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

We discuss key trends impacting retail category management and how retailers and manufacturers can leverage technologies such as big data and artificial intelligence to become more shopper-centric.

This report includes insights and discussion around the following topics:

  • Category management problems—including what product to carry, how to understand consumer demand and when to act on changing market trends
  • The top digital priorities of technology vendors in the changing retail landscape
  • Key skills for succeeding in category management—according to proprietary Coresight Research survey data
  • The challenge of harnessing real-time data for CPG manufacturers
  • The implications of incorrect category management decisions—and the benefits of effective category management

We also explore Centricity, an analytics company that leverages AI and machine learning to understand changing shopper demand in real time:

  • Centricity’s analytics platform—how it can help CPG manufacturers and retailers, and how the platform functions
  • Competitive advantage matrix
  • Business model and recent announcements

This report is sponsored by Centricity.

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Reasons to Read

In this first report of our US Back to School 2020 series, we provide an outlook for US retail this season, which is being shaped by the coronavirus crisis.

We present our estimates for consumer spending on shopping for school and college, and discuss the four core market drivers behind our expectations:

1. Consumer focus on health and safety amid Covid-19, which will affect what they spend on and how they shop

2. The impact of the crisis on discretionary retail

3. Potential school and college reopening models, which may vary across states and districts—including distance learning

4. The economic backdrop—considering factors such as unemployment, home prices and consumer sentiment

We also look at the announced plans of several major US retailers in regard to the back-to-school season, including American Eagle Outfitters, Kohl’s and VF Corporation.

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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, with many retailers looking to shopping festivals as a new and innovative way to generate interest in products, boost brand awareness and drive sales.

In this report, we explore the festivalization of retail, covering the following key topics:

  • How shopping festivals in China are helping the retail industry to move beyond the crisis
  • Expanding and diversifying shopping festival offerings beyond flash sales and discounts
  • Examples of innovative approaches to shopping festivals during the crisis in China and how these retail tactics can be applied in the US
  • Our expectations for the role of shopping festivals in the future—and the implications for brands, retailers and technology vendors

Click here to read the previous report in our Retail Reimagined series, which explores how social media can be leveraged by brands and retailers to drive consumer engagement and spending.

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

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Reasons to Read

In the wake of the coronavirus crisis, a number of US retailers have filed for bankruptcy. We outline recent developments and their implications for the retail industry, as well as our expectations for the acceleration of bankruptcy filings and store closures through the remainder of the year.

This report covers the following content:

  • The impact of bankruptcies on the retail industry
  • Year to date bankruptcy filings from major US retailers—most notably in the department-store and apparel sectors
  • Consumer avoidance behavior and its significance for struggling retailers
  • Moves by mall owners to acquire bankrupt retailers
  • Implications for brands, retailers and real-estate firms

Click here to read our US Store Closures 2020 Outlook.

Click here to read our separate report that further explores how REITs are looking to acquire struggling retailers.

Click here to read Coresight Research’s ongoing coverage of the coronavirus pandemic, and visit our Coronavirus Tracker for more information on temporary store closures and key developments.

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Reasons to Read

This report provides select findings from Coresight Research’s July 22 survey of US consumers on the coronavirus crisis. We asked respondents about the impact of the pandemic on their behaviors and expectations, with a focus on implications for retailers.

This report is available for free and can be accessed by registering for a free account. Selected findings in this report include:

  • Whether respondents are currently avoiding public areas or travel.
  • Whether respondents are buying more apparel online than they used to.
  • Whether respondents expect to retain behaviors from the coronavirus outbreak period over the long term.

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

  • 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 July 15, July 8, July 1, June 24, June 17June 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 July 22 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, saw consumers’ concerns increase again, stemming from a rising number of new coronavirus cases in the US. We discuss a number of survey findings on consumers’ current and expected behaviors, covering the following:

  • Whether respondents are currently avoiding public areas or travel—and which types of places or travel they are avoiding
  • What activities respondents have done in the past two weeks and what they expect to do in the next two weeks

We also provide trended data for a number of our regular weekly questions on spending and shopping:

  • 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 and, if so, which categories
  • Whether respondents expect to retain behaviors from the coronavirus outbreak period over the long term—and if so, which behaviors

The findings provide an update to our previous reports, which were based on surveys undertaken on 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

UK retail sales saw significant improvement in June and almost reach pre-lockdown levels following the reopening of nonessential stores and the release of pent-up consumer demand.

We review the monthly data for UK retail in total and by sector:

  • We chart the trend in total value and volume retail sales growth over the last 13 months.
  • We show value sales growth for 20 sectors across food and nonfood retail, for each of the latest three months.
  • We discuss growth in online retail sales, by major sector.

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.

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QUESTION OF THE WEEK: How Much Do Consumers Spend on Small Electric Household Appliances in the US?

US consumers spent $9.4 billion on small electric household appliances in 2019, up 5.3% year over year, according to the Bureau of Economic Analysis. Spending in this category grew at a CAGR of 5.6% between 2016 and 2019, and we estimate year-over-year growth of 3.8% in 2020, taking spending to $9.7 billion.

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 the impact of the coronavirus crisis on the holiday season in the US this year.

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
  • New non-store-closure news

This week, there are highlights from Aldi, Amazon and Ascena Retail in the US, and Jigsaw, Johnson Shoes and Stella McCartney in the UK.

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

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 marketing through social media has gained traction as retailers look to engage with consumers and provide seamless shopping experiences.

In this report, we explore the following key topics:

  • The importance of social media as a marketing channel for brands to showcase their products and drive conversion—particularly in the context of increased reliance on digital channels due to recent Covid-19 retail shutdowns
  • The shoppability of social media platforms and its impact on purchasing behavior
  • The power of social media influencers over consumers’ spending decisions, and the opportunity that this presents for brands
  • Examples of innovative social media marketing amid the Covid-19 crisis—with highlights from Haus, Robert Mondavi, Lululemon and NIKE.
  • Our expectations for the role of social media 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

Amid the rise of bankruptcies in the retail industry and increasing brick-and-mortar store closures due to the coronavirus pandemic, we discuss a selection of US retailers that are potentially facing acquisition by mall owners—and we analyze the strategy behind REITs becoming retailers. In doing so, we explore the following topics:

  • How mall owners could benefit from acquiring retailers such as JCPenney
  • Current acquisition talks and REIT joint ventures—including those involving Simon Property Group and Brookfield Property Partners
  • Recent retail acquisitions by mall owners—including of Aéropostale and Forever 21
  • Implications for brands, retailers and real-estate firms

Read our recent report on the US department-store sector for more information on the post-coronavirus retail outlook.

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Reasons to Read

Global beauty executives came together in July for the annual Cosmetic Executive Women (CEW) State of the Beauty Industry conference, which was hosted online for the first time. We present key insights from the presentations given by industry leaders during the event, covering the following topics:

  • Beauty markets in the age of Covid-19
  • Spectacular retail—successful beauty retail strategies in China
  • Consumer behavior shifts and category preferences
  • Redefined perceptions of beauty wellness
  • Outlooks for the future based on emerging consumer trends—such as self-sufficiency and decreased interest in cosmetics

 

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We present Three Things You Need To Know on Coronavirus Insights: US Survey Update—Holiday Early Read with Consumers Expecting To Shop Early and Spend Less. Find the full report here.