Coresight 100

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Insight Report | April 22, 2021 Premium

ASOS Capital Markets Day 2021: Topshop To Contribute to Doubling of In-House Brand Sales

The Coresight Research team attended the virtual ASOS Capital Markets Day on April 20, 2021. In this report, we present insights from the event, covering the company’s “top destination for 20-somethings worldwide” vision, in-house brand growth and fiscal 2021 targets, and sustainability and inclusivity goals.

Deep Dive | April 21, 2021 Premium

Head-to-Head in Department Store Retail: Kohl’s vs. Macy’s

As part of Coresight Research’s new Head-to-Head series, we compare Kohl’s and Macy’s, the leading department store chains in the US. In this report, we provide insights into the two companies’ revenue growth and discuss their recent innovations in physical and digital retail.

Insight Report | April 21, 2021 Premium

Is Home Fitness the Future of the US Fitness Industry?

Consumers turned to at-home fitness solutions when the Covid-19 pandemic hit, as gyms were forced to close or limit capacity. We explore the growing home fitness market in the US and its prospects for the future.

Insight Report | April 20, 2021 Premium

Retail Robustness Index: April 2021 Update—Relative Stability Amid Renewed Temporary Closures and Management Changes

Coresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand amid the Covid-19 pandemic. The April 2021 update revises the scores based on financial reports and store- and management-related announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in January 2021.

Company Profile | April 19, 2021 Premium

Flipkart Company Profile

Flipkart is an India-based e-commerce retailer of apparel, consumer electronics and fashion. Headquartered in Bangalore, the company operates across India.

Deep Dive | April 12, 2021 Premium

Think Tank: Textile Innovations in the Apparel and Footwear Market

In this Think Tank, we explore two key areas of textile innovation that are gaining traction in the global apparel and footwear market: performance and sustainability. We present market analysis and discuss heightened consumer focus on wellness and sustainability as key market drivers. This report provides an overview of selected textiles and considers three notable innovators—namely, Celliant, Evrnu and OROS. We also present key themes that we are watching in the textile innovation space, including partnerships and fashion upcycling.

Store Tracker | April 9, 2021 Premium

Weekly US and UK Store Openings and Closures Tracker 2021, Week 14: Urban Outfitters To Open 55 Stores

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Best Buy, Guess, Johnnie-O, The Collected Group, and Urban Outfitters in the US and Astrid & Miyu, Browns, Craghoppers and Semichem in the UK.

Insight Report | April 8, 2021 Premium

Kroger Investor Day 2021: Plans To Double E-Commerce Sales (Again) by 2023, Leading With Fresh

The Coresight Research team attended Kroger’s virtual Investor Day on March 31, 2021. In this report, we present insights from the event, covering the three core initiatives under the company’s go-forward strategy, called “Leading With Fresh and Accelerating With Digital.”

Insight Report | April 7, 2021 Premium

4Q20 US Retail Inventory Tracker: Discretionary Retailers Post Improved Inventory Turnover Rates

Our quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 4Q20 and assess why levels may have changed from the year-ago period—with most retailers posting improved inventory turnover levels.

Deep Dive | April 6, 2021 Premium

4Q20 US Earnings Season Wrap-Up: Discretionary Sectors See Mixed Recovery

We assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the fourth quarter of 2020, considering consensus estimates and year-over-year changes. Just over half of the companies covered beat revenue consensus estimates, with home and home-improvement retailers, discount retailers, e-commerce companies and mass merchandisers enjoying a particularly strong quarter.

Insight Report | April 5, 2021 Premium

New Retail in China: Tencent Invests in Rakuten, Seeks Collaboration in E-Commerce

We discuss recent developments in New Retail in China, including Tencent’s investment in Japanese e-commerce solutions provider Rakuten. We also discuss the latest funding update for JD Property and Pinduoduo’s renewed commitment to digitalizing its agricultural product supply chain.

Deep Dive | April 1, 2021 Premium

US Retailers Leverage Technology To Make the Last Mile a Competitive Advantage

Consumer demand has been increasing for faster, more secure and trackable fulfillment. We discuss four technological innovations that US retailers are implementing to increase the efficiency of their last-mile logistics operations and thus gain a competitive advantage: autonomous delivery robots, BOPIS and curbside pickup, smart lockers and visibility tools.

Store Tracker | March 31, 2021 Premium

US Store Tracker Extra, March 2021: Openings Set To Outpace Closures by Almost 9 Million Square Feet

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 March 26, 2021, versus the comparable period in 2020.

Insight Report | March 30, 2021 Premium

US Department Store Insights, 4Q20: Elevated Digital Sales and Strength in Home and Active Categories

Coresight Research’s new US Department Store Insights quarterly series covers the recent performance of Kohl’s, Macy’s and Nordstrom, highlighting trends in comparable sales, revenue, digital sales, product categories and areas of note by management. In this report, we look at the performance of the three retailers in the fourth quarter of 2020 (4Q20, ended January 30, 2021) and discuss relevant fiscal 2020 highlights.

Insight Report | March 25, 2021 Premium

US Home-Goods Retailers Step Up Focus on Mobile Applications

Home-goods retailers are stepping up their focus on mobile applications as part of a wider pivot to e-commerce. We discuss the most recent initiatives taken by Home Depot, IKEA and Tractor Supply to improve their mobile app offerings.