Deep Dive | February 10, 2022 Premium Head-to-Head in US Apparel Retail: American Eagle Outfitters vs. Gap Inc.The competitive apparel and footwear specialty market in the US is led by rivals Gap Inc. and American Eagle Outfitters. As part of our Head-to-Head series, we compare the two retailers’ business strategies, covering revenue growth, strategic partnerships, technology initiatives and more. Read More
Market Outlook | February 9, 2022 Premium Market Outlook: US Grocery Retailers—Channel Stickiness To PersistIn 2022, US grocery retailers must equip themselves for the strategic challenges ahead as on-premise consumption regains its full strength, and look to capitalize on persistent pandemic-induced behaviors. We examine the size and trajectory of the US grocery market and key factors impacting growth. We also cover the performance and outlook for online grocery, as well as the market’s competitive landscape, retail innovators and themes we are watching in 2022 and beyond. 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
Insight Report | February 8, 2022 Premium Earnings Insights 4Q21, Week 2: Capri, Estée Lauder and Ralph Lauren Raise Guidance; Online Retail Continues to Falter at AmazonOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended February 6, 2022, including Amazon, Capri Holdings, Estée Lauder and Ralph Lauren. Read More
Deep Dive | February 7, 2022 Free Report Opportunities in Retail Returns: Driving Down Costs and Driving Up SustainabilityReturns are a significant and growing issue for retailers, substantially impacting revenues and costs, customer satisfaction and loyalty, as well as sustainability. We analyze the returns challenge in US retail and explore how retailers can best handle and mitigate returns. This free report is sponsored by SAP. Read More
Insight Report | February 4, 2022 Premium Supply Chain Briefing: Threats to Ocean Freight Rate Stabilization and Typhoon Rai’s Impact on Major South-Asian PortsAs part of our Supply Chain Briefing series, we discuss the threat of Omicron-led restrictions to the stabilization of ocean freight rates. We also examine the impact of Typhoon Rai on global supply routes, as well as steps that Amazon is taking to build US logistics capacity. Read More
Store Tracker | February 4, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 5: Store Expansion Plans Takes US Openings Past 2,000Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Academy Sports and Outdoors, Gucci, and Sears Hometown in the US, and Harrods, Kurt Geiger and Tesco in the UK. Read More
Deep Dive | February 2, 2022 Premium M&A in Apparel and Footwear: Strong US and UK Growth OpportunitiesWe analyze 2021 apparel and footwear-focused M&A (mergers and acquisitions) activity in the US and the UK, as well as prospects for, and drivers of, M&A growth in 2022 and beyond. Read More
Deep Dive | February 2, 2022 Free Report Headless Commerce: Part 2—Addressing Profitability Issues for Mid-Size E-Commerce PlayersMid-size retailers must take steps to maximize profitability in their e-commerce business. Leveraging proprietary US survey data, we explore the levers of profitability in e-commerce, why brands and retailers should capitalize on artificial intelligence, machine learning and predictive analytics, and how CaaS (commerce-as-a-service) can help improve profitability. This free report is sponsored by Nogin. Read More
Market Outlook | February 1, 2022 Premium US Jewelry Market: Specialists To Maintain Growth Momentum in 2022We explore continued growth momentum in the US jewelry market. We analyze data on the sector’s size and present our estimates for growth in 2021, 2022 and beyond. We outline the competitive landscape and consider the innovators that are enabling e-commerce expansion in the sector. This report also discusses a number of key themes in the market—including sustainability, jewelry specialists expanding their addressable market and usage of data analytics. Read More
Insight Report | February 1, 2022 Register for Free Access Introducing the New Coresight 100: Retail Companies To Watch for 2022Matching the rapid rate of change and evolution in the retail industry, we have reviewed and updated our Coresight 100 focus list to highlight the most important and influential brands and retailers that our readers and subscribers should pay attention to in 2022. Read More
Deep Dive | January 31, 2022 Premium US Consumer Tracker: Exploring Shoppers’ Valentine’s Day Spending PlansWe explore US consumers’ spending expectations for Valentine’s Day 2022, through analysis of proprietary survey findings. Our latest US Consumer Tracker also charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Insight Report | January 31, 2022 Premium Earnings Insights 4Q21, Week 1: Levi’s and Tractor Supply Post Robust Sales Growth; Walgreens Raises EPS Guidance for Full YearOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended January 30, 2022: Levi’s, Walgreens Boots Alliance and Tractor Supply Company. Read More
Insight Report | January 28, 2022 Premium Freshippo in China: Redefining Grocery Retail with InnovationAlibaba-owned grocery chain Freshippo has expanded rapidly since its launch in China in 2016. In this report, we examine the strategies and innovations underpinning its success, including its omnichannel approach, deep supply chain integration and use of artificial intelligence technologies. Read More
Store Tracker | January 28, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 4: US Closures Down 65% 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 Barnes & Noble, Buc-ee’s and Earth Fare in the US and Boots Opticians, CEF and Sweaty Betty in the UK. Read More