Company Profile | August 18, 2021 Premium Hudson’s Bay (TSX: HBC) Company ProfileHudson’s Bay Company is a Canada-based retailer of apparel, beauty, grocery and home-improvement products. Headquartered in Brampton, Ontario, the company operates across Canada and the US. Read More
Insight Report | August 18, 2021 Premium Supply Chain Briefing: Labor Scarcities Loom, Factory Shutdowns Force Supply Reallocation and Foam Shortage Impacts Home SectorAs part of our Supply Chain Briefing series, we examine key challenges and developments on retail’s supply side and their implications for the retail environment. In this report, read our analysis of labor scarcities, foam shortages and factory shutdowns in Vietnam. Read More
Insight Report | August 17, 2021 Premium Earnings Insights 2Q21, Week 3: eBay and The RealReal Maintain Strong Growth Momentum; Canada Goose Sees Sales Recovery SlowOur 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 15, 2021—namely, eBay, Canada Goose, Grocery Outlet and The RealReal. Read More
Free Data Graphic | August 16, 2021 Free Report Coresight Bites: European Apparel E-Commerce Platforms—Gaining Share of an Expanding MarketWe present Coresight Bites: European Apparel E-Commerce Platforms—Gaining Share of an Expanding Market Read More
Insight Report | August 13, 2021 Premium ASOS Capital Markets Day 2021: Company To Expand Its Fulfillment Center Capacity by 50% in Next Two YearsThe Coresight Research team attended the virtual ASOS Capital Markets Day on August 10, 2021. In this report, we present insights from the event, covering fulfillment center automation and logistics network expansion, optimizing transportation, and sustainability. Read More
Deep Dive | August 11, 2021 Premium European Apparel E-Commerce Platforms: Gaining Share of an Expanding MarketWhile the overall Western European apparel and footwear market continues to see gradual post-pandemic recovery, pure-play e-commerce retail companies are witnessing very strong trends. We discuss the competitive landscape and outlook for three leading European apparel and footwear e-commerce retail firms in our Coresight 100 list: ASOS, Boohoo Group and Zalando. We cover four key investment areas for these e-commerce players, as well as three trends we are watching. Read More
Insight Report | August 10, 2021 Premium Earnings Insights 2Q21, Week 2: Hanesbrands and VF Corporation See Robust Recovery; Macerich and Simon Property Group Raise GuidanceOur 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 8, 2021—including Alibaba, Hanesbrands, Macerich, Simon Property Group and VF Corporation. Read More
Deep Dive | August 10, 2021 Premium US Consumer Tracker: Amazon Prime—Why Members Join the Program and Why Other Shoppers Don’tOur latest survey report reviews Amazon Prime membership among US consumers, including the reasons shopper do or do not join the program. We also present findings on where, how and how much consumers are spending, as well as consumer avoidance of public places and what activities they have done in the past two weeks. Read More
Company Profile | August 9, 2021 Premium Rent the Runway Company ProfileRent the Runway is an online platform for accessories, apparel and footwear rental. Headquartered in New York City, the company operates in the US. Read More
Company Profile | August 6, 2021 Premium Canada Goose Holdings Inc. (TSX: GOOS) Company ProfileCanada Goose is a Canada-based retailer of accessories and apparel. Headquartered in Toronto, the company operates in over 50 countries. Read More
Insight Report | August 6, 2021 Premium US Department Store Insights: Assessing Recoveries and OutlooksAhead of second-quarter earnings, we review metrics on US department stores’ recoveries so far. We focus on the three leading chains—Kohl’s, Macy’s and Nordstrom. We discuss trends in comparable sales, revenue, digital sales, trending categories and areas of note by management. We also summarize the three department stores’ outlook for fiscal 2021. Read More
Market Outlook | August 5, 2021 Premium Market Outlook: Apparel and Footwear in the US, the UK and China—Strong US RecoveryIn Market Outlook report, we provide an update on the recovery of the clothing and footwear market in the US, the UK and China. We present our updated market sizing estimates for 2021 and beyond and discuss e-commerce penetration, competitive landscape and key themes in the market. Read More
Deep Dive | August 4, 2021 Premium Think Tank: China—The Vanguard in Luxury ConsumptionChinese consumers are at the forefront of luxury consumption. In this Think Tank, we present our market trajectory estimates and four key trends within China’s luxury retail growth. We also cover selected luxury brands and companies in China, and the role of e-commerce giants Alibaba and JD.com in facilitating China’s luxury ecosystem. Our report includes insights from our conversations with key personnel at Alibaba Group and JD.com. Read More
Store Tracker | August 4, 2021 Premium US Store Tracker Extra, July 2021: Major US Retailers To Open 61 Million Square Feet of Retail Space in 2021The 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 30, 2021, versus the comparable period in 2020. Read More
Insight Report | August 4, 2021 Premium Insights from Amazon’s India Prime Day 2021: A Road to Redemption for Small-Scale Physical RetailersAmazon India held its fifth annual Prime Day shopping festival on July 26–27, 2021. We present insights from the event, covering Amazon’s preparations for the event, sales results and notable deals and discounts. Read More
