Deep Dive | September 23, 2021 Premium Five Key DTC Strategies in ApparelThe rise of the direct-to-consumer model (versus wholesale)—known as DTC—is a key trend in digital retail. In this report, we dive into five key DTC strategies that brands can use to get ahead in the apparel sector. Read More
Insight Report | September 22, 2021 Premium Big Billion Days 2021 Preview: Flipkart’s Event To Focus on Discounts, Consumers and Third-Party SellersWe present a preview of the key features of this year’s Big Billion Days (BBD) shopping festival in India, which will be hosted by major e-commerce player Flipkart on October 7–12, 2021. Read More
Insight Report | September 22, 2021 Premium Holiday 2021: US Last-Mile Delivery To See Peak Challenges—Four TrendsOver the holiday season, existing pandemic-driven last-mile disruption will be exacerbated by heightened demand. We assess the challenges ahead for retailers and strategies they can adopt in response. Read More
Insight Report | September 15, 2021 Premium Competitions and Festivals Heat Up the Live-Shopping Space: Livestreaming Latest, September 2021As part of our Livestreaming Latest series, we present recent M&A and investment activity as well as three notable trends in the global livestreaming space—namely, the launch of new live shopping festivals, the use of competitions to engage viewers and the rise of themed livestreams. We also offer examples of recent livestreaming events from retail companies globally. Read More
Insight Report | September 14, 2021 Premium New Retail in China: Global Apparel and Beauty Brands Flock to JD.comWe 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. Read More
Deep Dive | September 13, 2021 Premium US Off-Price Retail: Strategies in the Physical and Digital ChannelsAs 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. Read More
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. Read More
Insight Report | September 7, 2021 Premium Earnings Insights 2Q21, Week 6: American Eagle Outfitters Maintains Strong Growth Momentum; PVH Corp. Sees Gradual RecoveryOur 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. Read More
Insight Report | September 6, 2021 Premium Indian Startup Funding in 2021 Already Surpasses 2020 Total, Heralding a Record Year for the EcosystemThe 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. Read More
Deep Dive | September 6, 2021 Premium Fulfillment in US Grocery E-Commerce: Heading Toward Greater DiversityWe 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. Read More
Insight Report | September 1, 2021 Premium Stitch Fix: How the Online Personal Styling Service Is Disrupting the US Apparel MarketStitch 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. Read More
Store Tracker | September 1, 2021 Databank Members US Store Tracker Extra, August 2021: Major US Retailers To Close 56 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 August 27, 2021, versus the comparable period in 2020. Read More
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 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 29, 2021, including apparel specialty retailers Dick’s Sporting Goods, Foot Locker, Gap and Urban Outfitters. Read More
Insight Report | August 31, 2021 Premium India Retail Insights: The Future of Brick-and-Mortar RetailBrick-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. Read More
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 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 22, 2021—namely, Kohl’s, Macy’s, Ross Stores, Target, TJX and Walmart. Read More