Coresight 100

Access 7,000+ research reports and presentations on the retail and technology ecosystem, covering consumers, companies, economies, and retail and technology trends. Filter by product, sector, themes, regions, companies, or other parameters below. Alternatively, use the search box above to find relevant research content.

Insight Report | October 7, 2022 Premium

2Q22 US Department Store Insights: Consumer Shopping Behavior Mixed Across Retailers

We examine the performance of Kohl’s, Macy’s and Nordstrom in the second quarter of 2022 compared to the same period in 2021 on a year-over-year basis and to 2019 to compare to pre-pandemic. We analyze sales, revenue, digital sales, product categories and more.

Company Profile | October 4, 2022 Premium

PVH Corp. (NYSE: PVH) Company Profile

PVH Corp. is a US-based brand owner of men’s and women’s accessories, apparel and footwear. Headquartered in New York City, the company operates stores in Australia, China, Japan, the UK, the US and 35 other countries.

Deep Dive | October 4, 2022 Premium

10 Trends in US Furniture and Home-Furnishings Retailing

We analyze 10 trends in US furniture and home-furnishings retailing, ranging from strengthening brick-and-mortar strategies to using customer data for predictive analytics and personalization. We offer insights for companies seeking to capitalize on ongoing changes in the market.

Insight Report | October 3, 2022 Premium

2Q22 US Retail Inventory Tracker: Heading into the Second Half with Inventories Up Strongly

Our quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 2Q22 and assess how and why levels are changing. This quarter, overall inventory turnover rates were slightly down year over year.

Company Profile | October 3, 2022 Premium

Guess? Inc. (NYSE: GES) Company Profile

Guess? is a US-based retailer of accessories, apparel and footwear. Headquartered in Los Angeles, California, the company operates stores in approximately 100 countries including China, the UK and the US.

Event Coverage | September 29, 2022 Premium

Coty Skincare Strategy Update 2022: Company To Double Skincare Revenue by 2025

We present key insights from Coty’s Skincare Strategy Update, held in September 2022 at the beauty company’s skincare research, development and manufacturing facility in Monaco. We discuss Coty’s skincare revenue goals, its technology initiatives and the strengths of its prestige brands.

Insight Report | September 27, 2022 Premium

China National Day Golden Week 2022 Preview: Zero-Covid and Economic Uncertainty Challenge Travel and Tourism Event

China’s Golden Week, the week-long holiday following China’s National Day, will take place October 1–7, 2022. We present key insights ahead of the event, specifically the impacts of China’s Zero-Covid policy and current economic environment.

Deep Dive | September 23, 2022 Premium

Head-to-Head in Global Fast Fashion: Shein vs. Inditex (Zara)

In this Head-to-Head report, we analyze leading fast-fashion companies Shein and Inditex, the owner of Zara. We compare their revenues, target audiences, business models, delivery capabilities, brand mashups, sustainability practices and more.

Store Tracker | September 23, 2022 Premium

Weekly US and UK Store Openings and Closures Tracker 2022, Week 38: US Store Closures Down 55% Year over Year

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Giant Eagle and Michaels Stores, among others, in the US and Build-A-Bear, HMV and Next, among others, in the UK.

Event Coverage | September 22, 2022 Premium

Ralph Lauren Investor Day 2022: Company Targets Mid- To High-Single-Digit Revenue CAGR by Fiscal 2025

The Coresight Research team attended Ralph Lauren’s Investor Day on September 19, 2022. We present insights from the event, covering the company’s financial targets and its strategy.

Market Outlook | September 22, 2022 Premium

Market Outlook: US Mass Merchandisers and Warehouse Clubs—Weathering Post-Pandemic Challenges

In this Market Outlook, we discuss the interconnected US mass merchandiser and warehouse club sectors, presenting our market sizing estimates for 2022 and beyond. We explore notable market factors, e-commerce growth, the competitive landscape and retail innovators.

Insight Report | September 22, 2022 Premium

Big Billion Days 2022 Preview: Flipkart Focuses on Technology and Customer Service

We present key insights ahead of India-based online marketplace Flipkart’s annual flagship shopping event, The Big Billion Days (BBD), which will take place from September 23–30, 2022.

Insight Report | September 21, 2022 Premium

The Confluence of Beauty and Wellness Creates a Huge Opportunity for Brands and Retailers

Although beauty and wellness started merging before the pandemic, Covid-19 accelerated this trend, further blurring the lines between the product categories. We explore the growing connectivity of the US beauty and wellness markets and the opportunities that will arise from this development in 2022 and beyond.

Event Coverage | September 21, 2022 Premium

Tapestry Investor Day 2022: Company Unveils Its “Futurespeed” Strategy for $8 Billion in Revenue by 2025

Tapestry had its 2022 Investor Day on September 9, 2022, in New York City. We present key insights and analysis from the event.

Deep Dive | September 20, 2022 Premium

2Q22 US Earnings Season Wrap-Up: Many Retailers Post Negative Sales Growth as Demand for Discretionary Goods Erodes

We analyze the second quarter of 2022 performance of select, mostly US-based retailers, brands, and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.