Insight Report | December 11, 2025 Premium Earnings Insights 3Q25: Strong Growth at Ulta, Improvement at Macy’s and Solid Demand at Dollar StoresEarnings Insights 3Q25: Ulta, Discounters and Specialty Apparel Drive Sector Strength as Broadline Retail Remains Mixed. Read More
Deep Dive | November 19, 2025 Premium Five Ways AI Is Being Used in Luxury Retailing—and What’s NextAs part of our Five Ways AI Is Being Used… series, this report explores how AI in luxury retail is reshaping design, marketing and customer experience. Discover key trends and insights driving innovation in luxury retail. Read More
Insight Report | March 12, 2025 Premium Earnings Insights 4Q24, Week 6: Sales Decline for Kroger, Macy’s, Ross Stores and Other RetailersOur weekly Earnings Insights reports feature highlights from recent management commentary from major retailers within our Coresight 100 coverage list as they report fourth-quarter 2024 earnings. This week, discover highlights from major companies that reported in the week ended March 9, 2025, including Adidas, Best Buy, Kroger, Macy’s, Prada, Ross Stores and Target. Read More
Deep Dive | February 12, 2025 Databank Members Luxury Shopping in Focus; Sentiment Slumps Overall Amid Tariffs: US Consumer Survey InsightsWhich luxury brands are popular among US consumers? What are luxury shoppers buying? Dive into our sector-focused insights and discover how overall consumer sentiment is tracking with our new survey findings. Read More
Insight Report | September 12, 2024 Premium Luxury Retailing—US Real Estate Insights: Contrasting Expansion and Consolidation TrendsBuilding on our Market Navigator on global luxury retailing, we examine data on selected brands’ store traffic, store closures and store openings to understand the evolving real estate landscape in the US luxury market. Read More
Insight Report | August 26, 2024 Premium The High-Tech High End: Solutions Elevating Supply Chain and Operations in Luxury RetailingBuilding on our Market Navigator on global luxury retailing, we explore transformative technologies shaping the supply chain and other operations. From AI (artificial intelligence) to blockchain to RFID (radio-frequency identification), explore the benefits of innovative solutions for product authentication, loss prevention, inventory management and more. Read More
Company Profile | March 1, 2024 Premium Kering SA (ENXTPA: KER) Company ProfileKering SA is a France-based brand owner of apparel, footwear, jewelry, watches, leather goods, eyewear, and other luxury goods. Headquartered in Paris, the company operates stores and sells online in over 100 countries, including China, France, Germany, the UK and the US, among others. Read More
Insight Report | February 1, 2023 Premium Pet Apparel and Accessories: A Niche Market with Strong Growth PotentialWe discuss the global pet apparel and accessories market, covering headwinds, tailwinds, the competitive landscape and themes to watch. Read More
Deep Dive | December 8, 2022 Premium Head-to-Head in Luxury: Kering vs. LVMHAs part of our Head-to-Head series, we compare Kering and LVMH, the two leading houses in the global luxury sector. We provide insights into five key elements of their businesses, covering revenue, markets of operation, digital strategies, innovation and sustainability initiatives and business expansion. 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
Market Navigators/Market Outlook | September 6, 2022 Premium Market Outlook: Emerging Markets—Localization To Boost Luxury RetailingIn this Market Outlook, we examine the market size and trajectory of the personal luxury goods market in several emerging regions. We also explore the major factors impacting these markets, their competitive landscape and market themes we are watching in 2022 and beyond. Read More
Insight Report | September 2, 2022 Premium Why Now for YNAP? Farfetch’s Acquisition of YOOX Net-A-Porter Group Empowers Richemont To Focus on Jewelry and WatchesCompagnie Financière Richemont sold over 50% of the YOOX Net-A-Porter Group (YNAP) to Farfetch, an online luxury retail platform, and Symphony Global, an investment vehicle of Mohamed Alabbar. We unpack the deal and discuss the implications. Read More
Deep Dive | August 26, 2022 Premium Market Outlook: China Retail—The $6 Trillion Sector Recovers SlowlyIn this Market Outlook, we explore the Chinese retail market. We discuss the market’s performance, scale and trajectory, as well as major market factors and trends to watch in 2022 and beyond. We also analyze China’s leading retail companies and innovators bringing change to the space. Read More
Deep Dive | July 19, 2022 Premium Influencer Marketing in Luxury: Video-First and VirtualWe discuss how luxury brands can use influencers to drive sales, what younger consumer audiences seek and the future of luxury influencer marketing. Read More
Market Navigators/Market Outlook | June 29, 2022 Premium Market Outlook: US Luxury Set for Solid GrowthIn this Market Outlook, we examine the scale, composition and trajectory of the US personal luxury market, discuss the factors driving its growth and cover market themes we are watching. Read More
