Product TypeDeep Dive Product TypeDeep Dive | January 4, 2022 Premium The US Handbag Market: Sustainability and Resale Drive Growth Following recovery in 2021 to pre-crisis levels, we discuss the US handbag market, including our outlook for 2022 and beyond. We also cover the main market drivers, key trends and headwinds we are seeing.Read More
Product TypeInsight Report Product TypeInsight Report | January 3, 2022 Premium 3Q21 US Retail Inventory Tracker: Inventories Jump Despite Supply Chain Constraints Our 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
Product TypeInsight Report Product TypeInsight Report | December 24, 2021 Premium 3Q21 US Department Store Insights: Revenue Surpasses 3Q19 Levels We review metrics on US department stores' recoveries in the third quarter of 2021. 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.Read More
Product TypeStore Tracker Product TypeStore Tracker | December 24, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 51: US Store Openings Up 55% Year over Year Our 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
Product TypeDeep Dive Product TypeDeep Dive | December 23, 2021 Premium 3Q21 US Earnings Season Wrap-Up: Most Brands and Retailers Enjoy Another Strong Quarter We 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
Product TypeInsight Report Product TypeInsight Report | December 20, 2021 Premium November 2021 UK Retail Sales: Black Friday Demand and Decade-High Inflation Support Acceleration in Growth UK retail sales growth 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
Product TypeInsight Report Product TypeInsight Report | December 16, 2021 Premium November 2021 US Retail Sales: Sales Jump 15% Amid Raised Inflation November 2021 US retail sales, excluding gasoline and automobiles, grew by a strong 24.8% when compared to 2019 values. Using data from the US Census Bureau, we look at which retail sectors saw sales surge and which did not do well. Read More
Product TypeStore Tracker Product TypeStore Tracker | December 10, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 49: US Store Closures Inch Past Openings Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Daiso Japan, Hy-Vee and Wayfair in the US and Flying Tiger Copenhagen, Just for Pets and Shoe Zone in the UK.Read More
Product TypeDeep Dive Product TypeDeep Dive | December 7, 2021 Premium 2022 Retail and Technology Outlook—Preparing for a Year of Transition Coresight Research’s analysts provide directional outlooks, sector headwinds and tailwinds, and themes to watch in retail for 2022. Read More
Product TypeDeep Dive Product TypeDeep Dive | December 6, 2021 Premium UK Department Stores: Change Provides Opportunity The UK department store sector continues to undergo huge transformation. We analyze the recent performance of the sector and explore how change presents opportunities for future growth. We discuss the competitive landscape and present three trends that we expect to shape the sector moving forward.Read More
Product TypeInsight Report Product TypeInsight Report | December 6, 2021 Premium The 12 Weeks of Holidays 2021: #10—Running Out of Stock and Running Out of Time? As part of our The 12 Weeks of Holidays 2021 series, we examine the impacts of the supply chain crisis on major US retailers through the holiday season, and their strategies to mitigate disruption.Read More
Product TypeStore Tracker Product TypeStore Tracker | December 3, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 48: US Store Closures Down 39% Year over Year Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Allbirds and Citi Trends in the US and Clarks, Foot Locker and Superdry in the UK.Read More
Product TypeFlash Report Product TypeFlash Report | December 2, 2021 Register for Free Access Omicron Implications for Retail: First Thoughts The first US case of the new coronavirus variant, Omicron, has been reported in California. We examine the potential implications of the new variant for retail in the near future and for the months ahead. Read More
Product TypeStore Tracker Product TypeStore Tracker | December 1, 2021 Premium US Store Tracker Extra, November 2021: Major US Retailers To Open 70 Million Square Feet of Retail Space in 2021 The 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 November 26, 2021, versus the comparable period in 2020.Read More
Product TypeInsight Report Product TypeInsight Report | November 30, 2021 Premium Earnings Insights 3Q21, Week 5: American Eagle Outfitters, Dick’s, Foot Locker and Urban Outfitters Post Strong Results; Gap Revises Down Its Guidance Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended November 26, 2021, including apparel specialty retailers American Eagle Outfitters, Dick’s Sporting Goods and Gap.Read More
