Coresight 100

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Deep Dive | April 4, 2022 Databank Members

US Consumer Tracker: Easter Expectations

Avoidance of public places rose again, up from its mid-March low. Consumers who plan to spend on Easter estimate spending an average of $200. We analyze consumer habits across food and nonfood categories as well as in-store and online purchases. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail.

Deep Dive | April 4, 2022 Premium

Onshoring: Is Now the Time for the US?

Amid revived debate around reshoring sourcing and manufacturing to the US, we discuss onshoring as a sourcing strategy for US brands and retailers and what it would take to bring sourcing to the US.

Insight Report | March 31, 2022 Premium

4Q21 US Department Store Insights: Macy’s Sees Strongest Recovery

We examine the performance of Kohl’s, Macy’s and Nordstorm in the fourth quarter of 2021 compared to the same period in 2020 and 2019 in terms of sales, revenue, digital sales, product categories and more.

Deep Dive | March 30, 2022 Premium

Shein in US Fast Fashion: The Multibillion-Dollar Apparel Giant Captures Share Among Young Shoppers

Shein is gaining share in the US fast-fashion market. We analyze the apparel giant’s strategies, target consumers, and competitive strengths and weaknesses, as well as recent company developments.

Deep Dive | March 29, 2022 Databank Members

US Consumer Tracker: Rising Avoidance Fuels Online Shopping

Online shopping is rising along with US consumers’ avoidance of public places. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail.

Insight Report | March 28, 2022 Premium

Inclusive Beauty: Opportunities To Reach Older Consumers

Baby boomers could represent a key demographic for beauty brands and retailers as the US population ages. We discuss the opportunities for the beauty industry to be more age-inclusive, with examples of strategies from notable beauty brands.

Deep Dive | March 28, 2022 Premium

4Q21 US Earnings Season Wrap-Up: Strong Growth Continues for Most Brands and Retailers

We analyze the fourth quarter of 2021 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.

Insight Report | March 24, 2022 Premium

Inclusive Beauty: Catering to Diverse Races and Ethnicities

As the population of the US grows increasingly diverse, there are opportunities for the beauty sector to serve underrepresented consumers from different races and ethnicities. We examine how brands and retailers are incorporating diversity into their strategic goals and the trends driving the race-inclusive movement in beauty.

Insight Report | March 23, 2022 Premium

Inclusive Beauty: The Rise of Male Cosmetics

Male cosmetics is a growing opportunity for brands and retailers as three new product types are emerging. We analyze the drivers of this new category and provide examples of recent product launches.

Deep Dive | March 22, 2022 Premium

E-Commerce Outlook: US Apparel and Footwear—Momentum To Continue in 2022 and Beyond

The e-commerce apparel market presents growth opportunities, especially for companies that can innovate to offer interactive experiences and address increasing last-mile costs. We examine the size and trajectory of the US online apparel and footwear sector and present key market drivers, industry players, themes and innovators.

Deep Dive | March 22, 2022 Premium

Inclusivity in Retail: Trends from 2021, Learnings for 2022

Inclusivity is one of the biggest movements retail today. We explore progress in 2021 and present our expectations for the development of inclusivity in retail in 2022, across areas such as adaptive products, gender-free and plus-size offerings, and the diversification of suppliers.

Insight Report | March 15, 2022 Premium

Earnings Insights 4Q21, Week 7: Dick’s Sporting Goods, JD.com, Petco and Ulta Beauty Report Strong Sales Growth

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended March 13, 2022, namely Dick’s Sporting Goods, JD.com, Petco and Ulta Beauty.

Deep Dive | March 15, 2022 Premium

Luxury Brands: To DTC or Not To DTC?

Luxury brands have been gravitating toward the direct-to-consumer (DTC) model for years, and the pandemic has boosted this shift, putting the wholesale model in a fix. In this report, we discuss the DTC model in luxury retail.

Event Coverage | March 14, 2022 Premium

Kroger 2022 Business Update: Alternative Profit Streams To Support Future Margin Expansion

On March 4, 2022, Kroger hosted its 2022 Business Update event in Orlando, Florida. We present key insights from the event, outlining Kroger’s strategies to bolster its fresh food category, elevate its customer experience and accelerate digital growth and profitability.

Event Coverage | March 11, 2022 Premium

Kohl’s Investor Day 2022: Sephora, Active, Digital and 100 Small-Format Stores To Drive Growth

We present key insights from Kohl’s virtual Investor Day on March 7, 2022, covering the retailer’s plans to drive growth through its Sephora shop-in-shop business, open smaller stores, become the active lifestyle destination for the entire family and achieve digital expansion.