Deep Dive | October 26, 2022 Premium Head-to-Head in UK Apparel Retailing: Marks & Spencer vs. NextMarks & Spencer (M&S) and Next are two of the largest retailers in the UK’s apparel and footwear specialty retail space. As part of Coresight Research’s Head-to-Head series, we provide insights into the two companies’ revenues, as well as operating margins, shopper profiles, key strategic partnerships and acquisitions. Read More
Market Outlook | October 25, 2022 Premium Market Outlook: Grocery Retail in India—Growth Led by Convenience and WellnessIn this Market Outlook, we provide an overview of India’s grocery retail market, including major market factors—such as consumers’ spending on food and non-alcoholic beverages—the competitive landscape and themes we are watching in 2023 and beyond. Read More
Deep Dive | October 25, 2022 Premium US Consumer Tracker Extra: Amazon Prime Early Access Sale Enjoys Strong EngagementWe analyze how consumers’ engaged with Amazon’s Prime Early Access by age, geography and income, based on exclusive Coresight Research data. Our US Consumer Tracker Extra provides a deeper dive into longer-term trends revealed by our weekly survey data. Read More
Event Coverage | October 18, 2022 Premium Marks and Spencer (M&S) Investor Day 2022: Company Expands Food Stores and Reduces Full-Line StoresThe Coresight Research team attended Marks and Spencer’s Investor Day on October 12, 2022. We present insights from the event, covering five programs from the company’s strategic plan, including its intentions to expand its food stores. Read More
Deep Dive | October 17, 2022 Premium America’s Biggest Apparel and Footwear Specialty Retailers: Assessing Performance and StrategyWe analyze America’s biggest apparel and footwear specialty retailers, providing financial metrics, positioning, target audiences, growth strategies and analyst commentary on their performance. Our coverage includes Gap Inc, Dick’s Sporting Goods, Foot Locker, American Eagle Outfitters, Lululemon Athletica, Victoria’s Secret & Co., Urban Outfitters, H&M, Designer Brands and Academy Sports + Outdoors Read More
Insight Report | October 17, 2022 Premium Countdown to Holiday 2022: Trends To Watch in US Last-Mile DeliveryAs part of our 10-week Countdown to Holiday 2022 series, we assess the trends and challenges that we expect to affect last-mile shipping this year. Read More
Company Profile | October 14, 2022 Premium Unilever PLC (LSE: ULVR) Company ProfileUnilever is a UK-based CPG company that operates in beauty, personal care, food and home care segments. Headquartered in London, the company operates in over 190 countries and owns an extensive portfolio of over 400 brands. Read More
Market Outlook | October 13, 2022 Premium Market Outlook: US Home-Improvement Retailing—Personalization and the Resurrection of In-Store RetailWe analyze the US home-improvement (DIY) retail sector as the housing market cools off, covering market size, factors, the online market, competitive landscape and themes we are watching. We also introduce retail innovators. Read More
Deep Dive | October 12, 2022 Premium RetailTech: Cloud Computing—Amazon vs. Google vs. MicrosoftAs part of our RetailTech series, we outline the benefits and types of cloud computing, and discuss the “Big Three” providers of cloud computing services—Amazon, Google and Microsoft—as well as other providers of cloud services and cloud applications. Read More
Company Profile | October 11, 2022 Premium Reckitt Benckiser (LSE: RKT) Company ProfileHeadquartered in Slough, England, Reckitt Benckiser offers household and personal products, operating in 62 countries and selling in over 190 countries. Read More
Event Coverage | October 11, 2022 Premium VF Corporation Investor Day 2022: Company Targets Mid- to High-Single-Digit Revenue CAGR Through Fiscal 2027We present key insights from VF Corporation’s Investor Day on September 28, 2022, covering the company’s financial targets and its strategic growth plans. Read More
Insight Report | October 11, 2022 Premium One Month to Singles’ Day: Platforms Release Their Festival Plans for 11.11The world’s largest online shopping festival, Singles’ Day is one month away. As part of our countdown to Singles’ Day 2022, we present major e-commerce platforms’ plans for this year’s festival and discuss the influence of short-video platforms, such as Douyin and Kuaishou, on 11.11. Read More
Company Profile | October 7, 2022 Premium Procter & Gamble (NYSE: PG) Company ProfileHeadquartered in Cincinnati, Ohio, Procter & Gamble is a CPG company that sells products across a variety of categories and in more than 180 countries, while operating in 84 countries. Read More
Company Profile | October 7, 2022 Premium Kimberly-Clark (NYSE: KMB) Company ProfileKimberly-Clark is a US-based CPG company offering apparel, personal care products, personal hygiene products and tissue products. It operates in 34 countries, including Brazil, Canada, France, Germany, Nigeria, Thailand and the US and sells in 175 countries total. Read More
Insight Report | October 7, 2022 Premium 1H22 US Off-Price Retail Insights: Outlook Clouded by Inflation Impacts and Retail’s Inventory OverloadWe assess the performance of US off-price retailers in the second quarter of fiscal year 2022 highlighting Burlington, Ross and The TJX Companies. We present trends in comparable sales, revenue, inflation impacts, inventory, categories and areas of note by management. Read More