Three Things You Need To Know: Earnings Insights 1Q20, Week 2—Evidence of Pent-Up Consumer Demand as US Lockdowns Ease and Stores Reopen Coresight Research June 4, 2020 We present Three Things You Need To Know on Earnings Insights 1Q20, Week 2: Evidence of Pent-Up Consumer Demand as US Lockdowns Ease and Stores Reopen. Find the full report here. This document was generated for Other research you may be interested in:6.18 Shopping Festival Helps Lift Consumer Sentiment After Recent Lows: China Consumer Survey InsightsRetail-Tech Landscape: Israel—January 2025 UpdateWeekly UK Store Openings and Closures Tracker 2025, Week 29: New Look Closes Additional StoresWeekly US and UK Store Openings and Closures Tracker 2025, Week 1: Big Lots Set to Keep Some Stores Open in 2025
Deep DiveRetailTech: Oracle—Spanning the Software Gamut, from Databases to ERP to Cloud Coresight Research June 4, 2020 Reasons to ReadBuilding on its strength in databases, which are the foundation for nearly all enterprise and business applications, technology company Oracle has branched out into other software categories, becoming a leader in areas such as ERP software, finance, CRM and supply chain management. Exploring Oracle’s position in today’s competitive ERP market landscape, this report covers the following key content: Recent product launches in retail Major competitors, competitive advantages and challenges/risks Retail strategy and product offerings—across omnichannel, merchandising, supply chain and more Major milestones and key acquisitions Corporate strategy and product overview—including cloud infrastructure/applications and on-premise infrastructure Financial overview and market share Click here read more about ERP software. As part of our series of RetailTech profiles, previous reports include deep dives into SAP and Salesforce. 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:Mixed Signals—Economic Optimism Continues But Consumers Feel the Strain on Personal Finances: China Consumer Survey InsightsRevving Up the Flywheel: Insights from the Inaugural Amazon Prime Analyst DayThe Sentiment Split: Optimism at the Top, Strain at the Bottom; Plus, Social Commerce Shopping in Focus—US Consumer Survey InsightsOnline Shopping in Focus—Amazon Dominates E-Commerce Competition: US Consumer Survey Insights
Event CoverageOpen for Business with Katie Finnegan, E-Commerce Expert: Innovating Toward Community in Brick-and-Mortar Retail Coresight Research June 4, 2020 Reasons to ReadPart of the Coresight Research & Blue Yonder Open for Business webinar series, we present the transcript from our conversation with Katie Finnegan, Chief Consumer Experience and E-Commerce Officer at Rite Aid, on May 13, 2020. As business leaders are managing their companies through the coronavirus crisis, we are working to stay engaged with, and facilitate an open dialogue for, companies of all sizes. This webinar offered insights into retail challenges and technological innovations in the context of the coronavirus pandemic and beyond. The discussion covered the following key topics: The appetite for innovation—including how retailers are quickly adjusting to better serve customers The changing nature of the workforce, shaped by Covid-19 Value proposition and the role of the physical store In addition, we reviewed responses from webinar attendees to a live poll around leveraging technology and forecasting demand. A Q&A session also prompted conversation around dark stores, on-demand manufacturing and data privacy. Click here to watch the video recording of this webinar. 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:US Store Tracker Extra, February 2025: Bankruptcies Push Total Closed Retail Space Toward 85 Million Square FeetInside India’s Flourishing Men’s Skincare Market—Masstige Growth, Celebrity Influence and Tech InnovationRetail-Tech Landscape: Retail MediaWeekly US Store Openings and Closures Tracker 2025, Week 24: Casey’s To Open 80 Stores; Torrid To Close 180 Stores
Insight ReportRetail Robustness Index: June 2020 Update—Assessing Resilience as Stores Reopen Coresight Research June 3, 2020 Reasons to ReadCoresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. This report updates the scores based on financial reports and retailer store-reopening announcements in the context of easing lockdowns. We rank the companies according to the following metrics: financial strength; whether the company sells products offline, online and internationally; and the length of tenure of the CEO. We highlight the top 10 retailers in our ranking and provide commentary on the companies that have seen the biggest score changes from the original index. Click here to read the original Coronavirus Retail Robustness Index, published on March 26, 2020. Click here to view Coresight Research’s ongoing 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:US Retail Sales Outlook: Retail Sales Projections Moderate for the Holiday QuarterWeekly UK Store Openings and Closures Tracker 2025, Week 32: Co-op Opens New-Format Micro StoreMusic Festivals: A Key Opportunity for Retail Brand EngagementWeekly UK Store Openings and Closures Tracker 2025, Week 38: Bodycare Bankruptcy Sees Further Closures
Event CoverageIsrael Retail-Tech Innovator Landscape: Virtual Overview—Showcasing Startups across Logistics, In-Store Tech, Online Shopping and Analytics Coresight Research June 3, 2020 Reasons to ReadWe present the startups that participated in the recent Israel Retail-Tech Innovator Landscape: Virtual Overview digital event, which Coresight Research hosted alongside the Retail Innovation Club. The startups presenting at the event were selected from Coresight Research’s Israel Retail-Tech Innovator Landscape and represented four technology segments: Logistics and supply chain In-store technology Online shopping Analytics 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:Consumer Sentiment Declines as Tariffs Loom: Weekly US Consumer Sentiment, Week 28, 2025—InfographicWeekly US Consumer Sentiment, Flash Preview: The Big Surprise in a Week of Shocks—InfographicInnovator Profile: ShopVision—Paving the Way for Intelligent E-Commerce with an AI TeammateEarnings Insights 4Q24, Week 5: Most Companies Report Strong Growth Results This Week—Infographic
Insight ReportAI in Retail: Healthy Fundraising, M&A and New Product Introductions as Current Environment Accelerates Need for Digitalization Coresight Research June 3, 2020 Reasons to ReadThe coronavirus outbreak has accelerated the digital transformation of many retailers, because they have experienced a greater need to achieve increased visibility over their supply chains and inventory. A number of companies are taking the opportunity to introduce or upgrade their retail analytics technology, and funding in AI startups continues to flow. This report, part of our AI in Retail series, covers the following topics: Recent funding raised by two AI companies—Bluecore and DefinedCrowd Intel Capital’s commitment to invest in 11 technology startups The launch of an AI e-commerce app in apparel retail—The Yes An acquisition by autonomous-checkout solution provider Standard Cognition AI applications for social distancing amid Covid-19 Click here to view more of our reports on AI in 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:Shoptalk Spring 2025 Wrap-Up: Customer-Centricity for a New Golden Age of RetailUS CPG Sales Tracker: Homecare and Health Dominate at the Start of 2025Earnings Insights 4Q24, Week 5: Most Companies Report Strong Growth Results This WeekWho Shops Where? 2025 Shopper Demographics: US Consumer Survey Insights Extra
Insight Report2020 Tax Tracker, Week 17: Tax Filings Down, Average Refund Up 1.6% from Last Year Coresight Research June 3, 2020 Reasons to ReadEach 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, the US Department of the Treasury extended the deadline to file (and more importantly, to pay) July 15. In this report, we look at what happened in the 17th week of the 2020 tax filing season, including: How the extended deadline has affected filings and refunds so far. The impact of the coronavirus shutdown on IRS operations. The current status of returns filed, processed and refunds issued. Read the 2020 Tax Tracker for week 16 here. 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:Retail Trends and Shopper Traffic Update, Q4: Early Findings & Strategic OutlookFrom Prohibition to Participation: Measuring the Impact of Cannabis and Psychedelic Mushroom Legalization on Consumer SpendingWeekly US Store Openings and Closures Tracker 2025, Week 13: Dollar Tree and Five Below Drive Store OpeningsThree Data Points We’re Watching This Week, Week 24: Consumer Sentiment Improves: US vs. China
Deep DiveWinning with Retailer-Supplier Collaboration in Grocery and Drug Retail Coresight Research June 2, 2020 Reasons to ReadWe analyze the findings of a recent Coresight Research proprietary survey of global suppliers and retailers to explore the importance of retailer-supplier collaboration and the key criteria for achieving this. This report includes insights and discussion around the following topics: Top challenges in collaboration—including lack of trust and limited data transparency The impact of collaboration on overall company revenue Key advantages of good collaboration—including improved customer experience and operational efficiency Key criteria for successful collaboration—including reliability and trust Best practices for retailer-supplier collaboration Recent improvement in collaboration and business operations for retailers and suppliers Satisfaction level on key criteria for successful collaboration Opportunities and the path forward We also break down our data to analyze key survey results across different respondent groups—such as by country, channel and store format—and identify growth opportunities on which retailers and suppliers can collaborate. This report is sponsored by Precima, a Nielsen company. 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 34: US Retail Sales OutlookMarch 2025 US Retail Sales: Retail Sales Rebound Amid Tariff ConcernsWeekly UK Store Openings and Closures Tracker 2025, Week 20: Asda Opens New Format; Skims Plans to Step into the UK in 2026Weekly US and UK Store Openings and Closures Tracker 2025, Week 3: Joann Files for Bankruptcy Again as US Closures Cross 2,000
Three Things You Need To Know: Global Tourism—China’s Travelers Set To Pivot to Domestic Tourism, Coresight Research Survey Confirms Coresight Research June 2, 2020 We present Three Things You Need To Know on Global Tourism: China’s Travelers Set To Pivot to Domestic Tourism, Coresight Research Survey Confirms. Find the full report here. This document was generated for Other research you may be interested in:Weekly US Store Openings and Closures Tracker 2025, Week 18: Skechers To Close Multiple Stores; Whole Foods Market To Open Smaller-Format StoresUS Department Stores—Real Estate Insights: The Strategic Real Estate Reset from Flagships to FootprintAnalyst Corner: Three Technologies Driving the Future of US Retail, with Anand KumarWeekly US Store Openings and Closures Tracker 2025, Week 21: US Store Closure Cross 5,000 as Rite Aid Begins Closing Stores
Insight ReportReshaping Supply Chains for the 2020s: #1—The Consumerization and Digitalization of Product Design Coresight Research June 2, 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 the consumerization and digitalization of product design, which will influence change in retail supply chains as we head into the 2020s. This report considers the following key topics: The failure rates of new products Consumers’ and buyers’ attitudes to product innovation—and how retailers can respond The impact of design on the bottom line Technologies that enable companies to be innovative—including 3D design, artificial intelligence and augmented reality Click here to read the first report in this series, Reshaping Supply Chains for the 2020s: Part 1—Five Forces Impacting Supply Chains. 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:Economic Sentiment Climbs; Walmart Overtakes Lowe’s in Home-Improvement Sector: US Consumer Survey InsightsEconomic Sentiment Remains Under Pressure; Plus, Apparel Shopping in Focus: US Consumer Survey InsightsThree Data Points We’re Watching This Week, Week 4: US Store Openings and Closures—2024 ReviewAnalyst Corner: Three Key Predictions for India Retail in 2025, with Sujeet Naik
Insight ReportEarnings Insights 1Q20, Week 2: Evidence of Pent-Up Consumer Demand as US Lockdowns Ease and Stores Reopen Coresight Research June 1, 2020 Reasons to ReadOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers within our Coresight 100 coverage list, as they report first-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 first quarter and subsequent weeks (where reported)—including comparable sales growth, details on consumer demand by category or channel and qualitative insights Sales retention rates through e-commerce as nonfood retailers have been forced to temporarily close nonessential stores Details on early 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 what US retail expects the recovery in consumer demand to look like This week, there are highlights from companies that reported in the week ended May 31, including Burlington Stores, Dollar General and Ulta Beauty. Read the Earnings Insights 1Q20, Week 1 report here. 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:Weekly UK Store Openings and Closures Tracker 2025, Week 19: Store Closures Down 25% Year Over YearLeveraging Digital Services, AI and Quick Commerce for Competitive Advantage: Global Learnings for US Retail and E-CommerceWeekly US and UK Store Openings and Closures Tracker 2025, Week 2: Barnes & Noble CEO Announces Store Expansion PlanAnalyst Corner—Location, Location, Location: US Regional Shopping Trends with Aditya Kaushik
Question of the WeekHow Big Is the Social Commerce Market in China? Coresight Research June 1, 2020 QUESTION OF THE WEEK: How Big Is the Social Commerce Market in China? China’s social commerce market is estimated to grow to $341.6 billion in 2022, representing a CAGR of 32% from 2019, according to financial firm Tianfeng. This growth can be attributed to the wide range of platforms in China’s social commerce landscape, as well as the large number of Internet users in China—around 904 million as of March 2020, which is close to 64.6% of the nation’s population. This document was generated for Other research you may be interested in:Three Data Points We’re Watching This Week, Week 22: US Consumer Insights—Tariffs and InflationWeekly UK Store Openings and Closures Tracker 2025, Week 21: Greggs Drives Store Closures—And OpeningsRetail-Tech Landscape: Retail MediaNRF 2025: Retail’s Big Show—Top 10 Tech Themes, from Computer Vision and RFID to AI-Powered Associate Devices
Deep DiveCoronavirus Insights: US Survey Update—Hints of Renewed Consumer Optimism as Lockdowns Ease (Full Report) Coresight Research June 1, 2020 Reasons to ReadCoresight Research’s May 27 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. We discuss a number of survey findings on expected behavior after lockdowns end, including: What consumers expect to do in the month after lockdowns end—such as shopping, dining out, grooming and socializing. Whether respondents expect to avoid public areas or travel once lockdowns end—and which types of places or travel they will avoid. How long consumers expect to avoid public places or travel for. When respondents expect their purchasing levels to return to normal. How long consumers expect the impacts of the Covid-19 crisis to last in the US. Whether respondents expect to retain behaviors from the coronavirus outbreak period—and if so, which behaviors and for how long. 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; we provide trended data for a number of categories such as apparel, beauty and furniture/home products. Whether US shoppers are making more purchases online during the coronavirus outbreak and, if so, which categories. We also asked respondents about their concerns surrounding job and income prospects. he findings provide an update to our previous reports, which were based on surveys undertaken on May 20, May 13, May 6, April 29, April 22, April 15, April 8, April 1, March 25 and March 17–18. We provide week-over-week comparisons for most metrics. 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:Weekly US Store Openings and Closures Tracker 2025, Week 45: Bed Bath & Beyond Home Continues To Open StoresWeekly UK Store Openings and Closures Tracker 2025, Week 42: Store Closures Exceed 1,000US Drugstore and Pharmacy Retailing: Market Forecast and Competitive Landscape—The Pharmacy Shakeout2026 Sector Outlook: US Retail—Steady Retail Expansion in a More Stable Economic Environment
Flash ReportCoronavirus Insights: US Survey Update—Hints of Renewed Consumer Optimism as Lockdowns Ease (Select Findings) Coresight Research June 1, 2020 Reasons to ReadThis report provides select findings from Coresight Research’s May 27 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 consumers expect to avoid public places or change travel arrangements once the coronavirus lockdowns are eased and businesses reopen—we look at week-over-week changes. What activities consumers most expect to do once lockdowns end, and how these compare to expectations in prior weeks. Which retail-related behaviors consumers expect to retain from the crisis for the longer term, including how selected options have shifted over the past 11 weeks. Our full report is available to premium subscribers and includes further findings: The types of places respondents expect to avoid after lockdowns end, and how long consumers expect to retain avoidance behaviors for. When respondents expect their spending levels to return to normal. Whether respondents expect to retain behaviors from the coronavirus outbreak period—and if so, which behaviors. How long consumers expect the impacts of the Covid-19 crisis to last in the US. 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. We also asked respondents how worried they were about the outbreak and about their concerns surrounding job and income prospects. Our latest research provides an update to our previous reports, which were based on surveys undertaken on 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:Innovator Profile: Kalder—Monetizing Customer Loyalty with White-Label Cashback and RewardsGlobal Luxury—Real Estate Insights: Brands Move from Tenants to Landlords, with Innovative, Experience-Rich FlagshipsFive Ways AI Is Being Used in Apparel and Footwear Retailing—and What’s NextDiwali’s Global Rise Is Reshaping the Retail Growth Cycle
Analyst CornerWeinswig’s Weekly: May 31, 2020—Lidl US Reaches 100 Stores as Aldi US Closes In on 2,000-Store Milestone Coresight Research May 31, 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” looks at the growth of Aldi, Lidl and Grocery Outlet in the US grocery market. 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:Who Shops Where? 2025 Shopper Demographics: US Consumer Survey Insights ExtraNRF 2025: Retail’s Big Show: Day Two—Diving into Loyalty and Sustainability with Sephora, Target, Walmart and OthersPlaybook: GenAI to Agentic AI—From Pilot to PowerhouseEssential Guide to Groceryshop 2025: Harnessing AI, Shopper Insights and Retail Media to Build Future-Ready Commerce
