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
Insight Report | February 13, 2025 Premium Retail Shrink and ORC: Cargo Theft Hits Record Levels in the US, Retail Crime Costs Soar in the UKWe present the latest developments in retail shrink in the US and Europe, including retail crime costs, cargo theft rates and shoplifting data. Plus, discover news about loss-prevention technologies and dive into recent commentary on shrink from Albertsons and Walgreens. Read More
Deep Dive | February 12, 2025 Premium 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 | February 6, 2025 Premium Earnings Insights 4Q24, Week 1: Levi Strauss, P&G, Walgreens and Others Post Sales Growth, While Burberry and Kimberly-Clark Report DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major retailers. This week, there are highlights from companies that reported in the week ended January 31, 2025, including Albertsons, Procter & Gamble and Tractor Supply Company, among others. 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 LVMH Moët Hennessy Louis Vuitton S.E. (ENXTPA: MC) Company ProfileLVMH is a France-based luxury goods company selling apparel, cosmetics, leather goods, jewelry, perfumes, watches, wines and spirits. Headquartered in Paris, the company operates in China, France, Japan, the US and 76 other countries. Read More
Market Outlook | August 21, 2023 Premium Market Navigator: US Beauty—Inclusivity, Premiumization and Innovation Lead the WayWe present a definitive guide on the US beauty market. In this Market Navigator report, we explore market size and trajectory, growth factors, the competitive landscape, consumer survey analysis, themes we are watching, retail innovators in the space, and more. 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
Event Coverage | October 28, 2022 Premium LVMH’s Louis Vuitton: 200 Trunks Exhibition—Reviving Madison Avenue Amid the Holiday Shopping SeasonLVMH opened the “Louis Vuitton: 200 Trunks” exhibition in New York City in October. The exhibit celebrates the creator of the Louis Vuitton and the brand itself, while enhancing his namesake brand’s cultural relevancy, leveraging localization and boosting holiday retail sales. Read More
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
