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
Company Profile | January 21, 2023 Premium Zalando (XTRA: ZAL) Company ProfileZalando is a Germany-based retailer of accessories, apparel, beauty products and footwear. Headquartered in Berlin, the company operates in Austria, Germany and Switzerland and 20 other countries across Europe. 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 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
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
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 | March 18, 2021 Premium Zalando Capital Markets Day 2021: Company Targets €30 Billion Annual GMV and Over 10% Share of Europe’s Fashion Market by 2025The Coresight Research team attended Zalando’s virtual Capital Markets Day on March 16, 2021. In this report, we present insights from the event, covering the company’s “starting point for fashion” vision, its new targets for 2025 and its sustainability goals. Read More
Insight Report | November 13, 2020 Premium Singles’ Day 2020: Making an Impact Around the WorldCoresight 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
Insight Report | November 12, 2020 Premium Retail Robustness Index: November 2020 Update—Most Metrics Improve SlightlyCoresight 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
Flash Report | October 26, 2020 Register for Free Access Introducing the New Coresight 100: The Companies Reinventing RetailWith 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
Deep Dive | April 13, 2020 Premium European Apparel Retailing: Value and E-Commerce Continue To Set the PaceIn 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
Deep Dive | August 6, 2019 Free Report Off-Price Retailing in GermanyWe review the German off-price retail landscape. German mass-market apparel retailing is skewed toward value options, but off-price represents a still-nascent part of this market. Read More
Company Earnings Update | August 2, 2019 Register for Free Access Zalando (XTRA: ZAL) 2Q19 Results: EBIT Beat Prompts Narrowing of GuidanceIn 2Q19, Zalando reported strong growth in revenues and consensus-beating EBIT that prompted management to raise EBIT guidance for the full year. Read More
Company Earnings Update | May 3, 2019 Register for Free Access Zalando (XTRA: ZAL) 1Q19 Results: Higher Fulfillment and Administrative Costs Hurt Profits; Guidance IntactZalando reported strong growth in revenues but posted a net loss for the first quarter of 2019. Sales of €1.38 billion were up 15.2% year over year and in line with the consensus estimate. GMV was up 23.1% to €1.76 billion. Read More
Market Outlook | April 17, 2019 Premium Europe’s Legacy Retailers Squeezed by Muted Consumer Demand and Structural Shifts: Sector Overview — European RetailThis 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
