January 24, 2022 Deep Dive Databank Members US Consumer Tracker: Omicron Avoidance Begins To EaseIn this week’s US Consumer Tracker, we present consumer habits that suggest avoidance of public places in the face of Omicron is beginning to ease.
January 24, 2022 Insight Report Premium Holiday 2021: UK Retail Wrap-Up—Reviewing Patterns of Recovery in Trading Updates and Retail SalesWe review UK holiday retail performance, through major retailers’ trading updates and recently published retail sales data.
January 12, 2022 Insight Report Premium Brand Mashups in Fashion: Benefits in Consumer Engagement, Access to New Markets and MoreWe explore the value of brand mashups (collaborations) in the fashion industry, highlighting three primary benefits of this strategy with examples of recent high-profile collaborations.
January 11, 2022 Deep Dive Databank Members US Consumer Tracker: Two-Thirds Avoiding Public Places; Dollar Tree Price-Hike ImpactOur latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Notably this week, amid the spread of the Omicron variant, over two-thirds of consumers are now avoiding public places. Dollar Tree also saw a meaningful decline in shoppers following its recent price hike.
January 6, 2022 Market Navigators/Market Outlook Premium Market Outlook: Global Fast Fashion—Poised for Strong GrowthIn this Market Outlook, we explore the global fast-fashion industry and present our expectations for future growth, as well as key market drivers. We discuss the market’s competitive landscape, retail innovators and themes we are watching.
January 4, 2022 Deep Dive Premium The US Handbag Market: Sustainability and Resale Drive GrowthFollowing recovery in 2021 to pre-crisis levels, we discuss the US handbag market, including our outlook for 2022 and beyond. We also cover the main market drivers, key trends and headwinds we are seeing.
January 3, 2022 Deep Dive Databank Members US Consumer Tracker: Omicron Drives Further Consumer AvoidanceAs the holiday season draws to a close, the rapid spread of the Omicron variant is driving a resurgence in consumer caution. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail.
January 3, 2022 Insight Report Premium 3Q21 US Retail Inventory Tracker: Inventories Jump Despite Supply Chain ConstraintsOur 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 3Q21 and assess how and why levels are changing. This quarter, many retailers posted higher two-year inventory turnover rates on a two-year basis.
December 24, 2021 Insight Report Premium 3Q21 US Department Store Insights: Revenue Surpasses 3Q19 LevelsWe review metrics on US department stores’ recoveries in the third quarter of 2021. 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.
December 24, 2021 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 51: US Store Openings Up 55% Year over YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Hy-Vee, Kohl’s and Market Basket in the US and Monsoon Accessorize, Poundstretcher and Rituals in the UK.
December 23, 2021 Deep Dive Premium 3Q21 US Earnings Season Wrap-Up: Most Brands and Retailers Enjoy Another Strong QuarterWe 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 third quarter of 2021, considering consensus estimates and year-over-year changes.
December 23, 2021 Insight Report Premium Supply Chain Briefing: How Are Retailers and Ports Addressing Disruptions?As part of our Supply Chain Briefing series, we analyze how businesses are chartering ships and automating logistics, and discuss extended port hours in the US ahead of the new year.
December 16, 2021 Deep Dive Premium 2022 China E-Commerce Trends: Opportunities Under PressureWe present our flagship yearly report on Chinese e-commerce trends. China’s highly platformized $2 trillion e-commerce sector is facing increased regulatory pressures, and we see these opening up opportunities for a more diverse online retail channel in 2022.
December 14, 2021 Deep Dive Premium 10 Trends in US GroceryThe US grocery market is evolving rapidly, and the change brought by the pandemic will in many areas be permanent. We present 10 key grocery trends to watch in 2022, and identify strategies for brands and retailers to best capitalize on momentum in each area.
December 14, 2021 Insight Report Premium Coty Investor Day 2021: Company Sees FY22–FY25 Revenue CAGR of 6%–8%The Coresight Research team attended Coty’s Investor Day 2021. We present key insights from the event, covering the company’s growth plan through fiscal 2025 and its six strategic pillars to achieve growth. Notably, the pillars cover sustainability, social advocacy, e-commerce and expansion in China.
