Deep Dive | January 23, 2023 Premium M&A in US Apparel and Footwear: Strong Prospects To Redefine Portfolios and Bolster CapacityWe analyze mergers and acquisitions (M&A) in the US apparel and footwear market, covering the scope of M&A in 2022 and predictions for 2023, four key objectives for M&A activities in the sector as well as four factors that will drive M&A activity. Read More
Insight Report | January 4, 2023 Premium 3Q22 US Retail Inventory Tracker: Most Retailers See Inventory Growth SlowOur 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 3Q22 and assess how and why levels are changing. This quarter, overall inventory turnover rates were slightly down from the year-ago quarter. Read More
Company Profile | December 22, 2022 Premium Signet Jewelers (NYSE: SIG) Company ProfileSignet Jewelers is a retailer of jewelry products. Headquartered in Bermuda, the company operates stores in Canada, Ireland, the UK and the US. Read More
Deep Dive | December 21, 2022 Premium US Fashion Resale Market: E-Commerce and Luxury Capture Greater ShareWe analyze the growth trajectory of the US fashion resale market, driven by factors such as consumers’ growing sustainability awareness, sneaker hype and inflation. We also explore key themes in the market and discuss industry players’ profitability. Read More
Insight Report | December 20, 2022 Premium November 2022 US Retail Traffic and In-Store Metrics: Holiday Traffic DeclinesIn our monthly report on US retail traffic and in-store metrics, we review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type. November 2022’s data shows traffic declined by 0.9% year over year. Read More
Deep Dive | December 19, 2022 Premium US Handbag Retailing: Opportunities in Vegan Leather and ResaleWe analyze the US handbag market, covering its size and growth trajectory, market drivers, the competitive landscape and themes we are watching. We identify opportunities in vegan leather, resale and private label. Read More
Deep Dive | December 8, 2022 Premium Head-to-Head in Luxury: Kering vs. LVMHAs part of our Head-to-Head series, we compare Kering and LVMH, the two leading houses in the global luxury sector. We provide insights into five key elements of their businesses, covering revenue, markets of operation, digital strategies, innovation and sustainability initiatives and business expansion. Read More
Deep Dive | December 2, 2022 Premium US Women’s Extended-Size Apparel Market: Fashion-Forward Apparel Is a Growth OpportunityWe analyze the US women’s extended-size market, also known as the plus-size market, presenting market factors, a competitive landscape and themes we are watching. Opportunities exist for brands and retailers to offer everyday apparel in fashion-forward styles. Read More
Insight Report | November 28, 2022 Premium Countdown to Holiday 2022: Black Friday Insights from Retailers in the US and CanadaThe Coresight Research team undertook its annual tour of stores for Black Friday, visiting stores in the US and Canada. We offer our observations and insights on the shopping event this year, covering the breadth and depth of promotions, product quantity and availability, consumer activity and demand, and more. Read More
Insight Report | November 28, 2022 Premium October 2022 US Retail Traffic and In-Store Metrics: Traffic Growth Decelerates Further in October but Strengthens on Black FridayIn our monthly report on US retail traffic and in-store metrics, we review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type. October 2022’s data shows traffic growth declined to 4.1% year over year. Read More
Insight Report | November 23, 2022 Premium 10.10 Shopping Festival 2022: 10 Key TakeawaysCoresight Research’s 10.10 Shopping Festival drew a global audience. We provide 10 takeaways, including consumers’ device preferences, peak traffic times, consumers’ interest in behind the scenes and food content, the clean beauty trend and more. Read More
Deep Dive | November 23, 2022 Premium Retail Innovators: Sustainability and Tech Enablers in the Luxury EcosystemAs part of our Retail Innovators series, we present five companies that are disrupting the global luxury market, as well as their tailwinds, headwinds and impact on traditional market players. Read More
Deep Dive | November 22, 2022 Premium 100 Retail Companies, 10 Years: Analyzing Financial Performance and Winning StrategiesOur analysis of 100 retail companies covers their 10-year financial performance as well as winning strategies to emulate high-performing companies. We analyze sales growth, margins, free cash flow, return on capital and debt levels for small, medium and large companies. Read More
Insight Report | November 22, 2022 Premium Earnings Insights 3Q22, Week 4: Bath & Body Works, BJ’s, Macy’s and Walmart Raise Guidance; Alibaba and Target See Slow GrowthOur 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 2022 earnings. This week includes highlights from Alibaba, Bath & Body Works and BJ’s Wholesale Club, among others. Read More
Deep Dive | November 18, 2022 Premium Singles’ Day 2022: Making an Impact Around the WorldSingles’ Day (also known as 11.11), the world’s largest online global shopping festival, expanded once again this year, including an increasing number of retailers from outside China. As part of our Singles’ Day 2022 coverage, we examine various promotions from locations outside Mainland China. Read More
