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 recent retailer bankruptcy filings—and explores why these filings do not have to mark the end of the road for retailers and businesses.

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

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Reasons to Read

Coresight Research and Bloomberg Intelligence hosted a series of virtual panel discussions on July 28, 2020, in which industry leaders and company executives explored the future of retail, the supply chain and retail real estate in the new normal, post Covid-19.

We present key highlights from the digital event:

1. Luxury retailers are beginning to embrace digital channels.

2. The retail real-estate landscape is shifting quickly, and online shopping demographics and habits are changing.

3. Suppliers and retailers are streamlining the supply chain and improving the shopping experience—such as by leveraging 3D technology

Click here to view a video recording of the digital event.

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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
  • New non-store-closure news

This week, there are highlights from Ascena Retail Group, Neiman Marcus and Tailored Brands in the US, and Ben Sherman and Oak Furnitureland 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 new 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

Analyzing consumer demand in June 2020, we saw a strong rebound in the US and the UK, while China continued to see improvements.

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.

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Reasons to Read

Our Consumer Tech Briefing series discusses recent developments in the world of technology.

This month, we look at the global market for wearable tech, exploring the major products and players—as well as market developments and innovative applications for wearables.

Read more about technological innovations in our previous Consumer Tech Briefing report, which looks at the role of touch-free tech for businesses preparing to reopen safely after the coronavirus lockdown.

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Reasons to Read

We present an edited version of our conversation with Amanda Baldwin, President at Supergoop!, and Erick Haskell, President of International at Allbirds, from a webinar held on June 25, 2020 by Coresight Research and Alibaba Group.

In addition to detailing current consumer trends in the China market, the webinar explored the following key topics:

  • The benefits to international brands of partnering with Alibaba’s Tmall Global e-commerce platform to find growth in the China market
  • Strategies for the 6.18 shopping festival
  • The challenges presented by the Covid-19 crisis and how the companies responded and adapted to serve consumers—including through omnichannel capabilities and agile operations

An audience Q&A session also prompted conversation around market positioning and logistics in the wake of the pandemic.

We profile the speakers and their companies at the end of this report.

Click here to watch the video recording of this webinar. To register for future Coresight Conversations webinars, please click here.

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We present Three Things You Need To Know on US Retail Bankruptcies: Store Closures Set To Spike amid Acceleration in Bankruptcy Filings. Find the full report here.

Reasons to Read

In our Retail Reimagined series, we offer a thematic outlook to the post-crisis world, identifying and discussing key retail trends that are likely to prevail and exploring how retail may be reimagined in response to shifts in demand and supply.

The coronavirus pandemic has significantly impacted the ways in which consumers engage in retail, and livestreaming e-commerce and community group buying models have gained traction as retailers look to engage with consumers from afar and provide seamless shopping experiences.

In this report, we explore the following key topics:

  • The importance of livestreaming as a means of offsetting the decline in brick-and-mortar store sales, as well as for engaging with customers from afar.
  • How technology can be used to ensure seamless and shoppable livestream experiences to boost sales for brands and retailers.
  • US brands and retailers moving to emulate China’s livestreaming retail successes.
  • Examples of innovative live-streaming and community group buying platform models amid and beyond the Covid-19 crisis—with highlights from Alibaba’s Freshippo and Clinique.
  • Our expectations for the role of community group buying platforms in China and livestreaming in retail in the future—and its implications for brands, retailers and technology vendors.

Click here to read the first report in our Retail Reimagined series, which explores the use of gamification to attract shoppers.

Click here to read Coresight Research’s ongoing coverage of the coronavirus pandemic.

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Reasons to Read

The Chinese beauty market is the second largest in the world behind the US, and it is growing at a rapid rate—fueled by e-commerce and social and digital technologies. In this report, we discuss China’s spectacular retail model in beauty, which blends engaging strategies with technologies and optimizes digital marketing and shopping formats with an AI-enabled supply chain.

This report is brought to you in partnership with CEW—conversation leaders in the beauty industry and community. Our joint insights highlight five innovative examples of spectacular retail strategies that are helping beauty brands to successfully emerge from the Covid-19 pandemic. We also discuss the potential of these strategies to support the growth of the US beauty market.

This report is part of our Beauty Insights series, which explores prominent or emerging themes and trends in the global beauty market. Click here to read the previous report in the series, which explores opportunities in India’s beauty and personal care market.

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Reasons to Read

Coresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content:

  • Countries of operation and key product categories
  • Annual metrics—including revenues, operating margin and global store numbers
  • Our insights into the company’s operations, including consideration of headwinds and tailwinds
  • Business strategy
  • Recent company developments
  • The company’s current management team

Click here to see our full Coresight 100 list and related reports.

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Reasons to Read

Each year, the IRS reports tax return filings and refunds on a weekly basis, starting at the end of January until the April 15 deadline. This year, due to Covid-19, the US Department of the Treasury extended the deadline to file (and more importantly, to pay) to July 15.

In this report, we look at what happened in the 25th and final week of the 2020 tax filing season, including:

  • How the extended deadline affected filings and refunds.
  • The impact of the coronavirus shutdown on IRS operations.
  • The total number of returns filed and processed this season, as well as the total refunds issued.

Read the 2020 Tax Tracker for week 24 here.

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Reasons to Read

In this Market Overview, we explore the current US grocery market and its future outlook, including the competitive landscape and the impact of the coronavirus pandemic on market growth and online sales.

We also discuss the following key themes:

  • High Covid-19 costs for grocery retailers
  • Amazon’s moves into brick-and-mortar grocery retail
  • A shift from food service to food retail amid the pandemic
  • Centralized fulfillment versus micro-fulfillment
  • The advancement of dark stores
  • The winning streak of discounters—including Aldi US, Grocery Outlet and Lidl US

This report includes highlights from selected US grocery retailers such as Ahold Delhaize, Albertsons, Costco, Kroger, Target and Walmart, in addition to technology innovators in the market—including Ocado Technology and Takeoff Technologies.

Also in this series are our Market Overviews for apparel, luxury and e-commerce platforms.

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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 new partnerships between Chinese e-commerce platforms and international brands looking for growth opportunities in the wake of the coronavirus crisis—specifically, the launch of Beyond Meat fresh food products in Alibaba’s New Retail supermarket chain Freshippo and Gas Bijoux’s opening of a flagship store on JD.com.

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 looks at key strategies launched by Chinese e-commerce platforms to support businesses in China and the US post pandemic.

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

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We present Three Things You Need To Know on US Back to School 2020: The Outlook for Retail amid Uncertainty and a Gloomy Economic Backdrop. Find the full report here.

Reasons to Read

Coresight 100 is our focus list of retailers, brand owners and retail-related firms, spanning Asia, Europe and the US. We profile each company, covering the following content:

  • Countries of operation and key product categories
  • Annual metrics—including revenues, operating margin and global store numbers
  • Our insights into the company’s operations, including consideration of headwinds and tailwinds
  • Business strategy
  • Recent company developments
  • The company’s current management team

Click here to see our full Coresight 100 list and related reports.

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