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.
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.
