Event Coverage | June 10, 2021 Register for Free Access Coresight Research x Prevedere: The Power of Intelligent Forecasting for US CPG Companies in an Increasingly Volatile WorldCoresight Research and Prevedere hosted an online event to discuss the current consumer packaged goods (CPG) landscape in the US and the importance of using artificial intelligence and machine learning in demand forecasting and personalization. We present key insights from the event. Read More
Insight Report | June 8, 2021 Premium Earnings Insights 1Q21, Week 4: Big Lots, Five Below and Lululemon Post Strong Results, While PVH Corp. Sees a Slower RecoveryOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended June 6, 2021—namely, Big Lots, Five Below, Lululemon Athletica and PVH Corp. Read More
Deep Dive | June 7, 2021 Premium Playbook: Evolving the Last Mile in the USIn this Playbook, we present four key strategies that US retailers can adopt to gain a competitive advantage in the last mile, covering in-house logistics infrastructure, returns, sustainability, and technology for BOPIS and curbside pickup. Read More
Market Outlook | June 3, 2021 Premium Market Outlook: US Department Stores—Opportunities in E-Commerce and ApparelIn this Market Outlook, we discuss the performance and outlook for the US department store sector. We explore e-commerce penetration, the competitive landscape and US retail innovators. We also discuss key themes in the sector, covering supply chains, new retail partnerships and continuing category expansion. Read More
Insight Report | June 2, 2021 Premium Earnings Insights 1Q21, Week 3: American Eagle Outfitters, Foot Locker, Gap and Urban Outfitters Report Strong Sales GrowthOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended May 30, 2021, including American Eagle Outfitters, Dollar Geeral, Foot Locker, Gap, Guess?, Ulta Beauty, Urban Outfitters, VF Corporation, Williams-Sonoma and more. Read More
Insight Report | June 1, 2021 Premium How Will Amazon Fresh Stores Impact the US Grocery Market?Amazon is rapidly expanding the footprint of its Amazon Fresh store format in the US. We discuss three key ways that Amazon’s recently launched store format will impact US grocery retailers and the overall market. Read More
Company Profile | May 30, 2021 Premium Ollie’s Bargain Outlet Holdings, Inc. (NASDAQ: OLLI) Company ProfileOllie’s Bargain Outlet is a retailer of apparel, food and beverages, general merchandise, and health and beauty products. Headquartered in Harrisburg, Pennsylvania, the company operates stores across the US. Read More
Insight Report | May 25, 2021 Premium Earnings Insights 1Q21, Week 2: Ross Stores and TJX Post Strong Results, While Kohl’s and Macy’s See a Slower RecoveryOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended May 23, 2021 (and earlier), including BJ’s Wholesale Club, Home Depot, JD.com, Kohl’s, L Brands, Lowe’s, Macy’s, Ralph Lauren, Ross Stores, Target, TJX and Walmart. Read More
Market Outlook | May 25, 2021 Premium Market Outlook: Apparel and Footwear Specialty Retailers in the US, the UK and China—Prospects for RecoveryIn this Market Outlook, we discuss the performance and outlook for the apparel and footwear specialty retail market, with a focus on the US, the UK and China. We provide our market sizing estimates for 2021 and beyond, and we consider the primary trends that will drive demand. This report also explores e-commerce penetration, the competitive landscape, US retail innovators and key themes—including demand for activewear, sustainability initiatives and the growth of DTC (direct-to-consumer). Read More
Insight Report | May 21, 2021 Register for Free Access US Online Grocery Survey 2021: Post-Surge Prospects (Select Findings)Our fourth annual online grocery survey explores the development of US online grocery shoppers’ behavior and preferences, with a focus on the impact of Covid-19. In this free report, we present three key insights from our proprietary survey data. Read More
Deep Dive | May 20, 2021 Premium US Online Grocery Survey 2021: Post-Surge ProspectsOur fourth annual online grocery survey explores the development of US online grocery shoppers’ behavior and preferences, with a focus on the impact of Covid-19. We explore how many shoppers are buying food and essentials online, how much they purchase online and which retailers they are buying from, among other findings. Read More
Deep Dive | May 19, 2021 Premium Head-to-Head in CPG: P&G vs. UnileverAs part of Coresight Research’s Head-to-Head series, we compare P&G and Unilever, leading players in the global consumer packaged goods (CPG) industry. In this report, we provide insights into four key elements of their businesses, covering revenue growth and segmentation, as well as the two companies’ strategies for digital transformation and driving growth. Read More
Insight Report | May 18, 2021 Premium Earnings Insights 1Q21, Week 1: Estée Lauder and L’Oréal Report Positive Sales Growth on a Two-Year BasisOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended May 16, 2021 (and earlier), including Amazon, Estée Lauder, Grocery Outlet, Guess?, Hanesbrands, L’Oréal, Tractor Supply Company, Wayfair and more, as well as selected REITs. Read More
Insight Report | May 18, 2021 Premium US Subscription E-Commerce Market: Channel Shifts and Discretionary Rebound Set To Support GrowthThe US subscription e-commerce market is set to see strong sales growth in 2021, building on high online shopping demand amid the pandemic in 2020. We discuss our market outlook for 2021, the competitive landscape in US subscription e-commerce and opportunities related to four trends we are watching in the market. Read More
Deep Dive | May 13, 2021 Premium Head-to-Head in Beauty: Sephora vs. UltaAs part of Coresight Research’s Head-to-Head series, we compare Sephora and Ulta, the leading beauty retailers in the US. In this report, we provide insights into the two companies’ sales performance and e-commerce penetration rates as well as their evolving store portfolios, merchandise offerings, and diversity and inclusion initiatives. Read More
