Deep Dive | May 20, 2022 Premium Market Outlook: Apparel Specialty Retail—US and UK Revivals To Outpace Lockdown-Hit ChinaWe analyze apparel and footwear specialty retail with a focus on the US, the UK and China. Our report includes five key growth drivers, leading companies, store numbers and more. Read More
Store Tracker | April 6, 2022 Premium US Store Tracker Extra, March 2022: US Retailers To Open 68 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 April 1, 2022, versus the comparable period in 2021. 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
Insight Report | March 8, 2022 Premium Earnings Insights 4Q21, Week 6: Qurate and Best Buy’s Sales Falter, While American Eagle, Nordstrom, Target and Urban Outfitters Post Strong ResultsOur 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 March 6, 2022, including American Eagle, Best Buy, Nordstrom, Qurate, Target and Urban Outfitters. Read More
Store Tracker | March 4, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 9: Amazon Closing Dozens of Stores in Nonfood RetreatOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Crate & Barrel and Schnuck in the US, and Amazon, Card Factory and Next in the UK. Read More
Market Outlook | March 2, 2022 Premium Market Outlook: US Footwear Specialists See a ResurgenceWe analyze the resurgent US footwear specialty retail market, including four themes we are watching. Learn more about opportunities in specialty footwear. Read More
Deep Dive | February 28, 2022 Premium Head-to-Head in US Sporting Goods Retail: Dick’s Sporting Goods vs. Foot LockerDick’s Sporting Goods and Foot Locker are heavyweights in the US sporting goods sector. As part of our Head-to-Head series, we compare the two companies, providing insights into their revenues, business strategies, technology initiatives and more. 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
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 | December 9, 2021 Premium The US Footwear Market: Analyzing Trends and OpportunitiesConsumers have returned to working, socializing and exercising outside of their homes, leading to a revival in footwear sales. We discuss the US footwear market, presenting the market size, key growth drivers and a competitive landscape. We also cover four key trends among brands and retailers as they aim to better serve footwear demand in a changing retail environment. Read More
Market Outlook | December 8, 2021 Premium Market Outlook: Apparel Specialty Retailers in the US, the UK and China See Strong GrowthIn this updated Market Outlook, we discuss the performance and outlook for the apparel and footwear specialty retail sector, with a focus on the US, the UK and China. We also explore key growth drivers, competitive landscapes, notable retail innovators in the space, and opportunities arising from three key specialty apparel and footwear trends. Read More
Store Tracker | December 3, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 48: US Store Closures Down 39% 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 Amazon, Allbirds and Citi Trends in the US and Clarks, Foot Locker and Superdry in the UK. Read More
Store Tracker | December 1, 2021 Premium US Store Tracker Extra, November 2021: Major US Retailers To Open 70 Million Square Feet of Retail Space in 2021The 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
