August 17, 2021 Insight Report Premium Earnings Insights 2Q21, Week 3: eBay and The RealReal Maintain Strong Growth Momentum; Canada Goose Sees Sales Recovery SlowOur 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 15, 2021—namely, eBay, Canada Goose, Grocery Outlet and The RealReal.
August 16, 2021 Free Data Graphic Free Report Coresight Bites: European Apparel E-Commerce Platforms—Gaining Share of an Expanding MarketWe present Coresight Bites: European Apparel E-Commerce Platforms—Gaining Share of an Expanding Market
August 13, 2021 Insight Report Premium ASOS Capital Markets Day 2021: Company To Expand Its Fulfillment Center Capacity by 50% in Next Two YearsThe Coresight Research team attended the virtual ASOS Capital Markets Day on August 10, 2021. In this report, we present insights from the event, covering fulfillment center automation and logistics network expansion, optimizing transportation, and sustainability.
August 11, 2021 Deep Dive Premium European Apparel E-Commerce Platforms: Gaining Share of an Expanding MarketWhile the overall Western European apparel and footwear market continues to see gradual post-pandemic recovery, pure-play e-commerce retail companies are witnessing very strong trends. We discuss the competitive landscape and outlook for three leading European apparel and footwear e-commerce retail firms in our Coresight 100 list: ASOS, Boohoo Group and Zalando. We cover four key investment areas for these e-commerce players, as well as three trends we are watching.
August 10, 2021 Insight Report Premium Earnings Insights 2Q21, Week 2: Hanesbrands and VF Corporation See Robust Recovery; Macerich and Simon Property Group 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 8, 2021—including Alibaba, Hanesbrands, Macerich, Simon Property Group and VF Corporation.
August 10, 2021 Deep Dive Databank Members US Consumer Tracker: Amazon Prime—Why Members Join the Program and Why Other Shoppers Don’tOur latest survey report reviews Amazon Prime membership among US consumers, including the reasons shopper do or do not join the program. We also present findings on where, how and how much consumers are spending, as well as consumer avoidance of public places and what activities they have done in the past two weeks.
August 6, 2021 Insight Report Premium US Department Store Insights: Assessing Recoveries and OutlooksAhead of second-quarter earnings, we review metrics on US department stores’ recoveries so far. 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.
August 5, 2021 Market Navigators/Market Outlook 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.
August 4, 2021 Deep Dive 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.
August 4, 2021 Store Tracker 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.
August 4, 2021 Insight Report 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.
August 3, 2021 Insight Report 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.
August 2, 2021 Deep Dive 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.
July 28, 2021 Insight Report 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.
July 27, 2021 Insight Report 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.
