Is Amazon a Threat to the Off-Pricers?

TJ Maxx store front in Manhattan.

At Coresight Research, we’re often asked some variation of “Could Amazon put an end to the off-pricers’ strong run?” The top three US off-price retailers are TJX Companies (which owns T.J. Maxx and Marshalls, among other banners), Ross Stores (operator of Ross Dress for Less and dd’s Discounts) and Burlington Stores, and all three have enjoyed stellar growth in recent years: between 2013 and 2017, revenues grew… Continue Reading

Amazon Is Helping Entrepreneurs Start Delivery Businesses to Expand Its Own Fulfillment Network

Amazon helps entrepreneurs start delivery businesses to expand its own fulfillment network.

Amazon recently announced a new initiative called Amazon Delivery Service Partners, which aims to help entrepreneurs build small businesses while also expanding its own delivery network. Through the program, Amazon will provide entrepreneurs with access to its delivery technology, hands-on… Continue Reading

Subscription Companies’ Struggles Prompt Online-Offline Reinvention

Fresh colorful vegetables and fruits

The subscription commerce model looks to be pulling at the seams. Blue Apron, the poster child for home-delivered meal kit services, has been reporting plummeting sales and deepening losses. Meanwhile, cosmetics subscription service Birchbox sold itself to an existing investor… Continue Reading

US Retailers Walmart and Kroger Are Taking the E-Commerce Battle Overseas

Shopping cart icon with lines pointing on different places around the globe, online shopping concept

Over the last couple of weeks, there have been significant announcements of US retailers acquiring and divesting properties in regions outside the US. These actions likely represent the latest moves by the retailers to gain a foothold to compete against… Continue Reading