Deep Dive | January 24, 2022 Premium US Consumer Tracker: Omicron Avoidance Begins To EaseIn this week’s US Consumer Tracker, we present consumer habits that suggest avoidance of public places in the face of Omicron is beginning to ease. Read More
Insight Report | January 24, 2022 Premium Holiday 2021: UK Retail Wrap-Up—Reviewing Patterns of Recovery in Trading Updates and Retail SalesWe review UK holiday retail performance, through major retailers’ trading updates and recently published retail sales data. Read More
Insight Report | January 12, 2022 Premium Brand Mashups in Fashion: Benefits in Consumer Engagement, Access to New Markets and MoreWe explore the value of brand mashups (collaborations) in the fashion industry, highlighting three primary benefits of this strategy with examples of recent high-profile collaborations. Read More
Deep Dive | January 11, 2022 Premium US Consumer Tracker: Two-Thirds Avoiding Public Places; Dollar Tree Price-Hike ImpactOur latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Notably this week, amid the spread of the Omicron variant, over two-thirds of consumers are now avoiding public places. Dollar Tree also saw a meaningful decline in shoppers following its recent price hike. Read More
Company Profile | January 10, 2022 Premium Morrisons Company ProfileMorrisons is a UK-based retailer of apparel, food and beverages, fuel, health and beauty, and general merchandise. Headquartered in Bradford, England, the company operates stores across the UK. Read More
Market Outlook | January 6, 2022 Premium Market Outlook: Global Fast Fashion—Poised for Strong GrowthIn this Market Outlook, we explore the global fast-fashion industry 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
Company Profile | January 5, 2022 Premium Schwarz (Lidl and Kaufland) Company ProfileSchwarz is a Germany-based retailer that operates discount supermarket chain Lidl and hypermarket chain Kaufland. Headquartered in Neckarsulm, Germany, the company operates more than 11,000 Lidl stores in 32 countries across Europe and the US, while Kaufland operates 1,300 stores in eight European countries. Read More
Company Profile | January 5, 2022 Premium Reliance Retail Ventures Company ProfileReliance Retail Ventures is a retailer of apparel, food and beverages, general merchandise, and home and personal care. Headquartered in Mumbai, the company operates stores across India. Read More
Company Profile | January 5, 2022 Premium John Lewis Partnership Company ProfileThe John Lewis Partnership is a UK-based retailer of apparel and footwear, home furnishings and accessories, electronics and appliances, beauty and personal care products, and food and beverages. Headquartered in London, the company operates stores in England, Scotland, Wales and the Channel Islands. Read More
Company Profile | January 4, 2022 Premium Chanel S.A. Company ProfileChanel is a France-based retailer of apparel, accessories, cosmetics, jewelry, leather goods, perfumes and watches. Headquartered in Neuilly sur Seine, the company operates in Brazil, China, France, Germany, Hong Kong, Italy, Japan, Kuwait, Saudi Arabia, the UAE, the UK, the US and approximately 40 other countries. Read More
Deep Dive | January 4, 2022 Premium The US Handbag Market: Sustainability and Resale Drive GrowthFollowing recovery in 2021 to pre-crisis levels, we discuss the US handbag market, including our outlook for 2022 and beyond. We also cover the main market drivers, key trends and headwinds we are seeing. Read More
Deep Dive | January 3, 2022 Premium US Consumer Tracker: Omicron Drives Further Consumer AvoidanceAs the holiday season draws to a close, the rapid spread of the Omicron variant is driving a resurgence in consumer caution. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Insight Report | January 3, 2022 Premium 3Q21 US Retail Inventory Tracker: Inventories Jump Despite Supply Chain ConstraintsOur 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 3Q21 and assess how and why levels are changing. This quarter, many retailers posted higher two-year inventory turnover rates on a two-year basis. Read More
Company Profile | December 27, 2021 Premium Farfetch Limited (NYSE: FTCH) Company ProfileFarfetch is a UK-based retailer of accessories, apparel, bags, footwear and jewelry. Headquartered in London, the company operates stores in France, Italy, Japan, the UK and the US and sells online in over 190 countries. Read More
Company Profile | December 26, 2021 Premium Stitch Fix (NASDAQ: SFIX) Company ProfileStitch Fix is a US-based online personal styling service for accessories, apparel and footwear. Headquartered in San Francisco, California, the company operates in the UK and the US. Read More
