Company Profile | October 3, 2022 Premium Guess? Inc. (NYSE: GES) Company ProfileGuess? 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. Read More
Event Coverage | September 29, 2022 Premium Coty Skincare Strategy Update 2022: Company To Double Skincare Revenue by 2025We 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. Read More
Insight Report | September 27, 2022 Premium China National Day Golden Week 2022 Preview: Zero-Covid and Economic Uncertainty Challenge Travel and Tourism EventChina’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. Read More
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. Read More
Store Tracker | September 23, 2022 Databank Members Weekly US and UK Store Openings and Closures Tracker 2022, Week 38: US Store Closures Down 55% Year over YearOur 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. Read More
Event Coverage | September 22, 2022 Premium Ralph Lauren Investor Day 2022: Company Targets Mid- To High-Single-Digit Revenue CAGR by Fiscal 2025The 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. Read More
Market Navigators/Market Outlook | September 22, 2022 Premium Market Outlook: US Mass Merchandisers and Warehouse Clubs—Weathering Post-Pandemic ChallengesIn 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. Read More
Insight Report | September 22, 2022 Premium Big Billion Days 2022 Preview: Flipkart Focuses on Technology and Customer ServiceWe 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. Read More
Insight Report | September 21, 2022 Premium The Confluence of Beauty and Wellness Creates a Huge Opportunity for Brands and RetailersAlthough 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. Read More
Event Coverage | September 21, 2022 Premium Tapestry Investor Day 2022: Company Unveils Its “Futurespeed” Strategy for $8 Billion in Revenue by 2025Tapestry had its 2022 Investor Day on September 9, 2022, in New York City. We present key insights and analysis from the event. Read More
Deep Dive | September 20, 2022 Premium 2Q22 US Earnings Season Wrap-Up: Many Retailers Post Negative Sales Growth as Demand for Discretionary Goods ErodesWe 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. Read More
Insight Report | September 20, 2022 Premium Inside Gap Inc.’s Lab Stores: Observations Through the Lens of the BEST FrameworkEarlier this year, members of the Coresight Research team visited Gap Inc.’s four laboratory stores, located near the company’s San Francisco, California headquarters. We view the stores through the lens of our proprietary BEST framework. Read More
Deep Dive | September 16, 2022 Premium Head-to-Head in Australia Grocery Retailing: Woolworths vs. ColesWoolworths and Coles are heavyweights in Australian grocery retailing. As part of our Head-to-Head series, we provide insights into key elements of their businesses: revenue and margin growth, market share, store portfolios, e-commerce initiatives and growth strategies. Read More
Company Profile | September 12, 2022 Premium Nvidia Corporation (NASDAQ: NVDA) Company ProfileNVIDIA Corporation is US-based semiconductors company which provides graphics, and compute and networking solutions in the US, Taiwan, China and internationally. Headquartered in Santa Clara, California, the company operates and sells its products and services worldwide. Read More
Insight Report | September 12, 2022 Premium Two Months to Singles’ Day: How Brands Can Leverage Web 3.0 for The World’s Largest Online Shopping FestivalThe world’s largest online shopping festival is just two months away. As part of our countdown to Singles’ Day 2022, we cover what companies should consider before entering China’s metaverse and Web 3.0 space as a part of the event. Read More