Company Profile | February 25, 2024 Premium Tapestry, Inc. (NYSE: TPR) Company ProfileTapestry is a US-based luxury brand owner that sells accessories, handbags and lifestyle products. Headquartered in New York, the company owns the brands Coach, Kate Spade, and Stuart Weitzman, and operates in China, the UK, the US and more than 50 other countries. Read More
Company Profile | February 25, 2024 Premium Chow Tai Fook Jewellery Group (SEHK: 1929) Company ProfileChow Tai Fook Jewellery Group is a manufacturer and retailer of jewelry, and a distributor of major watch brands. Headquartered in Hong Kong, the company primarily operates in China, with additional stores in Japan, Malaysia, Vietnam and the US. Read More
Company Profile | February 23, 2024 Premium Costco (NASDAQ: COST) Company ProfileCostco is a US-based retailer of food and beverages, fuel, health and beauty products, general merchandise and pharmaceuticals. Headquartered in Issaquah, Washington, the company operates stores in Australia, Canada, China, France, Iceland, Japan, Korea, Mexico, Spain, Taiwan, the UK and the US (including Puerto Rico). Read More
Insight Report | February 22, 2024 Premium Breathing New Life into the Shopping Experience: The Surge of the Resale Market—China Retail InsightsChina Retail Insights presents our take on current trends in China’s ever-evolving retail landscape. Dive into the world of resale with our insights on two key success stories. Explore proprietary survey insights to understand consumer behavior when it comes to shopping secondhand goods. Read More
Market Navigators/Market Outlook | February 20, 2024 Premium Market Outlook: US Convenience Store Retailing—Navigating Structural Challenges, Mergers and Emerging OpportunitiesIn this Market Outlook, we discuss the growth trajectory of US convenience store retailing, exploring its competitive landscape and key trends shaping the sector. Read More
Insight Report | February 13, 2024 Premium Earnings Insights 4Q23, Week 2: Alibaba, Amazon and CVS See Strong Sales Growth; Under Armour Witnesses Weak DemandOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended February 11, 2024, including Amazon, Coty, CVS, Ralph Lauren and Tapestry. Read More
Market Navigators/Market Outlook | February 12, 2024 Premium Market Navigator: US Drugstore and Pharmacy Retailers—A Strong Focus on Healthcare Expansion in 2024 and BeyondIn this Market Navigator, Coresight Research explores drugstore and pharmacy retailers operating in the US. Dive in today to gain insights into emerging ideas and opportunities, understand the growth trajectory of the market and explore the competitive landscape. Read More
Insight Report | February 12, 2024 Premium Introducing “Fast Luxury” and Its Implications for the Retail MarketThe new “Fast Luxury” model from Coresight Research addresses the changing nature of luxury styles and purchasing behaviors. We introduce the Fast Luxury model in this new research report. Explore the model’s implications for the retail market and the signs of profitability inherent in the Fast Luxury paradigm. Read More
Analyst Corner | February 11, 2024 Register for Free Access Analyst Corner: The Rise of Grocery Discounters with Sujeet NaikThis week’s Analyst Corner discusses the growing popularity of deep-discount grocers in the US. Sujeet Naik, Analyst at Coresight Research, offers his thoughts on this phenomenon and its implications for the grocery landscape. Read More
Store Tracker | February 9, 2024 Databank Members Weekly US and UK Store Openings and Closures Tracker 2024, Week 6: Tractor Supply Announces Expansion Across BannersOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week includes highlights from H&M, Nordstrom, The RoomPlace, Tractor Supply Company and Walgreens Boots Alliance, among others. Read More
Infographic | February 8, 2024 Premium Three Data Points We’re Watching This WeekThis week, we spotlight proprietary survey findings on US consumer behavior as well as recently announced store closures in the US. Read More
Insight Report | February 8, 2024 Premium Generative AI Latest: GenAI Chatbots and Apps Are Ready for Prime TimeContinuing our Generative AI Latest series, we present recent announcements in the GenAI space globally—including new applications and infrastructure, and the rise of GenAI chatbots. Read More
Store Tracker | February 8, 2024 Databank Members US Store Tracker Extra, January 2024: CVS Drives Closures, Shuttering 4+ Million Square Feet of Retail SpaceThe US will see more than 7 million square feet of retail space close in 2024. We detail retailers’ store closure and opening announcements from January 2024, including their square-footage impact. Read More
Deep Dive | February 7, 2024 Databank Members Consumers Dine Out at Record-High Rates: US Consumer Survey InsightsWhat are consumers doing and what are they buying? We discuss the shift to services in our latest update on US consumers’ behaviors and sentiment. Read More
Deep Dive | February 7, 2024 Databank Members Seasonal Shopping, 1Q24—Expectations for Valentine’s Day, Easter and Presidents’ Day: US Consumer Survey Insights ExtraWill US consumers celebrate or spend on key shopping holidays in the first quarter of this year? This month’s US Consumer Survey Insights Extra—Seasonal Shopping report analyzes consumer expectations for Valentine’s Day, Presidents’ Day and Easter. We also provide a very early look ahead to the 2024 holiday season. Read More
