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
Insight Report | December 22, 2021 Free Report Happy Holidays! 2021 Year-End LetterHappy holidays from Coresight Research Read More
Free Data Graphic | December 21, 2021 Free Report Three Things You Need To Know: SPACs in Retail Outlook—Strong Opportunities for RetailersWe present Three Things You Need To Know: SPACs in Retail Outlook—Strong Opportunities for Retailers Read More
Insight Report | December 21, 2021 Premium The 12 Weeks of Holidays 2021: #12— Holiday HomestretchThe final installment in our The 12 Weeks of Holidays 2021 series reviews reported US retail sales in the holiday shopping season to date and the key themes characterizing the season this year—covering Covid-19 impacts and inflation. Read More
Insight Report | December 20, 2021 Premium November 2021 UK Retail Sales: Black Friday Demand and Decade-High Inflation Support Acceleration in GrowthUK retail sales continued to grow, year over year, in November 2021, during the holiday season and registered the largest two-year growth in decades. We review data for UK retail in total and by sector for November 2021, covering year-over-year and two-year growth trends. Read More
Insight Report | December 20, 2021 Premium India Retail Insights: Group Buying—A Discount-Led Model Gaining Popularity in India’s Low-Tier MarketsGroup buying, a discount-led e-commerce model, is gaining prominence in India. We explore India’s group-buying market, including its key players, opportunities and challenges. Read More
Deep Dive | December 20, 2021 Databank Members US Consumer Tracker: Consumer Caution over Omicron Variant EasesAs we head into the homestretch of the holiday season, consumer caution over the Omicron variant has declined. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Market Navigators/Market Outlook | December 20, 2021 Premium Market Outlook: India E-Commerce—Heading Toward $200 BillionIn this Market Outlook, we explore e-commerce in India and present our expectations for future growth, as well as key market drivers. We discuss the market’s competitive landscape, investment activity, retail innovators and themes we are watching. Read More
Analyst Corner | December 19, 2021 Register for Free Access Weinswig’s Weekly: Are Digital-First Retailers Losing the Battle for Online Shoppers?This week’s note “From the Desk of Deborah Weinswig” discusses digital-first retailers and the battle for online shoppers. Read More
Store Tracker | December 17, 2021 Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 50: US Store Openings and Closures Neck-and-NeckOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Alimentation Couche-Tard, Build-A-Bear and Vince Holdings in the US and Amazon, Dr. Martens and RH in the UK. Read More
Deep Dive | December 16, 2021 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. Read More
Deep Dive | December 14, 2021 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. Read More
Insight Report | December 14, 2021 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. Read More
Deep Dive | December 14, 2021 Databank Members US Consumer Tracker: In-Store Shopping Bounces in the Holiday HomestretchAs we head into the homestretch of the holiday season, more consumers are buying apparel and toys/games—two popular product categories for gifting. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Deep Dive | December 13, 2021 Premium SPACs in Retail Outlook: Strong Opportunities for RetailersThe US SPAC trend has remained solid in 2021. We explore key retail sectors for recent SPAC activity, recent retail-focused SPAC merger transactions by retail category and our post-merger analysis. We also discuss retail-focused SPAC developments in the pipeline for 2022 and present our insights into the future of SPACs in retail. Read More
