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Earnings Insights 1Q22, Week 5: Guess, Macy’s, Ralph Lauren and Urban Outfitters Post Strong Results; Burlington, Gap and Ross Sales Decline

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report first-quarter 2022 earnings. This week features highlights from companies that reported in the week ended May 29, 2022, namely Alibaba, American Eagle Outfitters, Best Buy and Dollar General, among others.

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US CPG Sales Tracker: Online CPG Sales Growth Passes 20%

The Coresight Research and IRI monthly US CPG Sales Tracker provides our data-driven insights into online sales trends in the US CPG industry—covering the product categories of food & beverage; health & beauty; and general merchandise & homecare. In this free report, we present five key insights from the four weeks ended April 17, 2022.

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May 2022 Monthly Consumer Update: US, UK and China

Analyzing consumer demand in April 2022, we saw UK retail sales growth losing momentum, stronger-than-expect retail sales growth the US and total retail sales continue to decline in China. We assess these trends and consider wage growth and food and fuel prices in these three markets.

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Retail-Tech Landscape: Customer Loyalty Programs

Customer loyalty programs are an effective way for brands and retailers to increase customer lifetime value and thus enhance the top line and achieve sustainable growth. We present selected startups globally offering innovative solutions for brands’ and retailers’ customer loyalty programs.

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The On-Demand Manufacturing Revolution in Apparel: Five Factors Fueling Growth

To combat supply chain challenges and reduce overhead costs, many apparel brands and retailers are turning to on-demand manufacturing, either through in-house capabilities or partnerships. We analyze findings from a Coresight Research survey of US-based apparel brands and retailers to identify five key factors that are fueling the growth of on-demand manufacturing in the apparel industry—covering sustainability, advanced technologies and more.

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