Store Tracker | January 7, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 1: The New Year Sees Announced US Closures Down by HalfOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Grocery Outlet, Harbor Freight and L.L. Bean in the US and Aldi, Castore and Vans in the UK. Read More
Company Profile | January 5, 2022 Premium Schwarz (Lidl and Kaufland) Company ProfileSchwarz is a Germany-based retailer that operates discount supermarket chain Lidl and hypermarket chain Kaufland. Headquartered in Neckarsulm, Germany, the company operates more than 11,000 Lidl stores in 32 countries across Europe and the US, while Kaufland operates 1,300 stores in eight European countries. Read More
Company Profile | January 5, 2022 Premium John Lewis Partnership Company ProfileThe John Lewis Partnership is a UK-based retailer of apparel and footwear, home furnishings and accessories, electronics and appliances, beauty and personal care products, and food and beverages. Headquartered in London, the company operates stores in England, Scotland, Wales and the Channel Islands. Read More
Company Profile | January 4, 2022 Premium Chanel S.A. Company ProfileChanel is a France-based retailer of apparel, accessories, cosmetics, jewelry, leather goods, perfumes and watches. Headquartered in Neuilly sur Seine, the company operates in Brazil, China, France, Germany, Hong Kong, Italy, Japan, Kuwait, Saudi Arabia, the UAE, the UK, the US and approximately 40 other countries. Read More
Deep Dive | January 4, 2022 Premium The US Handbag Market: Sustainability and Resale Drive GrowthFollowing recovery in 2021 to pre-crisis levels, we discuss the US handbag market, including our outlook for 2022 and beyond. We also cover the main market drivers, key trends and headwinds we are seeing. Read More
Insight Report | January 3, 2022 Premium 3Q21 US Retail Inventory Tracker: Inventories Jump Despite Supply Chain ConstraintsOur quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 3Q21 and assess how and why levels are changing. This quarter, many retailers posted higher two-year inventory turnover rates on a two-year basis. Read More
Store Tracker | December 31, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 52: US Store Closures Down 42% Year over YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Indochino, Thorntons and World Market in the US and Toolstation in the UK. Read More
Company Profile | December 26, 2021 Premium Stitch Fix (NASDAQ: SFIX) Company ProfileStitch Fix is a US-based online personal styling service for accessories, apparel and footwear. Headquartered in San Francisco, California, the company operates in the UK and the US. Read More
Analyst Corner | December 26, 2021 Register for Free Access Weinswig’s Weekly: Looking Back at the Many Silver Linings of 2021This week’s note “From the Desk of Deborah Weinswig” discusses the many silver linings from 2021 in the US. Read More
Insight Report | December 24, 2021 Premium 3Q21 US Department Store Insights: Revenue Surpasses 3Q19 LevelsWe review metrics on US department stores’ recoveries in the third quarter of 2021. We focus on the three leading chains—Kohl’s, Macy’s and Nordstrom. We discuss trends in comparable sales, revenue, digital sales, trending categories and areas of note by management. We also summarize the three department stores’ outlook for fiscal 2021. Read More
Insight Report | December 23, 2021 Premium US Apparel and Beauty Spending Tracker: November Clothing and Footwear Spending Up by Almost One-QuarterThe Coresight Research US Apparel and Beauty Spending Tracker provides a monthly update on the trajectory of consumer spending on beauty, clothing and footwear. In this report, we discuss data from November 2021, which show an ongoing recovery in consumer spending on apparel as consumers renew their wardrobes and resume social activities. Read More
Deep Dive | December 23, 2021 Premium The New Age of Customer-First Supply Chains: Can Profits and Sustainability Align in the Supply Chain?The final installment in our The New Age of Customer-First Supply Chains series focuses on environmental sustainability and profitability in the supply chain through the lens of Coresight Research’s proprietary sustainability framework, EnCORE. Read More
Deep Dive | December 23, 2021 Premium 3Q21 US Earnings Season Wrap-Up: Most Brands and Retailers Enjoy Another Strong QuarterWe assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the third quarter of 2021, considering consensus estimates and year-over-year changes. Read More
Insight Report | December 20, 2021 Premium November 2021 UK Retail Sales: Black Friday Demand and Decade-High Inflation Support Acceleration in GrowthUK retail sales continued to grow, year over year, in November 2021, during the holiday season and registered the largest two-year growth in decades. We review data for UK retail in total and by sector for November 2021, covering year-over-year and two-year growth trends. Read More
Analyst Corner | December 19, 2021 Register for Free Access Weinswig’s Weekly: Are Digital-First Retailers Losing the Battle for Online Shoppers?This week’s note “From the Desk of Deborah Weinswig” discusses digital-first retailers and the battle for online shoppers. Read More
