Deep Dive | November 17, 2022 Premium Countdown to Holiday 2022: Hottest ToysAs part of our 10-week Countdown to Holiday 2022 series, we assess the trends and challenges that we predict will shape toy retail this holiday. Read More
Insight Report | November 16, 2022 Premium Singles’ Day 2022: Platforms Discard Traditional GMV Metrics and Focus on Immersive and Sustainable ShoppingIn our Singles’ Day 2022 wrap up, we provide an overview of the festival’s main events, including analysis of the initiatives and performances of major e-commerce players during the most challenging Singles’ Day to date. Read More
Insight Report | November 15, 2022 Premium Earnings Insights 3Q22, Week 3: Capri, Ralph Lauren and Sprouts Report Strong Results; Hanesbrands and Qurate Post Sales DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week includes coverage of companies such as Coty, Hanesbrands, Qurate Retail, Ralph Lauren and Sprouts Farmers Market, among others. Read More
Company Profile | November 15, 2022 Premium NIKE, Inc. (NYSE: NKE) Company ProfileNIKE is a US-based brand of athletic accessories, apparel and footwear. Headquartered in Beaverton, Oregon, the company operates in 170 countries. Read More
Deep Dive | November 15, 2022 Premium US Consumer Tracker: Walmart Dominates Food and Nonfood Ahead of HolidayWe assess inflation’s impact on US consumers’ holiday shopping. Our US consumer survey presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail. Read More
Company Profile | November 14, 2022 Premium The Home Depot Inc. (NYSE: HD) Company ProfileThe Home Depot is a US-based retailer of building materials, décor, home-improvement, and lawn and garden. Headquartered in Atlanta, Georgia, the company operates stores in Canada, Mexico and the US (including Guam, Puerto Rico and the US Virgin Islands). Read More
Company Profile | November 14, 2022 Premium Under Armour, Inc. (NYSE: UAA) Company ProfileUnder Armour is a US-based brand owner of accessories, apparel and footwear brands. Headquartered in Baltimore, Maryland, the company operates in Canada, Chile, China, Mexico, Korea, the US and around 95 other countries. Read More
Deep Dive | November 14, 2022 Premium E-Commerce Outlook: US Grocery—Inflation Triggers Slowdown in GrowthAlthough grocery e-commerce is undergoing a correction in 2022 following its impressive two-year streak, its long-term growth potential remains intact. In this E-Commerce Outlook, we examine the size and trajectory of the US grocery e-commerce market, and detail the competitive landscape, retail innovators and themes we are watching in 2022 and beyond. Read More
Company Profile | November 11, 2022 Premium RH (NYSE: RH) Company ProfileRH is a US-based retailer of furniture and home products. Headquartered in Corte Madera, California, the company operates stores in Canada and the US. Read More
Company Profile | November 11, 2022 Premium Ralph Lauren Corporation (NYSE: RL) Company ProfileRalph Lauren is a US-based brand owner of accessories, apparel and footwear. Headquartered in New York City, the company operates in Canada, China, Japan, South Korea, the UK, the US and 25 other countries. Read More
Company Profile | November 11, 2022 Premium Hanesbrands, Inc. (NYSE: HBI) Company ProfileHanesbrands is a US-based accessories and apparel brand owner. Headquartered in Winston-Salem, North Carolina, the company operates stores in Australia, China, Japan, Korea, the UK, the US and approximately 35 other countries. Read More
Company Profile | November 11, 2022 Premium Burlington Stores, Inc. (NYSE: BURL) Company ProfileBurlington Stores is a retailer of home products, menswear, women’s ready-to-wear apparel, accessories and footwear, and youth/baby apparel. Headquartered in Burlington, New Jersey, the company operates stores in the US. Read More
Insight Report | November 11, 2022 Premium India Retail Insights: The Open Network for Digital Commerce—Supporting Small Sellers and Curbing Digital MonopoliesThe ONDC is an initiative from the Indian government to promote a countrywide open network for e-commerce. We provide an overview of the ONDC, including its objectives, features, network components, opportunities and the challenges it faces. Read More
Store Tracker | November 11, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 45: UK Openings Up 19%Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Crocs, Grocery Outlet and Primark, among others, in the US and Aldi, B&Q and Edinburgh Woolen Mill, among others, in the UK. Read More
Event Coverage | November 10, 2022 Premium Carrefour 2026 Strategic Plan: Boost Private Label, Discount Formats and SustainabilityOn November 8, 2022, Carrefour presented its “Carrefour 2026” plan, which the Coresight Research team attended virtually. This report presents our analysts’ insights on the company’s four-year strategy. Read More
