the future of retail
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QUESTION OF THE WEEK: How Much Will Major US Warehouse Clubs and Mass Merchandisers Generate in Sales This Year?

Coresight Research estimates that total sales by major US warehouse clubs and mass merchandisers will reach $639.7 billion in 2020, up 5.4% year over year.

Reasons to Read

A growing number of inclusive apparel brands and retailers are addressing new consumer expectations in US women’s plus-size apparel, broadening their plus-size offerings to better serve this growing market segment and take advantage of the opportunity it presents.

We discuss the following key topics:

  • A market overview for the US women’s plus-size apparel category
  • Sizing inconsistencies among plus-size apparel offerings, including a breakdown of sizes carried by selected brands and retailers
  • New product launches and influencer collaborations—including the spike in activewear and swimwear collection launches in 2020
  • Store closures related to plus-size brands and retailers amid the Covid-19 crisis
  • Body positivity in the plus-size apparel market—with the rise of business models such as social commerce and fashion rental

This report features highlights from American Eagle’s Aerie, Eloquii, NIKE and Target, among other brands and retailers.

For more information on brands taking action on inclusivity and body positivity in women’s apparel, read our report on the US women’s intimates market.

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Reasons to Read

Our quarterly Global Tourism series discusses domestic and international tourism themes and trends. In this report, we explore how the coronavirus crisis has impacted the US travel sector.

We discuss findings from our recent proprietary survey about the behaviors and plans of US travelers:

  • US consumers’ leisure travel expectations for the remainder of 2020
  • How US travelers have changed their travel plans due to Covid-19
  • The effects of the crisis on how US consumers expect to travel for leisure in 2021 compared to pre-crisis

This report also presents key insights into the following topics:

  • The slow pickup of domestic tourism in the US—with a shift to self-drive trips
  • International inbound travel to the US—which has taken a significant hit this year
  • Contact-light technology adoption in the travel industry

Read the previous reports in the Global Tourism series, in which we explore how Covid-19 has impacted the behaviors and plans of Chinese travelers the key factors contributing to the growth of the booming airport retail market.

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

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Reasons to Read

This report provides select findings from Coresight Research’s September 2 survey of US consumers on their behaviors and expectations, with a focus on implications for retailers. This week, we asked consumers about their attitudes toward online grocery shopping.

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 shopping online more or less for groceries

2. Whether respondents are currently avoiding shopping centers and malls

3. Whether consumers are spending more across discretionary categories.

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

A full list of the public areas or travel that consumers 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

Our latest research provides an update to our previous reports, which were based on surveys undertaken on 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.

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Reasons to Read

Coresight Research’s September 2 survey provides a detailed update on US consumers’ behaviors, concerns and expectations, with a focus on the implications for US retail.

This week, our findings cover the following:

  • Whether consumers are spending more across discretionary categories
  • Whether consumers are shopping online more or less for groceries
  • Where online grocery shopping ranks in relation to popular online spending categories

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 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.

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Reasons to Read

On August 18, 2020, Coresight Research hosted Steve Dodd, SVP of US Operations at beauty product and retail solutions provider Meiyume, to discuss the impact of the pandemic on the beauty industry in the US and the UK.

We explore three key insights from the webinar:

  1. The challenge of global supply chain hold-ups for beauty brands and retailers
  2. How large retailers can emulate the flexibility of small beauty brands
  3. Fast-paced changes in demand and shopping habits —including the influence of masks on beauty sales.

Click here to view the video recording of this webinar.

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

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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 second-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 second quarter (where reported)—including comparable sales growth, details on consumer demand by category or channel and qualitative insights
  • The strength of e-commerce following temporary store closures
  • Details on the performance of reopened stores, where these have been provided
  • The outlook for demand, as reflected in revenue guidance or more qualitative commentary on the shape or strength of demand—helping to build a picture of a potential US retail recovery in consumer demand

This week, there are highlights from companies that reported in the week ended September 6, including Dollar Tree, Five Below, Macy’s and PVH Corp.

Read the Earnings Insight 2Q20, Week 4 report here.

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

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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 three learnings on US e-commerce.

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

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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 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
  • Non-store-closure news

This week, there are highlights from Amazon, JCPenney and Lord & Taylor in the US, and Screwfix and Moss Bros 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

Coresight Research has 12 questions about the upcoming holiday selling season, which promises to be the most interesting in our team’s collective memory. In this report, we present and provide answers to the final three questions, which explore the potential for an early start to the season this year and how growing consumer interest in sustainability could affect holiday shopping.

This report covers the following key topics:

1.  The postponement of Amazon’s Prime Day and expected early surge of holiday shopping

2.  Contact-light fulfillment—curbside pickup and BOPIS (buy online, pick up in store)

3.  A green Christmas—heightened consumer awareness of sustainability

We discuss the implications of our insights for brands, retailers and technology vendors.

The 12 Questions of US Holiday Retail 2020 series also includes reports on the following topics:

  The impact of changed consumer behaviors on gift giving and in-store shopping

  The US consumer’s propensity to spend, considering the employment situation, a “wealth effect” and the upcoming presidential election

  The impacts of Covid-19 on product availability and the supply chainand what this means for retailers as they plan for the holidays

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

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Reasons to Read

On September 3, 2020, Coresight Research presented at the World Retail Congress (WRC) on sustainability in retail.

This presentation covers:

  • Coresight Research’s sustainability journey
  • How to define a sustainability strategy in retail
  • Coresight Research’s EnCORE framework
  • Advice for retailers

Click here to read more of our coverage of sustainability.

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Reasons to Read

Coresight Research has 12 questions about the upcoming holiday selling season, which promises to be the most interesting in our team’s collective memory. In this third report of the series, we present and provide answers to two questions around the impact of Covid-19 on product availability and the supply chain—and what this means for retailers as they plan for the holidays:

  1. Will retailers have enough of the right product to meet holiday demand?
  2. How reliable and transparent will the supply chain be this holiday?

We discuss the implications of these insights for brands, retailers and technology vendors.

The first report in The 12 Questions of US Holiday Retail 2020 series explores the impact of changed consumer behaviors on gift giving and in-store shopping. The second report explores the US consumer’s propensity to spend, considering the employment situation, a “wealth effect” and the upcoming presidential election.

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

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We present Three Things You Need To Know on Reviewing America’s Retail Bankruptcies amid the Coronavirus Crisis. Find the full report here.