Market Navigators/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 Databank Members 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
Insight Report | August 3, 2021 Premium Earnings Insights 2Q21, Week 1: Prime Day Supports Amazon Growth, L’Oréal Sees Robust 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 August 1, 2021—namely, Amazon, L’Oréal and Unibail-Rodamco-Westfield. Read More
Deep Dive | August 2, 2021 Premium Inclusive Corporate Strategies in US RetailCompanies are focusing on their corporate strategies to improve diversity through internal teams, products and the supply chain. We explore inclusivity in corporate structures and policies, with examples of recent initiatives by brands and retailers operating in the US. Read More
Insight Report | July 28, 2021 Premium Supply Chain Briefing: Chips, Ships and Paperboard—Shortages and Challenges in the First Half of 2021In our new 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 semiconductor and packaging material shortages, as well as port blockages. Read More
Insight Report | July 27, 2021 Premium Shein: How Is the Chinese Brand Conquering the US Fast-Fashion Market?China-based online clothing brand Shein has taken the US fast-fashion market by storm. We explore how Shein has found success, reviewing its business model and marketing strategies. Read More
Deep Dive | July 26, 2021 Premium 10 Trends in Global Apparel and Footwear RetailAfter so much disruption in 2020 amid the pandemic, 2021 is proving to be a year of change and recovery for apparel brands and retailers. We present 10 trends that are impacting global apparel and footwear retail and identify strategies for apparel brands and retailers to best capitalize on momentum in each area in 2021 and beyond. Read More
Insight Report | July 23, 2021 Premium L Brands Investor Day 2021: Bath & Body Works Outlines Expansion Plan, Victoria’s Secret Details Comeback StrategyWe present key insights from the L Brands virtual Investor Day on July 19, 2021, covering BBW and Victoria’s Secret’s upcoming split, each business’s financial outlook and strategies for the medium term. Read More
Deep Dive | July 22, 2021 Premium RetailTech: CRM Software—It’s All About the CustomerAs part of our RetailTech report series, we discuss CRM (customer relationship management) software, a powerful fundamental technology that enables retailers and other enterprises to automate and manage the entire sales and customer-support process. Read More
Deep Dive | July 22, 2021 Premium How US Consumers Are Shopping for Groceries: Analyzing Traffic, Ticket, E-Commerce and Inflation in CPGThe CPG and grocery sector showed exceptional strength and has remained one of the strongest performing retail segments throughout the pandemic. Using data from IRI resources, we discuss three key ongoing trends in the US CPG market, as well as regional CPG sales growth. Read More
Deep Dive | July 21, 2021 Premium Amazon Apparel Consumer Survey 2021: Amazon Outperforms in a Tough Year for US Clothing and FootwearAs US retail continues to recover from the Covid-19 pandemic—which hit the apparel sector particularly hard—we explore how many US shoppers are buying clothing and footwear on Amazon, why, and where (if anywhere) they are switching spending from—among many other findings. This is Coresight Research’s fourth annual Amazon apparel survey report. Read More
Deep Dive | July 19, 2021 Premium Aldi, Lidl and Grocery Outlet: Impacts in US GroceryDiscounters make an outsized dent in the US grocery market, given the channel’s small size relative to other grocery retail channels and maintained strong growth momentum amid the pandemic. In this report, we discuss the developments of grocery discounters in the US and their impact on traditional grocery retailers, covering Aldi, Lidl and Grocery Outlet. Read More
Deep Dive | July 15, 2021 Premium M&A in Retail: How US Retailers Can Capitalize on Growth OpportunitiesWe analyze 2020 and year-to-date 2021 retail-focused mergers and acquisitions (M&A) activities in the US. We also assess opportunities and challenges for retailers seeking to enter M&A transactions. Read More