August 23, 2022 Insight Report Premium Earnings Insights 2Q22, Week 4: Sales Fall at Kohl’s, Ross and TJX as Shoppers Cut Back; Walmart Revises GuidanceOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week includes coverage of companies including Bath & Body Works, BJ’s Wholesale Club Holdings, Kohl’s and The Home Depot, among others.
August 17, 2022 Deep Dive Premium US Outdoor Apparel and Footwear Market: Expect Solid Prospects for Brands and RetailersWe provide an outlook of the US outdoor apparel and footwear market in 2022 and beyond. We also explore key growth drivers, the competitive landscape, opportunities arising from three market themes, and notable retail innovators in the space.
August 17, 2022 Deep Dive Premium Experiential Retail in Sportswear: Driving In-Store and Online Shopper EngagementWe assess the recent rise of experiential retail and innovations in the global sportswear market—with a focus on enhancing customers’ online and in-store experience. We also analyze how retailers and brand owners are reaping benefits through these innovations.
August 16, 2022 Insight Report Premium Earnings Insights 2Q22, Week 3: Capri and Ralph Lauren Report Strong Results; Hanesbrands and Qurate Post Sales DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week includes coverage of companies including Capri Holdings, Hanesbrands, Qurate Retail and Ralph Lauren.
August 12, 2022 Deep Dive Premium The C-Suite’s Evolution: Embracing Technology and Adapting to Hybrid Working in RetailThe C-suite has expanded over the past 20 years to keep pace with changes happening in industry and society; we identify 12 categories in which roles have emerged and analyze the trends behind the growth of the C-suite among Coresight 100 companies.
August 12, 2022 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2022, Week 32: US Store Closures Down 58% 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 Allsup’s, Amazon, Carter’s and Floor & Decor, among others, in the US, and Charles Tyrwhitt, Clarks, Majestic Wine and Next, among others, in the UK.
August 11, 2022 Insight Report Premium Three Months to Singles’ Day: Logistics Infrastructure and the Supply Chain—Leveraging Services of China’s E-Commerce PlatformsWe continue our countdown to Singles’ Day by exploring the logistics and supply chain services of four major e-commerce platforms in China—Alibaba (Cainiao), JD.com (JD Logistics), Douyin and Kuaishou—covering their international reach, sustainability initiatives and technological capabilities.
August 9, 2022 Insight Report Premium Earnings Insights 2Q22, Week 2: Colgate, Crocs, CVS, Floor & Decor, L’Oréal and Sprouts Post Strong Results; Alibaba Sales Remain FlatOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report second-quarter 2022 earnings. This week features highlights from companies that reported in the week ended August 7, 2022, including Alibaba, Carter’s Inc, Clorox Company and Floor & Decor Holdings, Inc., among others.
August 9, 2022 Deep Dive Premium US Grocery: Private Labels Rebound as Inflation RagesWith grocery inflation taking a toll on US consumers’ finances, many are turning to private labels as they prioritize value over name recognition. We explore five key trends in the US grocery private-label market.
August 8, 2022 Insight Report Premium Dining Out vs. Eating In—Four Key Trends in US Consumer BehaviorWe present four trends in the changing dynamics around food retail and foodservice in the US, using data sourced from national statistics and our proprietary surveys of US consumers.
August 3, 2022 Store Tracker Databank Members US Store Tracker Extra, July 2022: Retailers To Open 75 Million Square Feet of New Retail Space in 2022The US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements. We include details on closures and openings as a percentage of total store base as well as square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of July 29, 2022, versus the comparable period in 2021.
August 2, 2022 Insight Report Premium Earnings Insights 2Q22, Week 1: Albertsons, Deckers, Kimberly-Clark and Tractor Supply Raise Guidance; Amazon Online Sales FlatOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report second-quarter 2022 earnings. This week features highlights from companies that reported in the week ended July 31, 2022, including Amazon, Albertsons Companies and Columbia Sportswear Company, among others.
August 1, 2022 Market Navigators/Market Outlook Premium Market Outlook: US Grocery—Surging Inflation Disrupts Grocery RetailIn this Market Outlook, we discuss US grocery, presenting our market sizing estimates for 2022 and beyond. We explore notable market factors, e-commerce growth, the competitive landscape and retail innovators.
July 28, 2022 Insight Report Premium Supply Chain Briefing: Freight Rates Abate but Domestic Distribution Doubts AriseWe examine the stabilizing of international freight rates, continued challenges within the domestic US distribution chain and the broader impact of the G7 nations’ forthcoming ban on Russian gold.
July 27, 2022 Deep Dive Premium Think Tank: US BOPIS, Curbside Pickup and Smart Lockers Are Reshaping Omnichannel RetailThis Think Tank analyzes how BOPIS (buy online, pick up in-store), curbside pickup and smart lockers are reshaping omnichannel retail. Our survey data reveal insights into the use of home delivery versus collection services for online order fulfillment.
