Market Outlook | June 29, 2022 Premium Market Outlook: US Luxury Set for Solid GrowthIn this Market Outlook, we examine the scale, composition and trajectory of the US personal luxury market, discuss the factors driving its growth and cover market themes we are watching. Read More
Deep Dive | June 22, 2022 Premium 1Q22 US Earnings Season Wrap-Up: Consumers Under Pressure—But High-End Proves ResilientWe analyze the first quarter of 2022 performance of select, mostly US-based retailers, brands, and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Insight Report | June 7, 2022 Premium Earnings Insights 1Q22, Week 6: Capri Holdings, Lululemon and RH Post Solid Results; Big Lots’ Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report first-quarter 2022 earnings. This week features highlights from companies that reported in the week ended May 29, 2022, namely Big Lots, Capri Holdings, Lululemon, PVH Corp. and RH. Read More
Market Outlook | May 26, 2022 Premium Video: Market Outlook—Global LuxuryCoresight Research senior analyst Swarooprani Muralidhar talks about our new research on the global luxury goods market. In this short video, we cover the luxury market’s trajectory, the impact of recent major macro factors, digitalization and the growing importance of China’s luxury consumers. Read More
Market Outlook | May 26, 2022 Premium Market Outlook: Global Luxury—Digitalization and Localization To Drive Market GrowthIn our most recent Market Outlook, we examine the scale, composition and trajectory of the global personal luxury market, discuss the factors driving its growth and cover market themes we are watching. Read More
Insight Report | April 5, 2022 Premium 4Q21 US Retail Inventory Tracker: Inventory Turnover Rates Improve in the Holiday Quarter Despite Supply Chain DisruptionsOur 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 4Q21 and assess how and why levels are changing. This quarter, overall inventory turnover rates increased year over year as well as on a two-year basis for many retailers. Read More
Deep Dive | March 28, 2022 Premium 4Q21 US Earnings Season Wrap-Up: Strong Growth Continues for Most Brands and RetailersWe analyze the fourth quarter of 2021 performance of select, mostly US-based retailers, brands, and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Store Tracker | February 18, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 7: US Openings Up 5% Year over YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Cub Foods, Primark and Sprouts Farmers Market in the US, and Castore, Fultons Foods and Sports Direct in the UK. 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
Deep Dive | February 1, 2022 Premium M&A in the Global Luxury Market: Four Key Areas of GrowthWe have seen a flurry of interesting acquisitions and investments in the global luxury market in recent years. We discuss selected major M&A (mergers and acquisitions) deals in 2021 and explore the key growth areas in luxury business expansion moving forward. Read More
Deep Dive | January 4, 2022 Premium The US Handbag Market: Sustainability and Resale Drive GrowthFollowing 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
Insight Report | January 3, 2022 Premium 3Q21 US Retail Inventory Tracker: Inventories Jump Despite Supply Chain ConstraintsOur 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
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
Deep Dive | November 15, 2021 Premium 10 Trends in Global LuxuryAfter so much disruption in 2020 amid the pandemic, 2021 is proving to be a year of change and recovery for the luxury sector. We present 10 key luxury trends and identify strategies for brands and retailers to best capitalize on momentum in each area in 2021 and beyond. Read More
Insight Report | November 9, 2021 Premium Earnings Insights 3Q21, Week 2: Hanesbrands, Under Armour and Estée Lauder Post Strong Sales Growth; Capri Sees Slow RecoveryOverall, apparel and footwear brand owners witnessed substantial recovery, while Capri Holdings reported a slow recovery. Read Coresight Research’s weekly Earnings Insights reports for highlights from recent management commentary at major US retailers as they report third-quarter 2021 earnings. Read More
