October 25, 2022 Deep Dive Databank Members 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.
October 18, 2022 Event Coverage 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.
October 17, 2022 Deep Dive 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
October 17, 2022 Insight Report 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.
October 13, 2022 Market Navigators/Market Outlook 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.
October 12, 2022 Deep Dive 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.
October 11, 2022 Event Coverage 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.
October 11, 2022 Insight Report 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.
October 7, 2022 Insight Report 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.
October 7, 2022 Insight Report Premium 2Q22 US Department Store Insights: Consumer Shopping Behavior Mixed Across RetailersWe 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.
October 4, 2022 Deep Dive Premium 10 Trends in US Furniture and Home-Furnishings RetailingWe 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.
October 3, 2022 Insight Report Premium 2Q22 US Retail Inventory Tracker: Heading into the Second Half with Inventories Up StronglyOur 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.
September 29, 2022 Event Coverage 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.
September 27, 2022 Insight Report 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.
September 23, 2022 Deep Dive 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.
