Insight Report | April 26, 2023 Premium Data Dive: What US, European and Australian Retailers Are Saying on CapexIn this Data Dive, we examine what major US, European and Australian companies are reporting on capital expenditures (capex)—their ongoing and planned investments in physical infrastructure such as stores, distribution and technology. Read More
Insight Report | January 23, 2023 Premium Holiday 2022: UK Retail Wrap-UpWe conclude our coverage of the 2022 holiday season in UK retail, drawing on trading updates from major retailers and retail sales data from the Office for National Statistics (ONS). Read More
Deep Dive | January 11, 2023 Premium Global Fast Fashion: Market Poised for Strong Growth, but Sustainability Challenges RemainWe analyze the global fast-fashion market, including growth factors, the competitive landscape and key themes. Although the market is poised for growth, companies are facing sustainability challenges. Read More
Company Profile | January 8, 2023 Premium ASOS (AIM: ASC) Company ProfileASOS is a UK-based retailer of accessories, apparel, cosmetics, footwear and skin care. Headquartered in London, the company operates online and ships to over 200 countries. Read More
Deep Dive | November 22, 2022 Premium 100 Retail Companies, 10 Years: Analyzing Financial Performance and Winning StrategiesOur analysis of 100 retail companies covers their 10-year financial performance as well as winning strategies to emulate high-performing companies. We analyze sales growth, margins, free cash flow, return on capital and debt levels for small, medium and large companies. Read More
Deep Dive | August 25, 2022 Premium 10 Trends in the Global Fast-Fashion MarketFast fashion is one of the fastest-growing markets in global apparel and footwear. We identify and analyze 10 trends, ranging from multiyear trends such as sustainability to emerging trends such as entry into the metaverse space. Read More
Deep Dive | March 30, 2022 Premium Shein in US Fast Fashion: The Multibillion-Dollar Apparel Giant Captures Share Among Young ShoppersShein is gaining share in the US fast-fashion market. We analyze the apparel giant’s strategies, target consumers, and competitive strengths and weaknesses, as well as recent company developments. Read More
Market Outlook | February 9, 2022 Premium Market Outlook: UK Apparel and Footwear Retailing—Still in Recovery ModeIn this Market Outlook, we explore the UK’s apparel and footwear market and present our expectations for future growth, as well as key market drivers. We discuss the market’s competitive landscape, retail innovators and themes we are watching. Read More
Deep Dive | February 2, 2022 Premium M&A in Apparel and Footwear: Strong US and UK Growth OpportunitiesWe analyze 2021 apparel and footwear-focused M&A (mergers and acquisitions) activity in the US and the UK, as well as prospects for, and drivers of, M&A growth in 2022 and beyond. Read More
Insight Report | January 24, 2022 Premium Holiday 2021: UK Retail Wrap-Up—Reviewing Patterns of Recovery in Trading Updates and Retail SalesWe review UK holiday retail performance, through major retailers’ trading updates and recently published retail sales data. Read More
Market Outlook | January 6, 2022 Premium Market Outlook: Global Fast Fashion—Poised for Strong GrowthIn this Market Outlook, we explore the global fast-fashion industry and present our expectations for future growth, as well as key market drivers. We discuss the market’s competitive landscape, retail innovators and themes we are watching. Read More
Free Data Graphic | August 16, 2021 Free Report Coresight Bites: European Apparel E-Commerce Platforms—Gaining Share of an Expanding MarketWe present Coresight Bites: European Apparel E-Commerce Platforms—Gaining Share of an Expanding Market Read More
Insight Report | August 13, 2021 Premium ASOS Capital Markets Day 2021: Company To Expand Its Fulfillment Center Capacity by 50% in Next Two YearsThe Coresight Research team attended the virtual ASOS Capital Markets Day on August 10, 2021. In this report, we present insights from the event, covering fulfillment center automation and logistics network expansion, optimizing transportation, and sustainability. Read More
Deep Dive | August 11, 2021 Premium European Apparel E-Commerce Platforms: Gaining Share of an Expanding MarketWhile the overall Western European apparel and footwear market continues to see gradual post-pandemic recovery, pure-play e-commerce retail companies are witnessing very strong trends. We discuss the competitive landscape and outlook for three leading European apparel and footwear e-commerce retail firms in our Coresight 100 list: ASOS, Boohoo Group and Zalando. We cover four key investment areas for these e-commerce players, as well as three trends we are watching. Read More
Insight Report | July 27, 2021 Premium Shein: How Is the Chinese Brand Conquering the US Fast-Fashion Market?China-based online clothing brand Shein has taken the US fast-fashion market by storm. We explore how Shein has found success, reviewing its business model and marketing strategies. Read More
