Deep Dive | July 20, 2022 Premium 10 Trends in Global BeautyConsumer expectations around beauty products and brands continue to evolve, and the sector must keep pace to capitalize on new opportunities. We present 10 trends that are impacting the global beauty market and identify strategies for beauty brands and retailers to best capitalize on momentum in each area. Read More
Event Coverage | July 19, 2022 Premium The Lead Innovation Summit: The Retail World of Tomorrow—Adaptive Retail, DTC, Livestreaming, NFTs and MoreOn July 12 and 13, 2022, The Lead brought together retailers for its Innovation Summit in New York. Coresight Research moderated a panel on livestreaming, interviewed Christina Rapsomanikis of Coty and gleaned key insights from many other presentations. Read More
Deep Dive | July 12, 2022 Premium E-Commerce Outlook: US Beauty—Skincare To Lead Online GrowthAn increasing number of US beauty purchases have been made online in the past few years, especially since the onset of the Covid-19 pandemic. In this E-Commerce Outlook, we examine the size and trajectory of the US online beauty market and present key market drivers, industry players, innovators and themes we expect to see in 2022 and beyond. 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 13, 2022 Register for Free Access Fragrance Premiumization—A Fundamental Shift That Is Driving Beauty GrowthWorldwide, the fragrance market experienced solid growth in 2021, particularly driven by strong momentum in premium fragrance sales. This report explores the companies leveraging the premiumization trend—including Chanel, Chloé and Dior, among others—as well as factors driving premiumization. Read More
Insight Report | May 17, 2022 Premium Earnings Insights 1Q22, Week 3: Coty, Tapestry and Weis Post Strong Results; Qurate’s 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 15, 2022, namely Coty, Qurate Retail, Tapestry and Under Armour, among others. Read More
Market Outlook | April 27, 2022 Premium Market Outlook: US Beauty Retailing—Clean Beauty and Premiumization Drive GrowthThe US beauty market is poised for growth driven by clean beauty and premiumization. This report analyzes the market factors, online market, competitive landscape, and themes we are watching for 2022. Read More
Insight Report | March 28, 2022 Premium Inclusive Beauty: Opportunities To Reach Older ConsumersBaby boomers could represent a key demographic for beauty brands and retailers as the US population ages. We discuss the opportunities for the beauty industry to be more age-inclusive, with examples of strategies from notable beauty brands. 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
Insight Report | February 14, 2022 Premium Earnings Insights 4Q21, Week 3: L’Oréal and CVS Post Strong Results; Coty and Tapestry Raise GuidanceOur 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 13, 2022, namely Coty, CVS Health, L’Oréal and Tapestry. 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 | 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
Insight Report | December 14, 2021 Premium Coty Investor Day 2021: Company Sees FY22–FY25 Revenue CAGR of 6%–8%The Coresight Research team attended Coty’s Investor Day 2021. We present key insights from the event, covering the company’s growth plan through fiscal 2025 and its six strategic pillars to achieve growth. Notably, the pillars cover sustainability, social advocacy, e-commerce and expansion in China. Read More
Deep Dive | November 22, 2021 Free Report Rethinking Product Sampling: Are Retailers and CPG Brands Doing It Right?Product sampling is a common and effective way to raise awareness of newly launched products and prompt reconsideration of established brands. Leveraging proprietary survey data, we explore the challenges that retailers and CPG brands are facing, the pain points and benefits of product sampling and the future of the space. This free report is sponsored by Freeosk. Read More
Insight Report | November 16, 2021 Premium Earnings Insights 3Q21, Week 3: Tapestry and The RealReal Post Strong Results; Canada Goose Sees Weak RecoveryOur 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 7, 2021, including beauty brand Coty, food retailer Grocery Outlet, luxury companies Canada Goose and Tapestry and luxury e-commerce company The RealReal. Read More