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Industry Insights: Decoding Shein and Temu

We present the fundamentals of Chinese e-commerce leaders Shein and Temu, covering their business models, supply chains and technologies. Explore the companies’ development timelines and uncover key insights into the factors driving their success. We also reveal 10 essential actions for retailers to take to rival Shein and Temu, spanning marketing, logistics and more.

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Earnings Insights 4Q23, Week 3: Crocs, Herbalife and L’Oréal See Strong Sales Growth; Capri Holdings and Hanesbrands Report Sales Declines

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended February 18, 2024, including Capri Holdings, Crocs, Hanesbrands, Herbalife Nutrition and L’Oréal.

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Ebook: Discount Decades

Our Discount Decades ebook explores the world of discount retailing in the US, covering key players across three sectors—apparel (including off-price), grocery (with a focus on limited-range discounters) and dollar stores (and adjacent discount formats). We discuss retailers’ revenues, profitability, store expansions, demographic profiles, success strategies and future growth potential.

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Earnings Insights 3Q23, Week 3: Coty and Ralph Lauren Report Positive Sales Growth; Capri Holdings, Hanesbrands and Qurate Retail See Sales Decline

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list as they report third-quarter 2023 earnings. This week, there are highlights from companies that reported in the week ended November 5, 2023, including Capri Holdings, Hanesbrands, Qurate Retail and Weis Market

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Earnings Insights 3Q23, Week 1: Deckers, Skechers, L’Oréal and Procter & Gamble Report Solid Results; Amazon Sees Further Improvement in Online Sales

Our weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on third-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended October 29, 2023, which include Amazon, Albertsons, Columbia Sportswear and Deckers Outdoor Corporation.

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