September 23, 2022 Store Tracker 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.
September 22, 2022 Event Coverage 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.
September 22, 2022 Market Navigators/Market Outlook 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.
September 22, 2022 Insight Report 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.
September 21, 2022 Insight Report 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.
September 21, 2022 Event Coverage 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.
September 20, 2022 Deep Dive 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.
September 20, 2022 Insight Report 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.
September 16, 2022 Deep Dive 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.
September 12, 2022 Insight Report 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.
September 10, 2022 Innovator Profile Free Report Innovator Profile: Shelfleet Enables Online Brands To Expand into the Physical Retail ChannelAs part of our Innovator Profile series in the lead-up to Groceryshop 2022, we present Shelfleet, an online platform that has developed a shelf and wall rental program to connect independent brands to local retailers.
September 9, 2022 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2022, Week 36: US Store Openings Down 1% 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, Bed Bath & Beyond and Blue Nile, among others, in the US, and Pavers, Oliver Bonas and Quiz, among others, in the UK.
September 6, 2022 Market Navigators/Market Outlook Premium Market Outlook: Emerging Markets—Localization To Boost Luxury RetailingIn this Market Outlook, we examine the market size and trajectory of the personal luxury goods market in several emerging regions. We also explore the major factors impacting these markets, their competitive landscape and market themes we are watching in 2022 and beyond.
September 6, 2022 Deep Dive Databank Members US Consumer Tracker: Late-Summer Shopping TrendsThe winding down of the back-to-school shopping season, the coming Labor Day holiday and other natural summertime factors, such as consumers’ vacations, contribute to a mixed picture this week. Our US Consumer Tracker presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail.
September 5, 2022 Deep Dive Premium August 2022 US Housing Market Indicators: Housing Affordability Slumps with Major Decline in New Home SalesWe examine nine indicators to assess the health of the US housing market. The most recent data show a major decline in new home sales along with a collapse in housing affordability.
