Insight Report | February 8, 2022 Premium Five Trends in US Off-Price Retail: External Pressures and Internal Shifts Drive Change for Traditional PlayersWe present five key trends in the US off-price retail sector, exploring external pressures and internal shifts, with examples of recent developments by major brands and retailers. Read More
Deep Dive | February 8, 2022 Databank Members US Consumer Tracker: Renewed Shifts in Consumer Activities and SpendingConsumers’ choice of channel is shifting across various categories, as the US Omicron wave appears to be peaking. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Insight Report | February 8, 2022 Premium Earnings Insights 4Q21, Week 2: Capri, Estée Lauder and Ralph Lauren Raise Guidance; Online Retail Continues to Falter at AmazonOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended February 6, 2022, including Amazon, Capri Holdings, Estée Lauder and Ralph Lauren. Read More
Free Data Graphic | February 7, 2022 Free Report Coresight Bites: Market Outlook—China’s Apparel and Footwear MarketWe present Coresight Bites: Market Outlook—China’s Apparel and Footwear Market Read More
Deep Dive | February 7, 2022 Free Report Opportunities in Retail Returns: Driving Down Costs and Driving Up SustainabilityReturns are a significant and growing issue for retailers, substantially impacting revenues and costs, customer satisfaction and loyalty, as well as sustainability. We analyze the returns challenge in US retail and explore how retailers can best handle and mitigate returns. This free report is sponsored by SAP. Read More
Deep Dive | February 7, 2022 Premium Head-to-Head in India’s Apparel Retail Market: Aditya Birla Fashion and Retail Limited vs. Arvind Fashions LimitedAs part of Coresight Research’s Head-to-Head series, we compare Aditya Birla Fashion and Retail Limited (ABFRL) and Arvind Fashions Limited (AFL), two major players in India’s apparel industry. We discuss six key elements of their businesses: revenue growth, brands and product groups, store portfolios, e-commerce and digital initiatives, growth strategies, and sustainability initiatives. Read More
Analyst Corner | February 6, 2022 Register for Free Access Weinswig’s Weekly: What Walmart’s “New Department Store” Tells Us About Where Brick-and-Mortar Retail Is HeadedThis week’s note “From the Desk of Deborah Weinswig” discusses learnings from Walmart’s new department store-style format for multibrand, multichannel retailing in a digital age. Read More
Insight Report | February 4, 2022 Premium Supply Chain Briefing: Threats to Ocean Freight Rate Stabilization and Typhoon Rai’s Impact on Major South-Asian PortsAs part of our Supply Chain Briefing series, we discuss the threat of Omicron-led restrictions to the stabilization of ocean freight rates. We also examine the impact of Typhoon Rai on global supply routes, as well as steps that Amazon is taking to build US logistics capacity. Read More
Store Tracker | February 4, 2022 Databank Members Weekly US and UK Store Openings and Closures Tracker 2022, Week 5: Store Expansion Plans Takes US Openings Past 2,000Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Academy Sports and Outdoors, Gucci, and Sears Hometown in the US, and Harrods, Kurt Geiger and Tesco in the UK. Read More
Deep Dive | February 3, 2022 Premium Retail-Tech Landscape: Reality Technologies Enabling Brands and Retailers To Offer Immersive Shopping ExperiencesBrands and retailers leverage immersive technologies including augmented reality (AR) and virtual reality (VR) to replicate physical shopping experiences and interactions in a digital environment or enhance their brick-and-mortar spaces. This Retail-Tech Landscape comprises selected startups globally that provide reality technology solutions. Read More
Deep Dive | February 2, 2022 Premium M&A in Apparel and Footwear: Strong US and UK Growth OpportunitiesWe analyze 2021 apparel and footwear-focused M&A (mergers and acquisitions) activity in the US and the UK, as well as prospects for, and drivers of, M&A growth in 2022 and beyond. Read More
Deep Dive | February 2, 2022 Free Report Headless Commerce: Part 2—Addressing Profitability Issues for Mid-Size E-Commerce PlayersMid-size retailers must take steps to maximize profitability in their e-commerce business. Leveraging proprietary US survey data, we explore the levers of profitability in e-commerce, why brands and retailers should capitalize on artificial intelligence, machine learning and predictive analytics, and how CaaS (commerce-as-a-service) can help improve profitability. This free report is sponsored by Nogin. Read More
Insight Report | February 2, 2022 Premium US and China Quarterly Economic Update, 4Q21: US GDP Accelerates from Slow Third Quarter; China’s Economy Loses Further MomentumOur Quarterly Economic Update discusses macroeconomic indicators from the US and China, including GDP and industrial production. We look at recently released data for the fourth quarter of 2021, which show growth acceleration in the US and further slowdown in growth momentum in China. Read More
Insight Report | February 2, 2022 Premium Holiday 2021: US Retail Wrap-Up—Reviewing Shopping Trends and Behaviors in a Strong Sales SeasonWe review US holiday retail performance, through major retailers’ trading updates, proprietary survey findings and recently published retail sales data. We outline the key themes of the holiday season that will impact 2022. Read More
Store Tracker | February 1, 2022 Databank Members US Store Tracker Extra, January 2022: Major US Retailers To Open 30 Million Square Feet of Retail Space in 2022The 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 January 28, 2022, versus the comparable period in 2021. Read More
