Event Coverage | January 6, 2022 Premium CES 2022 Day One: Blockchain and NFTs Are Revolutionizing the Digital WorldWe present our top 10 takeaways from the first full day of CES, held on January 5, covering blockchain, NFTs (non-fungible tokens) and more. Read More
Market Navigators/Market Outlook | January 6, 2022 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. Read More
Company Profile | January 5, 2022 Premium Schwarz (Lidl and Kaufland) Company ProfileSchwarz is a Germany-based retailer that operates discount supermarket chain Lidl and hypermarket chain Kaufland. Headquartered in Neckarsulm, Germany, the company operates more than 11,000 Lidl stores in 32 countries across Europe and the US, while Kaufland operates 1,300 stores in eight European countries. Read More
Company Profile | January 5, 2022 Premium Reliance Retail Ventures Company ProfileReliance Retail Ventures is a retailer of apparel, food and beverages, general merchandise, and home and personal care. Headquartered in Mumbai, the company operates stores across India. Read More
Event Coverage | January 5, 2022 Premium CES 2022: 10 Insights from the Media Days—5G, the Metaverse, Mental Wellness and MoreWe present 10 key insights from the media days of CES 2022. We discuss key developments in the consumer electronics space, covering 5G, the metaverse, mental wellness and more. Read More
Event Coverage | January 4, 2022 Premium CES 2022: Five Cool Products Seen at CES UnveiledThe Coresight Research Team is attending CES 2022 in Las Vegas this week. We present five cool products we saw at CES Unveiled, a product showcase held on January 4, 2022. Read More
Deep Dive | January 3, 2022 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. Read More
Insight Report | January 3, 2022 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. Read More
Store Tracker | December 31, 2021 Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 52: US Store Closures Down 42% 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 Indochino, Thorntons and World Market in the US and Toolstation in the UK. Read More
Company Profile | December 26, 2021 Premium Stitch Fix (NASDAQ: SFIX) Company ProfileStitch Fix is a US-based online personal styling service for accessories, apparel and footwear. Headquartered in San Francisco, California, the company operates in the UK and the US. Read More
Analyst Corner | December 26, 2021 Register for Free Access Weinswig’s Weekly: Looking Back at the Many Silver Linings of 2021This week’s note “From the Desk of Deborah Weinswig” discusses the many silver linings from 2021 in the US. Read More
Store Tracker | December 24, 2021 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. Read More
Insight Report | December 23, 2021 Premium US Apparel and Beauty Spending Tracker: November Clothing and Footwear Spending Up by Almost One-QuarterThe Coresight Research US Apparel and Beauty Spending Tracker provides a monthly update on the trajectory of consumer spending on beauty, clothing and footwear. In this report, we discuss data from November 2021, which show an ongoing recovery in consumer spending on apparel as consumers renew their wardrobes and resume social activities. Read More
Deep Dive | December 23, 2021 Premium The New Age of Customer-First Supply Chains: Can Profits and Sustainability Align in the Supply Chain?The final installment in our The New Age of Customer-First Supply Chains series focuses on environmental sustainability and profitability in the supply chain through the lens of Coresight Research’s proprietary sustainability framework, EnCORE. Read More
Deep Dive | December 23, 2021 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. Read More