Product TypeCompany Profile Product TypeCompany Profile | February 17, 2021 Register for free access ASOS (LSE: ASC) ASOS is a UK-headquartered online retailer that offers branded and own-label products in a range of categories, including accessories, clothing, cosmetics, footwear and skin care. It ships to more than 200 countries from its fulfillment centers in Europe, the UK and the US.Read More
Product TypeInsight Report Product TypeInsight Report | January 25, 2021 premium Holiday 2020: UK Retail Wrap-Up—Digitally Adept Retailers Thrive; UK Retail Sales Fall in December We review UK retail sales and major retailers’ trading updates from the 2020 holiday period. We provide trading updates for a comprehensive list of UK retailers including ASOS, Dixons Carphone, M&S, Next and Sainsbury’s, as well as a timeline of key events in the UK related to Covid-19. Our analysis of the holiday peak from last year can help to gauge the scale and shape of demand as we head further into 2021.Read More
Product TypeInsight Report Product TypeInsight Report | November 13, 2020 premium Singles’ Day 2020: Making an Impact Around the World Coresight Research visited physical stores and e-commerce websites to gauge the adoption of Singles’ Day by retailers globally and to gather examples of 11.11 deals—including in Europe, India, Southeast Asia and the US. Read More
Product TypeInsight Report Product TypeInsight Report | November 12, 2020 premium Retail Robustness Index: November 2020 Update—Most Metrics Improve Slightly Coresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. The November update revises the scores based on financial reports and store-reopening announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in October. Read More
Product TypeFlash Report Product TypeFlash Report | October 26, 2020 Register for free access Introducing the New Coresight 100: The Companies Reinventing Retail With 2020 having accelerated the pace of change in retail, we have re-evaluated the Coresight 100, our focus list of the top 100 of the largest and most influential companies in the global retail ecosystem. We introduce the new list of the top companies to watch, which spans eight sectors and now includes select innovators and private companies. Read More
Product TypeInsight Report Product TypeInsight Report | September 14, 2020 premium Earnings Insights 2Q20, Week 6 and Wrap-Up: Digital Businesses Lead Retail Recovery Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2020 earnings. We condense what retail companies are reporting, with a focus on the impact of the coronavirus crisis. This week, there are highlights from companies that reported in the week ended September 13, including American Eagle Outfitters, Casey’s General Stores and Kroger. This is the final report in the second-quarter Earnings Insights series. As such, we also summarize the performance of retailers reported in the prior weeks.Read More
Product TypeInsight Report Product TypeInsight Report | August 17, 2020 premium Earnings Insights 2Q20, Week 2: Canada Goose Stores See Slow Start in North America and Europe Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2020 earnings. We condense what retail companies are reporting, with a focus on the impact of the coronavirus crisis. This week, there are highlights from companies that reported in the week ended August 16, including ASOS and Canada Goose.Read More
Product TypeDeep Dive Product TypeDeep Dive | June 10, 2020 premium New Retail Models in the Global Apparel and Footwear Market As part of our series exploring new models of retailing across different sectors and channels, we focus on the innovative strategies being implemented by brands and retailers in the global apparel and footwear market, including ASOS and Macy’s. We discuss how brands are leveraging technologies to upgrade the shopping experience, providing extended options as part of the sharing economy and utilizing consumer data. Read More
Product TypeInsight Report Product TypeInsight Report | May 19, 2020 premium Consumer Tech Briefing: Augmented Reality Boosts Consumer Engagement during Coronavirus Lockdowns Each month, our Consumer Tech Briefing series discusses recent developments in the world of technology. This month, we look at the role of augmented reality in new product launches, which is enabling retailers to stay connected with consumers during coronavirus lockdowns and prepare for the post-crisis retail environment.Read More
Product TypeDeep Dive Product TypeDeep Dive | April 13, 2020 premium European Apparel Retailing: Value and E-Commerce Continue To Set the Pace In this report, we look at the European apparel retail sector, with a focus on France, Germany and the UK. In addition to discussing apparel sales in these regions, we discuss how online pure plays are on an upward growth trajectory, bucking the doom-and-gloom trend, as well as efforts by European value retailers to expand their reach and footprint. We also consider multibrand e-commerce players’ moves in the sportswear space and sustainability efforts.Read More
Product TypeCompany Earnings Update Product TypeCompany Earnings Update | October 17, 2019 Register for free access ASOS (LSE: ASC) FY19 Results: Revenues Ahead of Consensus, but Profits Plummet ASOS FY19 profits plummet, management notes it had “underestimated the impacts of large-scale operational change…on two continents simultaneously” and that the company was “not adequately prepared for the additional complexities of planning and trading across our expanded warehouse footprint.”Read More
Product TypeCompany Earnings Update Product TypeCompany Earnings Update | July 22, 2019 Register for free access ASOS (LSE: ASC) 3Q19 Trading Update: Strong UK Demand but Operational Issues in the US and EU; Guidance Revised Down SOS reported 3Q19 group revenues of £919.8 million, up 11% year over year on a constant-currency basis (up 12% year over year as reported). Active customers hit the 20 million mark.Read More
Product TypeMarket Outlook Product TypeMarket Outlook | April 17, 2019 premium Europe’s Legacy Retailers Squeezed by Muted Consumer Demand and Structural Shifts: Sector Overview — European Retail This report covers European retailing, with a focus on the UK, Germany and France. Structural trends challenging middleground legacy retailers include an ongoing attrition of market share to online and discount channels.Read More
Product TypeCompany Earnings Update Product TypeCompany Earnings Update | April 11, 2019 Register for free access ASOS (LSE: ASC) 1H19 Results: Profits Slide due to Higher Warehousing and Technology Costs ASOS reported 1H19 group sales of £1.31 billion, up 12.0% year over year on a constant-currency basis (up 13.5% as reported) and slightly ahead of the consensus estimate of £1.30 billion recorded by StreetAccount.Read More
Product TypeDeep Dive Product TypeDeep Dive | March 22, 2019 premium Strong Demand for Value, E-Commerce and Sportswear Sustains Pressure on Europe’s Middleground Apparel Retailers Across major European economies, floundering midmarket behemoths are finding business more challenging than ever, leaving a number of apparel retailing stalwarts suffering what seems to be “death by a thousand cuts.”Read More
