Coresight 100

Access 7,000+ research reports and presentations on the retail and technology ecosystem, covering consumers, companies, economies, and retail and technology trends. Filter by product, sector, themes, regions, companies, or other parameters below. Alternatively, use the search box above to find relevant research content.

Insight Report | September 14, 2021 Premium

New Retail in China: Global Apparel and Beauty Brands Flock to JD.com

We discuss recent developments in New Retail in China, including global luxury and apparel brands opening flagship stores on JD.com, Alibaba’s partnership with the government of Hainan province and ByteDance’s investment in brand management company Hangzhou Weinian.

Deep Dive | September 13, 2021 Premium

US Off-Price Retail: Strategies in the Physical and Digital Channels

As the US off-price sector becomes increasingly competitive, we explore the physical and digital strategies of major off-price retailers Burlington Stores, Nordstrom Rack, Ross Stores and The TJX Companies. We discuss brick-and-mortar expansion over the past 10 years, store productivity, trends in physical retail and digital growth.

Deep Dive | September 8, 2021 Premium

Head-to-Head in Apparel Specialty Retail: H&M vs. Inditex (Zara)

As part of Coresight Research’s Head-to-Head series, we compare H&M and Inditex (the owner of Zara), two of the biggest players in the global apparel specialty retail sector. We provide insights into five key elements of their businesses.

Insight Report | September 7, 2021 Premium

Earnings Insights 2Q21, Week 6: American Eagle Outfitters Maintains Strong Growth Momentum; PVH Corp. Sees Gradual Recovery

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended September 5, 2021—namely, American Eagle Outfitters, PVH Corp., Big Lots and Five Below.

Insight Report | September 6, 2021 Premium

Indian Startup Funding in 2021 Already Surpasses 2020 Total, Heralding a Record Year for the Ecosystem

The Indian startup ecosystem is experiencing a record year, with funding already surpassing totals levels from 2020 or any year prior. We examine key startups that are attracting funding and analyze the recent performance of startups by sector.

Deep Dive | September 6, 2021 Premium

Fulfillment in US Grocery E-Commerce: Heading Toward Greater Diversity

We assess the rapidly evolving US online grocery-delivery market, which has been impacted by changing consumer expectations amid the Covid-19 pandemic. We discuss disruptive new players in the fulfillment landscape and the challenges facing retailers.

Insight Report | September 1, 2021 Premium

Stitch Fix: How the Online Personal Styling Service Is Disrupting the US Apparel Market

Stitch Fix has expanded from a startup to a multibillion-dollar public retail company within just 10 years of its incorporation. We review the company’s business model in detail, highlighting the company’s major growth strategies and revenue drivers.

Store Tracker | September 1, 2021 Premium

US Store Tracker Extra, August 2021: Major US Retailers To Close 56 Million Square Feet of Retail Space in 2021

The 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 August 27, 2021, versus the comparable period in 2020.

Insight Report | August 31, 2021 Premium

Earnings Insights 2Q21, Week 5: Dick’s Sporting Goods, Foot Locker, Gap and Urban Outfitters Post Strong Results; Ulta Beauty Raises Guidance

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended August 29, 2021, including apparel specialty retailers Dick’s Sporting Goods, Foot Locker, Gap and Urban Outfitters.

Insight Report | August 31, 2021 Premium

India Retail Insights: The Future of Brick-and-Mortar Retail

Brick-and-mortar retailers in India need to adapt to changes in consumer confidence and preferences amid pandemic recovery and beyond. As part of our India Retail Insights series, we discuss the future of brick-and-mortar retail in India, covering pandemic-led changes in consumer confidence and behavior, actions that retailers can take to attract customers back to stores, government policies to support brick-and-mortar retailers and opportunities for international retail players.

Insight Report | August 24, 2021 Premium

Earnings Insights 2Q21, Week 4: Ross Stores and TJX See Robust Recovery; Kohl’s, Macy’s, Target and Walmart Raise Guidance

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended August 22, 2021—namely, Kohl’s, Macy’s, Ross Stores, Target, TJX and Walmart.

Company Profile | August 23, 2021 Premium

Instacart (Maplebear Inc.) Company Profile

Instacart is a US-based provider of online delivery and pickup services for apparel, general merchandise, groceries and prescriptions. Headquartered in San Francisco, the company operates across 5,500 cities in the US and Canada.

Store Tracker | August 20, 2021 Premium

Weekly US and UK Store Openings and Closures Tracker 2021, Week 33: US Store Closures Down 37% Year over Year

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Lowe’s and Trader Joe’s in the US and B&M, Homebase and Poundland in the UK.

Company Profile | August 19, 2021 Premium

Grocery Outlet (NASDAQ: GO) Company Profile

Grocery Outlet is a retailer of food and beverages, general merchandise, and health and beauty products. Headquartered in Emeryville, the company operates stores across the US.

Deep Dive | August 19, 2021 Premium

Head-to-Head in Discount Retail: Dollar General vs. Dollar Tree, Inc.

As part of Coresight Research’s Head-to-Head series, we compare Dollar General and Dollar Tree, Inc., the two largest dollar store companies in the US by revenue and store count. In this report, we provide an overview of both companies, including market share, and cover three key elements of their businesses—comprising revenue, profitability and store strategy.